If you are a foreign national who requires an E-2 Investor Visa to start a business in the United States, we can help you with preparation of a business plan and/ or projections. As CPA?s but we can work with your legal counsel to develop a business plan and financial model to show the U.S. government that your proposed business model has the potential to generate American jobs and contribute to the US economy.
Each business plan contains the following:
? Mission statement.
? History of the company, including identification of founders and current owners, growth history, and historical financial statements or financial highlights.
? Description of the company?s operating facilities.
? Personnel, including number and types of employees, description of departments, names and responsibilities of officers and significant employees, etc.
? Description of the business, including products manufactured or sold, services rendered, markets served, etc.
? General discussion of competition and list of specific competitors.
? Strengths, weaknesses, opportunities, and threats identified.
? Financial projections.
? Marketing plan, including the target market and basic selling strategies.
? Executive summary of the goals and planned actions.
? References, which could include customers, suppliers, investors, industry experts, testimonials, or relevant articles supporting the company or its products.
We are familiar with businesses and resources in South Florida and we use state of the art business plan templates. We can guide you through the process of writing a business plan. We use state of the art business plan software which seamlessly integrates with QuickBooks or other Excel based business plan software. Don't overlook the importance of writing a business plan that is well thought out and clearly reflects your future business and goals.
Our business plans are not prepackaged boiler-plate plans which you might find on the internet for a very low price. Each business plan is carefully prepared by a CPA/MBA with your input and typically is about 15-25 pages. Its not just a "check the box" document for your immigration attorney and for you to never look at again, rather its a resource, and bench mark for you to use when you operate your business. Many thought provoking questions are asked, and numerous business what if scenarios, are used in the projection. Quite often, business owners will say that they never looked at the business that way and find the process helpful and informative. Each plan takes no less than 10 days to prepare the first draft business plan.