Business Plans & Financial Modeling for Employment-Based Immigration Petitions
We support immigration attorneys and their clients with business plans and financial projections designed to meet USCIS expectations and withstand scrutiny—ensuring full alignment between the narrative, financials, and legal strategy.
Focused on E-2, L-1, EB-2 NIW, and employment-based immigration cases.
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Trusted by immigration attorneys and clients across the U.S. and Latin America.
Business Plans That Hold Up Under Review
Immigration petitions often hinge on the credibility and consistency of the business plan and financial projections.
Generic templates and inconsistent financials can weaken a petition—especially when the narrative, numbers, and legal strategy are not fully aligned.
We focus on building business plans that are not only well written, but analytically sound, internally consistent, and aligned with the expectations of USCIS and the broader petition strategy.
Built for High-Stakes Immigration Decisions
Our work is designed to support high-stakes decisions—where financial analysis must be precise, defensible, and actionable.
We work closely with attorneys and their clients to ensure that every component of the business plan supports the case effectively, from market positioning to financial projections and operational structure.
Pillars:
Analytical Rigor
Financial projections that are internally consistent and defensible under scrutiny
Alignment with Legal Strategy
Close coordination with attorneys to ensure consistency across the petition
Practical Execution
Business plans grounded in realistic assumptions and operational feasibility
How We Support Immigration Attorneys
We support attorneys and their clients across different stages of the immigration process.
We adapt the structure and level of detail of each engagement based on the specific requirements of the petition.
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Business plans developed to support work visa petitions, including E-2 and L-1 cases, with a focus on demonstrating business viability, operational readiness, and a credible path for growth.
Each plan is aligned with the legal strategy of the case and supported by financial projections that are internally consistent and defensible under review.
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Business plans and supporting financial analysis for employment-based permanent residence petitions, including EB-2 NIW and EB-5 cases, where applicable.
Our work focuses on clearly articulating the business model, economic impact, and long-term viability, supported by structured financial projections aligned with the requirements of each petition.
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Custom financial models developed to support immigration petitions, aligned with the business narrative and supporting documentation.
Each model is built to ensure consistency across assumptions, projections, and operational plans—providing a clear and defensible financial framework.
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Custom financial models developed to support immigration petitions, aligned with the business narrative and supporting documentation.
Each model is built to ensure consistency across assumptions, projections, and operational plans—providing a clear and defensible financial framework.
Simple, Structured, and Aligned with Your Timeline
Initial Discussion
1
We review the case, business model, and timeline with you or your client.
Information Gathering
2
We collect key inputs and align on assumptions
Draft Development
3
We build the business plan and financial model with a focus on consistency and clarity.
Review & Refinement
4
We align with your filing timeline and remain responsive throughout the process.
We incorporate feedback and ensure alignment with the legal strategy.
A Specialized Partner for Business Plans and Financials
We are not a generic business plan provider. Our work is focused on the financial and strategic components that support immigration petitions.
Attorneys work with us because we provide:
Financial projections that are credible and internally consistent
Business plans aligned with the legal strategy of each case
Clear communication and responsiveness throughout the process
A structured approach that reduces back-and-forth and revisions
Discuss Your Next Case
If you are working on a work visa or employment-based petition and need a business plan or financial projections, we can help structure the financial side with clarity and consistency.
We typically respond within 24 hours.
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