Business plans structured for your visa and built around your profile or your business.
The plan is written from your profile or your business, in the structure of your visa category, and covers the market, the operations and the numbers that support the petition. We work with attorneys and with self-petitioners.
What the plan presents for each visa
The plan focuses on the business operations, the direct and indirect jobs it creates, and the project's contributions to, and impact on, the region and the United States.
- EB-2 NIW
- The endeavor you will develop in the United States: market, services, operations, staffing and five years of financial projections, with a source for every figure.
- L-1A and L-1B, new office
- The company's first year in the United States: premises, hiring, organizational chart and the path for the executive or manager to focus on management, with the relationship to the foreign company described factually.
- E-2
- Where the capital was invested, how the company will operate and the revenue it should bring in over five years, showing that the business goes beyond providing a living for the investor.
- O-1A
- What the professional will do in the United States, for whom and through which company, when the case needs to show that plan.
- EB-1A
- How the professional will continue working in the United States in the field where they excel, in a business plan or a Professional Plan.
- RFE support
- When an RFE arrives: we revise the plan, prepare supporting studies and work within the response deadline.
- Extensions and renewals
- With the company already operating, we update the plan with actual numbers for an L-1A extension, an E-2 renewal or an EB-1C petition.
How the plan is organized
Plans are written in English, the language of the petition, and the attorney, when there is one, may ask for a different order or other sections.
Section 7.0 covers five years of profit and loss, cash flow and balance sheet. The Appendix then shows year one month by month: sales, staffing, profit and loss, cash flow and balance sheet. E-2 plans are leaner and have no Appendix.
Every number in the narrative comes from the financial model, and every market figure has a footnote to its source.
No plan starts from a ready-made template: the content is written for your profile and your business. Revisions are included in the contracted scope, and your case never appears in a portfolio or in marketing material.
What we check before every delivery
- Structure and formatting
- Factual language, with no legal argument
- Numbers that tie out across text, tables and balance sheet
- The structure requested for the case
- The case checklist
- English grammar and flow
- Writing style and clarity
- Coverage of the visa requirements
Inside a plan
Three pages in the format we deliver: the financial highlights chart, the startup requirements table and the five-year profit and loss. The company and figures are illustrative: a client's plan never appears on this site.
The Company will accrue federal income tax at 21%18 and Florida corporate income tax at 5.5%,19 about 25.3% combined once the state tax is deducted at the federal level. Taxes Incurred rise from $10,456 in Year 1 to $57,291 in Year 5.
2.4.1 Financial Highlights Chart
| Sales | $412,800 | $690,500 | $968,400 | $1,224,600 | $1,486,200 |
|---|---|---|---|---|---|
| Gross Margin | $221,220 | $337,069 | $475,910 | $591,934 | $705,814 |
| Net Profit | $30,800 | $59,074 | $97,028 | $163,335 | $168,755 |
Projected sales, gross margin and net profit of Example Automation from Year 1 to Year 5, in U.S. dollars.
18 Internal Revenue Service, "Publication 542 (01/2024), Corporations," accessed October 2026. https://www.irs.gov/publications/p542
19 Florida Department of Revenue, "Corporate Income Tax," accessed October 2026. https://floridarevenue.com/taxes/taxesfees/Pages/corporate.aspx
Working Capital
The $60,000 shown as Cash Required in Section 2.5.1 will cover payroll, the shop lease and operating expenses while service contracts build up; the monthly tables in the Appendix show the cash balance staying positive through Year 1.
2.5.1 Startup Requirements Table
| Startup | |
|---|---|
| Requirements | |
| Startup Expenses | |
| Florida LLC registration, registered agent and EIN | $900 |
| Operating agreement and service contract templates | $2,500 |
| Business licenses and certificate of use | $800 |
| Brand identity, website and launch materials | $4,500 |
| Shop setup and safety equipment | $3,600 |
| Insurance deposits | $2,400 |
| Maintenance and accounting software setup | $1,800 |
| Total Startup Expenses | $16,500 |
| Startup Assets | |
| Cash Required | $60,000 |
| Startup Inventory | $8,000 |
| Other Current Assets | $0 |
| Long-term Assets | $48,000 |
| Total Assets | $116,000 |
| Total Requirements | $132,500 |
Income tax is accrued at 21% federal and 5.5% Florida, about 25.3% combined, so Taxes Incurred go from $10,456 in Year 1 to $57,291 in Year 5. Net profit rises from $30,800 to $168,755 as the technical team grows.
7.2.1 Annual Profit and Loss Table
| Pro Forma Profit and Loss | |||||
|---|---|---|---|---|---|
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |
| Sales | $412,800 | $690,500 | $968,400 | $1,224,600 | $1,486,200 |
| Direct Cost of Sales | $90,816 | $151,910 | $213,048 | $269,412 | $326,964 |
| Production Payroll | $93,600 | $187,200 | $259,584 | $337,440 | $421,200 |
| Payroll Taxes (Production) | $7,164 | $14,321 | $19,858 | $25,814 | $32,222 |
| Total Cost of Sales | $191,580 | $353,431 | $492,490 | $632,666 | $780,386 |
| Gross Margin | $221,220 | $337,069 | $475,910 | $591,934 | $705,814 |
| Gross Margin % | 53.59% | 48.82% | 49.14% | 48.34% | 47.49% |
| Expenses | |||||
| Management and Administrative Payroll | $78,000 | $120,000 | $176,800 | $183,872 | $261,227 |
| Payroll Taxes (Administrative) | $5,964 | $9,180 | $13,525 | $14,066 | $19,984 |
| Office and Shop Lease | $30,000 | $31,200 | $42,000 | $43,680 | $45,427 |
| Marketing and Advertising | $18,000 | $24,000 | $30,000 | $36,000 | $42,000 |
| Insurance | $9,600 | $12,000 | $15,000 | $18,000 | $21,000 |
| Professional Fees (Accounting and Legal) | $6,000 | $7,200 | $8,400 | $9,600 | $10,800 |
| Vehicles and Fuel | $14,400 | $28,800 | $38,400 | $48,000 | $57,600 |
| Utilities, Phones and Internet | $4,800 | $5,400 | $6,600 | $7,200 | $7,800 |
| Software and Subscriptions | $3,600 | $4,800 | $6,000 | $7,200 | $8,400 |
| Depreciation | $9,600 | $15,360 | $9,216 | $5,530 | $5,530 |
| Total Operating Expenses | $179,964 | $257,940 | $345,941 | $373,148 | $479,768 |
| Profit Before Interest and Taxes | $41,256 | $79,129 | $129,969 | $218,786 | $226,046 |
| EBITDA | $50,856 | $94,489 | $139,185 | $224,316 | $231,576 |
| Interest Expense | $0 | $0 | $0 | $0 | $0 |
| Taxes Incurred | $10,456 | $20,055 | $32,941 | $55,451 | $57,291 |
| Net Profit | $30,800 | $59,074 | $97,028 | $163,335 | $168,755 |
| Net Profit/Sales | 7.46% | 8.56% | 10.02% | 13.34% | 11.35% |
Sources cited in our plans
We also use official data from the Census Bureau, the Bureau of Labor Statistics, the Bureau of Economic Analysis, the Small Business Administration and the IRS.
Year one, month by month
Beyond the five-year projections, the Appendix details every month of year one: the first sales, the hires, the profit and loss, and the cash position of a company that is just starting out. It is included in every plan except E-2.
Monthly Profit and Loss Table (Year 1)
| Pro Forma Profit and Loss (Year 1) | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Month 1 | Month 2 | Month 3 | Month 4 | Month 5 | Month 6 | Month 7 | Month 8 | Month 9 | Month 10 | Month 11 | Month 12 | |
| Sales | $14,000 | $18,500 | $23,000 | $27,500 | $31,000 | $34,000 | $37,000 | $39,500 | $42,000 | $46,000 | $48,600 | $51,700 |
| Direct Cost of Sales | $3,080 | $4,070 | $5,060 | $6,050 | $6,820 | $7,480 | $8,140 | $8,690 | $9,240 | $10,120 | $10,692 | $11,374 |
| Production Payroll | $5,200 | $5,200 | $5,200 | $5,200 | $5,200 | $5,200 | $10,400 | $10,400 | $10,400 | $10,400 | $10,400 | $10,400 |
| Payroll Taxes (Production) | $398 | $398 | $398 | $398 | $398 | $398 | $796 | $796 | $796 | $796 | $796 | $796 |
| Total Cost of Sales | $8,678 | $9,668 | $10,658 | $11,648 | $12,418 | $13,078 | $19,336 | $19,886 | $20,436 | $21,316 | $21,888 | $22,570 |
| Gross Margin | $5,322 | $8,832 | $12,342 | $15,852 | $18,582 | $20,922 | $17,664 | $19,614 | $21,564 | $24,684 | $26,712 | $29,130 |
| Gross Margin % | 38.01% | 47.74% | 53.66% | 57.64% | 59.94% | 61.54% | 47.74% | 49.66% | 51.34% | 53.66% | 54.96% | 56.34% |
| Expenses | ||||||||||||
| Management and Administrative Payroll | $6,500 | $6,500 | $6,500 | $6,500 | $6,500 | $6,500 | $6,500 | $6,500 | $6,500 | $6,500 | $6,500 | $6,500 |
| Payroll Taxes (Administrative) | $497 | $497 | $497 | $497 | $497 | $497 | $497 | $497 | $497 | $497 | $497 | $497 |
| Office and Shop Lease | $2,500 | $2,500 | $2,500 | $2,500 | $2,500 | $2,500 | $2,500 | $2,500 | $2,500 | $2,500 | $2,500 | $2,500 |
| Marketing and Advertising | $1,500 | $1,500 | $1,500 | $1,500 | $1,500 | $1,500 | $1,500 | $1,500 | $1,500 | $1,500 | $1,500 | $1,500 |
| Insurance | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 |
| Professional Fees (Accounting and Legal) | $500 | $500 | $500 | $500 | $500 | $500 | $500 | $500 | $500 | $500 | $500 | $500 |
| Vehicles and Fuel | $800 | $800 | $800 | $800 | $800 | $800 | $1,600 | $1,600 | $1,600 | $1,600 | $1,600 | $1,600 |
| Utilities, Phones and Internet | $400 | $400 | $400 | $400 | $400 | $400 | $400 | $400 | $400 | $400 | $400 | $400 |
| Software and Subscriptions | $300 | $300 | $300 | $300 | $300 | $300 | $300 | $300 | $300 | $300 | $300 | $300 |
| Depreciation | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 | $800 |
| Total Operating Expenses | $14,597 | $14,597 | $14,597 | $14,597 | $14,597 | $14,597 | $15,397 | $15,397 | $15,397 | $15,397 | $15,397 | $15,397 |
| Profit Before Interest and Taxes | ($9,275) | ($5,765) | ($2,255) | $1,255 | $3,985 | $6,325 | $2,267 | $4,217 | $6,167 | $9,287 | $11,315 | $13,733 |
| EBITDA | ($8,475) | ($4,965) | ($1,455) | $2,055 | $4,785 | $7,125 | $3,067 | $5,017 | $6,967 | $10,087 | $12,115 | $14,533 |
| Interest Expense | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Taxes Incurred | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $191 | $1,563 | $2,354 | $2,868 | $3,480 |
| Net Profit | ($9,275) | ($5,765) | ($2,255) | $1,255 | $3,985 | $6,325 | $2,267 | $4,026 | $4,604 | $6,933 | $8,447 | $10,253 |
| Net Profit/Sales | -66.25% | -31.16% | -9.80% | 4.56% | 12.85% | 18.60% | 6.13% | 10.19% | 10.96% | 15.07% | 17.38% | 19.83% |
The twelve months add up to Year 1 in the annual table (7.2.1). In the full plan, the Appendix also shows sales, staffing, cash flow and balance sheet month by month.
Also for investors, lenders and expansion
Beyond immigration, we write business plans to raise capital, apply for a loan, expand a brand or lease a larger commercial space.
The first step
Send us your résumé and tell us in a few lines what business you plan to open. You get the scope of work, the timeline and a proposal.
Contact
- +1 (407) 687-1202
- info@nextusplan.com
- Schedule
- cal.com/nextusplan