US Immigration Podcast

Interviews with Leaders in Immigration

Part 1: How to Build a Better Business Plan to Support an Immigration Visa (Ep. 30)

November 4, 2014 by Mark Deal Leave a Comment

Mark Deal talks about the first part of crafting a business plan for immigration purposes such as the company summary, product/service descriptions, as well as marketing and sales strategies

 Listen to this show using the web player below or your podcasting app of choice.

 

 


Immigration Buiness PlansIn this episode you will hear:

  • A bit about my MBA background (and how MBAs are best suited to prepare business plans)
  • Why you should NOT HIRE ME
    • If you can only spend money on a business plan or an immigration attorney, use my free tools to write your own plan – invest in solid legal representation.
  • Don’t make declarations that you can’t back up with supporting documents (don’t ASK for the RFE).
  • How to use fluid strategy statements to support your case, but reduce your overall document requirements.
  • Although the Executive Summary usually appears first, work on it last (we will cover this next week)
  • Company Summary
    • Start-Up Summary and Funding Sources
    • Business Start-Up or Expansion Milestones
    • Operational overview (in comparison to an elevator pitch)
      • E-2 & EB-5 Bonus: Cover the background of the source and use of funds
      • L-1A Bonus: Offshore Business Description
      • L-1A Bonus: Executive Job Description(s) with offshore history
  • Products and Services
    • Products and Services Description
    • How many products or services should be presented
  • Marketing Analysis
    • Geographic Summary (i.e. local, Regional National, international)
    • Market Demographics vs Market Segmentation and how to use them both
    • Target Market Strategy
    • SWOT Analysis and how it relates to Competitor Analysis
      • EB-5 Bonus: Why a Competitor Analysis is expected as part of Matter of Ho precedence
  • Sales Strategy
    • Primary Marketing Campaign Strategy as it relates to your Sales Forecast
    • A 5-year sales forecast – your first business plan metric
  • Next week I’ll cover the second part of my general business plan strategies to support business immigration petitions

Dive deeper into topics discussed on this show

  • John Gezelius: Proving the Source of US Investment Funds for Foreign Entrepreneur and Investor Visas
  • Natasha Bell: Special Immigration Concerns for Private Placement Memorandums

Next Actions

  • Listen to the second part of this series 
  • Follow and interact with me on Twitter (or in the comments below)

Filed Under: Business, E-2, EB-5, L-1, Leader, Podcast

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