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Many investors assume that an E-2 application hinges solely on a cash investment. In reality, a well-crafted E-2 investment strategy can include assets, equipment, and even intellectual property. At Visa Business Plans, we guide clients in leveraging everything they own to meet the “substantial investment” requirement and set their venture up for success.
Seeing Value in What You Already Own
When Lena approached us, she believed only liquid funds would count. Yet she owned a fleet of refrigerated trucks that formed the backbone of her Canadian food distribution business. By working with her to develop a detailed strategy, and in tandem with her immigration attorney, we showed how those trucks could qualify as part of her E-2 investment. We worked with a CPA to document their fair market value, outlined their role in revenue generation, and wove that analysis into her business plan. The result? Lena moved forward with confidence, knowing her assets bolstered her application.
Equipment and Intellectual Property Can Count
Chef Ricardo had invested heavily in professional kitchen gear and built a recognizable brand name overseas. Rather than asking him to liquidate those assets, we incorporated them into his E-2 proposal. Our advisory team suggested equipment appraisals, connected him with attorneys to draft clear transfer agreements, and described how his trademark rights would drive customer loyalty in the U.S. Thanks to that strategy, Ricardo met the investment threshold without tapping every penny in his savings.
The Importance of Precision
Including assets isn’t as simple as listing them on a balance sheet. Upon the immigration attorney’s approval, each item in the investment section requires supporting documentation that could include, but is not limited to, appraisals, purchase records, and contracts. That’s where our expertise shines. We develop the business plan narrative and advisory roadmap that spell out how your assets fund operations, create jobs, and grow the company.
Assets as Your Competitive Edge
Clients who thought they needed hundreds of thousands in cash have secured E-2 investments by showcasing the real value of what they already owned. Whether it’s delivery trucks, specialized equipment, or a beloved brand, your assets can close the gap between theory and approval—when presented in a precise, compliant business plan.
Ready to Leverage Your Assets?
If you own equipment, property, or intellectual property that could strengthen your E-2 application, let Visa Business Plans craft a custom business plan and advisory strategy around your unique resources. With clear financials from ProfitWise bookkeeping and our proven expertise, you’ll have the documentation and confidence you need. Contact us today to explore how your assets can become your greatest investment.
Contact us today to get started
The information provided in this blog is intended solely for informational purposes. While we strive to offer accurate and up-to-date content, it should not be considered legal advice. Immigration laws and regulations are subject to change, and individual circumstances can vary widely. For personalized guidance and legal advice regarding your specific immigration situation, we strongly recommend consulting with a qualified immigration attorney who can provide you with tailored assistance and ensure compliance with current laws and regulations.
Visa Business Plans is led by Marco Scanu, a certified coach from the University of Miami with a globally-based practice coaching Fortune 1000 company executives, entrepreneurs, as well as professionals in four different continents. Mr. Scanu advises clients on turnaround strategies and crisis management.
Mr. Scanu received a bachelor’s degree in Business Administration (Cum Laude) from the University of Florida and an MBA in Management from Bocconi University in Milan, Italy. Mr. Scanu was also a Visiting Scholar at Michigan State University under the prestigious H. Humphrey Fellowship (Fulbright program) with a focus on Entrepreneurship, Venture Capital, and high-growth enterprises.
At present, Mr. Scanu is the managing partner and CEO at Visa Business Plans, a Miami-based boutique consulting firm providing attorneys and investors with business planning services in the areas of U.S. and Canadian immigration, SBA loans, and others.
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