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A visa case is a business case.

Immigration and residency programs do not approve intentions — they approve cases. We build the business side of the case: the business plan, the financial documentation and the relocation economics a reviewer can actually test.

The Situation

The situation that brings clients here.

An owner or a family decides to relocate — and discovers that the visa is the easy part. The program wants a business case: a plan that survives review by people trained to find the weak ones. Immigration counsel runs the legal track; what the case needs is a business plan built as if it will be audited.

Most plans fail not on the paperwork but on the substance: the market story does not hold, the numbers do not reconcile, the source of funds has no trail. That is the part we take.

Which program does our business case actually support — and which are we just hoping for?
Will our plan survive review, or only look complete?
What does the program count as a credible market?
How do we document the source of funds so a reviewer can trace it?
Does the business work in the new market — or only in the application?
What must the financial model show to be believed?
One application, or a staged case across programs?
What happens if the reviewer challenges the numbers?

What the Work Includes

Workstream 01

Business Plans for Immigration & Residency

US immigration business plans for E-2, L-1, EB-2 NIW and EB-5; UK Innovator Founder visa business plans; UAE Golden Visa business plans; EU startup & residence program business plans. Written for the program’s tests, not adapted from a bank template.

Output: immigration business plan

Workstream 02

Investor & Relocation Packages

Investor immigration business plans; personal net worth & source of funds reports; relocation financial planning — the financial spine of the case, reconciled end to end.

Output: financial documentation package

Workstream 03

Case Review

The plan tested the way its reader will read it: market logic, number reconciliation, source-of-funds trail, consistency with the legal track.

Output: review memo

Typical outputsImmigration Business PlansSource of Funds ReportsPersonal Net Worth ReportsRelocation Financial Planning

How the Engagement Runs

Built for the reviewer, not the folder.

A case is a document with stakes. We build it the way its reader will read it — against the program’s own tests, before counsel files it.

01Brief & program testsThe business, the goals, the program’s criteria — and where the case is thin.
02Case buildMarket logic, operating plan, financial model, source-of-funds trail — one reconciled whole.
03Review roundsThe plan is challenged internally before anyone else gets to challenge it.
04Counsel handoverA package immigration counsel can file with — and defend.

Beyond Approval

A plan that works twice.

A plan written only to pass dies on arrival — the business then has to live with it. We write plans that pass review and still work as plans: the same document the reviewer approves is the one the team can keep executing.

→One reconciled caseBusiness plan, model and funds trail tell the same story.
→A defensible market caseThe market logic holds without the reader taking anything on faith.
→A plan the team keepsWhat was written for the program doubles as the operating plan.

Common Questions

Do you replace an immigration lawyer?

No. Counsel runs the legal track; we build the business and financial side of the case and work alongside them. Cases are stronger when each side does its own job.

Which programs do you work with?

US programs (E-2, L-1, EB-2 NIW, EB-5), the UK Innovator Founder visa, the UAE Golden Visa, and EU startup & residence programs.

We already have a business plan — can you adapt it?

Usually the honest answer is a rebuild. A plan written for a bank or an investor answers different questions than a program reviewer asks. We keep what is real and rebuild what is not.

What does a source of funds report involve?

A documented trail: where the net worth came from, transaction by transaction, structured to what the program actually requires. We wrote about the narrative a reviewer can trace.

Can you guarantee approval?

No — and no one honest can. What we can do is make the case as strong as the facts allow, and tell you early if they do not.

The business exists only for the visa — is that a problem?

It is a known failure pattern. If a business has no life beyond the application, reviewers see it, and so does the market. We wrote about why these businesses fail — and we would rather help you choose one that survives.