Steps for Setting Up an E2 Business

Start an LLC or Corporation

• Choose the state where you want to register your business.
• File the necessary documents with the state.
• Obtain the Articles of Incorporation or Certificate of Formation.

Obtain a Tax ID (EIN)

• Apply for an Employer Identification Number (EIN) from the IRS.
• You can apply online, by mail, or by fax.

Open a USA Business Bank Account

• Choose a bank and provide the required documentation (EIN, business formation documents, personal identification).
• Deposit initial funds into the account.

Transfer Personal Funds to the Business Bank Account

• Transfer sufficient personal funds to the business account to meet E2 visa investment requirements.

Spend Funds According to E2 Rules

• Use the funds for business-related expenses such as lease agreements, equipment purchases, inventory, and other operational costs.
• Ensure all expenditures are well-documented and aligned with the business plan.

Gather Documentation of Expenses

• Keep detailed records of all business expenses.
• Collect invoices, receipts, contracts, and bank statements.

Prepare an E2 Business Plan

• Create a comprehensive business plan that outlines the business model, market analysis, organizational structure, financial projections, and job creation potential.
• The plan should demonstrate how the business will support economic growth and create jobs for U.S. workers.

Send Documents to an E2 Visa Lawyer or Agency, or Prepare Them Yourself

• Consult with an experienced E2 visa attorney or agency.
• Provide all necessary documentation, including the business plan, financial records, and proof of investment, or prepare the documents yourself.

Submit the E2 Application

• Complete the E2 visa application forms.
• Submit the application to the appropriate U.S. Consulate or Embassy.
• Attend the visa interview and provide any additional information requested by the consular officer.

Prepare for Business Operations

• Once the visa is approved, finalize any remaining business setup tasks.
• Hire employees, if necessary, and begin operations.