FORMULARIO BUSINESS PLAN

Essential Documentation

Lease Agreement (if you have multiple lease agreements, please provide all of them)
Resume(s) of visa applicant(s) )
Articles of Incorporation or Articles of Organization)
If the company bought an already-established business, please provide the purchase contract/agreement
If the company is creating/buying a franchise, please provide the franchise contract/agreement
If the company is already operating (making sales), please provide us with the company’s latest financial statements (Income Statement and Balance Sheet Statement)

Optional Documentation

Promotional materials (logo, flyers, menus, brochures, etc.)
Pictures of the business location
Please also attach any other business-related documents that you feel might be helpful to this questionnaire.

In addition to the above-mentioned documentation, please provide the following information:

Principal Visa Applicant Information

First name(s) of the principal visa applicant(s):

Middle name(s) of the principal visa applicant(s):

Last name(s) of the principal visa applicant(s):

Male / Female

Male Female

Principal visa applicant’s E-mail:

Principal visa applicant’s phone number:

Principal visa applicant’s Nationality:

U.S. Company Basic Information

Official (registered) name of the U.S. Company:

Name of the business (d/b/a name):

U.S. Company’s Phone number:

U.S. Company’s E-mail:

U.S. Company’s Website:

Is the company operating (making sales)?

Who are the owners of the U.S. Company? (example: 60% Mr. John Doe and 40% ABC Company, Inc.):

U.S. Company’s Locations

Address of the U.S. Company’s offices:

Office hours and days of operations:

Addresses of the U.S. Company’s other premises, if applicable (example: retail store, warehouse) #1:

What is located at Address 1?

Address 1’s hours and days of operations:

What is located at Address 2?

Address 2’s hours and days of operations:

U.S. Company’s Description

U.S. Company’s Business Activities

Please specify the type of business activities that your company will engage in:

Please describe the U.S. Company’s business (please be as detailed as possible – What are/will be the processes? How will/does the business operate? etc.)

Please list your suppliers and what they supply to the business:

U.S. Company’s Products/Services

Please describe the U.S. Company’s products and services:

If the U.S. Company sells/aims to sell the same product/service category through wholesale, retail, and online sales, please list separate categories for each sales channel, as the prices charged can vary for different sales channels.

Use this format/example to describe more Product or Service:
Product or service 1: xxxxxx
Unit of measurement: weight/dimensions/destination
Sales Price: $variable
Raw Material Cost OR Purchase Price: 50% gross margin

Please categorize the U.S. Company’s products/services and list them by category. For example, for a restaurant, “soups/salads/burgers/pastas” are to be listed as “lunch/dinner items”, and “coffees/sodas/teas” are to be listed as “beverages”, etc.

Sales Strategy

Will you...

Buy databases or lists of target customers?

Yes No

Prospect clients or customers through calls or using emailing?

Yes No

Prospect clients or customers through outside visits or appointments with them?

Yes No

ProspectHave a Customer Relationship Management software to maintain incoming leads and potential sales opportunities?clients or customers through outside visits or appointments with them?

Yes No

U.S. Company’s International Operations

Please list if the U.S. Company currently engages in/aims to engage in the following activities

Import into the U.S.

Yes No

From which location(s):

Export out of the U.S.

Yes No

To which location(s):

Target Clients and Competition

U.S. Company’s target areas (Districts, Cities, States):

* Please keep in mind that Year 1 starts from the moment the visa (or visa extension) is obtained

U.S. Company’s target clients:

U.S. Company’s competitors:

Competitive advantages: The U.S. Company is better than its competitors because (please be precise):

Do/Will you have any of the following?

Do you plan to use any of the following platforms and marketing strategies?

Review platforms (i.e. Yelp, Google Reviews)