sample immigration consultant business plan

Immigration Consultant

Business plan sample, what it will contain, a sample immigration consulting business plan template will contain an overview of all the areas that your business plan needs to contain. the emphasis given to each part may differ depending on the type of visa you are applying for, but understanding the main content is a great place to start., an immigration business plan.

Each Immigration Consultant Business Plan is unique and there are no templates that will guarantee your approval. However, your immigration consultant business plan sample will generally contain the following.

Executive Summary

The plan needs to start with an executive summary of your business, and include a company structure. Within the structure should be information about the key personnel in your business.

Company Description

Description of Product and Service

5-Year Projected Profit & Loss Statement

Competition Overview and Marketing Strategy

Organizational Chart and 5-Year Employee Hiring Plan with Detailed Job Description

Difference in immigration business plan, bank loan or a regular business plan

Content Of Your Immigration Business Plan Sample

Structure Of Your Immigration Business Plan Sample

Difference in Language Of Your Immigration Business Plan Sample

Why business plan templates don’t work for an application.

We, at Immigration Business Plan, draft business plans for the success of your visa application. To ensure that,  we move away from templates . Our business plans are tailor-fit to represent you and your company.

We make sure that our business plans are tailor-fit to provide you with the best chance for your visa’s approval. To do that, we make sure that you are involved in every step of the way. We understand that there are nuances when it comes to immigration business plans that templates just don’t get.

What is an Immigration Business Plan Consultant?

Why immigrationbusinessplan.com is a good solution for you.

We are global

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Treating you with respect and confidentiality is rooted in our mantra to care for our clients. Because applying for a visa can be a daunting experience, we make sure that for our clients, that experience is less daunting and we will provide you with an awesome experience.

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Immigration Consulting Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » B2C Sector

Are you about starting an immigration consulting firm ? If YES, here is a complete sample immigration consulting business plan template & feasibility report you can use for FREE .

If you are a lawyer or someone who has a background in immigration matters, and you yet are thinking about starting your business, then you should consider starting your own immigration consulting firm. There are many migrants who are trapped simply because they don’t know who to talk to when they have challenges with immigration issues that is why it is important to set up your own immigration attorney agency.

Being an immigration consultant or attorney means that you will help your clients handle all their immigration concerns, help to become a citizen of a new country of their choice, you will help defend your clients who have deportation case with the government from being deported.

You can also help your clients obtain work permits in their new country of residence; you can help your client start a business in another country and any other immigration related issues. Starting an immigration consulting firm is not too expensive except for the money required to rent and furnish an office space.

Running this type of business requires that you should be trained as a lawyer and it is indeed a very lucrative business in the United States, Canada, Australia and The United Kingdom simply because of the inflow of migrants from different parts of the world.

If you are truly convinced that starting an immigration consulting firm is the right business for you to do, then you need to write your own business plan. Below is a sample immigration consulting firm business plan template that will help you successfully write yours with little or no stress;

A Sample Immigration Consulting Firm Business Plan Template

1. industry overview.

Players in the immigration consulting firms industry offer services relating to the legal status of individuals, including permanent residency and visa services. These services include submitting visa applications, providing visa advice, and preparing for and representing before a court of review authority in relation to visa applications and related matters.

Basically, immigration lawyers and attorneys who are major players in this industry assist individuals in obtaining visas and gaining US citizenship, defend the rights of immigrants, navigate the issues of illegal immigration and assist businesses in understanding immigration issues in a global marketplace.

In spite of high levels of immigration, the growth experienced in the industry was stifled due to falling per capita disposable income and corporate profit, causing individuals and corporations to find alternatives to industry services. Nevertheless, revenue is expected to rise as post – recessionary conditions benefit corporate profit and stricter federal and state immigration laws are implemented.

The Immigration Consulting Firms cum Immigration Lawyers & Attorneys Industry is indeed a large industry and pretty much active in countries such as United States of America, United Kingdom, France, Italy, Holland, Switzerland, Australia and Canada et al.

Statistics has it that in the united states of America alone, there are about 6,171 registered and licensed immigration consulting firm scattered all across the United States responsible for employing about 39,677 and the industry rakes in a whooping sum of $6 billion annually.

The industry is projected to grow at 0.1 percent annual growth within 2011 and 2016. It is important to state that there is no establishment in this industry that has a lion market share. The geographic distribution of immigration consulting firms and revenue in the industry is based on population levels and business locations.

Immigration consulting firms tend to be located in areas with high populations; as such areas tend to have higher migrant levels, which can lead to visa applications for family members and for students. As businesses use immigration consulting firms for employer sponsored visa applications, many industry firms generally tend to locate near business regions.

Lastly, one thing is certain about starting an immigration consulting firm, if you are able to conduct your market research and feasibility studies, you are more likely not going to struggle to secure clients because there are always individuals, and corporate organization who would want to hire your services from time to time.

2. Executive Summary

Johnson & Calvin® Consulting, LLP is a registered and licensed immigration consulting firm that will be based in New York City – New York.

The firm will handle all aspect of immigration related services; services such as assisting individuals in obtaining visas and gaining US citizenship, defend the rights of immigrants, navigate the issues of illegal immigration and assist businesses in understanding immigration issues in a global marketplace.

We are aware that to run a standard immigration consulting firm can be demanding which is why we are well trained, certified and equipped to perform excellently well. Johnson & Calvin® Consulting, LLP is a client – focused and result driven immigration consulting firm that provides broad- based services at an affordable fee that won’t in any way put a hole in the pocket of our clients.

We will offer a standard and professional immigration consulting services to all to our individual clients, and corporate clients at national, and international level. We will ensure that we work hard to meet and surpass our clients’ expectations whenever they hire our services.

At Johnson & Calvin® Consulting, LLP, our client’s best interest would always come first, and everything we do is guided by our values and professional ethics. We will ensure that we hire professionals who are well experienced in the immigration consulting industry

Johnson & Calvin® Consulting, LLP will at all times demonstrate her commitment to sustainability, both individually and as a firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Our plan is to position the business to become the leading brand in the immigration consulting industry in the whole of New York City – New York, and also to be amongst the top 20 immigration consulting firms in the United States of America within the first 10 years of operations.

This might look too tall a dream but we are optimistic that this will surely be realized because we have done our research and feasibility studies and we are enthusiastic and confident that New York City – New York is the right place to launch our immigration consulting firm before sourcing for clients from other cities in The United States of America.

Johnson & Calvin® Consulting, LLP is founded by Johnson Brownstone and Calvin Jefferson, his business partner for many years. The organization will be managed by both of them since they have adequate working experience to manage such business.

Johnson Brownstone has well over 5 years of experience working at various capacities within the immigration consulting industry in the United States of America. Johnson Brownstone and Calvin Jefferson are Immigration Attorneys. They both have the required experience and qualifications to build a world class immigration consulting firm.

3. Our Products and Services

Johnson & Calvin® Consulting, LLP is going to offer varieties of services within the scope of the immigration consulting industry in the United States of America. Our intention of starting our immigration consulting firm is to favorably compete with leading players in the immigration consulting industry both in the United States of America and in the world at large.

We are well prepared to make profits from the industry and we will do all that is permitted by the law in the United States to achieve our business goals, aim and ambition. Our business offerings are listed below;

• Provide legal advice about the ability to reside in the United States and country of their choice
• Collect and submit appropriate documentation to prove a case
• Helps obtain the type of documentation needed to legally reside within the country
• Obtain immediate access to citizenship in emergency situations
• Represent our clients in court
• Assist with citizenship tests
• Defend a person’s case to prevent him or her from being deported
• Handle family-sponsored immigrants, employment-based immigrant visas, Diversity programs, Refugees and Asylees and other categories

4. Our Mission and Vision Statement

• Our vision is to build an immigration consulting brand that will become the number one choice for both individual and corporate clients in the whole of New York City – New York. Our vision reflects our values: integrity, service, excellence and teamwork.
• Our mission is to position our immigration consulting firm to become the leading brands in the immigration consulting industry in the whole of New York City – New York, and also to be amongst the top 20 immigration consulting firms in the United States of America within the first 10 years of operations.

Our Business Structure

Normally we would have settled for two or three full – time staff members, but as part of our plan to build a standard immigration consulting firm in New York City – New York, we have perfected plans to get it right from the beginning which is why we are going the extra mile to ensure that we have competent, honest and hardworking employees to occupy all the available positions in our organization.

The picture of the kind of immigration consulting firm we intend building and the business goals we want to achieve is what informed the amount we are ready to pay for the best hands available in and around New York City – New York. We will ensure that we only hire people that are qualified, honest, hardworking, customer centric and are ready to work to help us build a prosperous business that will benefit all the stakeholders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more depending how fast we meet our set target. In view of that, we have decided to hire qualified and competent hands to occupy the following positions;

• Chief Executive Officer
• Immigration Lawyers / Attorneys and Consultants

Admin and HR Manager

Marketing and Sales Executive

• Customer Care Executive / Front Desk Officer

5. Job Roles and Responsibilities

Chief Executive Office:

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
• Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for fixing prices and signing business deals
• Responsible for providing direction for the business
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization

Immigration Attorneys / Lawyers and Consultants

• Provides legal advice about the ability to reside in the United States and country of their choice
• Collects and submits appropriate documentation to prove a case
• Obtains immediate access to citizenship in emergency situations
• Represents our clients in court
• Assists our clients with citizenship tests
• Defends a person’s case to prevent him or her from being deported
• Handles family-sponsored immigrants, employment-based immigrant visas, Diversity programs, Refugees and Asylees and other categories
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Designs job descriptions with KPI to drive performance management for clients
• Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
• Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
• Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
• Defines job positions for recruitment and managing interviewing process
• Carries out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Responsible for arranging travel, meetings and appointments
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Oversees the smooth running of the daily office activities.
• Identifies, prioritizes, and reaches out to new partners, and business opportunities et al
• Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of relevant projects.
• Writes winning proposal documents, negotiate fees and rates in line with company policy
• Responsible for handling business research, marker surveys and feasibility studies for clients
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develops, executes and evaluates new plans for expanding increase sales
• Documents all customer contact and information
• Represents the organization in strategic meetings
• Helps to increase sales and growth for the organization
• Responsible for preparing financial reports, budgets, and financial statements for the organization
• create reports from the information concerning the financial transactions recorded by the bookkeeper
• Prepares the income statement and balance sheet using the trial balance and ledgers prepared by the bookkeeper.
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensures compliance with taxation legislation
• Handles all financial transactions for the company
• Serves as internal auditor for the organization

Client Service Executive / Front Desk Officer

• Welcomes guests and clients by greeting them in person or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the manager in an effective and timely manner
• Consistently stays abreast of any new information on the organization’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients
• Receives parcels / documents for the organization
• Distributes mails in the organization
• Handles any other duties as assigned the line manager

6. SWOT Analysis

Johnson & Calvin® Consulting, LLP engaged the services of a core professional in the area of business consulting and structuring to assist the firm in building a well – structured immigration consulting firm that can favorably compete in the highly competitive immigration consulting industry.

Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for Johnson & Calvin® Consulting, LLP. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Johnson & Calvin® Consulting, LLP;

Our core strength lies in the power of our team; our workforce. We have a team of highly qualified immigration attorneys and support staff members that can go all the way to give our clients value for their money; a team that are trained, qualified and equipped to pay attention to details and to deliver excellent immigration consulting services. We are well positioned and we know we will attract loads of clients from the first day we open our doors for business.

As a new immigration consulting firm, it might take some time for our organization to break into the market and gain acceptance especially from big corporate clients in the already saturated immigration consulting industry; that is perhaps our major weakness. So also, we may not have the required cash to give our business the kind of publicity we would have loved to.

• Opportunities:

The opportunities in the architectural services industry is massive considering the number of construction and real estate companies who can’t do with key services provided by only the architectural industry. As a standard and well – positioned architectural service firm, we are ready to take advantage of any opportunity that comes our way.

Some of the threats that we are likely going to face as an immigration consulting firm operating in the United States are unfavorable government policies , the arrival of a competitor within our location of operations and global economic downturn which usually affects purchasing / spending power.

There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.

7. MARKET ANALYSIS

• Market Trends

The immigration consulting industry is indeed a very large industry and of course it is one industry that works for individuals and corporate organizations.

The big catch in this industry is the fact that loads of people from other countries especially from developing countries will give up anything to migrate and become legal citizens of the United States or to visit, study and do business in the United States. This is the chief reason why the immigration consulting industry is a thriving business venture in the United States

It is a bit challenging for new entrant to come into this industry; the primary barrier to the entry for new establishment is the stiff registration requirements applicable in most countries not just the United States of America.

As a matter of fact, immigration consulting firms cum immigration attorneys must comply with local licensing criteria set out by registration boards and professional associations to obtain registration in their country or the state they want to operate from.

This usually requires applicants to hold an accredited tertiary qualification before they can undertake written tests of skills, knowledge and abilities.

Lastly, the geographic distribution of immigration consulting firms and revenue in the industry is based on population levels and business locations. Immigration consulting firms tend to be located in areas with high populations; as such areas tend to have higher migrant levels, which can lead to visa applications for family members and for students.

As businesses use immigration consulting firms for employer sponsored visa applications, many industry firms generally tend to locate near business regions.

8. Our Target Market

The demographic and psychographics composition of those who need the services of immigration consulting services providers cut across individuals, small businesses and large corporations.

Johnson & Calvin® Consulting, LLP will initially serve small to medium sized business, from new ventures to well established businesses and individual clients, but that does not in any way stop us from growing to be able to compete with the leading immigration consulting firms in the United States.

As a standard and licensed immigration consulting firm, Johnson & Calvin® Consulting, LLP offers a wide range of immigration consulting services hence we are well trained and equipped to services a wide range of clientele base. Our target market cuts across businesses of different sizes in both the individual and corporate clients.

We are coming into the industry with a business concept that will enable us work with individuals, small businesses and bigger corporations in and around New York City – New York and other cities in the United States of America. Below is a list of the people and organizations that we have specifically design our products and services for;

• International Students
• Undocumented Migrants
• Sport Clubs
• Construction Companies
• Real Estate Firms
• Individuals
• Blue Chips Companies
• Corporate Organizations
• Religious Organizations
• Hotels and Restaurants
• The Government (Public Sector)

Our competitive advantage

The level of competitions in the immigration consulting services industry depends largely on the location of the business and of course the Business model . If you can successfully create a unique brand identity for your immigration consulting firm or carve out a unique market, you are likely going to experience less competition.

For instance, if you are one of the few immigration consulting firms in your locations that has the most qualified and experienced immigration attorney under your payroll, you are likely going to have a competitive advantage over your competitors.

We are quite aware that to be highly competitive in the immigration consulting industry means that we should be able to deliver expected results, our clients should be able to pay for our services and we should be able to meet the expectations of clients.

Johnson & Calvin® Consulting, LLP might be a new entrant into the immigration consulting industry in the United States of America, but the management staffs and owners of the business are considered gurus. They are people who are core professionals and licensed and highly qualified immigration attorneys and experts in the United States. These are part of what will count as a competitive advantage for us.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (start – ups immigration consulting firms) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Johnson & Calvin® Consulting, LLP is established with the aim of maximizing profits in the immigration consulting industry and we are going to go all the way to ensure that we do all it takes to attract clients on a regular basis. Johnson & Calvin® Consulting, LLP will generate income by offering the following immigration consulting services;

10. Sales Forecast

One thing is certain, there would always be undocumented migrants, international students, individuals, sport clubs, expatriates and corporate organizations et al that would need the services of professional architectural services providers.

We are well positioned to take on the available market in New York City – New York and other key cities in the United States of America and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base beyond New York City to other cities in New York and other states in the U.S.

We have been able to critically examine the immigration consulting services market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions that are peculiar to similar startups in New York City – New York.

Below are the sales projections for Johnson & Calvin® Consulting, LLP, it is based on the location of our business and the wide range of immigration consulting and advisory services that we will be offering to our clients;

• First Fiscal Year-: $250,000
• Second Fiscal Year-; $450,000
• Third Fiscal Year-: $950,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and natural disasters within the period stated above. There won’t be any major competitor offering same additional services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

We are mindful of the fact that there are stiffer competitions amongst immigration consulting firms and other related immigration service providers in the United States of America; hence we have been able to hire some of the best business developer to handle our sales and marketing.

Our sales and marketing team will be recruited base on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization.

We will also ensure that our excellent job deliveries speak for us in the market place; we want to build a standard and world – class immigration consulting firm that will leverage on word of mouth advertisement from satisfied clients (both individuals and corporate organizations).

Our goal is to grow our immigration consulting firm to become one of the top 20 immigration consulting firms in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the New York City – New York, but also in other cities in the United States of America.

Johnson & Calvin® Consulting, LLP is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our immigration consulting firm business by sending introductory letters alongside our brochure to migrant communities, sport clubs, corporate organizations, households and key stake holders in New York City and other cities in New York.
• Advertise our business in relevant magazines, newspapers, TV stations, and radio station.
• List our immigration consulting firm business on yellow pages’ ads (local directories)
• Attend relevant international and local immigrations, international studies and business expos, seminars, and business fairs et al
• Create different packages for different category of clients (start – ups and established corporate organizations) in order to work with their budgets and still deliver quality immigration consulting services to them
• Leverage on the internet to promote our immigration consulting firm
• Engage in direct marketing approach
• Encourage word of mouth marketing from loyal and satisfied clients
• Join local chambers of commerce and industries with the aim of networking and marketing our services.

11. Publicity and Advertising Strategy

Any business that wants to grow beyond the corner of the street or the city they are operating from must be ready and willing to utilize every available means (both conventional and non – conventional means) to advertise and promote the business. We intend growing our business which is why we have perfected plans to build our brand via every available means.

We know that it is important to create strategies that will help us boost our brand awareness and to create a corporate identity for our architectural services firm business. Below are the platforms we will leverage on to boost our brand and to promote and advertise our business;

• Place adverts on community based newspapers, radio stations and TV stations.
• Encourage the use of word of mouth publicity from our loyal customers
• Leverage on the internet and social media platforms like; YouTube, Instagram, Facebook, Twitter, LinkedIn, Snapchat, Badoo, Google+  and other platforms to promote our business.
• Ensure that we position our banners and billboards in strategic positions all around New York City – New York
• Distribute our fliers and handbills in target areas in and around our neighborhood
• Contact migrant communities, sport clubs, and corporate organizations et al by calling them up and informing them of Johnson & Calvin® Consulting, LLP and the services we offer
• Advertise our business in our official website and employ strategies that will help us pull traffic to the site
• Brand all our official cars and trucks and ensure that all our staff members and management staff wears our branded shirt or cap at regular intervals.

12. Our Pricing Strategy

Hourly billing for immigration consulting services is a long – time tradition in the industry.  However, for some types of immigration consultancy services, flat fees make more sense because they allow clients to better predict consultancy costs.

As a result of this, Johnson & Calvin® Consulting, LLP will charge our clients a flat fee for many basic services such as assist individuals in obtaining visas and gaining US citizenship, defend the rights of immigrants, navigate the issues of illegal immigration and assist businesses in understanding immigration issues in a global marketplace et al.

At Johnson & Calvin® Consulting, LLP we will keep our fees below the average market rate for all of our clients by keeping our overhead low and by collecting payment in advance. In addition, we will also offer special discounted rates to start – ups, nonprofits, cooperatives, and small social enterprises.

We are aware that there are some clients that would need regular access to immigration consultancy and advisory services and assistance, we will offer flat rate for such services that will be tailored to take care of such clients’ needs.

• Payment Options

The payment policy adopted by Johnson & Calvin® Consulting, LLP is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options that Johnson & Calvin® Consulting, LLP will make available to her clients;

• Payment via bank transfer
• Payment with cash
• Payment via credit cards / Point of Sale Machines (POS Machines)
• Payment via online bank transfer
• Payment via check
• Payment via mobile money transfer
• Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our client make payment for farm produces purchase without any stress on their part. Our bank account numbers will be made available on our website and promotional materials to clients who may want to deposit cash or make online transfer for all immigration consultancy and advisory services rendered.

13. Startup Expenditure (Budget)

When it comes to calculating the cost of starting an immigration consulting firm, there are some key factors that should serve as a guide. Besides, in setting up any business, the amount or cost will depend on the approach and scale you want to undertake.

If you intend to go big by renting / leasing a big facility, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business. The tools and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked.

As for the detailed cost analysis for starting an immigration consulting firm; it might differ in other countries due to the value of their money. Below are some of the basic areas we will spend our start – up capital in setting up our immigration consulting firm;

• The total fee for incorporating the Business in the United States of America – $750.
• The total cost for payment of insurance policy covers (general liability, workers’ compensation and property casualty) coverage at a total premium – $9,400
• The amount needed to acquire a suitable Office facility in a business district 6 months (Re – Construction of the facility inclusive) – $40,000
• The total cost for hiring Business Consultant – $2,500
• The cost for equipping the office (computers, software applications, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $5,000
• Marketing promotion expenses for the grand opening of Johnson & Calvin® Consulting, LLP in the amount of $3,500 and as well as flyer printing (2,000 flyers at $0.04 per copy) for the total amount of $3,580.
• The cost for purchase of the required software applications (Visa tracking Software, Payroll Software, CRM software, and Accounting Software et al) – $10,500
• The cost of launching our official Website – $600
• Budget for paying at least three employees for 3 months plus utility bills – $10,000
• Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500
• Miscellaneous: $1,000

Going by the report from the market research and feasibility studies conducted, we will need over one hundred and fifty thousand (150,000 ) U.S. dollars to successfully set – up a small scale but standard immigration consulting firm in the United States of America.

Generating Funds / Startup Capital for Johnson & Calvin® Consulting, LLP

No matter how fantastic your business idea might be, if you don’t have the required money to finance the business, the business might not become a reality. No doubt raising start – up capital for a business might not come cheap, but it is a task that an entrepreneur must go through.

Johnson & Calvin® Consulting, LLP is a business that will be owned and managed by Johnson Brownstone and his business partner Calvin Jefferson. They are the sole financial of the firm, but may likely welcome partners later which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings
• Source for soft loans from family members and friends
• Apply for loan from my Bank

N.B: We have been able to generate about $50,000 ( Personal savings $40,000 and soft loan from family members $10,000 ) and we are at the final stages of obtaining a loan facility of $100,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Johnson & Calvin® Consulting, LLP is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our immigration consultancy and advisory services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Johnson & Calvin® Consulting, LLP will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner of our business strategy.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List / Milestone

• Business Name Availability Check: Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Securing a standard office facility (renovation of the facility inclusive): Completed
• Purchase of All form of Insurance for the Business: Completed
• Conducting Feasibility Studies: Completed
• Generating part of the start – up capital from the founder: Completed
• Applications for Loan from our Bankers: In Progress
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of The Company’s Logo: Completed
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the Needed software applications, furniture, office equipment, electronic appliances and facility facelift: In progress
• Creating Official Website for the Company: In Progress
• Creating Awareness for the business (Business PR): In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with vendors and key players in the industry: In Progress

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L-1 & E-2 Visas: The Need of a Immigration Business Plan

When navigating the complexities of L-1 and E-2 visa applications, a tailored immigration business plan is not just beneficial—it’s essential. Such a plan goes beyond the scope of traditional business plans by focusing on specific visa requirements and demonstrating your venture’s potential contribution to the U.S. economy. Below, we go into each critical component of a successful immigration business plan, offering insights and guidance to bolster your application.

1. Comprehensive Business Overview

Objective: This section aims to introduce your business to immigration officials comprehensively and concisely. It should lay out the foundation of your business, explaining what it does, its target market, and its unique value proposition.

Details to Include:

• Nature of the Business: Explain whether it’s a service, manufacturing, or product-oriented venture and the industry it operates within.
• Business Goals and Objectives: Outline what your business aims to achieve in the short and long term.
• Unique Selling Proposition: Highlight what sets your business apart from competitors in the same market.

2. Detailed Proof of Investment

Objective: To demonstrate your financial commitment and the viability of your business through a detailed financial plan.

• Capital Investment: Provide specifics on the amount of capital invested in the business and the sources of this capital.
• Operational Costs: Break down the operational expenses, including rent, payroll, utilities, and marketing.
• Financial Projections: A five-year financial forecast showing projected revenue, expenses, and profitability.

3. Compliance with Business Requirements

Objective: Showcase your business’s adherence to all relevant U.S. laws, regulations, and standards.

• Licenses and Permits: List all the necessary operational licenses and permits you have acquired or are acquiring.
• Regulatory Compliance: Explain how your business complies with relevant local, state, and federal regulations, including environmental, health, and safety standards.

4. Job Creation and Employment Outlook

Objective: Illustrate your business’s potential to contribute positively to the U.S. labor market.

• Organizational Structure: Present an organizational chart detailing current and future positions.
• Hiring Timeline: Offer a timeline for new hires, including the types of positions and the expected impact on business growth.
• Job Descriptions: Provide detailed descriptions for each role, emphasizing the qualifications and responsibilities.

5. Establishment of Physical Premises

Objective: Demonstrate the suitability of your U.S. business premises for operational needs.

• Location Details: Describe the location of your business, including advantages related to logistics, market access, or clientele.
• Lease or Purchase Agreements: Present evidence of ownership or lease agreements for the property.
• Facility Readiness: Discuss any modifications or preparations to ensure the facility meets your business needs.

6. In-depth Market Analysis and Strategy

Objective: To affirm your business’s viability and competitive edge within the U.S. market.

• Market Analysis: Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) to evaluate market conditions, competition, and potential challenges.
• Marketing Strategy: Outline your approach to capturing your target market, including digital marketing, advertising, and sales strategies.
• Long-term Sustainability: Discuss how your business plans to adapt and grow over time, ensuring long-term success.

7. Demonstrating Ability to Develop and Direct

Objective: Prove your capability to lead and grow your business effectively.

• Background and Experience: Detail your educational background, relevant work experience, and any entrepreneurial ventures, highlighting how these contribute to your ability to manage the business.
• Leadership Qualities: Share examples of leadership experience, problem-solving skills, and any recognitions or awards.
• Vision for the Business: Convey your strategic vision for growth and how you plan to achieve it.

A detailed and well-structured immigration business plan is pivotal to your L-1 or E-2 visa application. It demonstrates your commitment and capability to operate a successful business in the U.S. and how your venture will positively impact the economy. By thoroughly addressing each of these components, your business plan will stand as a robust testament to the viability and value of your business proposition, significantly enhancing the likelihood of visa approval. We recommend working with a professional business plan writer with specific expertise in immigration business plans.

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9 Tips To Start A Successful Immigration Consultancy Business

Before starting your business, analyze your competitors to select the right location, identify costs, get professional licenses, and create brand awareness.  

An Immigration Consultant helps people emigrate from the boundaries of one country to another. They give ideas and consult people who are willing to travel to different countries.

The number of people migrating to different parts of the world has increased significantly in recent years. So the demand for immigration consultants has also increased.

Are Immigration Consultancy Businesses Worth It?

As we mentioned, the number of people migrating from one place to another has increased. Since more people are migrating, borders and immigration rules are becoming even stricter and require several procedures. Sometimes completing and collecting all the necessary paperwork can be quite complicated.

If you are someone with significant knowledge regarding immigration, you can use it to help many people out and make good money. The immigration agencies that can provide accurate information about posting a  SWA Job Order are highly preferable and get plenty of customers.

The capital required to start is also meager. As many migrants are helplessly stuck in different countries, starting this business will also significantly help them.

In this article, we will go through the essential tips to set your immigration consultancy business.

1. Choose The Right Location

The competition of this business mostly depends on the location. If your business is the only one in a place with a large number of migrants, then it is likely, you will face no competition.

You should also consider following the trends created by larger and successful immigration consultant businesses. Try not to make independent decisions till your business grows.

2. Conduct Accurate Cost Analysis

Unlike other businesses, very little money is required to start an immigration consulting business. On the other hand, it is one of those businesses that is sure to make you some serious earnings.

You can start your business in your house for starters, and the cost includes the phone calls you make. Other expenses will begin to come up like rent for your office, utilities, maintenance, wages, tax, and further licensing if you start to grow.

3. Sort Out The Finances For Your Business

It is straightforward to control the finances of immigration consulting businesses. Most common costs would be office rent, office equipment like computers and printers, utility, phone, and internet subscriptions.

Apart from that, the costs are the bare minimum, and it is even possible to start the business from home to reduce the cost even more. But as the business grows, getting a secure office in a suitable location becomes a must. If there is a financial shortage, consider getting a loan.

4. Accept information & ideas from experts.

The immigration procedures do not change often. If you know an expert in the industry, try to imitate his policies and procedures to ensure success. This will also help you properly  expand your business.

While doing the immigrant consultant program, it will be possible to create connections with many students who also plan to start a similar business.

5. You Have To Create A Thorough Business Plan

Every business needs a plan and so do immigration consultancy businesses. Although this might look difficult, having a clear mind could make things easier.

Questions like what type of people want to receive consultancy, how to approach these people, where the business will be in five years are essential to answer but should be considered in your business plan.

6. Improve Ways of communication

Consultation is all about communication. You need to appear friendly and approachable, as that is the whole purpose of a consultation business.

There are various communication skill development programs. Doing them would undoubtedly provide a beneficial result. Always try to be calm, be a good listener, understand what the person sitting in front of you is trying to say, and be careful with what you say.

Saying something slightly misleading or slightly offending will hurt your business.

7. Help Others Without Expecting Much in Return

A consultancy program is all about helping others and pulling them up from any dire situation.

More than a business, it should be considered a humanitarian activity. Like most other humanitarian acts, an immigrant consultant should think about helping the immigrant rather than growing the business.

Because the whole purpose of an immigration consulting business is to help the immigrants, doing so will also benefit your business.

8. Get A Professional Certificate

A professional certificate will give you a lot of positive reviews. A professional certificate means you have expertise in this area, making you appear more trustworthy to those who come to you.

Some certificates like The Immigration Specialist Paralegal Certificate, Certified Immigration Consultant & Certified Immigration Forms Preparer will make the consultancy business appear more professional and trustworthy.

So pursuing these certificates is advised by most successful immigrant consultants. Apart from these certificates, a lot of documents are required too, such as an article  of incorporation , business license & certification, non–disclosure agreement  are very important.

9. Use The Right Ways To Increase Brand Awareness

Apart from following all these methods, some other techniques can boost the business significantly and make you appear like a successful immigrant consultant. These strategies include-

• Create a company website with informative content
• Print advertisements in newspapers or broadcast them on television.
• Asking clients for referrals, reviews, and recommendations will help you grow your business immensely.
• Publish flyers and leaflets and hand them to the people of different communities.
• Use the internet and promote the business through social media.
• Try to contact migrant-intense communities as much as possible.

Final thoughts

Business can be of many sorts, and the immigrant consultation business is a unique one. This is more of a humanitarian activity than just a consulting business. Even so, this still has a lot of room for growth and can be very profitable with minimal cost to start.

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Sample Immigration Consulting Business Plan

• March 4, 2023

This guide is a sample immigration consulting business plan .

Immigration consulting serves an important function in economies all over the world. There has been increased movement of people across national borders in search of opportunities as well as refuge.

This makes starting an immigration consulting business a great idea as it affords you a lot of travel-related opportunities.

However, starting such a business will never be possible without a plan. We fully understand the challenge faced by many entrepreneurs in writing their plans which is why we’ve come up with this guide.

IMMIGRATION CONSULTANT BUSINESS PLAN SAMPLE

Our immigration consulting business plan guide will unveil all there is to know.

Executive Summary

This is a critical section of your immigration consulting business that precedes the plan. It’s written for various purposes such as for selling the business to investors.

Another reason why you need to incorporate the executive summary is to help give readers an overview of what your plan is about.

It includes an introduction to the business, as well as a company description. The executive summary must also briefly capture the market analysis, organizational description, and management team.

Other details include the product line, marketing plan, funding request & use as well as financial projections. Each of these areas is critical to helping your reader understand what your immigration business is about.

Overview & Objectives

This section of your immigration consulting business plan has to do with the details.

Here, you’re no longer constraining yourself to the most basic information as in the executive summary section. You want to let your reader know as much about your business as possible.

Here, you’ll be focusing on the goals and visions of your proposed or existing business. In effect, you’ll be dwelling on the ‘who’, the where, what, why, and when. All these details give the reader a deeper understanding of what the business seeks to achieve.

In writing this section, include your preferred legal structure, business formation, and the specific niche of immigration consulting you’re interested in.

As a service-centered business, also include its potential for profitability, location, and operational hours.

All of these are crucial to fully understanding your current and plans. In terms of implementation, your objectives help simplify the process. Plans are better executed with more precision.

Products & Services

A detailed description of your services is crucial.

Immigration consulting services offer a wide array of services and products. These may include social security, cost projections, tax compliance, policy development, and assignment planning, etc. Whatever they are, you’ll need to clearly state them.

Key areas that are mostly considered include the service or product comparison, as well as accreditation.

More details include pricing, sales & distribution services, as well as fulfillment. You may want to also include expansion plans, photos or brochures, and your unique selling point.

This information goes a long way to clarify existing or propose services as well as the possible inclusion of immigration-related services in the future.

Market Opportunities

The market opportunity for an immigration consulting business is massive.

As such, you’ll need to clearly work such numbers into this section of your plan. This includes identifying a large and profitable niche that encompasses market size, potential growth, and profitability.

Other contents to add here include the brainstorming session. Under this section, you’ll need to figure out offers to provide to your customers. Why is there a focus on a specific area or niche of immigration consulting?

What immigration needs do you wish to address? What are the solutions like?

You’ll also need to set your targets, and also test your market opportunity analysis. All these points are key to writing an effective market opportunities section of your plan.

You want an immigration plan to be implementable.

Sales & Marketing

The sales and marketing section of your immigration consulting business plan should include the budget and unique value proposition.

Other points to include are the pricing strategy, marketing plan, and sales or distribution plan.

To set up your immigration consulting business, certain costs are incurred. All of such costs such be calculated. This allows you to handle your finances much better.

Unique Value Proposition

Immigration consulting serves a wide range of needs. Here, you want to solve such needs or problems by offering value or solutions.

Pricing Strategy

A clear pricing structure must be in place to assess what clients are willing to pay as well as the going rate in the industry.

Having identified the pricing structure of other consulting businesses, you can improve on such by adding value to your services. Clients readily sense such and will be willing to spend more to get better value.

Marketing Plan

Effectively marketing your immigration consulting business is key to expanding your earnings. This is where a marketing plan comes into play. All marketing strategies must be included here.

Sales or Distribution Plan

Services and products need to reach clients easily. This should clearly highlight all possible ways you intend to reach targeted clients with your immigration consulting services.

Competitive Analysis

Under this section of your immigration consulting plan, key information like identifying your competitors and describing their operations is necessary.

In describing you want to include why you think such businesses are competitors.

Who are your competitor’s target markets? List their pricing, itemize their marketing strategies. You want to also identify their competitive advantages, as well as their weaknesses.

As a service-centered firm, you’ll need an operations plan that does enable you to achieve the following; it must enhance profitability as well as keep your operating costs low. In a nutshell, your operating plan should be about how to run your business.

Financial Analysis

When it comes to financial analysis, it’s simply about the numbers. This section of your immigration consulting business helps with an evaluation of your business idea. In other words, it determines if your business is viable or not.

The financial analysis should cover basic areas like the income statement and the balance sheet. Others include the breakeven analysis, the cash flow statement, and the operating budget.

Writing an effective immigration consulting business plan should include all the above information. We’ve provided the needed guidance on the path to follow. With these, you should have little difficulty putting your plant together.

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How to Start and Grow Your Own Immigration Consulting Firm

Immigration to the United States remains a sought-after dream for millions of people around the world. As immigration laws become increasingly complex, individuals and families often find themselves in need of expert guidance to navigate the intricate visa and immigration processes. This demand for professional guidance has created a significant opportunity for entrepreneurs to establish and expand their own immigration consulting firm. 

In this article, we will outline the steps to start and grow your own immigration consulting firm in the United States. We will discuss why an immigration consulting company is a profitable business idea and the income potential it offers.

Why is an Immigration Consulting Firm a Profitable Venture?

Table of Contents

1. There’s an Ever Growing Demand

The United States attracts a diverse range of immigrants, from students and skilled workers to family members of U.S. citizens. This diverse group requires expert guidance to navigate the complex immigration system, leading to a consistent demand for immigration consulting services.

2. Regulatory Complexity

The U.S. immigration laws and policies are complex, frequently changing, and subject to interpretation. People often struggle to understand and comply with these regulations, creating a need for experienced consultants who can guide them through the process.

3. Ethical Fulfillment

Running an immigration consulting firm can be incredibly fulfilling as you assist individuals and families in achieving their dreams of living, working, and studying in the United States.

4. Business Scalability

The immigration consulting industry offers opportunities for growth and scalability. You can start small and gradually expand your services to cater to a wider range of clients.

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How Much Can I Make as an Immigration Consultant in the United States?

The income potential in the immigration consulting business is substantial. Your earnings will depend on various factors, including your experience, expertise, and the number of clients you serve. 

What Are the Various Ways You Can Make Money as an Immigration Consultant in 2023?

Here are some ways in which you can generate income in this field:

1. Service Fees

Charge clients for your consulting services, which may include visa application assistance, document preparation, and interview coaching. Fees can vary widely based on the complexity of the case.

2. Retainer Fees

Offer retainer-based services to clients who require ongoing immigration support, such as businesses sponsoring foreign employees or individuals with long-term immigration goals.

3. Educational Seminars and Workshops

Organize and charge for immigration-related seminars, webinars, and workshops to educate potential clients on the immigration process. You can organize weekly, monthly or one-on-one training about U.S. immigration laws.

4. Document Translation and Notarization

Provide document translation and notarization services, which can be an additional source of revenue. A non-English speaking tourist to the United States would need your services if you are proficient in their native language.

5. Immigration Software and Tools

Develop or resell immigration software and tools that can simplify the application process for clients. You can charge for access to these resources. Most tracker immigration software can help your clients to check their immigration status online. Common examples are Ezymigrate, ImmigrationTracker, Imagility, etc.

That said, let’s take a quick look at the comprehensive guide on how to start your own immigration consulting firm.

A Step-by-Step Guide on How to Start and Grow Your Immigration Consulting Firm

Obtain the Necessary Qualifications

While there are no specific educational requirements to become an immigration consultant, obtaining a relevant degree or certification in immigration law or related fields can enhance your credibility. Familiarize yourself with U.S. immigration laws and regulations.

Legal Structure and Registration

Choose a legal structure for your business (e.g., sole proprietorship, LLC, or corporation) and register it with the appropriate authorities.

Business Plan

Develop a comprehensive business plan that outlines your services, target market, pricing strategy, and marketing plan.

Licensing and Compliance

Check local, state, and federal regulations regarding licensing and permits. Ensure compliance with immigration consulting laws and ethical standards. Do not fail to get professional liability insurance coverage.

Establish an Online Presence

Create a professional website, set up social media profiles, and use online marketing strategies to reach potential clients. Sign up on Google Business Profile to help you make Google your No. 1 salesperson .

Network and Build Relationships

Establish connections with immigration attorneys, other consultants, and relevant organizations. Networking can help you gain referrals and access valuable resources.

Offer an Exceptional Customer Service

Provide high-quality, ethical, and reliable services to build a positive reputation in the industry. The word will soon spread about how amazing your service is  This will result in more positive reviews on Google Business Profile and other review websites. More positive reviews mean that more people will trust your brand and desire to hire your consulting services.

Expand Your Services

As your business grows, consider diversifying your services to cater to a broader clientele. This could include corporate immigration consulting, family immigration, or specific visa categories.

Stay Informed

Continuously update your knowledge of immigration laws and policies to provide accurate advice to clients. If there’s a new immigration bill passed by the Senate, you should be among the first people to hear all the details about it.

Marketing and Advertising

Invest in marketing and advertising to increase your firm’s visibility. Consider online advertising, content marketing, and attending immigration-related events and conferences. You can start and grow a profitable immigration consulting firm if you advertise your business using Google ads , Facebook ads and influencer marketing.

5 Frequently Asked Questions When Starting an Immigration Consulting Firm and Their Answers

Starting an immigration consulting firm involves navigating complex legal and ethical considerations. Here are five frequently asked questions (FAQs) and their answers to help you get started:

1. Do I Need Specific Qualifications to Start an Immigration Consulting Firm?

Answer: While there are no specific educational requirements to start an immigration consulting firm, having qualifications in immigration law, such as a law degree or certification from a reputable immigration consulting program, can enhance your credibility and knowledge. Familiarity with U.S. immigration laws and regulations is essential to provide accurate advice to clients.

2. What Legal Structure Should I Choose for My Firm?

Answer: The legal structure you choose (e.g., sole proprietorship, LLC, corporation) impacts your liability, taxes, and regulatory requirements. Consult with a legal advisor or accountant to determine the best structure for your specific circumstances. Many immigration consultants opt for an LLC (Limited Liability Company) for liability protection and tax flexibility.

3. Is Licensing Required to Offer Immigration Consulting Services?

Answer: Licensing requirements for immigration consultants vary by state and country. In some states, you may need a specific immigration consultant license, while others may require you to be affiliated with a licensed attorney. It’s crucial to research and comply with the licensing and registration requirements in your jurisdiction. Additionally, adhere to any federal regulations related to immigration consulting.

4. How Do I Price My Services?

Answer: Pricing your immigration consulting services can depend on several factors, including the complexity of the case, your experience, and the services offered. You can choose to charge clients based on hourly rates, flat fees, or a combination of both. Research the market to determine competitive pricing, and be transparent with clients about your fee structure from the beginning. Consider offering free initial consultations to discuss their needs and provide a cost estimate.

5. What Ethical Guidelines Should I Follow as an Immigration Consultant?

Answer: Maintaining ethical standards is paramount in the immigration consulting industry. Some essential ethical guidelines include:

• Honesty and Transparency: Always provide accurate information and set realistic expectations for clients regarding their immigration prospects.
• Confidentiality: Safeguard client information and maintain strict confidentiality.
• Avoid Unauthorized Practice: Do not offer legal advice or services unless you are qualified to do so, and never impersonate an attorney.
• No Guarantee of Outcomes: Never guarantee the success of an immigration application or process, as outcomes depend on various factors beyond your control.
• Continued Education: Stay updated on immigration laws and regulations to provide current and accurate advice.
• Avoid Conflicts of Interest: Disclose any potential conflicts of interest to clients and act in their best interests.
• Fair Fees: Charge reasonable and fair fees for your services.
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For a successful visa application, a tailor-made business plan is key. We know exactly how to build your business plan so it meets all requirements and gets you a visa approval.

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The Secret is in the Details

At Joorney, we create thousands of immigration business plans for visa applications every year, including E-2, EB-2 NIW, L-1, EB-5, and more. Our business plan writers have an in-depth understanding of the visa application process and requirements, ensuring that your business plan is USCIS-ready.

We treat each project individually. Every business plan tells a unique story – yours. We take the time to fully understand it and then transform it into a plan that shows how you will turn your vision into reality. This is exactly what immigration officers need when reviewing your application.

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Step by Step

We discuss the details of your endeavor, such as visa type, your goals and vision, timelines, and more.

Immediately after the discovery call, we finalize our contract and send you the invoice. We're ready to start your project!

You receive our comprehensive questionnaire, designed specifically to allow you to easily share the details of your endeavor with us. We'll use this knowledge to create your custom-made business plan.

Upon receiving your complete questionnaire, our team analyzes the answers and reaches out to you in case of any missing data or additional questions.

Your dedicated team creates the first draft of your custom business plan, usually within 7 to 10 days (or 5 days for Rush service!).

We optimize the document based on feedback from you and your attorney. We offer unlimited revisions!

Once the content of the business plan is finalized, your dedicated graphic designer creates a beautiful and functional layout. Your business plan is ready!

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Immigration Consultant Business Plan: 4 Important Ideas to Remember

Migration regulations are tightening as the number of individuals moving for work, education, or other reasons is increasing. If you are someone who is knowledgeable about immigration, you might want to take advantage of it.

You’ve come to the right place if you’re considering starting a business offering immigration consulting services but do not know how to go about it. Here, we will go through 4 key ideas you should have in mind when starting a business plan for immigration consultant .

Pick a suitable place

Always make an effort to select a place with fewer immigration consultants. You will not encounter intense market rivalry if you live in a place where there are a lot of potential immigrants and few or no organizations providing these services.

Market research

This is necessary for all businesses. Despite some setbacks brought on by covid-19, the immigration industry is expanding, and now is the ideal time to capitalize on it. Perform extensive market research before moving forward.

• To start, observe the patterns set by the major players in the market.
• Since immigration laws do not change frequently, you can get advice from a professional or any senior willing to assist you.
• Carry out an accurate cost analysis. Whether you wish to rent space or set up an office in your own place, plan ahead as much as possible. Other expenses include salaries, taxes, and office expenses. If you want to expand your firm, don’t forget about the cost of licensing. Immigration consulting is a field where revenues are guaranteed and little money is needed.
• Arrange to collect the funds after conducting a cost analysis. Running the business smoothly is made easier by having things prepared in advance. The business may take some time to settle, so have your reserves available.
• Identify your target market. You might decide to make your services available to everyone—students, employees, and businesses. In addition, given that corporate companies typically have staff sent abroad, you could want to limit your clientele to them only. You are free to decide.

Fund collection

We have discussed fund raising as a part of market research in the above section. But, how do you get them? Multiple sources of funding are available. You can choose to finance yourself, borrow money from friends and family, seek angel investors, or use bank loans.

Boost communication skills

Any business relies heavily on communication, and an immigration consultant is no exception. Concentrate on honing your communication abilities. You will attract more customers if you appear friendlier. You must have a keen ear for your customers. It is also important to have sympathy and kindness.

The entire purpose of this article is to assist you in starting an immigration consulting firm. Before beginning your market study, pick an ideal place. Follow the market leaders, do a cost study, and plan to collect the monies. Next, identify your target market and the funding source. And don’t forget to improve your communication abilities.

When you have finished, you are ready to formulate your immigration consultant business plan.

Business Plan Development

Masterplans experts will help you create business plans for investor funding, bank/SBA lending and strategic direction

Investor Materials

A professionally designed pitch deck, lean plan, and cash burn overview will assist you in securing Pre-Seed and Seed Round funding

Immigration Business Plans

A USCIS-compliant business plan serves as the foundation for your E-2, L-1A, EB-5 or E-2 visa application

Customized consulting tailored to your startup's unique challenges and goals

Our team-based approach supports your project with personal communication and technical expertise.

Pricing that is competitive and scalable for early-stage business services regardless of industry or stage.

Client testimonials from just a few of the 18,000+ entrepreneurs we've worked with over the last 20 years

Free tools, research, and templates to help with business plans & pitch decks

USCIS compliance guaranteed

Business plans for immigration, seeking an e-2, l-1a, eb-5, or eb-2 niw visa our immigration business plans help you navigate the complexities of the investment visa process with a business plan that stands up to scrutiny..

Your Key to Visa Success

Streamline your visa process with a business plan that impresses consular officials, at masterplans, we are skilled in developing business plans that engages uscis and consular authorities. .

Navigating the investor visa application process requires a robust business plan – one that clearly delineates your venture's growth prospects, job-creating potential, and long-term viability. Our visa-focused business plans are meticulously crafted to meet the specific requirements of entrepreneurship visas – guaranteed.

“For years I’ve been insisting my clients use Masterplans, and I haven’t had a single visa denied with their plans – NOT ONE.

They’re first class, always”.

Sara Rama, ESQ., LL.M Federal Immigration Attorney

Why Immigration Attorneys & Entrepreneurs Trust Masterplans

With over 18k+ business plans crafted across diverse industries, here's why savvy entrepreneurs consistently choose to partner with us when seeking an investor visa..

Experience & Expertise

Having successfully executed thousands of L1-A, E-2, EB-5, and EB-2 NIW projects, choosing Masterplans equips you with over two decades of unparalleled expertise in the specialized field of immigration-focused business plan development.

Award-Winning Excellence

Our reputation as an award-winning firm, including being named a “Top 5 Business Plan Writer” by EB-5 Investors Magazine for the last five years and counting, is founded on an unwavering commitment to quality and client satisfaction. 

Proven Track Record

Our approach is grounded in enterprise-level research and analysis, like IBISWorld, Esri, and Statista to ensure that your business plan transcends mere aspiration. This precision is why leading immigration attorneys exclusively refer their clients to us for writing their business plans.

Precision. Clarity. Comfidence.

Navigate complex immigration requirements confidently, we turn complexity into clarity, saving you time and headaches..

For entrepreneurs pursuing various visa categories such as E-2, L-1-A, EB-5, or EB-2 NIW, a USCIS-compliant business plan is written specifically to meet the demands of immigration authorities.

Our tried and true business planning process enables us to articulate your unique business model — be it an existing business aiming for U.S. expansion or a completely new enterprise — and translate it into a comprehensive, clear, and comprehensible business plan that meets the mandates of immigration authorities.

A professionally drafted business plan empowers you in the visa application process. With a business plan from Masterplans, you can approach immigration authorities with confidence, knowing that your plan meets all USCIS or consular requirements.

Download Sample Business Plans ›

Key Sections of a Business Plan for Immigration

Your business plan is structured so government officals can easily find what they need, while ensuring a cohesive, consistent, and comprehensive overview of your venture..

Executive Summary

The Executive Summary serves as a targeted overview tailored to the specific criteria that immigration officials seek, depending on the visa type. While offering a concise snapshot of your venture, it also includes brief summaries of each subsequent section in the plan. Additionally, it highlights the location, ownership structure, and financial performance, ensuring that officials not only understand the venture's potential and viability but are also inclined to explore the plan further.

Company Overview

Consular offices necessitate a thorough understanding of your business to evaluate its suitability for the visa in question. This involves  showcasing the unique value proposition and establishing why a presence in the U.S. aligns with your growth strategy. The business description will precisely outline the products or services offered, describe the operational framework, and elucidate the revenue model. If applicable, the company description will also detail the interaction between the U.S. and foreign entities. 

Market Analysis

To secure your visa, it's vital to demonstrate a nuanced understanding of industry dynamics. Masterplans employs industry-leading market research tools , including Statista, IBISWorld, and Esri's Business Analyst, to  to offer an in-depth market and competitor analysis. This includes a localized market analysis when relevant, pinpointing the specific needs and opportunities within your target area. Additionally, our competitor analysis delves into your competitive advantage, outlining how your business differentiates itself in the marketplace. 

Strategy & Implementation

In the Strategy and Implementation Summary, Masterplans zeroes in on key short and long-term objectives designed to grow your company's presence in the U.S. By crafting a tailored marketing strategy that identifies effective channels for your industry, we outline how your business will attract customers and provide actionable steps and tactics to position your business for competitive advantage in the U.S. market.

Management Team

A successful immigration business plan emphasizes the skills, qualifications, and experience of the visa applicant, whether launching a new enterprise in the U.S. or relocating to manage an existing one. Our management summary details job roles, responsibilities, and organizational structure, often through an organizational chart chart, ensuring immigration authorities grasp the applicant's suitability and managerial oversight for the venture.

Financial Projections

For every immigration business plan, Masterplans creates a detailed five-year financial projection , that includes an income statement, cash flow statement , and balance sheet, to demonstrate the viability of your business and its capacity for job creation. We provide a line-item breakdown of the investment amount, its allocation, and the ownership structure among investors, offering a comprehensive financial picture that aligns with immigration requirements.

“For nearly a decade, Masterplans has been a trusted provider on complex and more conventional cases alike.

No matter what the visa is, their team has consistently delivered complete, cost-effective plans that contribute to success.”.

Ryan Kosobucki Managing Partner, Kosobucki & Tessier PLLC

Trusted by Top attorneys

More than a business plan, a tailored immigration strategy, the key to visa approval lies in addressing the unique criteria for each visa type..

• For an E-2 visa, the focus is on demonstrating an initial investment and ensuring the business becomes non-marginal
• In the case of the L1-A visa, it's crucial to show that the beneficiary is highly qualified and serving in a managerial or executive role essential for smooth U.S. expansion
• For EB-5 applicants seeking a green card, the emphasis is on making a significant investment, often in Targeted Employment Areas (TEAs), that will create well-paying American jobs
• For the EB-2 National Interest Waiver (NIW), the key is to articulate the unique skills and experience of the applicant in a way that aligns with the national interest

We're experts in meeting consular expectations, even supporting clients through any Request for Evidence (RFE) at no extra cost. Trusted by over 300 immigration attorneys, many regularly refer clients to us, affirming the quality of our work.

Immigration Attorney Partners ›

“i know my clients will have a positive experience with masterplans.  , their business plans are professional, well-researched, and prepared quickly. they’ve always been a joy to work with.”.

Belma Demirovic Chinchoy Partner, Iyer Demirovic Chinchoy LLP

Crafted by Experts

Willam dean, vp of immigration.

William Dean directs our team of business plan writers, and market research and finance experts, to craft filing-ready business plans for clients referred by over 300 law offices. Specializing in client material and RFE reviews, he has helped applicants secure E-2, L-1A, EB-2, and EB-5 visas. He has overseen the creation of nearly 2,500 visa business plans and is a frequent speaker at immigration conferences and on podcasts.

Meet The Team ›

Business plans for immigration faqs,  we've compiled a list of frequently asked questions to provide clarity on our service and process. if you don't find the answer to your specific question here, please don't hesitate to contact us ., how is the cost of a business plan for immigration determined.

Our pricing is influenced by several factors including visa type, industry of operation, plan length and scope, variables like multiple physical locations, and your timeframe.

Immigrations business plans generally range from $2,000 to $9,000, based on complexity and the team members required. This fee covers an in-depth discovery process, detailed research, professional writing and editing, and advanced financial modeling. We are happy to provide a complete scope of work for your project, free of charge, in as little as 24 hours. Simply contact us to set up an appointment.

For more information about what is included in our engagements, please see our pricing page .

How many pages is a filing-ready business plan?

The ideal length of an immigration business plan is precisely as long as it needs to be, and not a page more. While most immigration business plans fall within the 40-60 page range, with around 15 pages dedicated to financial statements, it's essential to remember that quality isn't determined by page count. Evaluating a business plan's merit based solely on its length misses the true value and depth of its content. 

You can see some examples of our immigration business plans here .

How long will my business plan project take?

Our projects kick off within 24 hours of receiving payment. From there, the timeline largely depends on your pace and preferences. Some clients prefer a more deliberate and procedural approach, while others are working against tight deadlines. Typically, we can deliver a complete first draft of the business plan within two weeks. We offer both 45-day and 90-day engagement timelines, ensuring ample time to integrate your feedback and steer the direction of the project.

You can learn more about our process and timeline here.

Do you guarantee consular approval?

Masterplans cannot guarantee approval of your visa application, as there are far too many variables outside of our control.

However, we guarantee that your business plan will meet all USCIS and consular requirements, and any changes directed by government authorities via an RFE are fully supported at no additional charge.

Do I need an attorney?

You do not necessarily need an attorney to engage our services at Masterplans; however, we strongly recommend consulting with a legal expert when navigating the immigration investor visa process.

An attorney specializing in immigration law brings a wealth of expertise and experience that can be invaluable in ensuring a successful visa application. They are well-versed in the nuances of immigration law and can provide tailored advice to meet the specific requirements of different visa categories, such as E-2, L-1A, EB-2, and EB-5. Attorneys can assist in gathering and presenting the necessary documentation, including financial records and business plans, in a manner that aligns with immigration mandates. They can also represent you in interactions with immigration authorities, providing an additional layer of credibility and assurance. Moreover, should you encounter any challenges or receive a Request for Evidence (RFE), an attorney can guide you through the appropriate response to strengthen your application.

Here are a few of our immigration attorney partners .

Talk With An Expert Today

Leverage over two decades of experience by scheduling a free , no-obligation, 30-minute consultation with  one of our business plan experts..

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• Business Templates
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FREE 9+ Immigration Business Plan Samples in PDF | MS Word

One of the crucial goals that you may want to achieve for your consultancy business or any business is to expand it to a different country, which is a great way to increase your market share. However, if you intend to extend your business operations to a foreign country, you will have to comply with the particular requirements for that specific country, such as E-2 Visa, L-1 Visa, and EB-5 Visa. To obtain one, you need to develop an immigration  business plan . In this article, we will discuss more of it. We also included a set of templates and examples that you can use as a reference if you are planning to develop this type of document.

Immigration Business Plan

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An Immigration Business Plan is a business plan that the immigration authorities require for the business people to operate in a foreign country, such as Canada, along with the residency requirements and other legal documents.

Additionally, it is the only way to communicate with the authorities about your business goals. Therefore, if you decide to operate your business in another country, you have to make sure that this  business proposal  follows the United States Citizenship guidelines and Immigration Services(USCIS) and Visa standards. By adhering to these standards, you will get a high chance of getting the approval to proceed.

If you are planning to expand the operations of your business to Canada or other countries, you have to make sure to include all the necessary details. Depending on what type of investor Visa you are going to apply for, the number of pages may differ. Nevertheless, regardless of which one you choose, it should include items, such as executive summary, business overview, employee hiring plan,  market analysis , competition overview, marketing strategy, industry analysis, job descriptions, and  organizational chart . It should also include a 5-year projection of profit and loss statement and balance sheet projection.

In creating a business plan, you have to determine the purpose of obtaining this type of document. By doing so, you can focus your business plan writing in a way that will compel its target audience. This time, your target audience is the immigration authorities. Thus, you have to design it in a way that will convince these particular people. Below are the templates and examples that you can use as your guideline in creating one.

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Obtaining the approval of the immigration authorities can be challenging. Thus, it is crucial to create your immigration business plan strategically. To do it, adhere to the following best practices

Creating a good immigration business plan may take a few weeks. Thus, it is crucial to start doing it as soon as you can. Also, the immigration authorities may require you to submit additional information. By submitting your proposal ahead of time, you will have more time to take further requests from them. Creating a  timeline  may help you budget your time effectively.

As we have mentioned earlier, your business plan is your only chance to communicate with the immigration authorities about your business. Thus, you have to ensure that you are doing it correctly. However, creating this type of document can be tough. Therefore, it is essential to ask for help if necessary, to make sure that you will get the approval to operate your business in the preferred foreign country. Hiring a third party, such as the JDC consultancy, to assist you with the process, can be a great move as well. By employing a third party company’s assistance, you can save your time and effort since they know the ins and outs of the immigration process. Additionally, they can also help you increase your chance of getting approved.

Due to the numerous items that the authorities require, there are possibilities that you will unintentionally miss out on a process or a document that you have to comply with. As a result, they will delay the process so that you can submit the missing materials. The problem is the entire approval process takes time, and missing a document will unnecessarily extend the time requires to accomplish this process. Thus, it is vital to ensure that you have all the items that they need before submitting it. Creating a  checklist  may help you prevent these misses.

Your goal of creating an immigration plan is to convince the immigration authorities to allow you to operate in a particular foreign country. However, if you confuse them or if they do not understand your business plan, you will lose the chance of getting approved. Thus, it is essential to make it clear and concise. Take time to organize and double-check your work. Be conscious of the grammar and spelling of the contents of your proposal.

Now that you reached the end part of this article, you should have learned the essential points in creating an immigration business plan. However, you should know that getting approved to operate your business to another country is just a step to get a chance of extending your market. In  starting a business overseas , you still need to win the trust of the people in that country by conversing with the locals and understanding their culture. You may also have to learn the ins and outs of that specific country pertaining to your business operation.

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Immigration Consultant Marketing Plan Template

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

Looking to take your immigration consulting business to new heights? Look no further than ClickUp's Immigration Consultant Marketing Plan Template! This comprehensive template is designed to help you attract and acquire clients seeking international immigration services, by defining target markets, identifying competitive advantages, setting promotional strategies, and executing tactics that will establish your agency as the go-to experts in the field. With this template, you'll be able to:

• Identify your target market and understand their needs and preferences
• Showcase your competitive advantages to stand out from the competition
• Create powerful promotional strategies that resonate with your audience
• Track and measure the success of your marketing efforts

Don't miss out on the opportunity to grow your immigration consulting business. Get started with ClickUp's Immigration Consultant Marketing Plan Template today!

Benefits of Immigration Consultant Marketing Plan Template

When it comes to marketing your immigration consulting services, having a solid plan in place can make all the difference. With the Immigration Consultant Marketing Plan Template, you can:

• Define your target markets and identify the most effective strategies to reach them
• Showcase your competitive advantages and highlight why clients should choose your services
• Develop a comprehensive promotional strategy to increase brand awareness and attract new clients
• Execute tactics such as social media campaigns, content marketing, and networking events to establish yourself as an industry expert
• Track and measure your marketing efforts to ensure they are yielding the desired results

Don't miss out on the opportunity to grow your immigration consulting business. Get started with the Immigration Consultant Marketing Plan Template today!

Main Elements of Immigration Consultant Marketing Plan Template

ClickUp's Immigration Consultant Marketing Plan template provides a comprehensive solution to help immigration consultants effectively manage their marketing efforts. Here are the main elements of this List template:

• Custom Statuses: Track the progress of your marketing tasks with 6 different statuses, including Cancelled, Complete, In Progress, Needs Input, Planned, and To Do, ensuring clear visibility and accountability throughout the process.
• Custom Fields: Utilize 6 custom fields such as Quarter, Task Type, Impact, Progress, Percent Completion, and Effort to capture specific details and metrics related to your marketing plan, enabling you to measure the effectiveness and success of your campaigns.
• Custom Views: Access 5 different views tailored to your needs, including Key Results, Timeline, Getting Started Guide, Objectives, and Progress Board. These views allow you to visualize your marketing plan from different perspectives, making it easier to prioritize tasks, track progress, and achieve your marketing objectives.

How to Use Marketing Plan for Immigration Consultant

If you're an immigration consultant looking to create a successful marketing plan, follow these six steps using ClickUp's Immigration Consultant Marketing Plan Template:

1. Define your target audience

Identify the specific group of people you want to reach with your marketing efforts. Determine their demographics, such as age, location, and occupation, as well as their needs and pain points. This will help you tailor your marketing messages and strategies to effectively engage your target audience.

Use custom fields in ClickUp to record important information about your target audience, such as their demographics and preferences.

2. Set clear marketing objectives

Establish measurable goals that you want to achieve through your marketing efforts. Whether it's increasing brand awareness, generating leads, or driving conversions, clearly define what you want to accomplish. Setting specific, achievable objectives will guide your marketing activities and help you track your progress.

Create tasks in ClickUp to outline your marketing objectives and assign them to team members responsible for achieving them.

3. Develop your marketing strategies

Determine the best marketing channels and tactics to reach your target audience and achieve your objectives. Consider a mix of online and offline strategies, such as social media marketing, content creation, email campaigns, events, and partnerships. Tailor your strategies to the unique needs and preferences of your target audience.

Use the Board view in ClickUp to create a visual representation of your marketing strategies and organize them by channels or tactics.

4. Create compelling content

Craft engaging and informative content that resonates with your target audience. This can include blog posts, social media posts, videos, infographics, and case studies. Focus on providing valuable information, addressing common immigration concerns, and showcasing your expertise. Consistently produce high-quality content to build trust and establish yourself as a thought leader.

Utilize Docs in ClickUp to create and collaborate on content ideas, outlines, and drafts, ensuring a seamless content creation process.

5. Implement and track your marketing activities

Put your marketing plan into action by executing your strategies and tactics. Monitor the performance of your marketing activities using analytics tools, such as Google Analytics or ClickUp's integrations. Track key metrics like website traffic, engagement, lead generation, and conversions. This data will help you assess the effectiveness of your marketing efforts and make informed adjustments.

Set up Automations in ClickUp to streamline your marketing activities and automate repetitive tasks, such as social media scheduling or email campaigns.

6. Evaluate and optimize your marketing plan

Regularly review and evaluate the results of your marketing plan. Identify what is working well and what can be improved. Use this feedback to refine your strategies, optimize your campaigns, and make data-driven decisions. Continuously adapt your marketing plan to stay ahead of industry trends and changes in your target audience's preferences.

Use Dashboards in ClickUp to visualize and analyze your marketing metrics, allowing for easy tracking and optimization of your marketing plan.

Get Started with ClickUp’s Immigration Consultant Marketing Plan Template

Immigration consultants or agencies can use the Immigration Consultant Marketing Plan Template to create a comprehensive marketing strategy that will attract and acquire clients seeking international immigration services.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create an effective marketing plan:

• Use the Key Results View to set measurable goals and track the success of your marketing efforts
• The Timeline View will help you visualize your marketing activities and ensure they are scheduled appropriately
• Use the Getting Started Guide View to follow step-by-step instructions on how to create your marketing plan
• The Objectives View will help you define your marketing objectives and align them with your business goals
• Use the Progress Board View to track the progress of your marketing activities and make necessary adjustments
• Organize tasks into six different statuses: Cancelled, Complete, In Progress, Needs Input, Planned, To Do, to keep track of progress
• Update statuses as you complete tasks to ensure everyone is aware of the progress made

By using this template, immigration consultants can create a strategic marketing plan that will help them attract and acquire clients effectively.

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How to Start a Corporate Immigration Consulting Business

You can turn on the news at any given time and hear about immigration struggles, both on an individual and corporate level. The entire process takes time, money, and a highly specialized set of skills and knowledge. As implied by the name, corporate immigration is the process through which a foreign business entity moves all or a portion of their business to the United States. 

A corporate immigration consulting business helps facilitate this process. They ensure the migrating company is compliant with all federal business immigration laws, that the formation of the new business entity is done properly, that costs are kept to a minimum, and that migrating employees/key personnel obtain the necessary documentation to work in the United States.

Learn how to start your own Corporate Immigration Consulting Business and whether it is the right fit for you.

Ready to form your LLC? Check out the Top LLC Formation Services .

Start a corporate immigration consulting business by following these 10 steps:

• Plan your Corporate Immigration Consulting Business
• Form your Corporate Immigration Consulting Business into a Legal Entity
• Register your Corporate Immigration Consulting Business for Taxes
• Open a Business Bank Account & Credit Card
• Set up Accounting for your Corporate Immigration Consulting Business
• Get the Necessary Permits & Licenses for your Corporate Immigration Consulting Business
• Get Corporate Immigration Consulting Business Insurance
• Define your Corporate Immigration Consulting Business Brand
• Create your Corporate Immigration Consulting Business Website
• Set up your Business Phone System

We have put together this simple guide to starting your corporate immigration consulting business. These steps will ensure that your new business is well planned out, registered properly and legally compliant.

Exploring your options? Check out other small business ideas .

STEP 1: Plan your business

A clear plan is essential for success as an entrepreneur. It will help you map out the specifics of your business and discover some unknowns. A few important topics to consider are:

What will you name your business?

• What are the startup and ongoing costs?
• Who is your target market?

How much can you charge customers?

Luckily we have done a lot of this research for you.

Choosing the right name is very important. Read our detailed guide on how to name your business . We recommend checking if the business name you choose is available as a web domain and securing it early so no one else can take it.

Want some help naming your corporate immigration consulting business?

Business name generator, what are the costs involved in opening a corporate immigration consulting business.

Entrepreneurs who have launched a successful consulting firm recommend a starting budget of at least $150,000. Items that should be included in your budget include:

• Insurance — Annual premiums could reach as high as $10,000 or more
• Office facility — Depending upon whether you decide to purchase or lease a space, your initial investment in an office space could cost as much as $40,000
• Office equipment — Computers, business software, telephones, printers, furniture, and fixtures
• Marketing materials
• Payroll expenses
• Licensing and fees
• Business consultant — While this could cost you anywhere from $1,500 to over $3,000, the guidance your consultant offers could prove invaluable

If you lack the necessary funding, consider all financing options available to you. Remember who your business will serve — if you cut corners on your website or office space, it will show, and your business will suffer the consequences.

What are the ongoing expenses for a corporate immigration consulting business?

In addition to the standard overhead costs of rent/mortgage, utilities, insurance, website management/hosting, and marketing, you will need to maintain a steady cash flow to cover payroll. Additionally, your ongoing expense budget should include travel expenses and ongoing education.

Who is the target market?

Your marketing strategy should be geared towards businesses, particularly corporate enterprises, that are looking to move or expand to the United States. You will need to appeal to the decision-makers, as they are the ones you will be dealing with and who, ultimately, control the budget.

How does a corporate immigration consulting business make money?

Corporate immigration consulting companies are hired by corporations who are considering moving or expanding their businesses to the United States. Fees are negotiated based on the scope of the project and are typically paid out at an hourly rate.

Established corporate immigration businesses charge a flat fee for basic services and bill hourly for others. Hourly rates range from $150 to $300, and flat fees vary from $250 to over $5,000. Keep in mind that pricing is a delicate balance — if you price too low, people will wonder why; alternatively, if you price too high, potential clients will look to hire another agency.

How much profit can a corporate immigration consulting business make?

If you charge clients $150 per hour and invest 51 hours of work into one client and 46 hours into the other, you will generate over $14,000 in revenue. If your ongoing expenses equal $4,400, your total profit will equal out to almost $10,000.

How can you make your business more profitable?

If you are looking for ways to increase annual profits, consider offering additional immigration consulting services. While corporate immigration may be a focus, you may want to consider helping individuals who are trying to navigate the legal system and legally immigrate to the United States.

Want a more guided approach? Access TRUiC's free Small Business Startup Guide - a step-by-step course for turning your business idea into reality. Get started today!

STEP 2: Form a legal entity

The most common business structure types are the sole proprietorship , partnership , limited liability company (LLC) , and corporation .

Establishing a legal business entity such as an LLC or corporation protects you from being held personally liable if your corporate immigration consulting business is sued.

Form Your LLC

Read our Guide to Form Your Own LLC

Have a Professional Service Form your LLC for You

Two such reliable services:

You can form an LLC yourself and pay only the minimal state LLC costs or hire one of the Best LLC Services for a small, additional fee.

Recommended: You will need to elect a registered agent for your LLC. LLC formation packages usually include a free year of registered agent services . You can choose to hire a registered agent or act as your own.

STEP 3: Register for taxes

You will need to register for a variety of state and federal taxes before you can open for business.

In order to register for taxes you will need to apply for an EIN. It's really easy and free!

You can acquire your EIN through the IRS website . If you would like to learn more about EINs, read our article, What is an EIN?

There are specific state taxes that might apply to your business. Learn more about state sales tax and franchise taxes in our state sales tax guides.

STEP 4: Open a business bank account & credit card

Using dedicated business banking and credit accounts is essential for personal asset protection.

When your personal and business accounts are mixed, your personal assets (your home, car, and other valuables) are at risk in the event your business is sued. In business law, this is referred to as piercing your corporate veil .

Open a business bank account

Besides being a requirement when applying for business loans, opening a business bank account:

• Separates your personal assets from your company's assets, which is necessary for personal asset protection.
• Makes accounting and tax filing easier.

Recommended: Read our Best Banks for Small Business review to find the best national bank or credit union.

Get a business credit card

Getting a business credit card helps you:

• Separate personal and business expenses by putting your business' expenses all in one place.
• Build your company's credit history , which can be useful to raise money later on.

Recommended: Apply for an easy approval business credit card from BILL and build your business credit quickly.

STEP 5: Set up business accounting

Recording your various expenses and sources of income is critical to understanding the financial performance of your business. Keeping accurate and detailed accounts also greatly simplifies your annual tax filing.

Make LLC accounting easy with our LLC Expenses Cheat Sheet.

STEP 6: Obtain necessary permits and licenses

Failure to acquire necessary permits and licenses can result in hefty fines, or even cause your business to be shut down.

STEP 7: Get business insurance

Just as with licenses and permits, your business needs insurance in order to operate safely and lawfully. Business Insurance protects your company’s financial wellbeing in the event of a covered loss.

There are several types of insurance policies created for different types of businesses with different risks. If you’re unsure of the types of risks that your business may face, begin with General Liability Insurance . This is the most common coverage that small businesses need, so it’s a great place to start for your business.

Another notable insurance policy that many businesses need is Workers’ Compensation Insurance . If your business will have employees, it’s a good chance that your state will require you to carry Workers' Compensation Coverage.

STEP 8: Define your brand

Your brand is what your company stands for, as well as how your business is perceived by the public. A strong brand will help your business stand out from competitors.

If you aren't feeling confident about designing your small business logo, then check out our Design Guides for Beginners , we'll give you helpful tips and advice for creating the best unique logo for your business.

Recommended : Get a logo using Truic's free logo Generator no email or sign up required, or use a Premium Logo Maker .

If you already have a logo, you can also add it to a QR code with our Free QR Code Generator . Choose from 13 QR code types to create a code for your business cards and publications, or to help spread awareness for your new website.

How to promote & market a corporate immigration consulting business

Since your target audience will be executives and key decision-makers, you will need to create engaging content that speaks to their pain points and establishes you as an authority in your field. Your website should include case studies and success stories. It should be professional and deliver informative content. Additionally, well-placed advertisements in printed publications, online, and on social media could prove beneficial.

How to keep customers coming back

Like any service-oriented business, the client should be at the center of everything you do. Your services should satisfy the unique needs of your client and a professional approach should be taken in everything you do.

STEP 9: Create your business website

After defining your brand and creating your logo the next step is to create a website for your business .

While creating a website is an essential step, some may fear that it’s out of their reach because they don’t have any website-building experience. While this may have been a reasonable fear back in 2015, web technology has seen huge advancements in the past few years that makes the lives of small business owners much simpler.

Here are the main reasons why you shouldn’t delay building your website:

• All legitimate businesses have websites - full stop. The size or industry of your business does not matter when it comes to getting your business online.
• Social media accounts like Facebook pages or LinkedIn business profiles are not a replacement for a business website that you own.
• Website builder tools like the GoDaddy Website Builder have made creating a basic website extremely simple. You don’t need to hire a web developer or designer to create a website that you can be proud of.

Recommended : Get started today using our recommended website builder or check out our review of the Best Website Builders .

Other popular website builders are: WordPress , WIX , Weebly , Squarespace , and Shopify .

STEP 10: Set up your business phone system

Getting a phone set up for your business is one of the best ways to help keep your personal life and business life separate and private. That’s not the only benefit; it also helps you make your business more automated, gives your business legitimacy, and makes it easier for potential customers to find and contact you.

There are many services available to entrepreneurs who want to set up a business phone system. We’ve reviewed the top companies and rated them based on price, features, and ease of use. Check out our review of the Best Business Phone Systems 2023 to find the best phone service for your small business.

Recommended Business Phone Service: Phone.com

Phone.com is our top choice for small business phone numbers because of all the features it offers for small businesses and it's fair pricing.

Is this Business Right For You?

Do you have a background in corporate immigration? Do you enjoy identifying and resolving complex issues? Are you well versed on the subject of corporate management and finances? If you enjoy helping others achieve their business goals and are ready to invest in a challenging yet rewarding and profitable business venture, launching a corporate immigration consulting business could be the perfect fit for you.

Want to know if you are cut out to be an entrepreneur?

Take our Entrepreneurship Quiz to find out!

Entrepreneurship Quiz

What happens during a typical day at a corporate immigration consulting business?

Helping a business entity immigrate to the United States requires a great deal of work. Once your marketing efforts land you a client, it is time to get to work. More than likely, your business dealings will take you overseas, where you will conduct on-site interviews to gain a clear understanding of their goals and expectations. 

You will need to assess every aspect of the organization, from the scope of the business to its financials and everything in between. All paperwork must be filled out and filed with the appropriate agencies, with adherence to immigration laws as a top priority. All relevant fees should be paid, and all issues must be addressed promptly. Additionally, your clients will likely look to you to ensure all paperwork for migrating employees is filed and that they have access to any resources that might make for a smooth transition.

What are some skills and experiences that will help you build a successful corporate immigration consulting business?

Operating a business of this magnitude requires a highly-specialized set of skills. While not required, many entering this industry have a legal background. At the very least, you will want several years of industry experience before venturing out on your own. Certificates related to immigration are also recommended. If you do not already hold these certificates, you’ll want to consider getting your PERM Labor Certification , the Certified Immigration Consultant & Certified Immigration Forms Preparer certificate, as well as the Immigration Specialist Paralegal Certificate.

While education and industry experience will help build a solid foundation for your agency, there are a number of business and leadership skills needed to launch and manage a successful consulting firm. You will need to be an excellent communicator with strong active listening skills. You must be detail-oriented, organized, and skilled at problem-solving. It is also critical that you be adept at researching and committed to staying current with new laws and guidelines that may affect your clients’ corporate immigration goals.

If you do not have a business background or experience in marketing, consider taking a workshop through your local small business administration or hiring a professional to handle those aspects of your business. This will set your organization up for long-term success and ensure you have enough time to focus on your true passion — helping others achieve their business dreams in the United States.

What is the growth potential for a corporate immigration consulting business?

While we often hear about corporations migrating out of the United States, the number of businesses looking to enter the US has increased dramatically over the last decade. This, coupled with the specialized nature of this field, ensures significant growth and profit opportunities for entrepreneurs considering this business venture.

TRUiC's YouTube Channel

For fun informative videos about starting a business visit the TRUiC YouTube Channel or subscribe to view later.

Take the Next Step

Find a business mentor.

One of the greatest resources an entrepreneur can have is quality mentorship. As you start planning your business, connect with a free business resource near you to get the help you need.

Having a support network in place to turn to during tough times is a major factor of success for new business owners.

Learn from other business owners

Want to learn more about starting a business from entrepreneurs themselves? Visit Startup Savant’s startup founder series to gain entrepreneurial insights, lessons, and advice from founders themselves.

Resources to Help Women in Business

There are many resources out there specifically for women entrepreneurs. We’ve gathered necessary and useful information to help you succeed both professionally and personally:

If you’re a woman looking for some guidance in entrepreneurship, check out this great new series Women in Business created by the women of our partner Startup Savant.

What are some insider tips for jump starting a corporate immigration consulting business?

Unfortunately, no matter how prepared you are, mistakes happen. As a result, industry leaders indicate they cannot stress the importance of networking. One phone call to a well-placed connection can tear down any roadblocks in a matter of minutes, paving the way for successful immigration.

How and when to build a team

When deciding when to build a team and what skills new hires must possess, you must start by looking inwards. If research isn’t your strong suit, hire a team member to tackle those duties. If a new client requires specialized experience you do not possess, consider hiring a consultant on a freelance basis. Every team member, whether permanent or freelance, should maintain a professional air and have a clear understanding of what will be expected of them.

Useful Links

Real world examples.

• NewlandChase Immigration Services

Have a Question? Leave a Comment!

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Beyond Borders

The Immigrant Entrepreneurs’ Guide to Writing a Business Plan in the U.S.

Immigration & Living Abroad

Last updated on October 10th, 2023 at 11:24 pm

Writing a business plan is an important step for an entrepreneur who wants to launch a company of any size. If you dream of opening a business in the U.S. or Canada, a solid business plan can help you secure funding and prepare for the future.

Many immigrants open businesses in their new countries. Dru Ann B. is a Remitly customer who owns a small business that supports her family in Canada and back home in Jamaica. She says that a strong business plan made a huge difference for her. She recommends getting assistance from someone who’s written one before, saying, “a little direction or guidance from someone else goes a long way.”

Ready to get started? Here’s what you need to know.

What is a business plan?

A business plan is a document that maps out your vision for your business. It establishes your business objectives and then describes how you will achieve them.

Why is a business plan important?

Even if you have all the capital you need to start your business, a business plan can increase your chances of success. That’s because it clarifies your goals and timeline, plus can help you plan for issues that may arise.

Business plans allow you to:

• Establish clear company goals;
• Build a brand vision and create a compelling company description to market your business;
• Identify potential weaknesses and challenges ahead of time;
• Become familiar with current market conditions and your competitors; and
• Predict your income, costs, and budget needs.

The process of writing a business plan can help you put your best foot forward. Dru Anne B. notes that through your market research, you might discover that you “need to adjust your model.” That’s a good thing, she explains, because it means refining your idea before you actually invest.

Do you need a business plan to start an immigrant-owned business?

Any entrepreneur who wants to start a business in the U.S. can benefit from a business plan.

As an immigrant entrepreneur, a business plan may help you:

• Apply for grants aimed at immigrant-owned businesses;
• Apply for business loans through U.S. banks; and
• Seek private investors for startup capital.

What are the most common business plan formats?

Business plans come in two formats: long (traditional) and short (lean).

• Traditional business plans are long-form documents that consist of paragraphs and may also include tables and charts. They usually take longer to produce and edit, but some lenders only accept these types of plans.
• Lean business plans present information primarily through bulleted lists, tables, and charts. They are typically easier and faster to write. Prospective investors or lenders may ask you for additional information if you submit a lean business plan.

How do you write a traditional business plan?

A traditional business plan usually has nine sections : executive summary, company description, market analysis, organization and management, service or product line, marketing and sales, funding request, financial projections, and the appendix.

Executive summary

An executive summary provides a quick overview of your company. It lets the reader know what to expect from the rest of the document.

The executive summary includes:

• A mission statement that outlines the purpose of your company;
• An introduction to your product or service;
• Basic facts about your leadership team and employees; and
• The location of your company and where you work.

If you’ll be using your business plan to find funding, include a quick summary of financial information and growth plans in this section too.

Company description

The company description provides details about your business offerings.

Some things to include are:

• Who your customers are (who will use or purchase your product or service)
• What problems your product or service solves or what needs it fulfills
• Why your business can uniquely meet that need or solve that problem

Imagine that someone has asked you “Why does your business exist?” and “Why should I choose your business?”

These questions will help you describe the value of your new venture.

Market analysis

The market analysis section requires research. Start by identifying your key competitors.

Once you’ve found them, learn the following about their businesses:

• What do they charge for their products or services?
• How do they market their business?
• What are their strengths and areas of opportunity in this field?
• What are the ways that you can provide a better customer experience?

After you finish conducting your research, describe your findings in 1–2 paragraphs in your business plan.

Organization and management

This section describes how you will structure your business and what specific people or general roles you’ll have at your company.

Include the following:

• Business structure: Are you a sole proprietor? Will you establish a C or S corporation? Is your business a partnership or a limited liability corporation (LLC)? In addition to identifying the type of structure, explain why it works for your company. If you haven’t chosen a business structure yet, a business attorney or certified public accountant (CPA) can give you advice on which structure to choose.
• Basic organization chart: Provide an outline of the people who will hold management positions at your company. If you have already hired your management team, detail the key qualifications and skills that they bring to your business. You may also want to attach their resumes.

Service or product line

This section brings your product or service to life and allows the reader to thoroughly understand what you will be providing to your customers.

• Benefits of your product or service: Why will people buy it or use it? What will they love about it?
• Life cycle of your product or service: How often will people buy or use your product or service?
• Intellectual property information: Are you filing for a copyright or patent?
• Research and development: If you have conducted research and development, provide detailed information about it. Remember to include any pictures of your product as well.

Marketing and sales

Unlike the other sections of a business plan, the marketing and sales section has no set rules for writing. This section explains how you will tell customers about your company and encourage them to buy from you or use your service.

You may consider mentioning whether you plan to advertise with:

• Print media like newspapers
• Television commercials and segments
• Radio commercials and segments
• Social media like Facebook, Twitter, Instagram, YouTube, Pinterest, and TikTok
• Direct mail
• Email marketing
• Cross-promotions with other businesses

If you plan to hire a firm to handle your marketing, then make sure to mention that in this section too. Add the firm’s name and discuss the services they will provide.

Funding request

In this section, you’ll let investors, financial institutions, or grants know how much funding you need to get your company off the ground.

Follow these steps when writing this part of your plan:

• State how much money you need to launch and operate your business for the first five years.
• Detail how you arrived at this figure.
• Identify any existing capital that you already have and its source(s).
• Outline the terms you’re looking for if you’re borrowing money.
• State what share of your company you are willing to give in exchange for an investment if you’re providing equity.
• Explain, in detail, how you will use the equity or borrowed funding. Will it pay salaries? Purchase equipment? Cover expenses until you begin to make profits?
• Add how you will pay off the debt or ensure a return on investment.

Financial projections

Providing realistic forecasts about how your company will perform is a compelling part of any business plan.

In this section, include:

• Income statements
• Balance sheets
• Cash flow statements
• Capital budgets

Begin with quarterly or monthly projections for the first year, and then make annual projections for the next four years. If you’re uncertain how to produce these documents, a CPA who specializes in startups can help you plan your forecasts.

This section is for any additional information and can include:

• Personal credit history
• Résumé for yourself and other key people in your business
• Letters of reference
• Other legal documents

The items in an appendix are labeled with a letter. For example, your personal credit history can have the header “Appendix A” and a letter of reference from a former employer can be “Appendix B.”

A few more tips

A business plan includes all the steps outlined above. Here are a few more tips to make your business plan stand out:

• Take a step-by-step approach. 
• Highlight how many jobs your business will create. 
• Hire a ghostwriter or proofreader. 
• Ask a friend who isn’t familiar with your industry or product to read it over.

Your business plan won’t just help you launch your new company. It also serves as your roadmap for promoting and growing your small business after the launch. An up-to-date business plan can also make it easier to secure additional funding, purchase new equipment, or expand your offerings in the future.

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• What business?
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• When would you expect to need to start these services? (Optional) How soon would you like to be contacted about building a website? (Optional) ASAP! Once I start my business plan. After my business plan is finalized. After my visa is approved. I'll reach out when I'm ready.
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Disclaimer Joorney Business Plans Canada Inc. is not a law firm nor an immigration consulting firm and all information provided in this document should not be considered as legal advice or any advice or recommendation on any immigration application program. All information provided in this document should be verified by a licensed or certified immigration professional before the reader can act on this information. As such, it is understood that Joorney Business Plans Canada Inc. shall not be liable for any loss or damage of whatever nature (direct, indirect, consequential, or other) whether arising in contract, tort, or otherwise, which may arise as a result of your use of (or inability to use) this document, or from your use of (or failure to use) the information on this document.

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• What Service Are You Interested In? - Startup (Required) * What Service Are You Interested In? (Required) SBA/Bank Loan Business Plan Grant Business Plan Market Research Marketing & Sales Plan Financial Model Investor Business Plan Pitch Deck Feasibility Study Idea Selection Capital Raise Strategic Business Plan Debt Financing Executive Summary Teaser
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• What Service Are You Interested In? - Established Business What Service Are You Interested In? (Required) SBA/Bank Loan Business Plan Franchise Business Plan Grant Business Plan Landlord Deck Market Research Marketing & Sales Plan Financial Model Investor Business Plan Pitch Deck Feasibility Study Idea Selection Capital Raise Strategic Business Plan Debt Financing Executive Summary Teaser
• Other Service
• Visa Type? * What Immigration Business Plan Visa Type Do You Need? (Required) E2 L1 EB2 NIW EB5 Direct EB-5 Regional Center H1B O1 EB1A EB1C Canada I am not sure
• Are you the Visa Applicant? Are you the Visa Applicant? (Optional) Yes, I am the visa applicant No, I'm not the visa applicant
• What is your relationship to the visa applicant? What is your relationship to the visa applicant? (Optional) Family Friend Attorney Other
• Other relationship
• Is this a New Application, RFE, Renewal or Denial? Is this a New Application, RFE, Renewal or Denial? (Optional) New Visa Application RFE Renewal Denial I don't know
• Do you have a deadline? * Do you have a visa application deadline? (Optional) Yes, I have a deadline No, I don't have a deadline
• By When? MM slash DD slash YYYY
• Details/Notes?
• Comments This field is for validation purposes and should be left unchanged.

Writing the Company Description of Immigration Business Plan

• Ismael Fernández
• January 9, 2018

The business description section of your business plan should give the reader an overview of your proposed business, including the industry, purpose, operations, staffing, history and other information that will provide the agency with an interesting overview of your business. 

In this section, the reader needs to get a handle of your business concept, model and likelihood of success. 

Since your business plan is for immigration purposes, consider the perspective of immigration officers. They won’t know your team, facilities, or legal structure yet—you want to fill in the blanks for them in a polished and organized way. Company description will be the ‘elevator pitch’ section of your business plan.  So present your company like it is well poised to accept their visa approval and hit the ground running. This section should answer the questions who you are, what you do and why you do it. Make sure that it is short as possible as the other portions of the plan will contain the nitty gritty details of your proposal. You can use this portion to point the immigration to the relevant sections, if they are interested to know more about a particular aspect of your business. 

Here are the details that MUST be included in this section:

• Company name  – What is the name of your business as registered in the official documents?
• Business structure  – Sole proprietorship, LLC, partnership or corporation? Your business structure is going to be important data to include. Who owns what percentage of your business? The immigration and investors will want this information to be clearly spelled out.
• Ownership/ Management  – Since you are presenting to the immigration or to investors, this is critical data. Who are the leaders in your company?Who will own and manage the business in the U.S.? What qualifies them for their positions and inspires confidence? Work experience, past successes, MBAs, and other degrees can be referenced for each person. You want to showcase everyone in their best light, remembering that the immigration and investors judge people first and ideas second.
• Location  – Where is the company headquartered? Discuss the circumstances of your use of any space mentioned in this section. Include whether you own or lease, and what the pertinent terms of that lease are if you have one. Discuss what the long-term plan is for any space you have, or what your needs will be for a future facility. If you have a home office, you can include that here as well.
• Company history  – When was the business started, what was the inspiration behind it, what need does your company fulfill? If you are an existing business seeking funding for expansion or a new project, the company history section is going to be pretty significant. You’ll want to show  that you have a strong track record of successful projects, weathering the tough times, and making sound business decisions. Who did you decide to partner with? Have you launched new products over time? Made improvements on facilities or services? Streamlined operations? If your business is a start up, you won’t have a company history per se, but you could use the company history section to give a concise description of how you decided to start your venture. What was the “light bulb” moment? Who else was involved?
• Mission Statement – What is the purpose of your company? Your mission statement should reflect every facet of your business: the range and nature of the products you offer, pricing, quality, service, marketplace position, growth potential, use of technology, and your relationships with your customers, employees, suppliers, competitors and the community.
• Products / services and Target Market  – What do you sell? To whom are you selling it to? You may overlook some fundamental elements when describing your products and services because it’s so common to you but do remember,  you should be the expert in the industry.  The basics may not be as clear to the immigration or to your potential investor. Assume they have little to no understanding of your industry and product or service.
• Competitive Advantages  – This section should describe the logic of why you will succeed, how you differ, or what you are doing better than the competition. To define the competitive advantage, try to answer why people will want to do business with you.
• Objectives  – This is not to be confused with the company’s mission, vision or values, which are not useful as strategic goals. Your objective must be specific, measurable and time bound. It must also be a single goal (that is, growth or profitability), although subordinate goals may follow from the strategic objective. To formulate your objective, show the immigration or the investors your plans in the immediate future.
• Vision statement  – How do you envision the future of the company? It’s also a good opportunity, if you haven’t done so already, to evaluate and put to in your business plan some of the more intangible facets of your business principles, ideals, and cultural philosophies that will allow the immigration and investors to better grasp your own corporate identity.  

The whole point of submitting an immigration-compliant business plan is to convince the office that your venture will be beneficial for the economy of a particular U.S. location. Take this opportunity to “sell” your business to these US authorities. Don’t be afraid to share your enthusiasm. Excitement usually draws the reader in, but be careful not to get too carried away. Make them look forward to reading the rest of the plan.

Writing style is as important as content. Make sure to have someone (preferably, a professional editor) proofread your business plan. Allot time to read and re-read your document. Take out redundant and duplicate information. Watch out for grammatical errors & typos. A professional tone should be used all-throughout but it should not hinder you in conveying your passion for your business. Generally speaking, these last few tips apply beyond the company description section of your plan.

To sum up, make sure the person reading the company description will be able to get what you’re company is all about. Let your business plan present you and your business in the best light. Show the immigration officer why you’re worth the business investor visa.

If you feel overwhelmed at any stage of your business plan-writing, we encourage you to take advantage of our  FREE, non-obligatory consultation . We are experts in the Immigration Business Plan industry. We have written numerous successful business plans specifically for those targeted toward immigrant investment visa applications. 

Welcome to Greengate Consulting, it’s great to see you here.

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Home » Start a Business » Business Plans

Writing an Immigration Consultant Marketing Plan [Sample Template]

Presently, we have legally registered our immigration consulting firm (under the name Sharon Greene® Immigration Consulting, LLP) and we have acquired the required business license and all the necessary permits to run this type of business in Canada.

Our office facility is located at 32 Victoria St Etobicoke, ON M8V 1M6, Canada. We were able to secure a standard office facility along the road in the heart of the city. Our office facility is well furnished with a training room and enough packing space for our clients.

Currently, we have concluded recruitment and training exercises for all the employees that will pioneer the business. We are set to open our immigration consulting firm on Monday the 8th of March, 2022 with a house party for residents in the neighborhood.

1. Our Market Goals

Every business is expected to have a marketing goal, and that we have done ours too. We have perfected our sales and marketing strategies, and are set to deliver excellent services to a wide range of clients from within and outside Canada.

We know that if we structure our business properly and have highly trained and motivated employees, we are likely going to meet or even surpass our set market/sales target of generating enough income/profits in the three months of operation.

With the help of experts, we have been able to examine the Immigration Consulting Firms cum Immigration Lawyers & Attorneys industry with more emphasis on Toronto – Ontario, and have analyzed our chances in the industry.

Against this backdrop, we have been able to come up with the following marketing goals. It is important to state that our marketing goals/projections are guided on the information we gathered from the field and of course from some workable assumptions.

Our intention of starting our immigration consulting firm is to make profits from the industry and we will do all that is permitted by the law in Canada to achieve our aim and ambition. Our marketing goals are guided by our company’s vision and it is to provide our clients with skilled immigration advice and services in an efficient manner.

Here are our marketing goals:

• To generate a minimum revenue of 500,000 Canadian dollars within the first 12 months of operation
• To generate a minimum revenue of 1,000,000 Canadian dollars in our second fiscal year of operations
• To generate a minimum revenue of 2,500,000 Canadian dollars in our third fiscal year of operation

We aim to achieve the following from our marketing efforts:

• To build an immigration consulting firm that will compete favorably with leading immigration consulting firms in Canada and to be listed among the top 15 immigration consulting firms in Canada (within 10 years of operation)
• We aim to achieve a sustainable growth at the rate of 20% annual revenue generation
• We want to build a self – sustaining immigration consulting firm that will contribute to the growth of the Canadian economy.

2. Our Marketing Budget

If we intend to generate the income we have set as our target within the first three years of operating our immigration consulting firm, we must be willing to invest in marketing our business. In view of that, we have set aside a marketing budget of $50,000 Canadian Dollars for the first year of operating the business.

Subsequently, we will budget between 5 percent and 12. 5 percent of our annual income towards marketing and promoting our immigration consulting firm. In the future, if there is any need to increase the budget in order to explore other means of generating more income, we will gladly do that.

3. Our Target Market

The demographic and psychographic composition of those who need the services of immigration consulting service providers cut across individuals, families, small businesses and large corporations.

Sharon Greene® Immigration Consulting, LLP will initially serve small to medium-sized businesses, from new ventures to well-established businesses, families and individual clients, but that does not in any way stop us from growing to be able to compete with the leading immigration consulting firms in Canada. Below is a list of the people and organizations that we have specifically designed our services for;

• International Students
• Undocumented Migrants
• Sport Clubs
• Individuals
• Households and families from within and outside Canada
• Expatriates
• Foreign Workers (Skilled, Unskilled, and Semi-Skilled Foreign Workers)
• Multinational Organizations

4. Benefits Our Clients Stand to Gain When They Patronize Our Firm

Sharon Greene® Immigration Consulting, LLP is established with the aim of maximizing the profits in the Immigration Consulting industry and we are going to ensure that we do all it takes to attract clients on a regular basis which is why we have been able to work on business policies that will benefit our clients.

As an ICCRC immigration consultancy, we are highly-reputed both among clients as well as our industry peers. These are the benefits that a client stands to gain when they patronize our immigration consulting services:

• We will offer special discounted rates to disadvantaged individuals, refugees, asylum seekers, nonprofits, cooperatives, and small social enterprises.
• As against hourly billings for immigration consulting services which is the practice in the industry, we will charge our clients a flat fee for many basic services such as providing legal advice about the ability to reside in Canada, collect and submit appropriate documentations to prove a case, help in obtaining the type of documentation needed to legally reside within the country and to obtain immediate access to citizenship in emergency situations
• We are aware that there are clients that will need regular immigration consulting/advice and assistance, we will offer general counsel services that will be tailored to take care of such clients’ needs, at a flat rate.
• Professionalism and excellent customer service delivery of the highest order from our highly trained staff members.

5. Our Unique Selling Point

• What Makes Our Immigration Consulting Firm Superior to Our  Competitors

Our unique selling point as an immigration consulting firm lies in the power of our team; our workforce. We have a team that can go all the way to give our clients value for their money. We are well-positioned and we know we will attract loads of clients from the first day we open our doors for business.

Another competitive advantage that we are bringing to the industry is the fact that we provide professional and trusted immigration cum legal services that assist individuals, businesses, and non-profit organizations in seamlessly handling their immigration concerns. We also provide expert immigration related legal counsel in combination with our own business backgrounds and deliver valuable services in a timely and cost-effective way.

Lastly, we are a client-focused immigration consulting firm that provides broad-based experience at an affordable fee that won’t in any way put a hole in the pocket of our clients. We will offer a complete range of immigration consulting services to our clients. That perhaps will give us an advantage over our competitors.

6. Strategic Marketing Alliance with Our Competitors in the Immigration Consulting Industry

When it comes to forming a strategic marketing alliance with other players in the Immigration Consulting industry, there are loads of opportunities. As a matter of fact, it is now becoming trendy in the Immigration Consulting industry for smaller immigration consulting firms to merge with larger firms and for the bigger firms to acquire smaller firms; mergers and acquisitions.

Immigration consulting firms in Canada are coming to the conclusion that being bigger is better for them. For example, an immigration consulting firm that is just starting out can look towards merging with a bigger firm that is well-positioned and recognized in order to form strategic marketing alliance.

7. Creating Brand Identity for Our Firm

It is a fact that any business that wants to grow beyond the corner of the street must be ready and willing to utilize every available means to advertise and promote the business. We are quite aware that boosting our brand awareness will go a long way to endear our immigration consulting firm to the market in Canada.

We have been able to work with our consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. First and foremost, we want our brand to be visible and well communicated which is why we have decided to work with a different class of people in the society.

All our publicity materials and jingles are done by some of the best hands in the industry. Below are the platforms we intend to leverage on to promote and advertise our immigration consulting firm;

• Introduce our immigration consulting firm business by sending introductory letters alongside our brochure to migrant communities, sports clubs, multinationals and corporate organizations, households, and key stake holders in Toronto and other cities in Ontario Province.
• Advertise our immigration consulting firm in magazines, newspapers, TV and radio stations et al
• Promote our immigration consulting firm online via our official website and all available social media platforms
• Adopt direct mailing coupon marketing approach
• List our business on yellow pages/local directories (both offline and online)
• Position our billboards, signage/flexi banners at strategic places
• Encourage our loyal customers to help us make use of word of mouth to promote our immigration consulting firm
• Sponsor relevant TV programs, Radio programs, and community-based programs.
• Offer Pro Bono services once in a while to asylum seekers and refugees as part of our community social responsibility
• Brand all our official cars

8. Possible Questions We Intend Asking Customers During Market Survey

These are the 10 possible questions we are going to put forward when conducting a marketing survey on our customers/clients:

• When was the last time you hired our immigration consulting services?
• Are you comfortable with our contract terms and conditions?
• If you are not satisfied with our contract terms and conditions, what areas would you want us to work on?
• Aside from our immigration consulting firm, have you ever engaged the services of another immigration consulting firm/immigration attorney?
• If yes, what is the name of the immigration consulting firm?
• Are you comfortable with our price structure and the flexibility in our payment options?
• If you are to change one thing about our immigration consulting firm, what would that be?
• How would you want us to communicate to you when we want to pass useful information about our firm? Through letters, text messages, email, or via mobile apps (Facebook, Twitter, Instagram, LinkedIn, and WhatsApp et al)
• Can you comfortably recommend the services of our immigration consulting firm to your organization, family members, friends, and colleagues?
• Are you satisfied with our customer service delivery? If no what areas would you want us to improve on?

9. Our Retention Strategies

It is easier for businesses to survive when they have a steady flow of business deals/customers and also when they are able to retain at least a minimum of 60 percent of their clients; repeated business is a major factor in growing a business. We are aware of this which is why we have decided to offer a wide range of immigration consulting services.

We are in business because we want to make money and we know that we cannot make money without having customers to patronize our legal services hence we have been able to map out strategies not only to win customers but also to ensure that we retain them and make them our loyal customers.

These are methods we will use to improve our customer experience so that we can create a good impression and generate repeated businesses from them:

• We will give out discounts to our customers from time to time whenever they patronize our services
• Aside from rendering our services at highly competitive prices, we will also make available flexible payment options.
• We will make use of effective customer relationship management (CRM) software to effectively manage our clientele base.
• We will ensure that we carry our clients along when making decisions that directly affect them.

10. Promote Our Immigration Consulting Firm without Using the Internet

Here are the platforms we intend leveraging on when it comes to advertising and promoting our immigration consulting firm in the market place without the aid of the internet;

• Place adverts on local TV and Radio Stations, and Newspapers/Magazines
• Sponsor relevant community-based programs
• Install our Bill Boards in strategic locations in Canada
• List our immigration consulting firm on yellow pages/local directories (offline)
• Ensures that all our official cars are well branded
• Encourage our customers to use of word of mouth advert method to promote our immigration consulting firm
• Attend chambers of commerce meetings with the aim of networking and promoting our immigration consulting firm
• Design and freely distribute unique car stickers to promote our firm
• Offer pro bono services on a regular basis.

11. Promote Our Immigration Consulting Firm on the Internet

The internet is known to be the biggest platform when it comes to advertising/promoting any business/brand, and one good thing about advertising on the internet is that it is far cheaper than other conventional advertising platforms.

Here are the ways we intend using the internet to advertise/promote our immigration consulting business:

• Leverage on social media platforms such as; Instagram, Facebook, LinkedIn, Instagram, Snap chat, YouTube, Twitter, Google + et al to promote and advertise our immigration consulting firm
• Make use of mobile apps to promote our immigration consulting firm
• Design an interactive corporate website and use the platform to promote our immigration consulting firm
• Place adverts on high traffic websites
• Engage in blogging and make use of the platform to promote our immigration consulting firm
• Leverage on direct email marketing strategy and bulk SMS to advertise and promote our immigration consulting firm.

12. Ways to Offer Incentives to Customers/Clients 

From our feasibility studies and market research, we were able to pinpoint some of the strategies that will help us secure and retain clients as a new entrant into the Immigration Consulting Firm. One of such strategies is to offer mouth-watering incentives (bonuses, discounts, and rebates et al) to our loyal customers from time to time.

In view of that, we have documented some of the possible ways we intend to offer incentives to our customers in our business plan document and we hope to review them in order to continue to outsmart our competitors in the industry.

We will ensure that we give out up to 50 percent discounts to loyal customers who are known to spend a certain amount as determined by our management team annually in patronizing our services. We will also give out gifts/souvenirs to corporate and individual clients during special celebrations such as Christmas, New Year, Independence day celebrations (Canada Day), Thanksgiving and Easter celebrations.

13. After Sales Service or Customer Support

The nature of immigration consulting services does not give room for after-sale services which is why we usually go all the way to provide excellent services to our clients whenever they patronize our services.

As regards customer support services, we will ensure that we maximize our customer relationship management software applications so as to keep in touch with our customers and carry them along when we have any information that we know will benefit them and to give them the opportunity to lodge their complains if they do have any.

14. Creative Marketing ideas Specific to Our Immigration Consulting Services

One of the creative marketing ideas that we intend to adopt as an immigration consulting firm is to regularly offer pro bono services to individuals (refugees and asylum seekers) who are in need of immigration consulting services but due to one reason or the other are not able to afford our consulting fees.

We will also ensure that all our employees are directly or indirectly involved in the marketing of our immigration consulting service. We will create a provision for our employees to earn a commission when they bring in business deals for the organization. We will also encourage freelancers to work with us; whenever they refer clients to us, they will earn a percentage of the deal.

Lastly, we will leverage on the power of the media to market our immigration consulting service using both online and offline platforms. We will work hard to ensure that we get repeat business from any corporate business deal we execute (handling immigration concerns for expatriates and foreign workers).

Also, we will encourage our customers to refer our immigration consulting services to their friends, family members and colleagues. Part of our strategy is to reward loyal customers and to leverage on word-of-mouth marketing from satisfied customers.

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