Investment Visa USA Requirements: Your Step-by-Step Checklist

us investment visa requirements
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Published on 17 Nov 2023 Time to read 11 min read Last update on 21 Dec 2023

Embarking on the journey to obtain a US investor visa is a pivotal moment for individuals aspiring to establish a prosperous future in the United States. The allure of economic opportunities and a new life on American soil is compelling, but the pathway is not without its complexities. To ensure a smooth and successful venture, it is essential for investors to be well-informed about the intricacies of the process and the necessary steps to take before submitting their application. Understanding and adhering to the “Investment Visa USA Requirements” is crucial in navigating the nuanced landscape of visa acquisition.

In this comprehensive guide, we will delve into the essential checklist that every investor must meticulously navigate before investing in a US investor visa. From understanding the diverse visa options to financial planning and legal considerations, we will cover the entire spectrum of requirements to pave the way for a seamless application process.

Moreover, we will shed light on the invaluable role that Visa Franchise plays in assisting investors throughout this journey. As a trusted partner in the realm of investor visas, Visa Franchise offers expert guidance and support to ensure that each step is taken with precision and confidence.

US Investment Visa Checklist

us investment visa requirements

Step 1: Delve into Your Franchise Options

Initiating your journey toward obtaining a sought-after US investor visa kicks off with a key first step: linking up with 1–5 franchises that capture your imagination. This initial connection doesn’t just open doors; it propels you into a landscape of possibilities, unveiling a myriad of opportunities waiting to be explored across the United States. But why is this step not just pivotal, but genuinely exciting? It lays the groundwork for an adventure of analysis, extensive research, and due diligence – the dynamic trio essential for shaping astute and inspired investment decisions.

Understanding the pivotal importance of this process, Visa Franchise has meticulously designed an investor journey customized for individuals eager to invest and establish residence in the US. Through proactive engagement with businesses aligned with your profile, we guarantee a seamless fit, setting the stage for a successful and fulfilling venture.

At Visa Franchise, our due diligence process goes above and beyond, ensuring complete transparency and alignment with your interests. Recognizing that making such a significant investment demands a thorough understanding of the opportunities at hand, we carefully evaluate each franchise option. Our goal is not just to meet high standards for success, but to resonate with your unique aspirations.

Step 2: Secure Your Success – Retain a Franchise Attorney

In the intricate journey towards obtaining a US investor visa, the second pivotal step is hiring a franchise attorney – a decision that transcends importance, marking a true game-changer. The realm of US franchises is intricately regulated, and having a legal expert by your side can be the key to unlocking success amidst these complexities. A franchise attorney is not merely a professional; they become your strategic partner, offering invaluable insights and guidance to navigate the intricate legal landscape.

In a terrain where precision is paramount, enlisting the support of a seasoned franchise attorney ensures you are armed with the expertise necessary to make informed decisions and overcome the challenges that lie ahead. This step transcends mere compliance; it’s about strategically positioning yourself for triumph in the intricate dance of US franchise regulations. Recognizing the importance of legal guidance in this complex landscape, we understand that not everyone may already have a trusted franchise attorney. If you find yourself in need of such expertise, our dedicated team can seamlessly connect you with an attorney possessing significant experience in franchising. Don’t navigate the franchising journey alone; let us help you access the right legal support to safeguard your interests and optimize your chances for success.

Step 3: Establishing Foundations – Choose Your Legal and Financial Structure

After selecting the franchise that aligns with your aspirations, the next crucial step is to solidify your legal and financial structures. This is where Visa Franchise takes center stage, offering unparalleled guidance through the labyrinth of LLC and Corporate Bank Account opening processes.

At this juncture, engaging with Visa Franchise becomes pivotal; we are here to seamlessly navigate you through the intricacies of forming your LLC in the state where your operational base is planned.

Visa Franchise goes the extra mile by also helping you file for your Employer Identification Number (EIN) and opening your corporate bank account, whether from abroad or in person. This strategic move ensures not only compliance with legal requirements but also sets the groundwork for a robust and secure financial foundation. As you embark on this phase of your journey, trust Visa Franchise to be your compass, steering you towards a solid and successful business structure.

About Us

Since our establishment in 2015, Visa Franchise has transformed the dreams of over 1,200 immigrants from 65+ countries into reality. Our clients collectively generated over 2,500 American jobs, with many businesses exceeding $1 million in revenue. In an industry where longevity matters, we stand out by working with over 100 clients annually, setting us apart from those who handle only a handful of E-2 visa cases each year.

Vetted Biz, our sister company, serves as the premier platform for comprehensive and analytical data on franchises and businesses in the U.S. Their research, spanning over 7,000+ franchises, offers invaluable insights. By filtering for E2 Visa-eligible franchises, you can choose options based on investment range, U.S. locations, Average Unit Volume (AUV), and more.

While other brokers may prioritize short-term gains, our dedication lies in selecting businesses that establish a foundation for lasting success. Our commitment to your satisfaction extends to our pricing model, ensuring you receive the best value for your investment.

Step 4: Insightful Conversations – Run Validation Calls with Existing Franchisees

In the quest to comprehend the intricacies of your chosen franchise, Step 4 emerges as a pivotal milestone: Run validation calls with existing franchisees. This isn’t just a step; it’s a golden opportunity to gain profound insights directly from those immersed in the business.

We understand the significance of informed decision-making in your franchise journey. That’s why we actively assist in scheduling calls with our existing franchisees.

Conversing with existing franchisees is an invaluable tactic to grasp the nuances of the operation, unravel potential challenges, and ultimately make an informed decision regarding your investment.

Their experiences serve as a treasure trove of knowledge, providing you with a realistic preview of what lies ahead. In this phase of your journey, leveraging the wisdom of those who have walked the same path becomes an essential tool in your arsenal, ensuring that your investment is not just strategic but profoundly well-informed.

Step 5: Navigating the Immigration Landscape – Secure a Vetted Immigration Attorney

Shifting the focus to the immigration aspect of your investment journey, Step 5 addresses the unique legalities intertwined with franchises. Here, the imperative move is to enlist the services of a thoroughly vetted immigration attorney who specializes in navigating these specific complexities.

This step is not just a formality, but a critical measure to safeguard your investment and guarantee its alignment with the intricate immigration regulations in the United States. By having a seasoned professional by your side, you are ensuring that your visa application process is seamlessly executed, minimizing potential obstacles and optimizing your pathway to residency in the U.S.

Step 6: Crafting a Vision – Prepare Your Immigration Business Plan

Within the intricate journey of securing a US investor visa, Step 6 unfolds as a crucial strategy: the careful crafting of your immigration business plan. This isn’t just a document; it’s your personalized roadmap to success. A well-prepared business plan is a vital cornerstone for your investor visa application, intricately outlining your vision and strategy for the venture.

To guide you through this essential step, our channel is rich with informative videos delving into the intricacies of creating a compelling immigration business plan.

To underscore our dedication to your success, we go beyond mere assistance. We specialize in the comprehensive preparation of your business plan, tailoring it to perfection. It’s not just about meeting requirements; it’s about crafting a compelling narrative that resonates with immigration authorities.

Our commitment extends to multiple revisions, ensuring that your business plan not only meets but exceeds expectations. We understand the importance of your plan being not just satisfactory, but impeccable. Therefore, we offer iterative revisions until both you and your attorneys are not just satisfied but truly comfortable with the final product.

Step 7: Streamline Your Path – Gather Essential Documents

Now, it’s time to get organized! At Visa Franchise, we understand the importance of a well-prepared and timely visa application. That’s why we’re here to assist you every step of the way, starting with document collection and review.

We recognize that the process of gathering the necessary documents for your investor visa, whether it’s an E-2 or another type, can be time-consuming and complex. Our dedicated team is committed to helping you navigate through this crucial step, ensuring that you begin early and save valuable time in the long run. With our support, you can rest assured that your document compilation will be handled efficiently, laying the groundwork for a proactive and streamlined journey through the entire visa application procedure.

Step 8: Precision in Action – Prepare Your Visa Petition

With your documents meticulously organized, the spotlight now shifts to Step 8: preparing your visa petition. Following the guidelines meticulously is paramount during this phase, ensuring every detail aligns with accuracy. In this crucial step, attention to detail becomes the linchpin of success. The precision exercised in preparing your visa petition is the key to unlocking the doors to your US investor visa.

Each element must be in perfect harmony, a testament to your commitment and adherence to the stringent requirements of the application process. As you navigate this step, meticulous accuracy will prove to be your greatest ally, propelling you confidently towards a successful outcome.

Step 9: Facing the Culmination – Prepare for Your Visa Interview

As you approach the pinnacle of your US investor visa journey, Step 9 demands your focus: preparing for the visa interview. This interview marks the final hurdle, the moment where your preparation and confidence converge. It’s essential to stay calm, exude confidence, and respond with clarity to the queries posed.

Recognizing the significance of this crucial step, we’ve curated helpful tips on our channel to guide you in acing the visa interview. With the right preparation, poise, and a wealth of knowledge at your disposal, you’ll navigate this final chapter with assurance, positioning yourself for success in attaining your US investor visa.

Step 10: Celebrate Your Achievement – It’s Time to Start Your Journey in the US

Congratulations! You’ve successfully navigated the comprehensive checklist, and now the exciting moment has arrived to open your franchise and embark on your journey to the United States.

As a special offering for our clients, we present our Soft Landing Solution. This unique offering ensures a smooth transition, providing access to a range of essential services, from comprehensive health insurance to the expertise of trusted real estate agents. With this tailored solution, we aim to make your transition into the U.S. as seamless as possible, allowing you to focus on the exciting prospects that await you in your new venture. Cheers to reaching this milestone, and here’s to the beginning of your flourishing journey in the United States!


In conclusion, the journey to obtain a US investor visa is a transformative venture, offering individuals the prospect of a prosperous future in the United States. The allure of economic opportunities and a fresh start on American soil is undeniable, yet the path is laden with complexities. To ensure a successful venture, investors must navigate the intricacies of the process, undertaking each step with precision and confidence.

Throughout this comprehensive guide, we’ve explored the essential checklist that investors must meticulously follow before investing in a US investor visa. From the initial exploration of franchise options to legal and financial structuring, our goal has been to equip investors with the knowledge needed for a seamless application process. Visa Franchise has played a pivotal role, offering expert guidance and support tailored for those eager to invest and reside in the US.

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Mentioned visas

EB2-NIW (green card)

An employment-based visa intended for those who either have an advanced degrees or exceptional ability

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E2 Visa

An employment-based visa intended for those who either have an advanced degrees or exceptional ability

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