Busines Plan Prep Document

Business Plan Preparation Document Laying out the straight facts about your business Instructions - Please read below To ensure you are able to correctly fill out this document, please download and save this document in your computer before filling it out.

The purpose of this document is to obtain the most accurate information regarding your business. Please read this document entirely before you start answering each of the questions, then answer each question as accurately as possible.    

Required answers are denoted with an asterisk (*) If you don’t have the answer to a non-required question please type “Not defined” in your answer, this will allow us to work on an assumption for you. If the question does not apply to your business, please type “NA” If this is an operating business, we will need the most current Profit and Loss statement covering the last year to date (or since inception) as well as a current Balance Sheet in addition to this form.

Questions marked with (*) imply they are absolutely required before we can proceed.

Once completed, you may e-mail this form to start@greengateplans.com or e-mail it back to the sender. You may also use this address for questions regarding this form.

By using this Prep Document, you as the client, agree to the Terms and Conditions and are responsible for reading these to ensure awareness of revision periods and scope. This will avoid potential additional fees for rework.

Revision 6.11.15

General Business Information Name* Insert the business name here.

Select Business Type* ☐ LLC ☐ S- Corp

☐ C-Corp

☐ Other

Has the business been formed or incorporated yet? ☐Yes When? Click here to enter date If not, when are you planning to incorporate?

Address* Insert business address here Provide your company’s website address if it exists*: Click here to enter text.

Short Description* Explain in 1-2 sentences what your business is about

Migration Case Background* Explain in a few sentences what is your story. Why do you want your company to migrate to the US and how you think that will benefit your business?

Name of Visa petitioners or beneficiaries as shown in Passport*: First Name Mid. Initial Last Name 1) Insert Name 2) Insert Name

Insert Name Insert Name

Insert Name Insert Name

Type of Visa Specify E-2, L-1, etc.

Specify E-2, L-1, etc.

Name and E-mail of the Immigration Attorney or Paralegal handling your case so we can keep them updated in the process:* Name E-Mail 1) Insert Attorney Name here 2) Insert Attorney Name here

Insert E-Mail here Insert E-Mail here

Name of US point of contact, or representative, only if necessary: First Name Last Name E-Mail 1) Insert Name 2) Insert Name

Insert Name Insert Name

Insert E-Mail here Insert E-Mail here

US Phone Number Insert Phone here Insert Phone here

1 The information provided in this document is confidential and for the exclusive use of Greengate Plans

When do you expect your business to start business operations?* ☐ Next January 1st (There will be no forecast from today until January 1st of next year) ☐ Custom date: ______________ If this is an existing business or an acquisition, what is the date you would like to start your forecast? Please provide a copy of the latest available Balance Sheet.* Click here to enter date

Start-up Funding How much funding will be provided and what is the source of this funding.* Please highlight if the source is from private or personal funds versus bank loans or other leveraged assets. In the even that an existing business is acquired, this amount needs to be at or above the cost of the business. Also explain if additional funding will be provided in the future, what amount and when.

Total funds to be used for investment

Amount

Source

Total Investment Budget from abroad (A) Amount committed by other US investors if any (B) Funding from Loans if any (C) Funding from Other Loans if any (D) Amount from (A) wired to the US to date (E) Amount from (E) spent to date (F) – At Risk

Total Funding to Start US Business (A+B+C+D)

How is this business starting up?* ☐ New Business ☐ Acquisition of an existing business 

If this is for a New Business, do you have an idea of how will you be using (or have used) the initial funds to start-up the company? Fill the table below with the information you have.

Capital Expenditures: Licenses/Permits Legal Fees - Attorneys Consulting Fees Travel Marketing Equipment Initial Inventory Cash Reserve/Working Capital Other

Amount

2 The information provided in this document is confidential and for the exclusive use of Greengate Plans



In case of a Business Acquisition or an already running business: Please send us via e-mail a recent P&L statement and Balance Sheet and fill out the table below with the acquisition breakdown: Item Inventory Cash Equipment Goodwill Total Acquisition Price

Amount

Click here to add comments regarding the acquisition of the new business.

Company Ownership Who will own the US company and how much capital will be invested by individual or entity?* Shareholder Names: 1) Shareholder 1 2) Shareholder 2 3) Shareholder 3

Gender Or Company Male/Female Male/Female Male/Female Total Investment (A+B)

Investment Amount USD($) USD($) USD($) USD($)

Equity Split

Citizenship

% of Shares

Insert Citizenship Insert Citizenship Insert Citizenship

% of Shares % of Shares

100%

Notice that the Total Investment Amount has to be equal to (A+B) in the Start-Up Funding table above If the company is or will be owned by another business entity, please explain how the visa petitioner will be linked to this company. Also please specify if for some reason the equity will not be split across shareholders proportionally to their investment amounts.

Click here to explain.

3 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Organizational Chart of Business Overseas* If this business plan is for an L-1 visa you will need to provide an organizational chart of the business abroad. Please attach it to this Prep Document or feel free to draw in the space below.

4 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Objectives Lay out the objectives in 1 to 5 years Financial Objectives Click here to enter your Financial Objectives.

Operational Objectives Click here to enter your Operational Objectives.

Mission How do you plan to accomplish these objectives? What are some of the key elements needed for success?

Click here to enter your Mission statements.

5 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Milestones for First Year of Operations – Required for L-1A and EB-5 (Nice to have for other visa types) The USCIS is becoming very interested on understanding the activities that will take place in the first year of operations. Please fill out the table below for the activities that are applicable to your business and feel free to add or subtract activities as needed. If it is not applicable please type NA in the Responsible column. Activities listed below have no particular order or level of priority.

Activity

Responsible

Expected Start Date

Duration (months)

Budget

Company Organization Obtain Permits & Licenses Find Best Business Location Find/Rent Office Space or Facilities Open Bank Accounts Construction/Remodeling Hiring of Manager(s) Visa Application Hiring of Personnel Marketing Study Develop a Website Advertising Campaign Establish Operating Procedures Purchase Equipment Partner with Vendors

Hire CPA

6 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Product Description and Business Operations Company Locations and Facilities Description Do you have a building, commercial space, distribution center, or factory? Provide a physical explanation of the facilities from where you will be operating* Click here to describe your Company Location and Facilities

Product or Service Description Tell us about your offerings.* How will you develop or deliver the products or services? What contributes to the direct cost per unit sold (i.e. labor, materials, transportation or distribution fees, etc)?

If you are using a product or service ‘offering’ to represent a mix of sub products, please also describe that in each of the lines Offering 1: Insert Name here. ☐Product ☐Service ☐Product or Service Category Please explain

Offering 2: Insert Name here. ☐Product ☐Service ☐Product or Service Category Please explain

Offering 3: Insert Name here. ☐Product ☐Service ☐Product or Service Category Please explain

Offering 4: Insert Name here. ☐Product ☐Service ☐Product or Service Category Please explain

Offering 5: Insert Name here. ☐Product ☐Service ☐Product or Service Category Please explain

7 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Product or Services Sales Expectations Provide the estimated sales price and expected cost to your firm for financial planning*. If you have a high number of products or services, try to break them down into a handful of categories to simplify the financial forecast. Please also give us an expected quantity of units sold within these offering groups for the next three years.

Offering:

Price/Unit

Cost/Unit

Units sold (year 1)

Units Sold (year 2)

Units Sold (year 3)

1 2 3 4 5

Operations In a couple of sentences, please explain how your product or service is delivered to your customer. * Click here to edit text.

Describe any operating activities that you consider critical for your business. * Click here to edit text.

Technology If your product or service involves the use of a leading technology that puts you away from your competition, provide a high level description of such technology and explain in simple terms why it will put your company ahead.

Click Here to explain

8 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Marketing Strategy Target Market Geography What city, county, states, and or country do you consider as part of your target market? * Click Here to explain

Target Market Profile Please describe the profile of your primary and secondary client types.

Click Here to explain

Market Needs What are the needs of the market you identified in your segmentation? How will you service that need. Please give examples of cost reduction or value addition if possible.

Click Here to explain

Target Market Strategy Who are you targeting and how are you planning to be different than your competition Click Here to explain

Sales Literature Describe the plans or any ideas you may have for rolling out any marketing materials. Is there a parent company covering the marketing costs? Attach samples to this form if you would like to attach in the Appendix of the Business Plan.

Click Here to explain

9 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Pricing Strategy How did you come up with the price for each offering? Is it based on value to costumer or competitor prices?

Click Here to explain

Competitive Comparison Do you know of any other product or service that is similar to yours and are already established in the market? If so please list some of them here.

Click here to explain

Strategic Alliances Will your company be aligning with another company to grow both businesses? This could be to share costumers or cross sale complimenting products or services.

Click Here to explain

10 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Personnel and Staffing Investor(s)/Visa Petitioner(s) Experience What education, skills, previous experience or other relevant background or relationships makes the owner (or owners) uniquely and exceptionally qualified to run this type of business. * Click Here to explain

Management Team Please provide background information on each of the managers: Click Here to comment:

11 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Who will run the business and what will be their roles and responsibilities. Please also include theirs salaries and bonus structures.* Replace Role labels with titles specific to your company. If the name of the person to be hired is known, please insert that in the Person’s name column, use this column also to let us know if the person or position should be subcontracted.

Number of Employees Role (Replace the Label)

Person’s name if known

Salary/Com missions

Date of First Hire

Year 1

Year 2

Year 3

Year 4

Year 5

Owner President Vice-President Manager 1 Sub-Manager 1.1 Employee 1.1.1 Employee 1.1.2 Employee 1.2 Employee 1.3 Employee 1.4 Manager 2 Manager 2.1 Employee 2.1.1 Employee 2.1.2 Employee 2.2 Employee 2.3 Employee 2.4 Manager 3 Manager 3.1 Employee 3.1.1 Employee 3.1.2 Employee 3.2 Employee 3.3 Employee 3.4

12 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Employees Please provide a short description on the roles and responsibility of each employee mentioned above and specific to your company. If this business plan is for EB-5 visa we need to provide a detailed plan of the hiring of employees, please provide a short description of roles, responsibilities, and when the employees will be hired. Keep in mind that for EB-5 purposes we need to show 10 direct US hires per EB-5 Investor.

Click Here to comment:

Fixed Cost Estimates Estimated Breakdown of Fixed Cost Details Please provide estimates for the following fixed costs per month (other than personnel) for the first year of operations. If you have a P&L statement, please attach it to this form and skip this section. If this section is left blank, Foreign IRG will perform necessary assumptions based on research.

A change of these assumptions afterwards may lead to re-work of the entire business plan.

Expense

Cost per Month

Comments

Rent Utilities Insurance Supplies Consulting Fees Transportation Marketing Machinery Miscellaneous Other 1 Other 2 Other 3 Other 4

13 The information provided in this document is confidential and for the exclusive use of Greengate Plans

Thank You for completing this form While we work on your business plan, the list of items below will help you identify some of the areas that you will need to face when coming to the US. Please let us know if you need help with any of these and we will be more than happy to recommend you to the right partners.

Expertise Real Estate (home buying) International Taxation Corporate Attorneys Accounting (CPA’s) Personal Financial Planning Web Developing Merchant Accounts and POS Payroll for your employees

Check if Needed ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

Comments

Thank You for taking the time to fill out this Prep Document

14 The information provided in this document is confidential and for the exclusive use of Greengate Plans