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Business plans

. . . developed by lawyers with real business know-how

Business plans provide a comprehensive roadmap for companies that are expanding.  Good business plans include elements of finance, marketing and law.  For foreign entrepreneurs starting a business in the US, it is important to ensure that the underlying business model is compliant with US law.  For example, value propositions and marketing messages described in the marketing strategy should not violate advertising law. 

Our law firm uses real business experience to develop business plans for startup companies that are expanding.

BUSINESS PLANS FOR US VISA APPLICATIONS

  • E-2 Investor Visa
  • L-1 Visa for intracompany transfers of employees

BUSINESS PLANS FOR NEGOTIATIONS WITH BUSINESS PARTNERS

  • Distribution Partners
  • Manufacturing Partners
  • Key Personnel Hires

BUSINESS PLANS SEEKING INVESTMENT

  • Banks
  • Angel Investors
  • Government Grants

BUSINESS PLANS FOR E-2 VISA APPLICATIONS

Individuals who plan on applying for an E-2 Investor Visa will often require a business plan that satisfies the requirements of the US Citizenship and Immigration Services. Jordan Counsel prepares business plans to support E-2 visa applications, with the following content and format:

FORMAT
  • Approximately 30 pages long
  • In Word format
EXECUTIVE SUMMARY
  • Targeting US Citizenship and Immigration Services
COMPANY DESCRIPTION
  • Location
  • Products & Services
  • R&D, Operations, Manufacturing
MARKET SIZE
  • Top-down or bottom-up
  • Based on secondary market research

Business Plan for

COMPETITIVE ANALYSIS
  • Identify key competitors
  • SWOT analysis
MARKETING STRATEGY
  • Positioning and primary marketing messages
  • Customer segments
  • Distribution channels
HUMAN RESOURCES
  • Expertise and qualifications of E-2 visa applicant
  • Plans for hiring additional staff
FINANCIAL ANALYSIS
  • 5-year P&L forecast
  • Cost analysis
  • Demonstration that the business is not "marginal"

BUSINESS PLANS FOR L-1 VISA APPLICATIONS

Individuals who plan on applying for an L-1 Intracompany Transfer Visa will often require a business plan that convinces the US Citizenship and Immigration Services that your US company will likely succeed and that the L1 position in the company is legitimate. Jordan Counsel prepares business plans to support L-1 visa applications, with the following content and format:

FORMAT
  • Length and level of detail varies, based on size and history of US and overseas companies
  • In Word format
EXECUTIVE SUMMARY
  • Targeting US Citizenship and Immigration Services
COMPANY DESCRIPTION
  • Relationship between US and overseas companies
  • Location
  • Products & Services
  • R&D, Operations, Manufacturing
MARKET SIZE
  • Top-down or bottom-up
  • Based on secondary market research

Business Plan for

COMPETITIVE ANALYSIS
  • Identify key competitors
  • SWOT analysis
MARKETING STRATEGY
  • Positioning and primary marketing messages
  • Customer segments
  • Distribution channels
HUMAN RESOURCES
  • Expertise and qualifications of L-1 employee
  • Plans for hiring additional staff
  • Job description of L-1 employee
FINANCIAL ANALYSIS
  • 5-year P&L forecast
  • Cost analysis
  • Demonstration that the business is not "marginal"

BUSINESS PLANS FOR NEGOTIATIONS AND INVESTMENT

When growing your startup company, your business plan will support your discussions with potential business partners.  Details of your business plan will be reflected in the term sheets used during negotiations and in your company’s shareholders agreement.  Jordan Counsel prepares comprehensive business plans for such discussions with business partners and investors, with the following content and format:

FORMAT
  • PowerPoint or Word format
EXECUTIVE SUMMARY
  • Targeting potential investors and business partners
COMPANY DESCRIPTION
  • Trademarks, brand names, domain names
  • Products & Services
  • R&D, Operations, Manufacturing
MARKET SIZE
  • Top-down or bottom-up
  • Based on secondary market research

Business Plan Seeking

COMPETITIVE ANALYSIS
  • Identify key competitors
  • SWOT analysis
MARKETING STRATEGY
  • Positioning and primary marketing messages
  • Customer segments
  • Distribution channels
HUMAN RESOURCES
  • Expertise and qualifications of senior management team
FINANCIAL ANALYSIS
  • 5- to 10-year forecast
  • NPV, breakeven and payback
  • Sensitivity analyses

COMPETENCE FOR CREATING BUSINESS PLANS

More than ‘just’ a lawyer, the founder of Jordan Counsel has an MBA (from Wharton) and more than 15 years of corporate experience in a variety of business roles. He has created scores of business plans for companies that were contemplating various expansion strategies.

Market Expansions

  • New geographic markets
  • New distribution channels
  • New customer segments
  • Completely new startups

Portfolio Expansions

  • In-licensing
  • New product segments
  • Corporate acquisitions
  • Expansion of R&D platforms

FEES FOR BUSINESS PLANS

Depending on a number of variables related to your company’s business model (eg, the number of distribution channels and customer segments) and your stage of planning, our fees will typically fall within the following ranges.

  • Adaptation $1000 to $2000

    If you already have a rough draft of a business plan, Jordan Counsel will review your rough draft, critically analyze your qualitative and quantitative assumptions, offer strategic suggestions and adapt the formatting (and if necessary transform it to a specific format for submission to a governmental body).

  • Simple business model $2000 to $5000

    For businesses with a simple business model (ie, up to two customer segments and up to two distribution channels), Jordan Counsel will create a Simple Business Plan. E-2 visa applications and discussions with potential business partners often rely on Simple Business Plans.

  • Complex business model $5000 to $11000

    For businesses with complex business models (ie, numerous customer segments and multiple distribution channels), Jordan Counsel will create a Complex Business Plan. Such Plans are often used for discussions with banks, potential investors and senior management teams. EB-5 visa applications also rely on Complex Business Plans.

Because the precise amount of our legal fees will be based on the specific nature of your business plan and your stage of planning, Jordan Counsel will only be able to provide you with a precise estimate of legal fees after an initial discussion with you.  If you also require additional related services (eg, E-2 visa application and/or business formation in the US), Jordan Counsel will offer you a package with a substantially discounted flat-rate fee.

For all overseas clients, our business plan creation service is managed by Jordan Counsel (Europe).

Let's start.

  • NORTH AMERICAN OFFICE
  • JORDAN COUNSEL LLC
    30 Wall St., 8th Floor
    New York, NY 10005
    USA
  • (212) 709-8098
  • info@jordancounsel.com
  • EUROPEAN OFFICE
  • JORDAN COUNSEL
    Bossestr. 6b
    10245 Berlin
    GERMANY
  • +49 30 8442 9421
  • info@jordancounsel.eu

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