A plan that opens doors.
Canada and USA immigration business plans, bank and BDC loan plans, investor pitch decks and financial projections.
- Canada immigration business plans7 services, including: Start-up Visa (SUV) program plans and pitch decks for designated organizations
- United States immigration business plans6 services, including: E-2 Treaty Investor visa plans (Canada is a treaty country)
- Commercial and financing plans7 services, including: Bank loan and line-of-credit plans for the Big Six and credit unions
Business Plans for Immigration, Banks & Investors across Canada
Immigration officers, bank lenders and investors each read a business plan for something different: eligibility criteria, repayment capacity, return on capital. A plan that works for one usually fails the other two. We write plans for the reader who will decide, with the research, financial model and formatting that reader expects.
For immigration plans we work alongside your licensed immigration consultant (RCIC) or lawyer, who sets the program strategy and files the application. We produce the plan and its financials; they handle the advice. Plans are available for Canada and the United States.
Everywhere in Canada
Delivered remotely in all 10 provinces and 3 territories, with the province-specific rules handled for you.
Project or monthly
Book a one-time scope or keep us on a monthly rhythm. A written scope with government fees listed separately, every time.
Confidential and organized
Secure document sharing, one point of contact and a file you can hand to your bank, accountant or immigration representative.
Everything under business plans for immigration, banks & investors.
Book any single item, or the whole line. If something you need is not listed, ask; it usually belongs to one of our other seven lines.
Canada immigration business plans
- Start-up Visa (SUV) program plans and pitch decks for designated organizations
- Provincial Nominee Program entrepreneur streams: Ontario (OINP), British Columbia (BC PNP), Alberta (AAIP), Saskatchewan (SINP), Manitoba (MPNP), New Brunswick, Nova Scotia, Newfoundland and Labrador, Prince Edward Island, Northwest Territories and Yukon
- Quebec Entrepreneur, Investor and Self-Employed Worker programs
- Intra-Company Transfer (ICT) plans for opening a Canadian branch or subsidiary
- C11 entrepreneur and self-employed work permit plans (significant benefit)
- Owner-operator and LMIA-supported plans
- Business Performance Agreement and establishment reports for nominee programs
United States immigration business plans
- E-2 Treaty Investor visa plans (Canada is a treaty country)
- L-1A and L-1B new office and intra-company transfer plans
- EB-5 Immigrant Investor plans with job-creation analysis
- EB-2 National Interest Waiver (NIW) plans
- E-1 Treaty Trader plans
- O-1 and other petition support documents
Commercial and financing plans
- Bank loan and line-of-credit plans for the Big Six and credit unions
- BDC and Canada Small Business Financing Program (CSBFP) applications
- Grant and government program applications
- Investor pitch decks and executive summaries
- Franchise and landlord (lease application) plans
- Feasibility studies, market research and competitor analysis
- Three to five year financial projections, cash-flow models and break-even analysis
Nominee program business plans, province by province.
Each province runs its own entrepreneur stream with its own criteria. Our province pages summarize the stream and what the plan has to address.
From first call to done.
Every engagement starts with a short conversation and a written scope. Here is what the path looks like for business plans for immigration, banks & investors.
Start with a call- 1Discovery call with you (and your immigration representative, for immigration plans) to confirm the program, reader and deadline
- 2Questionnaire and document collection: background, business concept, investment, location, hiring
- 3Research and financial model built; first full draft delivered for review
- 4Revisions until you and your representative are satisfied; formatting to the program or lender template
- 5Final plan delivered as PDF and editable file, with the financial model
Business Plans for Immigration, Banks & Investors: questions we hear most
Short answers. For anything specific to your situation, book a consultation and we will walk through it.
Do you provide immigration advice?
No. SZ Business Solution prepares the business plan and its financials. Program selection, eligibility and the application itself are handled by your licensed immigration consultant or lawyer. We are happy to work directly with them.
How long does a business plan take?
It depends on the program and how quickly we receive your information. Tell us your deadline on the first call and we plan the timeline around it, including rush options where possible.
Can you update an existing plan?
Yes. We regularly rework plans that were refused or that need updating for a new program, a new province or a lender’s request.
Do you write plans for businesses in the United States?
Yes. E-2, L-1, EB-5, EB-2 NIW and E-1 plans follow USCIS and consular expectations and are prepared with your US immigration attorney.
What do I get at the end?
A complete plan in PDF and editable format, the financial model in a spreadsheet, and a short summary for the officer or lender. Pitch decks are delivered as slides.
Ready for business plans for immigration, banks & investors?
One short call, then a written scope with our fee and the government fees listed separately. One-time project or ongoing monthly support.