An E-2 plan should begin with your proposed ownership, role and source of funds before you choose a franchise. Buying a franchise does not itself establish immigration eligibility.
What the E-2 requirements cover
The U.S. Department of State describes E-2 as a nonimmigrant category for eligible treaty-country nationals. Its investor requirements cover the nationality of the investor and enterprise, a substantial committed investment, a real operating commercial business, an enterprise that meets the economic requirements, and the investor’s role in developing and directing it. Applicants must intend to depart when their E-2 status ends. The consular officer determines eligibility.
Read the official E-2 investor requirements and application instructions, including the instructions for the embassy or consulate handling your application.
Questions to resolve before committing funds
- Ask your immigration attorney how your nationality, ownership structure and intended operating role fit your application.
- Compare the current FDD and proposed agreements with your business plan and budget.
- Identify who will manage daily operations and how that role fits the franchise agreement.
- Document startup costs, working capital, hiring assumptions and the source of your investment.
- Have your attorney review payment commitments and contingencies before you sign.
- Confirm franchisor candidate acceptance separately from visa eligibility.
Check financing separately
Ask the proposed lender to evaluate your ownership and financing eligibility under its current rules. A franchise investment plan and an immigration application require separate review.
Official source reviewed October 15, 2026. This guide provides general education; an immigration attorney can assess your circumstances.
For a separate financing discussion, use our franchise lender preparation checklist. It does not establish that an E-2 applicant qualifies for SBA financing.