Zamurd H.

Immigration attorneys need business plans, financial projections and Source of Funds documents that hold up when a USCIS officer or consular officer reads them line by line. That is the work I do, every day, for law firms and investor-visa applicants. I’m a financial consultant with a graduate degree in Accounting and Finance and an MBA. Over about seven years, my team and I have prepared more than 300 business plans and financial models. Right now I work with a U.S. immigration law firm and an immigration firm on investor-visa cases, covering business plans, EB-5 Source of Funds analysis, legal writing support and document intake. BUSINESS PLANS FOR IMMIGRATION • E-2 treaty investor business plans, including E-1 trade plans • EB-5 business plans written to the Matter of Ho standard, with job creation analysis • L-1A new office business plans • EB-2 NIW business plans that support the proposed endeavor under Matter of Dhanasar • C-11 (Canada) and D2 (Portugal) entrepreneur business plans FINANCIAL PROJECTIONS • Five-year financial models in Excel with live formulas: income statement, cash flow, balance sheet, break-even and staffing plan • Built from the applicant’s real numbers and checked against BLS, SBA and industry benchmarks • Every total matches across the plan, the model and the investment schedule SOURCE OF FUNDS • SOF memos and path-of-funds analysis tracing each dollar from its lawful origin to the U.S. business account • Savings, gifts, loans, property sales and business income, organized with an exhibit index LEGAL WRITING AND CASE SUPPORT (for attorney review) • EB-1A and NIW petition letter drafts • RFE response drafts, declarations and expert recommendation letter drafts • Document intake, checklists, exhibit indexing and missing-document follow-up ALSO • SBA 7(a) and lender-ready business plans • Investor pitch decks and feasibility studies HOW I WORK I read every document before I start writing. If the evidence is weak in one area, I tell you early instead of writing around it. Every number in a plan traces back to a record, a quote or a benchmark, so the applicant can explain it at the interview. You get Word or Google Docs drafts and Excel files you can edit, with revisions returned within 24 to 48 hours. Client files stay confidential, and I’m glad to sign an NDA. I’m not an attorney. All legal writing is prepared for review and signature by the supervising attorney. Send me the visa type, the business and your deadline, and I’ll reply with a clear scope, timeline and fixed price.