For U.S. immigration attorneys
E-2 visa business plans for your Mexican investor clients, ready for your review.
ForgePlan documents the lawful source and path of funds from Mexico and builds an E-2, E-1, L-1A or EB-2 NIW business plan that holds up under review. You keep the client, the strategy and the signature.
Offices in The Woodlands, Texas, and Guadalajara, Jalisco
What lands on your desk
Ready for review1 to 2
weeks typical delivery once documents are in
4
visa categories: E-1, E-2, L-1A and EB-2 NIW
2
countries, one team on every case
0
client solicitation. Your client stays yours
Legal team led by a Mexican attorney certified by ANADE, Colegio de Abogados, practicing Mexican corporate and tax law.
Verify certificationThe problem we solve
Mexican E-2 investor cases stall on the same three things
None of them is legal strategy. All of them eat your team's time. We take them off your desk and handle them in Mexico, in Spanish, with Mexican lawyers and accountants who know how the paperwork actually works.
E-2 source of funds from Mexico
Property sales, company dividends, family loans and transfers that need a paper trail from a Mexican bank account to the U.S. investment.
A business that is not marginal
A viable business, location and hiring plan, with projections built on sourced assumptions instead of round numbers. The five-year P&L projections and their assumptions are signed by a certified public accountant (CPA), as the consular instructions for Mexico require.
Documents that trickle in
We chase, collect, apostille and translate the Mexican documents, and keep your client updated in Spanish.
Why attorneys work with us
Your business plan and source of funds partner in Mexico
Your client stays yours
Written confidentiality and non-solicitation. We never offer legal services to your client.
We know the Mexican client
How they think, what worries them and which documents they really have. Fewer surprises for your team.
Binational by design
Mexican lawyers and accountants on the funds. Market and financial analysts on the U.S. business.
Committed delivery dates
You get a delivery date before we start, so you can plan the filing.
Expert-led, technology-checked
Every plan is written and signed off by a person. Technology checks that figures and exhibits match.
Clear line of practice
We do the business and the Mexican paperwork. Strategy, advice and filing stay with you.
How we work with your firm
Referral or white label. You choose, case by case.
Referral
You refer, we coordinate
Your client works with us directly on the funds and the plan. Your firm is copied on every step and approves the final package.
White label
We work only with your firm
We deal with your team, not your client, and deliver under your firm's name when you prefer.
Partner firm benefits
The process
From intake to an E-2 business plan ready for your review
Send the case
Visa category, investment and the documents you already have, through a secure upload.
Scope and date
We confirm what is missing and commit to a delivery date before we start.
We build in both countries
Fund tracing in Mexico, market research and financials for the U.S. business.
You review and file
Request changes, apply your judgment and file. We stay available for questions.
Questions attorneys ask about our E-2 business plans
Are you a law firm?
No. ForgePlan is a business planning and documentation firm. Our lawyers practice Mexican law. We do not give U.S. immigration advice or represent clients before U.S. agencies.
Who talks to the client?
Your call. In the referral model we work with your client in Spanish and copy you on everything. In the white label model, we only talk to your team.
How do you protect client information?
Access-controlled storage, a signed confidentiality agreement with your firm and compliance with Mexican data protection law.
What is your turnaround?
Most cases are delivered in one to two weeks when the client responds promptly and provides the documents we request. Timing depends mainly on how quickly the Mexican records come in, so we confirm a specific delivery date for every case before work begins.
What does an E-2 business plan cost?
It depends on the complexity of the business, the number of funding sources to trace in Mexico and the translation work involved. Partner firms receive partner pricing, and we confirm the fee in writing before any work begins.
What if the officer asks for more evidence?
Our goal is to avoid a request for evidence in the first place. If one is issued on a point that falls within our work, we revise the plan and prepare the supporting material on that point at no additional cost. This does not apply when the client changes the information, changes the business, or provided false or incomplete information.
Let's talk
Tell us about your Mexican caseload
We reply within one business day.
attorneys@forgeplanbusiness.com Phone
+1 346 509 5557
Monday to Friday, 8:30 a.m. to 5:00 p.m. Central Time
Offices · visits by appointment