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Business Investment Program: Unlocking Global Opportunities
Investing in a business can be a game-changer, offering a pathway to financial growth, residency benefits, and global market access. At Trivup, we provide a detailed overview of various business investment programs, helping you choose the right opportunity to secure your future and expand your horizons
What is a Business Investment Program?
A business investment program allows individuals to invest in a business or economic sector in exchange for certain benefits, such as residency, citizenship, or financial returns. These programs are designed to attract foreign investors, stimulate economic growth, and create job opportunities.
Types of Business Investment Programs
Residency by Investment
EB-5 Immigrant Investor Program (USA)
Invest a minimum of $900,000 in a targeted employment area or $1.8 million in other areas to obtain a green card.
Golden Visa (Portugal)
Invest €500,000 in real estate or €350,000 in research activities to gain residency.
Investor Visa (Australia)
Invest AUD 1.5 million in an Australian state or territory to obtain permanent residency.
Citizenship by Investment
Economic Citizenship (St. Kitts and Nevis)
Invest $150,000 in the Sustainable Growth Fund or $400,000 in real estate to gain citizenship.
Citizenship by Investment (Malta)
Contribute €750,000 to the national development fund and invest €700,000 in real estate for citizenship.
Entrepreneur Visas
Start-Up Visa (Canada)
Secure funding from a designated Canadian venture capital fund, angel investor group, or business incubator to obtain permanent residency.
Innovator Visa (UK)
Invest £50,000 in an innovative business approved by an endorsing body to gain residency.
5 steps to creating your plan
Set specific and realistic goals
For example, instead of saying you want to have enough money to retire comfortably, think about how much money you’ll need. Your specific goal may be to have $500,000 set aside for retirement by the time you’re 65.
If you have multiple goals, divide them into short and long term. This will help you choose the right investment products to meet your goals.
Calculate how much you need to save each month
If you need $500,000 by the time you’re 65, how much will you need to contribute each month towards your retirement fund? Decide if that’s a realistic amount for you to set aside each month. If not, you may need to adjust your goals.
Choose your investment strategy
Know your personal risk tolerance and investment time horizon.
If you’re saving for long-term goals, you might choose more aggressive, higher-risk investments. If your goals are short term, you might choose lower-risk, conservative investments. Or you might want to take a more balanced approach.
Develop an investment policy statement with your adviser
An investment policy statement helps guide your investment decisions. If you have an adviser, your investment policy statement will outline the rules you want your adviser to follow for your portfolio.
Your investment policy statement should:
specify your investment goals and objectives.
describe the strategies that will help you meet your objectives.
describe your return expectations and time horizon.
include detailed information about how much risk you’re willing to take.
include guidelines on the types of investments that make up your portfolio, and how accessible your money needs to be.
specify how your portfolio will be monitored, and when or why it should be rebalanced.
Review your plan regularly
Your investment strategy, risk tolerance, and goals may change as your life situation changes. It is a good idea to review your investment plan once a year to make sure you are on track.
How to setup a business in USA?
Set your goals
Set your goals
Know your investing
personality
Create your plan
Choose your
asset mix
Choose your
investments
Track your
progress
Why is Investment Important?
Investing is an effective way to put your money to work and potentially build wealth. Smart investing may allow your money to outpace inflation and increase in value. The greater growth potential of investing is primarily due to the power of compounding and the risk-return tradeoff.
Essential points to note before writing your business plan
- It is essential that the narrative and the three financial projections (Profit and loss account, cash flow, balance sheet) are consistent.
- The commercial data contained in the projections also must be ambitious, but not so ambitious that they defy credibility
- Only people who have never run a company believe the projections in the early years of the plan will be entirely accurate. If the first year’s forecasts are met then you are witnessing a very special business. Most investors will see one or two companies in their career achieve their 3-5 year forecasts.
- As a result most investors won’t base their decisions entirely on the finances, but they will want to be reassured the company is heading in the right direction. The point is unpredictable events emerge that nobody could have reasonably predicted and throw you off course.
- The success of a company is best judged when it is under this type of pressure and how it responds. For this reason, the plan needs to demonstrate the combined excellence of the team and its ability to identify an issue and act and respond to it decisively.
- Finally notwithstanding the reality that in the early years hitting the commercial projections will be as much about luck as judgement.
- Investors will judge a company by monitoring progress against a business plan. For this reason the preparation of the plan is not something that should be regarded as purely a function to be undertaken by an accountant. It is far more important than that. The preparation of the plan is a team effort. The document must reflect the team’s collective view of what amounts to the company’s destiny. If the process of preparing the plan fails to capture the collective views of the team it inevitably means that when events deflect the company it opens the team up to the prospect of disagreement and fracture as opinions emerge that were never originally contained in the plan. As a founder you will also be held to the plan by your investors or board, think carefully about the weight that will carry!
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