EB5 Investors Magazine Volume 4 Issue 1 | Page 72

EB-5 BUSINESS PLAN WRITERS Rob Lee Elite Visa Plans LLC and RL Business Plans LLC CEO of Elite EB-5 Solutions, LLC; Founder of Elite Visa Plans, LLC and Owner of RL Business Plans, LLC Rob Lee is the owner of RL Business Plans, LLC, the Founder of Elite Visa Plans, LLC, and the CEO of Elite EB-5 Solutions, LLC, where he currently focuses his efforts. He and his companies have helped hundreds Marisa Marconi MasterPlans Marisa Marconi has been working in the business planning industry since 2007. Her participation in the EB-5 industry began around 2012, when after recognizing an increasing number of clients and attorneys seeking plans for EB-5 projects, she began to focus on developing business plans that were tailored to address the requirements of 70 of EB-5 and other clients since May of 2010. In fact, they have been involved with 65 successful Regional Center formations and more than 750 business plans related to EB-5, L-1, E-2, and other immigration programs. Lee has also personally trained many EB-5 professionals who are now a successful part of his team. Lee began RL Business Plans with a passion for problem solving, customer service and development of the best EB-5 business plan product possible. He focused on integrating third party data and continuously improving the EB-5 business plan structure, content and analyses to meet or exceed USCIS standards. After realizing that EB-5 business plans had matured, Elite Visa Plans was founded in May of 2015 to scale operations and form a company that was solely focused on immigration business plan products and allowed Lee to focus on consulting services through Elite EB-5 Solutions. This company provides process management for new entrants and those regional center owners looking for an experienced partner to focus on execution from end-to-end. RL Business Plans now focuses on other types of feasibility studies, market reports and other business plans. Prior to EB-5, Lee began his career working for three of the major movie studios as he managed forecasting, reporting and analysis teams responsible for big-box retail accounts in the United States and Canada. He then worked as the Director of Financial Planning and Analysis for a mid-sized jewelry company with 16 locations and backed by private equity. Lee is a graduate of UCLA with a Bachelor’s degree in Economics and received his MBA and a Certificate of Private Capital Markets from Pepperdine’s Graziadio School of Business. the program, and to specifically address the requirements outlined in Matter of Ho. Through research, conversations with attorneys and economists in the industry, and participation in continuing education opportunities, Marconi strives to remain abreast of the ever-changing EB-5 environment to ensure the plans she and her team produce are comprehensive and serve the project during both the marketing and filing phases of the EB-5 process. As the Senior Project Manager at MasterPlans, Marconi and her team have written approximately 250 EB-5 business plans to date, and also specialize in business plans for other immigrant visas (E-2 and L-1). Before working exclusively on EB-5 and immigrant visa business plans, Marconi managed business plan projects for clients from a broad array of industries seeking funding from angel investors, venture capital firms, and banks. The EB-5 program felt like a natural extension of this existing work with more tangible results. Rather than writing a concept plan for the next tech start-up that may never come to pass, she now has the opportunity to work with investors, project developers, and business owners that are utilizing investment for real projects that positively impact local communities and create jobs for American workers. The best part of her job is receiving word from a client or attorney that a project or petition was approved and having the opportunity to see the resulting project take shape. A native of Las Vegas and alumna of Columbia University in New York, Marconi now resides in Portland, Oregon. When not immersed in business plans, she’s an assistant coach of a local dragonboating team and enjoys biking and hiking the many trails of Oregon with her partner and young son. EB5 INVESTORS MAGAZINE