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