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EB5 Investors Magazine is pleased to announce the Top 5 Business Plan Writers of 2024. To be eligible, distinguished business plan writers needed to draft business plans for groups involved in EB-5 funding.
Aaron Goforth
Wright Goforth
Aaron Goforth is principal of EB-5 consulting firm Wright Goforth. With eight years of experience overseeing foreign direct capital raises, he works with clients to structure projects, raise capital, and in acquiring EB-5 investors in compliance with U.S. regulations. Before Wright Goforth, he was partner and president of Wright Johnson consulting company and partner in Baker Tilly. He has vast experience overseeing the development and execution of a business consulting practice, assisting clients in raising capital totaling more than $2 billion for commercial real estate developments seeking foreign direct investment, primarily from Asia, Latin America, and India.
Matthew Khalili
The Plan Writers
Matthew Khaliliis the CEO of The Plan Writers, specializing in EB-5 applications for entrepreneurs and business immigrants. With over a decade of experience, Khalili has helped over 5,000 entrepreneurs raise over $1 billion in financing and secure numerous approved visas. He also serves as an expert witness on EB-5 business plans. Previously, he led multiple startups, earning accolades such as Internet Retail Top 500 and Inc. 5,000 Fastest Growing Companies. Khalili holds an MBA from the University of Southern California.
Marisa Marconi
Pinnacle Plan Writing
Marisa Marconi is the founder and lead consultant at Pinnacle Plan Writing. With over 15 years of experience in the business planning industry, she has developed thousands of plans for EB-5, E-2, and L-1 visa petitions. Marconi works closely with issuers, investors, regional centers, attorneys, and industry groups, providing consulting, project management, and development plans for direct and regional center projects. Marconi earned her degree from Columbia University and now resides with her wife and son in Portland, Oregon.
Warren Oakes
Baker Tilly
Warren Oakes is a manager at Baker Tilly, where he oversees the EB-5 consulting and advisory services, including business plan writing and economic and targeted employment area analysis. Oakes’s first years in the EB-5 industry were part of an EB-5 regional center that funded a mixed-use development in Southern California. He then worked for an education/marketing platform before working many years in a U.S. immigration law firm where he specialized in consulting and structuring successful EB-5 projects across a wide range of industries throughout the U.S., representing billions in EB-5 financing.
Bernard Rojano
Xecute Business Plan Solutions
Bernard Rojano is the founder and principal consultant at Xecute Business Plan Solutions. In this role, he provides expert services in project management, business plan writing, regional center (RC) operations and administration consulting, and RC formation and transactions. He also offers consulting on economic impact and job creation and assists clients with L1 and E2 petitions. With over 35 years of experience in management, planning, modeling, funding, economics and finance, mergers and acquisitions, and business development consulting, Rojano established Xecute in 2008.
EB5Investors.com Staff
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