EB-5 Direct

You wouldn’t DIY your legal services. Why DIY your business plan?

We work with EB-5 investors, franchises, and business owners raising capital through EB-5 to create business plans that anchor the I-526 filing and anticipate and avoid RFEs.

No matter what kind of business you’re investing in, direct EB-5 business plans have the same goal: Show, clearly and credibly, how the investment will create jobs. Job creation is closely linked to the overall success of the business, so it’s not enough to simply describe your hiring plans; your plan must convince authorities that the entire enterprise is viable and likely to accomplish its goals.

Our Matter of Ho compliant EB-5 business plans are the most comprehensive in the industry. We draw on your materials, interviews, and internal research to build plans that are clear, thorough, in-depth, and — most importantly — credible. Every claim is supported with thoughtful evidence and detailed quantitative research to show exactly how job creation estimates are based on industry and regional baselines. 

We use a customized approach for each plan, beginning with an in-depth discovery and research phase. After we deliver your complete plan in three to four weeks, you’ll get up to six months of revisions in case things shift. By working closely with your team, we ensure our plans are tightly aligned with every other document in your filing to paint the most compelling possible vision for immigration authorities.

Every Pinnacle Direct EB-5 plan includes:

  • Clear and complete descriptions of the business, operational and development plan, and management team.
  • A detailed staffing plan, including personnel forecasts and estimated job creation figures, recruitment plans, and a hiring timeline.
  • A detailed industry- and location-specific market analysis designed to realistically and credibly support job creation claims.
  • Clear narrative linking financial projections to past performance and/or industry data. 
  • A description of the project development, timeline, and permitting status as relevant.
  • Cost structure benchmarking to industry standards to reinforce plan credibility.
  • Relevant exhibits and appendices to support claims made in the plan.
  • Alignment with current USCIS policies and memos and observed trends in RFEs.


Let us craft the right immigration business plan for you.