Wondering what goes into an EB-5 packet? The complete presentation for an EB-5 investment proposal includes a wide range of interrelated documents including an economic impact report, a private placement memorandum and introductory offering papers, a series of appendices relevant to the venture, approval from the regional center, and a business plan showing a five year performance projection. Some of this documentation can only be prepared by attorneys (the PPM) or economics experts (the impact report), while the business plan can be pieced together by anyone with the know-how and the time. This document should show the following:
• A complete description of the product and service suite of the EB-D venture including future or parallel potential offerings
• A market analysis that investigates the target customer base, industry conditions, competitive comparables, and the market need
• A marketing and implementation strategy that lays bare how the company will ensure steady patronage and maintain strong industry and supplier relationships
The plan for EB-5 investment also needs a complete bio sections profiling the lead executives and key personnel. Advisors, allies, and the board can be described in a separate section, as should be the management team gaps that exist (if any). An exit strategy may also be appropriate depending on your regional center's guidelines and the 5-year vision plan for the project. The financial model must be integrated with market assumptions and tied to real figures wherever possible. MasterPlans can develop your EB-5 business plan and get your documents ready for presentation. Our team of experts has dealt with many EB-5 projects to date and would be glad to assist with your preparations. Call 877-453-2011 today to speak with a consultant.
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