WINNERS LISTED ALPHABETICALLY
TOP BUSINESS PLAN WRITERS
WILLIAM DEAN
MATTHEW KHALILI
MASTERPLANS
William Dean is vice president of immigration at Masterplans , an Inc . 500 business plan writing company founded in 2002 . He directs a team of market research and finance experts creating filing-ready business plans for clients referred by 300 + law offices . Dean specializes in reviewing client materials and RFEs to help E-2 , L-1A , EB-2 , and EB-5 applicants obtain their visas . He first encountered EB-5 in 2008 , and since that time has overseen almost 2,500 visa business plans . Dean is a frequent speaker at immigration conferences and on podcasts . He graduated with honors from Brown University and was a paralegal at Stoel Rives before joining Masterplans .
PLAN WRITERS
Matthew Khalili h a s v a s t experience in the intersection of entrepreneurship and business immigration with a key focus area in EB-5 . Prior to founding his consultancy , Plan Writers , Khalili led multiple startups , earning titles such as Internet Retail Top 500 , Inc . 5,000 Fastest Growing Companies , and board member of Entrepreneur Organization ( EO LA ). He has spent the last decade as the founder of Plan Writers , assisting 5,000 + entrepreneurs raise over $ 1 billion in financing and numerous approved visas . Khalili is an expert witness who testifies on EB-5 business plans . He has an MBA from the University of Southern California .
SUZANNE LAZICKI
MARISA MARCONI
LUCID PROFESSIONAL WRITING
Suzanne Lazicki is a business writer and consultant specializing in the EB-5 program . In a decade since founding Lucid Professional Writing , Lazicki has written hundreds of business plans for regional center and direct EB-5 projects , and a variety of plans and market reports for non-immigrant investments . She holds a BA in English literature ( summa cum laude ) and a Master of Business Administration . Lazicki runs blog . lucidtext . com , providing EB-5 news , data , and analysis to readers around the world . Her published work includes articles on business plans in the third and fourth editions of Immigration Options for Investors & Entrepreneurs , published by AILA .
PINNACLE PLAN WRITING
Marisa Marconi is the founder and lead consultant at Pinnacle Plan Writing . She has 15 years of experience in the business planning industry and has developed thousands of plans for EB-5 , E-2 , and L-1 visa petitions . She works closely with issuers , investors , regional centers , attorneys , and industry groups , providing consulting , project management , and plan development for both direct and regional center projects . Marconi is honored to have been named one of EB5 Investors Magazine ’ s Top 5 Business Plan Writers since 2015 . Marconi earned her degree from Columbia University and now resides with her wife and son in Portland , Oregon .
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