we present a unique value proposition. In addition to
the pre-offering consulting services and broker dealer
services, we can further differentiate our practice by
offering pre-immigration tax planning through our
parent firm, which is the largest member of Baker Tilly
International, which is the 9th largest global network of
accounting firms with presence in 147 countries. From
the perspective of an investor, they can invest with
confidence knowing that every EB-5 offering we present
has undergone rigorous independent due diligence by
an institutional-quality firm.
HOW WILL YOUR WORLD-WIDE
REACH BENEFIT FROM THIS NEW
ACQUISITION?
As the largest member of Baker
Tilly International, we enjoy strong
relationships with our network
me m b e r s , who are eag e r to
collaborate with us.
securities compliance and capital raising services, along
with the global perspective to recommend structuring
alternatives to appeal to numerous EB-5 markets and
cultural preferences.
WHAT KIND OF COMPLIANCE
SERVICES DO YOU OFFER AND WHY IS
IT IMPORTANT?
Legislators and regulators are accelerating market
pressures for the EB-5 market to evolve from the “wild
west” to a professional, institutional source of capital
that has the same level of integrity of other capital
markets. Investor confidence is the cornerstone
of efficient capital markets, and broker dealers
allow investors to invest with
confidence. Because of our status
as a regulated entity with oversight
from and accountability to the
SEC and FINRA, broker dealers are
experts operating in a space where
they are accountable to the project
to efficiently raise capital, while
giving investors comfort through
the independent due diligence and
duty of suitability that a broker
dealer owes to each investor.
Our capital raising services are
fully compliant, and for regional
centers with an established distribution channel
to source investors, we can offer a customized
compliance solution.
"...we’re developing
distribution
channels
throughout the
Middle East and
Latin America."
The Baker Tilly name is known
worldwide and the trust associated
with our brand extends to our EB-5
practice, which gives us recognition
in markets we enter. In addition to
our collaboration efforts in China,
we’re developing distribution
channels throughout the Middle East and Latin America.
Our clients will benefit from working with a vertically
integrated EB-5 practice that provides pre-offering,
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