TOP 10 BUSINESS PLAN WRITERS
Matthew Khalili
THE PLAN WRITERS
Matthew Khalili is 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 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.
Suzanne Lazicki
LUCID PROFESSIONAL WRITING
Suzanne Lazicki is the founder of Lucid Professional Writing, focusing on business plans for EB-5 and E-2 investments. Since 2010, she has written numerous successful business plans and maintains an extensive library of business and immigration resources. Lazicki runs a blog to provide EB-5 news and analysis. Her work includes articles published in " Immigration Options for Investors & Entrepreneurs.
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.
Paul Monson
JOORNEY
Paul Monson is Partner and Chief Commercial Officer at Joorney, specializing in EB-5 business planning. He has worked in the immigration field for over a decade, supporting attorneys with credible and strategic EB-5 business plans. Monson translates complex project concepts into narratives required for EB-5 filings. He has overseen many EB-5 business plans and market analyses across multiple industries.
Bernard Rojano
XECUTE
Bernard Rojano is the founder and principal consultant at Xecute Business Plan Solutions. He provides services in project management, business plan writing, and regional center operations. He also consults on economic impact and job creation, and assists with L1 and E2 petitions. With over 35 years in management, planning, and finance, he has extensive experience in mergers and acquisitions and business development consulting.
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