PROFESSIONAL BUSINESS PLANS & MARKET RESEARCH

Experienced Insight • Custom, Comprehensive Plans • Personalized Approach

OUR FOCUS

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Pinnacle Plan Writing is an award-winning consultancy specializing in market research and business plans for the immigration and opportunity zone markets.

 

Led by principal Marisa Marconi, named one of the top five business plan writers by EB5 Investors Magazine, Pinnacle Plan Writing is a small, hands-on firm with a quality-over-quantity philosophy.

 

Our business plans are professional, comprehensive, and credible, integrating custom market research and data-backed financials to help clients reach their immigration and business goals.

IMMIGRATION 

A business plan is an integral component of an EB-5, L-1, or E-2 immigration visa application.  But a generic or sloppy business plan can hurt, rather than help your case. Our immigration business plans are all written in-house, not outsourced to third party writers, which means that each is tailored and custom-developed based on the business and visa type. The result is a compelling and concise plan that meets USCIS requirements and avoids common issues that lead to requests for evidence (RFEs).

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OPPORTUNITY ZONES

Opportunity Zones are a new and exciting  community investment tool that incentivizes investment in low income and rural communities. A finely tuned business plan provides an illustrative, compelling case for developers and businesses promoting their projects to Opportunity Zone Funds, as well as for OZ Funds marketing projects or portfolios to investors.  Our business plans also serve as written documentation for working capital safe harbor requirements for new businesses.

 

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MARKET RESEARCH

For business owners or developers seeking additional, objective, in depth analysis, we offer stand alone market research reports. Our reports incorporate primary and secondary market research, utilizing industry-specific sources. Reports are developed to serve as a comprehensive analysis of overall industry and market trends, but can also be customized for a specific purpose, such as site location analysis, competitive analysis, or industry benchmarking. 

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WHAT OUR PARTNERS & CLIENTS SAY

— Matthew Galati

Senior Associate Attorney

Green and Spiegel, LLC

"Marisa Marconi is at the pinnacle of the immigration business plan industry. The level of detail in her comprehensive plans is second to none. Time and again she has delivered first-class work product for my investor, entrepreneur, and regional center clients. Across hundreds of industries, each plan she writes is tailor-made to that individual company. I regularly refer my clients to her as a matter of course given that her plans add credibility to every case."

Proud to be recognized by EB-5 Investors Magazine as one of the Top Five business plan writers for two years running.
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