PROFESSIONAL BUSINESS PLANS & MARKET RESEARCH

Experienced Consulting • Custom Plans • Personalized Approach

Investor and Bank Business Plans

OUR FOCUS

Pinnacle Plan Writing is an award-winning consultancy specializing in market research and business plans for investors applying for immigration visas and entrepreneurs seeking bank or investment funding.

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

BUSINESS PLANS

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).

BANK AND INVESTOR PLANS

We develop comprehensive business plans and provide consulting to entrepreneurs seeking startup or expansion capital from banks or investors. The plan is the meat and potatoes to the appetizer that is the business pitch. As such, it’s a blend of marketing pitch and comprehensive content that not only informs the reader of the value of a new product or service, but also explains why there is a need in the market, and how the company will succeed in capturing market share.

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.

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."