Pinnacle Plan Writing was established in 2016 by Marisa Marconi. Born from a desire to develop the best plans for the immigration industry, Pinnacle started as a small consulting service for a handful of attorneys and regional centers. Today, we remain a small consulting service, with just a larger rolodex of attorney and regional center partners and some added power to our staff. If you are an attorney and are interested in partnering with us as a continued resource for your clients, please give us a call.
President & Lead Consultant
I have been working in the business planning industry since 2007, and have specialized in EB-5 and non-immigrant (L-1 and E-2) visa business plans since 2012. Prior to launching Pinnacle Plan Writing, I was the senior project manager and immigration specialist at a major business plan writing firm based in Portland, Oregon. Since 2012, I have managed and developed more than 800 business plans for visa petitions, including 325 EB-5 plans for direct investment, regional center projects, and new regional center operations.
At Pinnacle Plan Writing, I provide comprehensive, detailed, Matter of Ho compliant business plans that are informed by and reflect the most recent USCIS policy updates. I pride myself on my ability to grasp complex project structures, and to convey offering and project details thoroughly to support investor petitions.
I approach each project with an understanding that the business plan is only one element of the overall offering and filing, and I work with other service providers (economists, securities attorneys, immigration attorneys, developers and other third party providers) in a team environment to ensure that the final business plan is consistent with other filing documentation, in order to reduce consistency issues that can result in RFEs.
Prior to focusing on business plans for immigrant and nonimmigrant visa applications, I managed almost 2,500 business plan projects for entrepreneurs seeking bank loans, angel funding, or venture capital. My portfolio includes plans for businesses spanning a multitude of industries, ranging from small businesses operating on a local level, to large, multinational ventures. I hold a Bachelor of Arts degree in English from Columbia University.
ML’s career has spanned a variety of industries, which have had her writing for a diverse range of purposes, from product specifications and manufacturing operational procedures to grant applications, from website copy to 501c3 bylaws. Prior to joining Pinnacle Plan Writing, ML worked in the tea industry at Smith Teamaker for eight years, holding positions in planning, quality assurance and finally, as Director of Tea and Procurement. In these roles, ML helped to develop and document product specifications; create quality and operational procedures and processes and write all corresponding documentation; manage international documentation; review all labels and packaging for regulatory compliance; create internal and external educational materials; and develop website and marketing copy.
Through her continued work with People-Places-Things, an organization that provides intercultural communication services, ML has gained experience in grant writing, as well as creating business documents, educational materials and website copy.
ML holds a BA in Writing-Intensive English from Marquette University and brings an attention to detail, operational insights, well-honed research skills, and enthusiasm to her work at Pinnacle.