Custom-built business plans for EB-5, E-2, and L1 visa applications. Our plans are:

  • Credible, with claims backed by exhibits, evidence, and research

  • Comprehensive and thorough, yet easy for adjudicators to understand

  • Specifically designed to clearly show how the business meets all visa program requirements

  • Custom-developed by a tightly knit team

  • Free from templates, boilerplate, and unnecessary fluff


Our small, principal-led firm is designed to integrate seamlessly into the larger immigration team. We work closely with attorneys, economists, and other professionals to craft a solid, data-supported business plan that coheres with the entire petition. Choosing Pinnacle Plan Writing means choosing the peace of mind that comes from working directly with a national leader in the immigration business plan industry.




Business plans and presentations for Opportunity Zone projects and businesses.

In 2018, the U.S. Treasury designated opportunity zones across the country to encourage investment in low income and rural communities through a federal tax incentive. By rolling investment into qualified opportunity funds (QOF), which in turn invest in projects or businesses in opportunity zones, investors realize significant reductions on initial and future capital gains taxes.

Investments can be applied to certain real estate projects and operating businesses.  A clear and concise business plan is necessary for both developers and businesses looking to connect with qualified opportunity funds for investment and also serves as a functional tool for Funds pitching multi-asset or single-asset portfolios to family offices and other investors. For startup businesses, our business plans also serve as written documentation for working capital safe harbor requirements.

With extensive experience in writing plans and market research for real estate development projects (including mixed use, commercial, residential, and hospitality) as well as startup companies in myriad industries, we develop complete and accurate plans for the opportunity zone market.



We offer custom primary and secondary market research as a standalone service.


Our market research reports are developed on a case-by-case basis using data from a range of sources, including IBISWorld, BizMiner, Esri Business Analyst, STR, RSMeans, and other industry-specific sources. Depending on your goals, our market research reports can help you:


  • Gain a deeper understanding of your industry, market, or competitive landscape

  • Undertake analysis of industry and market size and trends

  • Identify and quantify target market segments

  • Identify and analyze competing businesses

  • Provide insight into market pricing and positioning

  • Provide industry data for cost benchmarking

  • Evaluate financial projections with multiple scenarios for projected profit and loss based on market data

  • Answer other specific business questions


Every market research project we undertake is directed entirely by our clients’ needs. Please contact us to discuss your goals.



We offer other business writing services, including:

  • Custom PowerPoint presentations and short project summaries for marketing initiatives

  • Custom proposals or pitch decks for internal use, such as the roll out of new services or products

  • American-English style business writing for foreign companies seeking clear, concise, prose for proposals, presentations, job descriptions, websites, or other business documents for use in the U.S.


The biggest benefit of being a smaller company is that we are nimble and can customize our services to meet your needs.  Whether you need a brochure that highlights the benefits of a Regional Center-sponsored project, a PowerPoint presentation that delves into the benefits of expanding into a new market, or a proposal for a new business partnership, we can craft compelling, professional, well-designed documents to meet your needs.

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