EB-5 Brochure_082916

EB-5 Solutions • Foreign Investment Consulting Strategic Business Planning and Modeling • Mergers & Acquisitions

www.xecutebusinesssolutions.com281-300-8871 • [email protected]

Results! Not just recommendations.

BUSINESS PLAN SOLUTIONSImmigration Investment Consultants

281-300-8871 • [email protected] • www.xecutebusinesssolutions.com

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Business Plan Writing: We write compliant business plans for immigrant and non-immigrant visas. We are experts at writing business plans for the purpose of funding and to attract capital. We write or we can convert an existing, well-drafted business plan into a feasible, credible, EB-5/E2/L1 compliant business plan that is likely to be approved by USCIS adjudicators, including industry report, modeling of geographic, marketing, administrative, operations and job creation strategies to be included in the plans.

Strategic Business Planning: To draft a custom business plan we analyze and map your business model and then help you develop a process of defining strategy and direction for making decisions about allocating your organization’s resources to develop and execute your plan, including capital and people. Our proven business analysis techniques are used in strategic planning. This is the formal consideration of your organization’s future course. In order to determine where your organization or project is going, we help determine where you want to go and how you will get there.

Business Modeling: Through our workshop and research we can understand what your business model actually is. Then we can describe how your new commercial enterprise and organization creates, delivers and captures value in an aligned fashion. We then question, challenge and ultimately transform your model to be EB-5 compliant. We then define a better model that will describe how your organization intends to make money, create jobs and economic impact.

Solutions & ConsultingSince 2008, we’ve been providing business consulting to the foreign, EB-5, immigrant and non-immigrant visa investor space. Our record of providing results to numerous satisfied clients speaks for itself and includes many approved regional centers and direct immigrant investors, with over $300 million in capital raised and deployed by our clients, creating economic impact and job creation at no cost to the tax payer. Our EB-5 and Immigrant Investment Solutions Program focuses on providing clients with services that promote business consulting in the following areas:



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EB-5, E2 and L1 (Direct Investment) Services: We assist the immigrant investor to conduct due diligence on targeted new enterprises and investments. We provide consulting on US business practices and culture. We provide immigrant and non-immigrant visa compliant business modeling and write the comprehensive business plan to be included in the petition. We support and assist the investor’s legal counsel with consulting on business matters. We focus on execution, so the planning we provide creates the jobs, is profitable, and meets the visa requirements.

EB-5 (Direct Investment) Services for Developers and Sponsors: Business advisory, partnership structuring and business planning to raise capital in international markets, including describing the offering and direct job creation to explain the EB-5 option and requirements to immigrant investors and to make the documents EB-5 compliant. We interact with legal counsel to develop compliant and effective investor packages and distribution plans to access the immigrant investor market.

Interim Project Management: When the regional center or investor has an interim need, we conduct the planning, organizing, motivating, and controlling of resources to achieve a specific goal. We can outline the temporary endeavor with a defined beginning and end to meet unique goals and objectives. We strive to bring about beneficial change or added value. We define the project goals and objectives while honoring the scope, time, quality and budget.

Project Management for I-924 Application for Regional Center: Having worked on many successful I-924 applications we have built a model to provide improved planning and strategy to construct the application package. We offer full project management of the application process from A to Z so we do not disrupt our clients’ daily business responsibilities. We also manage the relationships and support interactions with legal counsel, economists and financial resources to align communications, speed up the application process and to create quality, consistency and accuracy.

Solutions & Consulting

“Bernard is one of the outstanding business plan writers in the EB-5 industry today. Bernard should be on the short list for any EB-5 project

looking for a top Business Plan Writer.” - Michael Homeier, Founding Shareholder, Homeier & Law, P.C.



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Regional Center Operational and Administrative Plan: We have experience in how a regional center should operate in its day-to-day business activities, including how to source, deploy and report the use of EB-5 capital to fund new commercial enterprises or projects, as well as the job creation verification process. We analyze the sponsor’s resources and describe what additional resources will be needed to operate the regional center, and we clarify the goals and objectives of the regional center.

Marketing Planning and Presentations: We develop “pitch decks” to present projects to potential investors. We help vet the immigrant investor market or country that the sponsor intends to target. We then create the marketing strategy for the regional center to recruit investors and dealer brokers. We interact with securities law counsel to draft the plan that will provide a road map for the implementation of a marketing plan for the regional center.

Execute Operations: To provide full or partial support for day-to-day operations after the creation and approval of the regional center.

Amendments: We help regional centers structure amendments to their designation to include additional NAICS industry categories and/or expand their geographical area. This is typically done when a new project is identified and a document package is needed for submission to the USCIS by legal counsel.

Project Due Diligence: We assist investors and regional centers that want to fund a project or enterprise by conducting the needed due diligence, including analyzing the project or enterprise and all of its components. We carefully underwrite the project and confirm the job creation, Targeted Employment Area (TEA), financial performance, returns on investment and offering structure. Subsequently, we can convert the business model and plan to be Matter of HO compliant and to align it with the goals and objectives of the regional center funding the project.


“Bernard is a respected and trusted business person in the EB-5 capital marketplace. He is a great speaker and participated in our Overseas Investment & International Wealth Management Forum in 2014 and 2015. He has vast expertise

and EB-5 regional center contacts and clients.”- Julia Yan, Director, US Investment Immigration Services/

American Investment Immigration Association, Beijing China



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Joint Ventures: We assist in forming and structuring regional center joint ventures with other regional centers to share industry categories and geographical areas and to promote and participate in projects, as well as joint ventures between investors and developers. We define the business agreement in which the parties agree to develop, for a finite time, a new job creating enterprise and project by contributing funding and resources. We model and draft the strategic plan that will be in line to share revenues, expenses and assets.

Transactions: We provide assistance with the business matters related to agreements and communication carried out between a buyer and a seller to exchange an asset for payment. We assist regional centers that intend to acquire an enterprise or asset. We help describe the strategy of the exchange of items of value, such as information, assets, services, and capital.

Investor Relations: We help structure shareholder meetings, investor conferences and private meetings with investors, language and cultural strategies, briefings, investor relations sections of company websites, and regional center quarterly and annual reports. We help in the transmission of information relating to job creation and the overall project performance, plus intangible values such as the regional center’s policy.

Request for Evidence (RFE) Services: We provide I-797E (Notice of Action) strategy, support and advisory on how to respond to complex RFEs. We project manage the RFE response timing and process by aligning resources and communicating the needed information to legal counsel, and in turn, the USCIS. We have an instinct for what adjudicators are looking for from years of experience dealing with multiple RFEs.

Notice of Intent to Deny (NOID) Services: We provide I-797E (‘Notice of Action”) strategy, support and advisory on how to respond to complex NOIDs. We project manage the NOID response timing and process by aligning resources and communicating the needed information to legal Counsel and in turn the USCIS. We have an instinct for what adjudicators are looking for from years of experience dealing with NOIDs.


“Bernard was invaluable in getting final approval from USCIS for Southern Star Regional Investment Center LLC’s designation as a

EB-5 regional center.” - Darin Mangum, Attorney, Darin H. Mangum, PLLC



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Services

• Services for developers and sponsors• Immigrant and non-immigrant investor

business consulting• Business plan preparation• Marketing strategies and studies• Operational and administrative strategies

and plans• Organizational chart

• Geographical area strategies• TEA designations• Project analysis• Project management• Investor management system• Initial branding recommendations and

public relations analysis• Direct EB-5 investment job creation strategy

Immigrant, Non-Immigrant Visa and Foreign Investment

EB-5 Regional Centers or Project Developers

• Amendments• Business modeling and planning• Business plan writing• Marketing strategies and studies• Project due diligence• Joint ventures• Transactions• Investor relations

• Interim project management• Organizational chart• Geographical area strategies• TEA designations• Investor management system• Initial branding recommendations and

public relations analysis

“Bernard provides solid, well-rounded business guidance to EB-5 regional centers and developers, including but not at all limited to their business plans, coordinating others’

activities but strongly respecting and supporting advice of legal counsel.” - Robert Divine, Shareholder-Attorney,

Baker Donelson, Global Immigration Group


Engagement ApproachWe typically hold a one to two hour, free client consultation for the client to interview us and to get acquainted, conduct discovery and describe our services. From the findings of this consultation we can describe the scope of work, project approach, time line and related cost by providing a formal proposal. We enter into engagements by charging an hourly fee against retainer or a flat fee. We will provide a fee menu upon request.


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Mr. Bernard Rojano is the Principal and Lead Consultant at Xecute EB-5 Business Solutions. He has 30+ years of experience in management, planning, modeling, funding, mergers & acquisitions and business development consulting.

Bernard earned his practical MBA working 18 years in management for a once privately owned Texas marine retailer with $30 million in annual revenue, where he participated in growing the company

into a publicly traded, billion dollar company, MarineMax, the world’s largest marine retailer. He served as COO of Endeavour Holdings, Inc. where he managed a $500 million+ real estate portfolio and over 250 employees. There, he formed a dynamic and integrated development company that focused on luxury high rises and marinas.

In 2008, Bernard founded Xecute EB-5 Business Solutions, one of the oldest EB-5 immigrant investment exclusive consulting firms. He is considered one of the top and most experienced EB-5 project and regional center development business consultants in the US. Xecute is highly rated in success with petitions to the USCIS and client satisfaction and endorsed by some of the most respected professional firms in the EB-5 industry. Bernard has provided expert opinion, business modeling and planning, mergers and acquisitions and management consulting to over 75 Regional Centers, raising and deploying over $500 million into projects and has modeled and written more than 200 EB-5 project and regional center business plans.

Bernard was born in Acapulco Mexico and immigrated to the United States at the age of 12. His family invested in a business in Houston, Texas under the immigrant investor program giving them the opportunity to obtain United States residency. He has since become a naturalized citizen of the United States.

Bernard speaks fluent Spanish and studied civil engineering at the University of Texas in Austin. He served as the Chairman of the City of Seabrook Texas Master Plan Commission and has served on the boards of the Bay Area Houston Economic Partnership and the Texas Boating Trades Association.

Executive Bio


“Bernard completed an excellent business plan for what turned out to be a challenging EB-5 project. We will use Bernard’s services in

the future on additional projects.” - Kenneth Frost, Managing Director, Great Southwest Regional

Center, LLC (GSRCEB5)


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The team at Xecute Business Solutions is focused on providing superior EB-5 solutions services and building long-term working relationships with our clients. Aside from the lead consultant, Mr. Bernard Rojano, our full-time professional staff includes a Project Manager/Consultant that manages the workflow and helps our clients with project development; a Writer/Editor that performs detailed research, writes and edits our client business plans and other documents; and an Account Coordinator that handles all of the day-to-day administrative functions and acts as our client liaison. We also have immigration attorneys, economists, CPAs and marketing professionals, as well as other professional consultants with whom we have ongoing relationships that work with us on an as-needed basis to fulfill the needs of our clients.

The Xecute Team


“Bernard project managed the NYGRC application process, modeled our project and offering, and wrote our business plans. We received I-924 and exemplar I-526 approval from the USCIS in 9 months without a request for further evidence! We are thrilled with

the results of Bernard’s work and our extraordinarily prompt approval.”- Dayin Chen, Director of Investor Relations,

New York Goldwater Regional Center

Our Team is proud to be recognized among the Top Ten EB-5 Business Plan Writers by EB5 Investors Magazine in 2016


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.Speaking Engagements and Conferences


Bernard Rojano is a leading business expert in the EB-5 & immigrant investor space that has contributed as a keynote speaker and panel participant for numerous domestic and international investment conferences. Additionally, Bernard has vast experience conducting seminars and strategic workshops tailored to specific clients such as public economic development entities, developers, educational institutions and financial firms. He is available for speaking engagements and EB-5 educational seminars.

For more information or to request Bernard to speak at an event, please send an email with the subject “Speaking Engagement Request” to [email protected]. Include the event/conference title, date and location of the event and we will respond with Bernard’s availability.

2014 Overseas Investment & International Wealth Management Forum in Beijing China

2014 IIUSA EB-5 Market Exchange in San Francisco, CA

2015 OIIF Conference in Beijing, China.

Presenting Chinese Investment Association’s “Top 10 Agencies” award to Yin Guohua of Golden North Immigration Agency at 2015 OIIF

2015 Immigration Investment Summit - Mena, Shangri-La Hotel

Dubai, UAE

Results! Not just recommendations.

2600 South Shore Blvd., Suite 300League City, TX 77573

1.281.300.8871Skype: bernard.rojano

bernard@xecutebusinesssolutions.comXecute-Business-SolutionsXecute.Business.Solutions

@BernardRojano


Documents

EB-5 Brochure_082916