Newport Beach, Calif. 92663

EB-5 Consulting Services

What We Do — And What We Don’t

We help EB-5 investors and project sponsors prepare their documentation, clarify their structure, and ensure they are aligned with USCIS rules without stepping into legal or broker-dealer territory.

We don’t sell investments.
We don’t take commissions.
We don’t offer legal advice.
We do offer expert, conservative guidance every step of the way.

🧳 Services for EB-5 Investors

Whether you’re already in the U.S. or planning your move, we help you understand and prepare the EB-5 documentation package that leads to green card approval.

✔️ Investor Services Include:

  • USCIS I-526 Compliance Readiness
    We assist you in completing and reviewing your documentation package in coordination with your EB-5 attorney.

  • Direct Investment Structure Review
    Ensure your selected U.S. business meets job creation and capital deployment requirements.

  • Job Creation Modeling & Timeline Support
    Align your investment with USCIS expectations: 10 full-time jobs within 2 years.

  • “At-Risk” Capital & Ownership Advisory
    Clarify your equity position or limited partnership role to ensure 100% compliance.

  • EB-5 Project Sponsor Coordination
    We serve as your intermediary to ensure that the business operator provides accurate and timely documentation.

🏗️ Services for EB-5 Project Sponsors (NCEs)

Are you a business founder or developer looking to raise EB-5 capital responsibly? We’ll help you structure your project for success — legally, operationally, and ethically.

✔️ Sponsor Services Include:

  • Business Plan Review (USCIS-Compliant Format)
    Ensure your plan aligns with USCIS’s job-creation and investor benefit expectations.

  • Capital Stack Structure Support
    Avoid pitfalls like mezzanine debt and ensure clear, equity-based capital that satisfies “at-risk” requirements.

  • Hiring Plan & Timeline Development
    Prepare a documented schedule of job creation that supports I-526 filings.

  • Investor Documentation Package (No Legal Advice)
    Prepare marketing summaries, risk disclosures, and factual memos for review by legal counsel.

  • Ongoing Compliance Guidance
    From I-526 to I-829, we help sponsors and investors stay aligned with milestones and reporting.

💼 Pricing Structure

All services are provided at a flat fee, agreed upon in writing, and tailored to your specific needs.

  • No commissions

  • No success-based fees

  • No securities recommendations

We work alongside your licensed immigration attorney to ensure nothing is missed and everything is aligned.

🧠 Not Sure What You Need?

Schedule a free 15-minute call.
Tell us your story — we’ll tell you what’s next.