EB-5 Brochure_070615

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

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

Results! Not just recommendations.

EB-5 BUSINESS SOLUTIONS

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

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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.

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.

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.

EB-5 SolutionsWe have over seven years of experience providing business consulting to the EB-5 immigrant 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 Solutions Program focuses on providing clients with services that promote business consulting in the following areas:



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Business Plan Writing: We can convert an existing, well-drafted business plan into a feasible, credible, EB-5 and Matter of Ho compliant business plan that is likely to be approved by USCIS adjudicators, including modeling of geographic, marketing, administrative, operations and job creation strategies to be included in the plans. Our job creation strategies focus on providing in verifiable detail how they will be created.

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: 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.

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.

EB-5 Solutions

“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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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.

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 regional centers that want to fund an outside 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.

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. 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.

EB-5 Solutions

“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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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.

Interim Project Management: When the regional center 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.

I-526, Immigrant Petition by Alien Entrepreneur (Direct Investment) Services: We assist the immigrant investor to conduct due diligence on targeted new enterprises. We provide consulting on US business practices and culture. We provide EB-5 compliant business modeling and write the comprehensive business plan to be included in the petition. We support and assist the alien investor’s legal counsel with consulting on business matters. We focus on execution, so the planning we provide creates the jobs and is profitable, and the I-829 petition by the entrepreneur will be reproducible and therefore, successful to remove the conditions.

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.

EB-5 Solutions

“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 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

Direct EB-5 Immigrant Investment

EB-5 Regional Center Applicants

• Project management for I-924 Application for Regional Center

• Regional center operational and administrative plan

• Business plan preparation• Marketing strategies and studies• Organizational chart• Geographical area strategies• TEA designations• Project analysis

• Project management• Investor management system• Initial branding recommendations and

public relations analysis• Job creation strategy• Request for Evidence (RFE) Services• Notice of Intent to Deny (NOID) Services• Regional center operations• Operational workouts and turnarounds

“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



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Services

• 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

Approved EB-5 Regional Centers

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.

“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)



EB-5 Solutions Case StudyClient: Star of Texas Regional Center

Client Challenge: EB-5 Regional Center Designation The Star of Texas Regional Center, a partnership with real estate, infrastructure and manufacturing interest in the Texas Gulf Coast, was looking for support in research, strategy and formation of an entity to apply for an EB-5 Regional Center Designation to fund their projects.

The Xecute Solution

Xecute assisted the client in building the launch team, including legal and economic, strategic business planning, sales and marketing strategy and targeted employment area designation. In addition, we helped secure other partners to fund the application process.

The Result

The Star of Texas Regional Center secured the required TEA designation and we were successful in the first regional center application to be approved without a Request for Evidence “RFE”. We also secured a source to recruit new investors.

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Client Testimonial

“Bernard is very competent and dependable in his work assignments. He is multi-talented, articulate, personable and is well connected with high level business contacts. He possesses excellent communication skills as well as high value deliverables in identifying/defining business problems and developing the appropriate solutions. He is also well versed with sales & marketing experience. I would not hesitate to recommend him as well as work with him again and again.” November 5, 2010

Mike Wiglesworth, Partner and CMO, Star of Texas Regional Center



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EB-5 Solutions Case StudyClient: Mountain View Logistics/Dale Carnegie

Client Challenge: EB-5 Direct Investment

Mountain View Logistics owns and operates Dale Carnegie franchises in Texas and California. Mountain View wanted to raise capital to grow the Houston franchise’s revenues and profits. The anticipated funding would be used to expand, relocate and develop the Dale Carnegie Houston franchise to meet market demands, and also to provide a new commercial enterprise investment for the benefit of investor’s partners to participate in the EB-5 Immigrant Investor Program.

The Xecute Solution

Xecute helped Mountain View develop a comprehensive EB-5 investor strategy and marketing plan with an investor package and presentation deck to present the offering to potential, accredited investors. Xecute also modeled and prepared a Matter of Ho, EB-5 compliant business plan for the project.

The Result

Mountain View was able to meet their investment goals and objectives and exceeded investors’ expectations, as well as USCIS requirements.

Client Testimonial

“Bernard assisted us in constructing a very comprehensive and informative investor package, including modeling an EB-5 compliant business plan, offering and a presentation deck. There was an interest from direct EB-5 investors in our Dale Carnegie franchises and Bernard is an expert in the area of EB-5. He was able to help us exceed investors’ expectations and the USCIS requirements. With Bernard’s help we were able to meet their investment goals and objectives.” December 16, 2013

Stefan Triandafilou, Principal, Dale Carnegie Houston & Los Angeles



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EB-5 Solutions Case StudyClient: Washington Regional Center

Client Challenge: EB-5 Regional Center Amendment The Washington Regional Center, an approved regional center was looking for consulting and a rapid “turnkey” solution to model and write a business plan to fund an additional project. They had self-performed their planning and writing in the past but needed to expedite the process. They also had internal day-to-day activities that kept them too busy to construct the plan.

The Solution

We expedited and modeled a Matter of HO compliant business plan that was included in the amendment. We provided consulting for the ongoing activities of the regional center.

The Result

We improved quality, shortened the project time line and reduced cost for the amendment.

Client Testimonial

“Bernard is an expert in developing EB-5 business plans that deal with complex regulatory compliance issues. He provides constructive analysis, comprehensive project descriptions and on-time delivery so that business developers can focus on achieving strategic goals. I appreciate Bernard’s insights and fine work.” October, 18 2012”

Maxwell Chang, Foreign Investment Executive, Washington Regional Center



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Mr. Bernard Rojano is the Principal and Lead Consultant at Xecute EB-5 Business Solutions. He has over 28 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 50 Regional Centers, raising and funding over $300 million into projects and has modeled and written more than 100 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 currently serves 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



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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


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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 EB-5 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.

Speaking Engagements and Conferences


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


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