Immigration Business Plans
Detailed business plans for L-1, E-2, and EB-2 NIW petitions.
Financial expertise for immigration matters
Expert business planning and financial analysis for immigration cases.
Business plans, financial analyses, and expert reports for immigration attorneys and individuals, backed by extensive financial expertise, rigorous analysis, and seasoned professional judgment.
California CPA
Former Ernst & Young Senior Assurance Specialist
10+ years of experience
Multinational audit experience
Business Plans and Financial Analysis
Scope of practice
Financial work built around the needs of the petition.
Each engagement is developed from the case record—not a generic template—and presented in language that is rigorous, organized, and understandable.
Salary & Remuneration Reports
Independent compensation analysis for EB-1A and O-1 matters.
EB-5 & Regional Center Plans
Financially grounded plans for direct and regional center projects.
RFE / NOID Financial Analysis
Targeted analysis and rebuttal support for agency questions.
Valuation & Economic Impact
Business valuation and economic impact studies for case evidence.
Market & Feasibility Analysis
Research that tests demand, assumptions, and financial viability.
For counsel
A responsive financial resource for your case team.
Focused intake, dependable timelines, and work product prepared for attorney review and filing.
For AttorneysFor petitioners
Steady guidance through a technical part of the process.
Plain-language explanations, a clear document list, and coordination with your attorney when you have one.
For IndividualsPreliminary review
Begin with a focused conversation about the case.
A no-charge preliminary review helps determine the appropriate scope, timing, and deliverable before an engagement begins.
Discuss a matter