EB-5 Brochure_082916

EB-5 Solutions • Foreign Investment Consulting
Strategic Business Planning and Modeling • Mergers & Acquisitions
www.xecutebusinesssolutions.com
281-300-8871 • bernard@xecutebusinesssolutions.com
Results! Not just recommendations.
BUSINESS PLAN SOLUTIONS
Immigration Investment Consultants

281-300-8871 • bernard@xecutebusinesssolutions.com • www.xecutebusinesssolutions.com
Results!Notjustrecommendations.
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 & Consulting
Since 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:

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.
“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.

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

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

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 Approach
We 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.

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)

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

Results!Notjustrecommendations. 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 dee@xecutebusinesssolutions.com. 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 300
League City, TX 77573
1.281.300.8871
Skype: bernard.rojano
bernard@xecutebusinesssolutions.com
Xecute-Business-Solutions
Xecute.Business.Solutions
@BernardRojano

EB-5 Brochure_082916

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