EB-5 advisory services for Indian Investors include:
(i) Conduct financial and risk analysis on the Client in order to determine Client specific suitability for the proposed EB-5 Investment;
(ii) Perform due diligence on the proposed investment which shall include both financial and regulatory analysis to determine that the proposed investment meets the Client’s risk and investment needs;
(iii) Negotiate and structure the terms and pricing of the purchase of the private placement securities behalf of the Client;
(iv) assist the Client in the non-legal aspects of final documentation and the purchase of the private placement securities; and
(v) advise the Client on any other matter related to their investment needs as reasonably requested and mutually agreed to;
As to the services above provided by HB, the investor has no obligation to directly compensate or pay Sequence Financial Specialists as Sequence’s fees in exchange for providing Services on investors’ behalf shall be deducted from the administrative fee that the investor pays to the Regional Center.
EB-5 consulting services for Regional Centers include:
- Drafting, review or preparation of project documents (Business Plans, Marketing Plans)
- Financial Modeling /Analytics of prospective projects
- Feasibility Studies
For more information on EB5 Visa, investing in the US, starting a new business or buying an existing business in the USA, please contact:
Securities offered through Sequence Financial Specialists LLC. This e-mail may contain information that is privileged, confidential, legally privileged, and not for public disclosure. If you are not the intended recipient, you are hereby informed that any disclosure, copying, distribution, printing, or other use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this e-mail in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Sequence Financial Specialists LLC professionals are committed to acting in our retail client’s best interest. For important information on Regulation Best Interest, including Form CRS and other disclosures, please visit our website at www.sequencefinancialspecialists.com.