Process
How It Works
Initial qualification
Investor shares goals, country, family situation, timeline, and investment readiness.
Legal strategy call
Investor speaks with attorney or legal team to understand whether EB-5 or another path may fit.
Source-of-funds review
Attorney reviews documentation needs and legal feasibility.
Business / investment review
Investor reviews X3M business opportunity, due diligence materials, and risk factors.
Structure and documentation
Counsel coordinates immigration, tax, business, and securities considerations.
Business execution
X3M PRO operates HVAC business growth plan, hiring, reporting, and job tracking.
Immigration filing support
Attorney handles filing strategy according to legal engagement.
Ongoing reporting
Business provides management reporting, job creation evidence, and data room updates where applicable.
Process may vary depending on investor facts, legal strategy, capital structure, business plan, USCIS requirements, and professional review.