Webinar Series

Southern Oak Dental: direct EB-5 TEA investment

Thu Jun 30 2022 11:00 am EST

Join us for a free webinar on Thursday, June 30, as registered securities broker, Carel Van der Merwe, discusses the investment opportunity Southern Oak Dental with business principal Yaqi Mu and Immigration Attorney, Sam Newbold. Investment Highlights: -Looking for 3 EB-5 investors to develop 3 new dental clinics in South Carolina -Proposed locations are in newly developed master planned communities in TEA's -One investor per clinic at $800,000 per investor -All investors in Phase 1 received I-829 approvals -Average cost to develop each clinic is $800,000-$900,000 -Each clinic expected to create 20 new direct full time jobs -40% equity per EB-5 investor -1% preferred return, subject to availability of cash -Transparent, ongoing financial reports to investors -Clear exit strategy Southern Oak Dental is a successful chain of dental clinics with three already existing locations in South Carolina. Founded in 2017, the company began as a direct EB-5 investment by its principals, who have since received I-829 petition approvals for their unconditional EB-5 Green Cards. Now, the management team behind Southern Oak Dental plans to replicate its successful model to open three new clinics in South Carolina over the next two years.


Sam Newbold

Sam Newbold

Immigration Lawyer
Chiesa Shahinian & Giantomasi PC


Carel van der Merwe

Carel van der Merwe

Securities broker

Interest in EB-5

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