Tony Drexel Smith Resume
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Tony Drexel Smith is the founder and CEO of Blue Moon Consortium, a group of companies that assists small and medium businesses. He has over 20 years of experience helping an average of 50 clients per year in various industries with business plans, funding, and operations. Smith leads a team of over 10 executives and project managers at Blue Moon Advisors to develop processes, sales tools, and documentation to support clients.
![Tony Drexel Smith | Founder & CEO
Blue Moon Consortium, Inc.
The Consortium includes:
? Blue Moon Advisors, LLC ¨C bluemoonadvisors.com
? Castle Peak Finance, Inc. ¨C castlepeakfinance.com
? Invest A Grand, Inc. ¨C investagrand.com
? SUMATICI, Inc. ¨C sumaticiinc.com
? Blue Moon Score ¨C www.bluemoonscore.com
Purpose
Tony Drexel Smith serves small to medium enterprise (SME) business owners, start-up
entrepreneurs and the business capital community by being an intermediary that
specializes in developing and executing professional-grade business finance
documentation.
Summary of Experience
Smith is an expert in business plan development, due-diligence, Private Placement
Memoranda (PPM) supporting documentation, validation of claims, assumption
worksheets, research and pro forma development. He created the proprietary ¡°Capital
Readiness Report¡± (CRR) to provide the investment community with an algorithmic,
objective and subjective, process to assess the feasibility of business funding and the
success of start-ups.
Smith has worked with an annual average of Fifty (50) clients for Twenty (20) years in
Twenty-Two (22) industries. He has specifically completed projects relating to business
valuations, C-Level consulting-coaching, certified business planning, commercial bank
credit applications, confidential business assessments, IB financing (Investment
Banking), market planning, demographic research, market penetration modeling, Title
II (Regulation D of Rule 506[c]), Title II Crowdfunding and SBA loan packaging.
Specific Experience
CEO, Blue Moon Advisors - 11/2015 to Present - Las Vegas, Nevada Area
As the Chief Executive Officer, Smith provides leadership and performs the following:
? Reports to the Board of Directors all activities of the Company including sales,
operations and finance ¨C an average of Fifty (50) companies developed annually;
? Overall responsibility for revenue and profit;
? Executes the mission and vision of the company;
? Supervises a team of Ten (10) Executives and Project Managers;
? Develops relationships with One Hundred Sixty (160) Blue Moon Advisors, Vendors,
Board of Directors, Investors and Staff;
? Leads the Blue Moon business development teams by creating processes,
procedures, sales tools, documentation and leadership.
COO, US Business Incubator, Inc. - 12/2014 to 12/2016 - Las Vegas, Nevada Area
? Direct leadership and mentorship in business development, turn-around, start-up
and business incubation;
? Supervised up to Thirty (30) US Business Incubator projects;](https://image.slidesharecdn.com/3217e3f9-1b91-4507-8cd1-5fa6b24bd163-170113233530/85/Tony-Drexel-Smith-Resume-1-320.jpg)
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Tony Drexel Smith Resume
- 1. Tony Drexel Smith | Founder & CEO Blue Moon Consortium, Inc. The Consortium includes: ? Blue Moon Advisors, LLC ¨C bluemoonadvisors.com ? Castle Peak Finance, Inc. ¨C castlepeakfinance.com ? Invest A Grand, Inc. ¨C investagrand.com ? SUMATICI, Inc. ¨C sumaticiinc.com ? Blue Moon Score ¨C www.bluemoonscore.com Purpose Tony Drexel Smith serves small to medium enterprise (SME) business owners, start-up entrepreneurs and the business capital community by being an intermediary that specializes in developing and executing professional-grade business finance documentation. Summary of Experience Smith is an expert in business plan development, due-diligence, Private Placement Memoranda (PPM) supporting documentation, validation of claims, assumption worksheets, research and pro forma development. He created the proprietary ¡°Capital Readiness Report¡± (CRR) to provide the investment community with an algorithmic, objective and subjective, process to assess the feasibility of business funding and the success of start-ups. Smith has worked with an annual average of Fifty (50) clients for Twenty (20) years in Twenty-Two (22) industries. He has specifically completed projects relating to business valuations, C-Level consulting-coaching, certified business planning, commercial bank credit applications, confidential business assessments, IB financing (Investment Banking), market planning, demographic research, market penetration modeling, Title II (Regulation D of Rule 506[c]), Title II Crowdfunding and SBA loan packaging. Specific Experience CEO, Blue Moon Advisors - 11/2015 to Present - Las Vegas, Nevada Area As the Chief Executive Officer, Smith provides leadership and performs the following: ? Reports to the Board of Directors all activities of the Company including sales, operations and finance ¨C an average of Fifty (50) companies developed annually; ? Overall responsibility for revenue and profit; ? Executes the mission and vision of the company; ? Supervises a team of Ten (10) Executives and Project Managers; ? Develops relationships with One Hundred Sixty (160) Blue Moon Advisors, Vendors, Board of Directors, Investors and Staff; ? Leads the Blue Moon business development teams by creating processes, procedures, sales tools, documentation and leadership. COO, US Business Incubator, Inc. - 12/2014 to 12/2016 - Las Vegas, Nevada Area ? Direct leadership and mentorship in business development, turn-around, start-up and business incubation; ? Supervised up to Thirty (30) US Business Incubator projects;
- 2. Specific Experience Continued ? Oversaw business plan development, financial forecasting, operations, management team development and marketing plans; ? Assisted in the financial packaging process for debt and equity; ? Smith focused on entrepreneurial development designed to increase business success through funding opportunities that accelerated growth and profitability. President, SUMATICI, Inc. - 07/2011 to 12/2014 - Los Angeles, California ? SUMATICI is an acronym for Start-Up, Management, Accounting, Tax, Investment, Consulting, Incubator; ? Engaged companies for One (1) to Twenty-Four (24) month commitments by providing leadership through a One Hundred Twenty Five (125) step process of launching a new enterprises. CEO, SoCalBizOps, Inc. - 02/2008 to 07/2011 - Greater Los Angeles ? SoCalBizOps, Inc. merged into SUMATICI, Inc on December 14, 2012; ? Launched a business start-up assistance and lending program called the Certified Business Plan; ? Built a team of Twenty-Seven (27) loyal, awesome staff members and wrote more than One Hundred (100) business plans in under Twelve (12) months; ? During the same period SCBO processed more than $47 Million in Capiltal requests. President, T.D. Smith & Associates - 01/1995 to 02/2008 - Greater Los Angeles ? Private equity, commercial loan, SBA packager; Professional business plan writer. Publications Smith co-authored The Essential Handbook for Small Businesses ISBN# 978-0- 9840365-0-9 in 2011. Smith published and distributed The Business Development Directory in 2008 with the federally funded Workforce Investment Board. Military Service Smith is a Veteran of Foreign Wars, USMC 1988 ¨C 1993. He was assigned to Operation Desert Shield/Storm in August 1990. He earned numerous commendations, awards, ribbons and medals including Meritorious Promotions and a Navy Achievement Medal. Family & Community Smith is happily married with six children and lives in Las Vegas, Nevada. Four of his children are currently attending college. He has been a youth sports coach, member of the Lions Club, member of Veterans of Foreign Wars, volunteered for Habitat for Humanity, member of Team Referral Network and has donated time and money to numerous other charities. He is currently an active speaker for ClubCorps. Education Smith is a graduate of the University of La Verne with a Bachelor of Arts degree in Business Administration with Cum Laude Honors. He has completed more than a dozen professional licenses and certificates (IAM Seminars, Klemmer and Associates, Real Estate, Department of Insurance, Finance Industry Regulatory Authority and the Institute of Business Appraisers).