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Subject Matter Expert (SME)

Keywords:

Location:  Las Vegas Nevada
Business Finance Consulting
Business Finance Underwriting
Business plan development
Capital Readiness Report™
Certified Business Plan™
Consulting
CRR Score™
Due diligence
Keynote Speaker on Business
Pro forma Development
Reg A+
Research
SBA
Startup
Underwriting
Valuation

Tony Drexel Smith

AOBMA Co-Founder
AOBMA Certified Blue Moon Advisor
AOBMA Certification Trainer
AOBMA Document Certification

For 25 years, Tony Drexel Smith has served small to medium enterprise (SME) business owners, start-up entrepreneurs and the business capital community by being an intermediary that specializes in developing professional-grade business finance documentation and valuations.  He led the research and creation of the Certified Business Plan™, Capital Readiness Report™ and CRR Score™ from 2008 to 2020.  Tony has heard more than 8,000 elevator pitches and has been engaged with more than 1,500 enterprises since 1995 as a business  consultant and developer of business finance documentation.  Smith has authored numerous business-related publications including The Essential Handbook for Small Businesses ISBN# 978-0-9840365-0-9 in 2011. The Business Development Directory in 2008 with the federally funded Workforce Investment Board.  Completed a 10-year study of 300 companies seeking capital and published the CRR Score™ White Paper in January 2018.  Currently completing “Business Capital 101.”  Smith is a Veteran of Foreign Wars, USMC.  He graduated from the University of La Verne with a Bachelor of Arts degree in Business Administration with Cum Laude Honors. He has also completed more than a dozen professional licenses and certificates (IAM Seminars, Klemmer and Associates, Institute of Business Appraisers, CA Real Estate License, CA Department of Insurance, Finance Industry Regulatory Authority (Series 6, 63, 82 and the 2019 new SIE exam). 
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