Tony D. Smith – Business Development for Whitehead CPAs

Tony D. Smith - Business Plan & Fundraising Consultant

Tony D. Smith - Business Plan & Fundraising Consultant

Tony D. Smith, Director of Business Development – Smith’s goal is to serve entrepreneurs seeking business finance documents including business plans, private placement memorandums, credit application presentations as well as accounting and tax services. These deliverables support access to capital with investment bankers, venture capitalists, angel investors and commercial lenders. Success is defined by serving clients with ethical and honest work on a “best-efforts” basis while also maintaining strict adherence to regulatory compliance.


Smith has written or supervised production of hundreds of business finance documents since 1995. He has been a strategic management consultant to more than 285 clients in dozens of industries, sectors and sub-sectors. Smith has read more than 1,400 business plans. He has managed up to 450 employees, independent contractors or sales teams in retail sales environments.

TVA Capital of Irvine; 06/10 to Present; Senior Vice President; Started in 2008 as an independent contractor providing due diligence, business plans and business development prior to becoming a team member. TD Smith & Associates, Inc. & SoCalBizOps of West Covina; 01/96 to Present; Chief Executive Officer and President: Development of professional-grade business plans, facilitation of equity and debt financing and brokerage services for businesses and commercial real estate. He managed a staff of 32 professional production associates. Worked with commercial bankers (including Wells Fargo where Smith was on the Wells Fargo payroll during half 2010).


Built a large network through active participation in multiple direct sales and marketing venues such as association expos, referral networks, and chambers of commerce; Wrote, published and distributed The Business Development Directory; In 2008-2009 Smith was a Presenter for the California Access to Capital program (ABC) having taught at the City of Los Angeles, San Diego County, and for the City of San Francisco Economic Commission. Courses included the Certified Business Plan; Government & business relations; Essentials of business start-up & growth; and Mergers and acquisitions. During 2005-2006 Smith was the top sales agent for Send Out Cards having won an award as the number 1 “Coach” out of 5,000 in 2005 (still an active independent contractor – top 100 income earner out of 100,000). Smith has been featured on television for marketing pieces on ABC, CBS, and cable.


FINRA CR# 2969163, Series 6, 2/28/2002; Series 63, 9/20/2010; As of 3/1/11 Smith is studying for the Series 79 and 82, sponsored by TVA Capital. CA DRE Sales Agent License # 01821953; Issued: 10/30/07; Expiration Date: 10/29/11; Employing Broker: 01842991; SoCalBizOps Inc.

University of La Verne, B.A. – Business Administration. Cum Laude Honors. Veteran of Foreign Wars – United States Marine Corps from 1988 to 1993.