Introduction

In 1995, Tony Smith began assisting Southern California business owners to realize their dreams by writing quality business plans that became their guide for funding, growth, and operations.

Services include Professional-Grade Business Plan Preparation for:  (1) Accredited Investors; (2) Angel Investors; (3) Bond Platform Financing; (4) EB-5 Investors; (5) Private Equity Bankers; (6) Royalty Financing; (7) U.S. SBA Loans; and (8) Venture Capitalists.  Other documents we produce include: (1) Executive Summaries; (2) Financial Forecasting Models; (3) Grant Writing; (4) Power Point Presentations; (5) Private Placement Memorandums; (6) Statements of Purpose.

Corporate Headquarters:
18592 Main Street
Huntington Beach, CA 92648

Tony D. Smith 
Office 714-841-0995 x 107
Fax 714-841-2305
Tony.Smith@Whiteheadcpa.com
 
 

Successful Funding

Reviewing the most recent 200 clients that have completed at least three phases, TD Smith & Associates, Inc. has:

  • Processed more than $700,000,000 in capital for clients through many venues such as:
  • Commercial Bank lending
  • SBA lending
  • Lines of Credit
  • Private Equity
  • Private Placement Memorandums
  • Venture Capital
  • Corporate Credit
  • Factors/PO Loans
  • Royalty Funding 
  • Produced Business Plans in more than 20 Industries & Sectors including:

  18% Retail/Restaurants/Hospitality

24% Service Oriented Businesses

8% Alternative Energy Related

The Balance Includes Warehousing, Distribution, Private Schools, High-Technology Start-Ups, Automotive, and Web-Based Businesses.

Certified Business Plan

Tony has gained both recognition and respect from investors and businesses for his high-quality business plan model. Clients are proud to demonstrate to potential investors that they have received his approval of being a Certified Business Plan(TM). To become a Certified Business Plan(TM), the plan must pass rigorous requirements in 87 separate areas including:

  • Business Model Analysis
  • Financial Model Analysis
  • Industry & Sector Trend Analysis
  • Market Need Analysis
  • Target Market Identification
  • Demographic Compatability
  • Per-Capita Ratios
  • Financial Forecasting Models
  • Marketing Plans
  • Return on Investment Models
  • Validation of Claims
  • Technical Writing
  • Proper Use of Citations
  • References
Achieving Our Mission

Today, SoCalBizOps, Inc. lives up to its' mission:

"To provide the venue, model, and resources for start-up and growth companies to succeed by developing a strong foundation through the process of producing a Certified Business Plan(TM)."

By performing this mission, the TD Smith leadership achieves their goals while supporting their core values and aspirations.

The company contributes positively to society's economic strength and vitality by creating new business ventures which, in turn, provide jobs and a strong tax base for America's economy.

A Business Resource

SoCalBizOps is a three year old corporation founded by Tony D. Smith after more than a decade of experience writing professional business plans for hundreds of clients. Beginning in 2008, the company began focusing on entrepreneurial education by providing a series of classes in business plan writing and access to business capital through its new subsidiary - The Business Development University.