Reviews of Blue Moon Advisors (Financial Consultant)

Tony Drexel Smith

My name is Tony Drexel Smith. I am the CEO and Founder of Blue Moon Advisors. Blue Moon Advisors™ is a business finance consulting firm that serves high net worth individuals, family offices, private equity funds and venture capitalists in support of financing early stage, growth, small to mid-cap companies. We are most known for an 8-year study I completed of successful enterprises thereby creating a predictive methodology approach for businesses known as the Capital Readiness Report™ (Due Diligence). I am most known for my experience and skills with financial modeling (Pro Forma forecasts). I have completed hundreds of them in dozens of industries, sectors and subsectors. The internal team also completes business plans and valuations. All other work accomplished is completed through a network of professionals known as Blue Moon Advisors™. Blue Moon Advisors™ primarily completes work for the capital providers we serve by producing Capital Readiness Reports™ (CRR™). Blue Moon Advisors™ starts every project with a CRR™ and then manages the project by increasing the score as we engage the Client. We charge Clients $2,500 to complete our assessment and deliver a 10-page opinion letter with supporting material. With 22 years of experience, assessing thousands of companies, our assessment of a business’s potential for success via predictive and adaptive methodologies has proven to be relatively accurate, beneficial and effective over time. To that end, more than 90% of our revenue is generated by serving 12 primary organizations we work for (these same companies, individuals and agencies own the majority of Blue Moon Advisors™). Our mission is to provide a compliant, professional, time-sensitive, cost-conscious and realistic approach to the business finance process for our Clients. We accomplish this mission through a highly vetted, eight-year concept known as the “Capital Readiness Report™” and “CRR Score™.” We only serve the Blue Moon Advisor Network™. To that end, we do not advertise or market our business as we are exclusive to the network. Are you a Direct Source of Capital? To be clear, we are not sources of capital. We are not brokers or agents of capital. Rather, we serve as a third party due diligence firm with an expertise in completing sophisticated, objective and subjective business analysis. We also produce business finance document preparation in support of raising capital. We are experts in documents that are prepared for the right audience, at the right time, for the correct type of capital. We are experts in all types of capital for clients and can often steer a Client in the right direction for the correct type of capital that best fits their needs. However, we are often confused as having capital available, which we do not. Because the Companies we serve provide capital, does not mean that Blue Moon can provide or guarantee capital. How Does Blue Moon Advisors Earn Revenue? In some cases, the sponsors (Our Blue Moon Advisor™ members) pay for services. In most cases, they have their clients pay Blue Moon directly. Sometimes, it is a combination of both. We earn revenue three ways: (1) $2,500 per Capital Readiness Report™; (2) We engage Clients to prepare business plans, pro forma development, valuations and other business finance documents and earn an average of $2,500 per deliverable based on a $250 per hour model (cases in which we are the project manager and hire subcontractors to complete legal, accounting, and graphic work, we charge more); (3) We operate a Virtual Data Room known as the Management Virtual Portal™ or “MVP™” a monthly subscription program.

Joshua M. Halford

Blue Moon Advisors offers an incredible service to many companies in need. They scientifically answer the quintessential question every company asks at one point or another - How can I raise capital? Tony is a wonderfully professional expert on your journey to raising capital, staying in business and paying off debt. I highly recommend.

Karl Rader

Hired Blue Moon Advisors to handle our business finance documentation for our capital raise. They did a great job taking care of my wife and me! When I showed the documents to potential investors they gave us great feedback on the documents, especially their pro forma and business plan. We're very excited and extremely grateful to Tony and his team! Highly recommend them. They even offer consultation to help grow your business, which is an added bonus to going with Blue Moon.

David Harold Moore

Blue Moon Consortium (Nevada LLC with 40+ Secret Shareholders) is acting as a broker-dealer through their various shell companies. Blue Moon Advisors (Nevada LLC) was essentially a pyramid scheme that guarantees "you will earn as much as 15% referral fees derived from gross revenues earned by Blue Moon Advisors for business sent by you". But you see, the Blue Moon Consortium (and all of their shell companies) is actually one company, operating out of one building, with very few employees (4 employees maybe). In fact, I was threatened and coerced into signing a consulting contract (via several in person veiled death threats), where they would receive 5% of all my companies, in exchange for the $60,000 consulting fee. However, they refused to identify their shareholders, and they refused to admit their numerous conflicts of interest. And I later came to find out, that they were attempting to prevent me from entering the marketplace (their shareholders are direct competitors of mine). - For example, Richard Kern and Constance Kern (major shareholders) own and operate Colorado Natural Health Centers LLC, which is a direct competitor of mine. - Also Bruce Perlowyn of Hemp Inc (major competitor of mine) has close ties to Freedom Leaf, which is also a major shareholder in the Blue Moon Consortium. - And then there is Cannabis Science (major competitor of mine), who is also closely tied to Freedom Leaf (and probably a shareholder in Blue Moon). And I am sure there are more conflicts of interest, but they wouldn't tell me who all of the shareholders were. And Nevada Law makes it so I can't find out. So after being coerced into signing a contract where Blue Moon Consortium received 5% of all my companies, in exchange for a $60,000.00 fee (a fee which was previously reduced to $30,000.00), I immediately went home and read the contract and emailed them the need for several corrections. I then emailed Tony Drexel Smith and asked for the Word Document so I could make the necessary corrections to the contract. But Tony Drexel Smith refused and chose to have a previously disbarred Attorney friend of his (Joseph Hoats who was Disbarred in Tennessee), write up the new contract. I then emailed my termination of relationship; and then I emailed the head of the snake: Hello Richard Kern, It was a pleasure meeting you at the Blue Moon Offices the other day. I wish I liked your 'used car salesman' partner (Tony Drexel Smith), but he tried to scam me. You see, during the coerced signing of the contract, Tony Drexel Smith issued several veiled threats to me: "If you ruin my reputation... I have threatened to kill people in my office... I have punched holes in walls... my wife has speckled those holes... I was in the military... etc." Following all of this, I attempt to meet with Richard Kern (CEO of Blue Moon Advisors). Richard Kern then refuses to meet with me. BOTTOM LINE: Do not do business with these people, they are a fraudulent pyramid scheme that is acting as a broker-dealer, while telling everyone they are simply consultants. Scam artists they are.

Waikiki Bike Tours

Great people ,great programs and services that lead our company to get our funding . If your looking for the least path to resistance to get funding for your company Tony and his team didn't have the time to waste ours. We highly recommend Tony and his team at Blue Moon advisors . He and his team only deal with real companies as Tony says great things only happen once in a blue moon.

In Normand

Excellent due diligence and finance packaging company. Helped me develop our finance package and connected us with someone to get us a 0% financing loan. Although the process is long, they try their hardest to make it a smooth process. Really appreciate all that they've done for us! We also signed up for their MVP program, so our virtual portal and corporate governance is taken care of on a monthly basis. We plan on doing a next round of financing in a few months, so I will update the review once we've gone through this process again with Blue Moon Advisors. However, overall is was a great experience and I highly recommend them!

Jennah Sibulo

I wish our company had met Tony and his team at Blue Moon at the start of our fundraising process. The Situation Analysis coupled with the expertise and personal service given by Tony and his entire team in prepping our company to present to high-level investors has been nothing short of extraordinary. As co-founder of a start-up, I rarely have time to post reviews but feel that taking time to publicly acknowledge Tony, Leslye, Aaron, Chase and the rest of the team is worth the effort. They have changed our success trajectory--and in a very short time! I am extremely grateful.

JoyGrace Harmony

I am part of the Delphi Village Business Development Team and I speak with visionary Michael Sean Brown EVERY week. Sean has told me REPEATEDLY how WONDERFUL and HELPFUL Tony AND HIS TEAM are. WE are Truly Blessed to be working with them and we are GRATEFUL everyday to have their support and belief in our project.

Hoseph Modes

Tony is a fraud. That isn't even their building in the first photo.

John Humphrey

I came across Blue Moon a year ago through my business partner who has expertise in Business Plan writing and legal contracts. We were in the process of raising monies for our business venture and we met with Tony and his team at his offices in Las Vegas. What I liked about my initial meeting was the initial consultation regarding what our financing goals and needs were going to be. We had been in the process of raising 20 million for our project and were looking to take the money raising to the next level. It was laid out clearly that there were key things that were missing in our portfolio of docs investors would look at to take our deal seriously. Tony and his team gave us a CRR ( Capital Readiness Report) and put together a proposal of work. I consulted wth my partners and we hired Blue Moon. All I can say is Tony and Blue Moon creates an amazing and detailed business plan that any investor would enjoy reading. Our plan has held up to intense scrutiny with Private Equity Firms, Angels, VCs, and more. In fact more times than I can count I have heard "This is the best plan I've ever read. I wish they all looked like this." It really made the money world take us seriously, and it has moved our project along in a major way in just a year. Raising money is a complicated game and going in with documents that I know are "bullet proof" gave us the confidence to play the game. Tony has always been easy to talk to, he's wicked smart when it comes to business plans, and strategies for raising money are all awesome. There is a reason he doesn't need to advertise, his work is that good. Now it's not cheap, but you get what you pay for. You can't raise millions of dollars on the cheap. Doesn't work that way. And just because you have a great business plan you still have to go out and raise the money. A plan from Blue Moon will give you the confidence that anyone serious looking into investing money in your business will take you seriously. He's got a formula, and it works. I have recommended many entrepreneurs to Blue Moon, simply because most people ask, "Who did you plan, it's awesome."

Fran Heller

Fantastic to work with - highly skilled to assist companies of all sizes and stages.

Aaron Novick

I have been an employee at Blue Moon Advisors for almost 2 years now and can say without a doubt that this has been one the most enjoyable experiences I have had in my life. Confucius once (loosely) said, Do what you love and you'll never work a day in your life. I can't begin to tell you what a pleasure it is to go into work everyday - working for a staff with supportive leadership, educational coaching, and boundless opportunities for success. I welcome the future with open arms, knowing that Blue Moon Advisors is not only helping entrepreneurs, but also helping change the world, one Company at a time.

Jim Farren

Blue Moon Advisors provides professional services, real benefits and unparalleled value that others only promise. The are an unequaled 5 stars... period!

Adam Krim

Working with Tony and the team has been nothing short of amazing! I am impressed with the level of detail, sophistication and efficiency throughout the organization, and am excited to bring more strategic relationships into the fold.

Alex Rader

Tony is an outstanding individual who has changed my life just based on a 30 minute call with him! I'm in my early 20's and I bring in a small income through my business. I also still live at home, but desire to move out one day. He offered me more valuable advice to grow into the person I want and feel I am destined to become!!! I heard about him through my sister-in-law, which she also had a life-changing experience with him. So happy we stumbled upon this experience and gained valuable advice on how to grow our business. Do yourself a favor and give him a call! Whether you need him to get your documents developed or you simply need business consulting, he is your go to guy! We all make choices so start making the right one today! Thank you so much Tony.

Chris Sloan

Very knowledgeable team of business consultants. I highly recommend their services if you're looking for business funding.

Drexel Smith

“Mr. Tony D. Smith is one of the most professional, highly-skilled, and motivated people I have worked with in evaluating and preparing a company for launch or growth. I have the pleasure to work with Tony in the evaluation and development of top quality business plans and have personally witnessed Tony's remarkable wealth of ideas that leaves many in the room miles behind. His invaluable knowledge, skills, hard work ethic and development of business health scoring system revolutionizes the business finance industry, Tony brings the needed resources to any company with his Blue Mood Advisors Team. I could not image another who epitomizes the highest qualities and values as Mr. Tony Smith and Blue Mood Advisors.” Drexel L. Smith, President/CEO Drexel Consulting Group, LLC.

Leah Grant

I wish our company had met Tony and his team at Blue Moon at the start of our fundraising process. The Capital Readiness Report coupled with the expertise and personal service given by Tony and his entire team in prepping our company to present to high-level investors has been nothing short of extraordinary. As the COO of a start-up, I rarely have time to post reviews, but feel that taking time to publicly acknowledge Tony, Leslye, Aaron and the rest of the team is worth the effort. They have changed our success trajectory--and in a very short time! I am extremely grateful.