Eddleman Venture Capital
Fee-only fiduciary financial services firm (founded 2005) providing accounting and CPA services, tax planning and preparation, financial and estate planning, fiduciary investment management, business advisory and entity formation, and management of Regulation D private-placement funds. The firm also publishes financial commentary for client education and provides accounting software implementation and training.
Industries
Nr. of Employees
small (1-50)
Eddleman Venture Capital
36 Sandstone Circle, Suite C, Jackson, Tennessee 38305
Services
Bookkeeping, general ledger maintenance, financial statement preparation, outsourced controller/CFO support, payroll administration, accounting software implementation and training, and tax-related accounting services for individuals and small and medium businesses.
Entity formation and registration, business planning and operational analysis, market analysis, sale/transition and succession planning, employer retirement plan selection and implementation, and advisory on operations and strategic decisions.
Comprehensive financial planning, retirement and wealth transfer planning, integrated asset management across liquid and hard assets, and risk-management analysis.
Fiduciary investment management across taxable and tax-advantaged accounts, account consolidation and rollover support, medallion signature guarantee services for securities transfers (subject to limits and documentation), and management of diverse asset classes including alternatives.
Formation and management support for Regulation D private-placement funds (including mission-oriented and real estate strategies), fund due diligence and investor services for accredited investors.
Bookkeeping, general ledger maintenance, financial statement preparation, outsourced controller/CFO support, payroll administration, accounting software implementation and training, and tax-related accounting services for individuals and small and medium businesses.
Entity formation and registration, business planning and operational analysis, market analysis, sale/transition and succession planning, employer retirement plan selection and implementation, and advisory on operations and strategic decisions.
Comprehensive financial planning, retirement and wealth transfer planning, integrated asset management across liquid and hard assets, and risk-management analysis.
Fiduciary investment management across taxable and tax-advantaged accounts, account consolidation and rollover support, medallion signature guarantee services for securities transfers (subject to limits and documentation), and management of diverse asset classes including alternatives.
Formation and management support for Regulation D private-placement funds (including mission-oriented and real estate strategies), fund due diligence and investor services for accredited investors.
Expertise Areas
- Accounting and bookkeeping
- Fractional controller and part-time CFO services
- Payroll administration and compliance
- Tax planning, preparation and multi-jurisdictional compliance
Key Technologies
- Cloud-based payroll and employer reporting systems
- Commercial small-business accounting platforms and certified integrations
- Financial planning and portfolio management software
- Financial forecasting and pro forma modeling tools
News & Updates
Firm founded in 2005 as a fee-only fiduciary Registered Investment Advisor.
Received a local Chamber of Commerce Emerging Business Pinnacle Award.
Acquisition of a CPA firm (Charles Dawson) to expand accounting services.
Acquired property at 36 Sandstone Circle, Jackson, Tennessee as primary office and base of operations.
Firm founded in 2005 as a fee-only fiduciary Registered Investment Advisor.
Received a local Chamber of Commerce Emerging Business Pinnacle Award.
Acquisition of a CPA firm (Charles Dawson) to expand accounting services.
Acquired property at 36 Sandstone Circle, Jackson, Tennessee as primary office and base of operations.