Empower Your Business
learn about our Company
Our Company
About Berklen
Berklen Capital is a consultancy based company located in Middle Tennessee. We offer a wide range of assistance and oversite for small to medium sized businesses. Our team of experienced professionals is here to help your business grow, thrive and maximize your businesses capabilities.
01
Process Improvement
We enhance efficiency by streamlining and optimizing your business processes.
02
Cash Flow Tracking, Planning, And Optimization
We optimize your cash flow through precise tracking and strategic planning.
03
Merger And Acquisition Vetting
We ensure successful mergers and acquisitions through thorough vetting and analysis.
About the Founder
David Aldridge formed Berklen Capital in 2022 as a way to expand his consulting vision. His work history has included serving as Chief Financial Officer, Chief Operating Officer , Chief Strategy Officer and Directing Principal of Mergers & Acquisitions. The industries Mr. Aldridge has worked in include Wholesale, Retail, Online Sales, Professional Services, Insurance, Business Management, Construction, Capital Raise and Fund Management.
As a local Nashvillian, David has served his community by sitting on the Board of Directors for organizations in which he believes in, such as Donelson Christian Academy and the Juvenile Diabetes Research Foundation. He is also a supporter of organizations such as Men of Valor, Belmont University, St. Jude Children’s Research Hospital and The Ronald McDonald House. In his spare time, he enjoys spending time with his wife Rhonda, and their college aged daughter.
“Exceptional service and insightful advice—our business saw remarkable improvements. Highly recommended!”
David Rockefeller
Our Mission Statement
F.O.S.T.E.R. Your Business Growth
At Berklen Capital, our mission is to empower business owners to expand their capabilities and achieve their goals. We leverage our proprietary business analytics framework, F.O.S.T.E.R., to provide comprehensive support across key areas:
- Financial: Ensure financial stability and growth through expert oversight and strategic planning.
- Operational: Optimize operations to enhance efficiency and productivity.
- Strategy: Develop and implement effective business strategies to drive success.
- Technology: Integrate advanced technologies to improve processes and outcomes.
- Efficiency: Streamline workflows to maximize resource utilization and reduce costs.
- Resiliency: Build resilient business practices to withstand challenges and adapt to change.
Our commitment is to foster a collaborative partnership that helps your business thrive in a competitive landscape.
communication is key
personal service
Our personal service is dedicated to understanding your unique needs and delivering tailored solutions with a human touch. We prioritize building strong relationships and providing individualized attention to ensure your specific goals are met with precision and care.
Financial Oversight and Review
Expand Banking Relationships to Include Additional LOC, Equipment Financing, and Growth Capital
Process Improvement
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what do you need?
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Tax and Audit Partner Assistance
IT and Security Best Practices Review and Partnership
Retirement Plans for Associates
Business Insurance and Benefits Review
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Complimentary Consultation to Explore Your Opportunities
Take advantage of our complimentary consultation to discuss your needs and explore tailored solutions. Our experts will provide valuable insights and a clear plan to help you achieve your goals.
important things you should know
Questions And Answers
We offer a comprehensive range of consultancy services including financial oversight, process improvement, cash flow optimization, and more to help your business thrive.
Our team provides expert guidance in areas such as revenue capture, cost reduction, and market expansion to drive your business growth.
We specialize in wholesale, retail, online sales, professional services, insurance, entertainment, construction, and more.
Yes, we offer thorough vetting and due diligence services to help you navigate mergers and acquisitions successfully.
We conduct comprehensive financial reviews to ensure your business’s financial health and provide actionable insights for improvement.
Yes, we partner with tax and audit experts to offer tailored solutions for your business’s needs.
We review your IT infrastructure and recommend best practices to ensure your data and operations are secure.
We assist in designing and implementing retirement plans and other benefits to attract and retain top talent.
Our team reviews your payroll procedures and provides solutions for efficiency and compliance, including tax filing.
We help you plan strategically for the future, ensuring a smooth transition and continued success for your business.
