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Waddell & Company CPA, PLLC — SBA Loan Record (Cordova, TN) | DealRoom

Intelligence/Offices of Certified Public Accountants/TN

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SBA lending record

Waddell & Company CPA, PLLC

1175 Vickery Lane, Cordova, TN 38016 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$306K

Total SBA financing

1

Loan on record

FY2024

On record

5

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Waddell & Company CPA, PLLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$306,000 — FY2024

Gross approval: $306,000
SBA guaranteed: $229,500 (75%)
Status: Current
Rate at approval: 11% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/11/2024
First disbursement: 1/23/2024
Days to fund: 12 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 5
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Pinnacle Bank
Address: 1175 Vickery Lane
City: Cordova, 38016
County: Shelby
SBA district office: TENNESSEE DISTRICT OFFICE
Congressional district: 7

The lender

Pinnacle Bank

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding offices of certified public accountants — by location, industry.

SBA lenders in Tennessee Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Tennessee

Similar businesses

Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Bastion Financial Group LLC

Cordova, TN· ~3 mi

Offices of Certified Public Accountants

$320K
SBA financing: ≈ $628K–$1.0M
Est. revenue (rough)

Davis Financial Services LLC

Memphis, TN· ~9 mi

Offices of Certified Public Accountants

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

David C Nanney CPA, P.L.L.C.

Memphis, TN· ~6 mi

Offices of Certified Public Accountants

$759K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

Phillips CPA Firm, PLLC

Bartlett, TN· ~4 mi

Offices of Certified Public Accountants

$1.6M
SBA financing: ≈ $3.1M–$5.1M
Est. revenue (rough)

Kyle Thrasher, CPA Inc.

Leachville, AR· ~60 mi

Offices of Certified Public Accountants

$414K
SBA financing: ≈ $812K–$1.4M
Est. revenue (rough)

Monica S Bennett CPA PA

Helena, AR· ~63 mi

Offices of Certified Public Accountants

$215K
SBA financing: ≈ $422K–$703K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Waddell & Company CPA, PLLC in Cordova, TN (Offices of Certified Public Accountants). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $306K
On record FY2024
5 jobs supported
Industry: Offices of Certified Public Accountants
Location: Cordova, TN
Lender: Pinnacle Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in TN for ~$306k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/waddell-company-cpa-pllc-tn
API:: https://dealroom.so/api/public/businesses/waddell-company-cpa-pllc-tn
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Waddell & Company CPA, PLLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Waddell & Company CPA, PLLC.