Matthew Jakes earned the right to use the Chartered Financial Analyst (CFA) designation
July 2010
Mark Orndorff was elected Vice President of the Memphis Branch of the West Tennessee Chapter of the American Society of Appraisers
June 2010
Southard Financial was a booth exhibitor at the MMBC 2010 Economic Development Fair
June 2010
Southard Financial presented "Valuing Your Business" to the Mid-South Minority Business Council
May 2010
Owen Johnson co-presented Liquidity Alternatives for Businesses at Christian Brothers University, March 18, 2010
February 8, 2010
Mark Orndorff completed the 27-hour ASA course "Valuation of Intangible Assets for Financial Reporting Purposes"
November 2009
Owen Johnson attended the AICPA National Business Valuation Conference in San Francisco, CA
November 15-17, 2009
Doug Southard speaks to Banking and the Recession
November 13-19, 2009
Matthew Jakes passed Level III of the CFA Examination
August 2009
Dave Harris and Mark Orndorff attended the ASA Advanced Business Valuation Conference in Boston
October 19-21, 2009
Owen Johnson made a presentation to the Memphis Bar Association on "Liquidity Options for Business Owners",
November 9, 2009
Southard, others make ESOPs work
October 23, 2009
Doug Southard is focus of article about valuation in a depressed economy
September 4, 2009
Dave Harris weighs in on difficult valuation
September 4, 2009
Dave Harris weighs in on whether the Capital Purchase Program saved the banking system
May 1, 2009
Dave Harris is quoted in article on the use of TARP by big Memphis banks
December 5, 2008
Doug Southard is quoted in article about raising FDIC insurance limits
November 14, 2008
Dave Harris is quoted in article about structuring acquisitions and negotiation tactics
October 24, 2008
Southard Financial is focus of article - Banking boom, bust benefits Memphis valuation firm
September 5, 2008
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Founded in 1987, we are a full-service business valuation, investment banking, and financial advisory firm based in Memphis, Tennessee. Each of our principals has between 10 and 28 years of business valuation experience and we have issued thousands of valuations and fairness opinions for companies and financial institutions in 43 states.
Drawing upon vast industry experience, our professionals are dedicated to providing quality valuation, financial advisory, and investment banking services to both privately held and publicly traded companies. Our expertise entails valuing all types of business entities for a wide variety of purposes and has allowed us to earn recognition as one of the leading ESOP and bank appraisers in the United States. Through our investment banking division, we have helped numerous business owners realize the value they have created through their entrepreneurial efforts.
Our number one goal is client satisfaction. Contact us today to find out how we can help your company achieve its objectives.
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