PROFESSIONAL BACKGROUND
Southard
Financial, 2005 to Present
Johnson Financial Capital,
President, 2005
Mercer Capital Management, Inc., Senior
Vice President, 2000 to 2005
Rhea & Ivy, PLC, Member-in-Charge of
Management Advisory Services, 1973-2000
EDUCATIONAL AND PROFESSIONAL CREDENTIALS
Bachelor of
Business Administration, University of
Memphis
Certified Public Accountant (CPA
Designation) American Institute of Certified Public Accountants
Accredited in Business Valuations (ABV
Designation) American Institute of Certified Public Accountants
Certified Business Appraiser (CBA
Designation) Institute of Business Appraisers, Inc.
Accredited Senior Appraiser (ASA
Designation) American Society of Appraisers
PROFESSIONAL MEMBERSHIPS
American Society of Appraisers International
Board of Examiners 1999 to present
Certificate of Commendation
for 5 Years of Exemplary Service as an ASA Examiner, 2004
American Institute of Certified Public
Accountants Instructor for course NBV-1 “Introduction to
Business Valuation”
Tennessee Society of Certified Public
Accountants
Arkansas Society of Certified Public
Accountants
Georgia Society of Certified Public
Accountants
Institute of Business Appraisers, Inc.
SPEAKING
ENGAGEMENTS
“Current Trends and Processes in Mergers &
Acquisitions,” Financial Consulting Group Conference,
November 6, 2004
“Mergers & Acquisitions: Building Value Through
Acquisitions and Exit Strategy,”
Memphis Chamber of Commerce,
September 8, 2004
“Current Trends and Processes in the M&A
Environment,” with Nicholas J. Heinz,
Memphis Chapter of the Tennessee Society of CPA’s,
August 10, 2004
“Business Valuation & Exit Strategies,”
Memphis Chamber of Commerce Enterprise
Process Series II, October 9, 2001
“Business Valuation & Exit Strategies,”
Memphis Chamber of Commerce Enterprise Process
Series, January 23, 2001
“Safe Harbors for Gift Tax Purposes and Hot Topics
in Business Valuation,” Tax Watch, January 2001
“What Are Buyers Looking for Today?,” Mercer
Capital’s Uncovering Pathways to Liquidity Seminar,
November 8, 2000
“Fundamental Issues in Business Valuation,”
National Business Institute, June, 2000
“Valuation Issues of Small Businesses,”
Memphis Bar Association, June 1998
PUBLISHED
ARTICLES
“Positioning Your Company for Sale,” The
Business Edge, Vol. 2, No. 5, March 2, 2005
“Negotiating Strategies to Create the Best Deals,”
The Business Edge, Vol. 2, No. 1, January 5, 2005
“Public Company Considerations for Going Private,”
The Transaction Advisor, Vol. 6, No. 2, 2003
“A Small Survey of Private Equity Groups,”
The Transaction Advisor, Vol. 6, No. 1, 2003
“The Deal Expert vs. the Industry Expert,”
The Transaction Advisor, Vol. 6, No. 1, 2003
“Negotiating Strategies to Create the Best Deal,”
with Christian Heuer, Bank Watch, January 2003
“Negotiating Strategies to Create the Best Deal,”
with Christian Heuer, M & A Today, Volume 11, Number
12, December 2002
“Negotiating Strategies to Create a Better Deal,”
with Christian Heuer, ABA Virtual
Forum on Mergers, Acquisitions, and Convergence in Financial
Services, 2002
“In’s and Out’s of Accounting Issues,”
ABA Virtual Forum on Mergers, Acquisitions, and
Convergence in Financial Services,
2002
“CPA Business Valuers Face the Challenges of FASB
Pronouncements,” CPA2Biz.com, May 2002
“SFAS 142 Lessons from the Real World: A Q&A with
Owen Johnson,” The Transaction Advisor, Vol. 5, No.
1, 2002
“When Down is Not Necessarily Down: A Closer Look
at the Recent ‘Decline’ in Acquisition Multiples,” with Nicholas
J. Heinz, M & A Today, Vol. 11, No.
2, February 2002 |
