Southard Financial :: Business Valuation | Investment Banking

	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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Douglas K. Southard | David A. Harris | Owen T. Johnson | Mark A. Orndorff | Matthew L. Jakes

David A. Harris, CFA, ASA
dave@southardfinancial.com

Dave Harris has over 24 years of business valuation experience and is a principal of Southard Financial. Mr. Harris holds a Master of Business Administration degree and has earned the right to use the Chartered Financial Analyst designation. Mr. Harris is also an Accredited Senior Appraiser in the Business Valuation discipline of the American Society of Appraisers.

PROFESSIONAL BACKGROUND

Principal, Southard Financial, Memphis TN (1990-present)
Founder and Principal, David A. Harris Business Appraiser, Memphis, TN (1990)
Associate, Mercer Capital Management, Inc., Memphis TN (1985-90)
Financial Analyst, Methodist Hospitals of Memphis, Inc. (1983-85)
Cost Analyst, Schering-Plough, Inc., Memphis TN (1982-83)

EDUCATIONAL AND PROFESSIONAL CREDENTIALS

Master of Business Administration, Memphis State University (now University of Memphis), 1982
Bachelor of Arts, Colorado State University, 1979
Accredited Senior Appraiser, American Society of Appraisers, Business Valuation, 1990
Chartered Financial Analyst, CFA Institute, 1989

PROFESSIONAL/COMMUNITY SERVICE

President, Memphis Branch of the West Tennessee Chapter, American Society of Appraisers (2007-09)

Vice President, Memphis Branch of the West Tennessee Chapter, American Society of Appraisers (2003-07)

Board of Directors, Beth Sholom Synagogue, Memphis, TN (2002-07); Executive Committee (2003-07); Secretary (2003-04); Treasurer (2004-07)