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
	More News...

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

Owen T. Johnson, CPA/ABV, CBA, ASA
owen@southardfinancial.com

Owen Johnson has over 30 years of accounting, business valuation, and transaction advisory experience. Mr. Johnson is a Certified Public Accountant and is accredited in business valuations through the American Institute of Certified Public Accountants. Mr. Johnson is also a Certified Business Appraiser through the Institute of Business Appraisers and an Accredited Senior Appraiser through the American Society of Appraisers. He serves on the International Board of Examiners of the American Society of Appraisers.

PROFESSIONAL BACKGROUND

Principal, Southard Financial, Memphis, TN (2005-present)
President, Johnson Financial Capital, Memphis, TN (2005)
Senior Vice President, Mercer Capital Management, Inc., Memphis, TN (2000-05)
Member-in-Charge of Management Advisory Services, Rhea & Ivy, PLC, Memphis, TN (1973-2000)

EDUCATIONAL AND PROFESSIONAL CREDENTIALS

Bachelor of Business Administration, University of Memphis, 1972
Certified Public Accountant, American Institute of Certified Public Accountants, 1976
Certified Business Appraiser, Institute of Business Appraisers, Inc., 1997
Accredited in Business Valuations, American Institute of Certified Public Accountants, 1999
Accredited Senior Appraiser, American Society of Appraisers, Business Valuation 1999

PROFESSIONAL/COMMUNITY SERVICE

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