Southard Financial provides valuation services for private companies, financial institutions, partnerships and LLCs, and other types of business entities. Click on the links below to view details about our valuation services.

Services for Private Companies

Southard Financial has issued valuation opinions for hundreds of companies in dozens of industries including manufacturing, distribution, wholesale supply, retail, construction, real estate, business services, personal services, and professional practices such as medical, legal, and accounting. Southard Financial also issues fairness opinions for mergers and other transactions, and provides financial and valuation consulting services to corporate clients.

Services for Financial Institutions

Southard Financial is one of the nation's largest independent appraisers of financial institutions (community banks, savings banks, and thrifts), with clients in 43 states. There are unique considerations in the valuation of banks and bank holding companies. As one of the nation's largest appraisers of financial institutions, Southard Financial's extensive experience in the banking industry gives us the ability to provide solutions to most valuation related situations. Southard Financial also issues fairness opinions for mergers and other transactions, and has been named among the top 50 financial advisors to whole-bank mergers by SNL Securities.

Services for Partnerships and LLCs

Southard Financial has valued dozens of general partnerships, family limited partnerships (FLPs), and limited liability companies (LLCs) for gift and estate tax planning and other purposes. These pass-through entities might hold real estate, marketable securities, hard assets, or even interests in other closely-held business entities.