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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Southard Financial specializes in providing liquidity alternatives to business owners that meet their financial needs and their desired future involvement in their company. Business owners are often advised that achieving personal liquidity means the sale of 100% of their business. However, liquidity alternatives exist for business owners that preserve their operational control of, and a substantial equity stake in, their company.

Southard Financial evaluates the long-term goals of our clients and attempts to partner them with capital providers that can structure a meaningful transaction for all parties. Many financial buyers of private companies desire continued operational involvement by the company’s founder or current management team and are willing to partner with them in a transaction that provides current liquidity and the possibility to share in the future growth of the company’s value.

Some of the alternatives for business owner liquidity are:

100% sale to financial or strategic buyers
Sale of minority interest to financial buyers
Minority recapitalization with subordinated and/or senior debt

Southard Financial understands the sensitive nature of our clients' information and we maintain strict confidentiality throughout all engagements.