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...
 

 
Southard Financial's investment banking group specializes in the representation of middle-market business owners in mergers, acquisitions, private placements, refinancings, or recapitalizations. Southard Financial has represented numerous owners in the sale of their business or in the divestiture of selected assets or divisions. We have also advised numerous businesses on strategic acquisitions, mergers, joint ventures, and partnerships.

Selling a company or partnering with a capital provider is a once in a lifetime event for most business owners. Southard Financial uses its experience in mergers and acquisitions to provide a positive experience for the business owner and to provide the greatest possibility of a successful transaction at the maximum possible price.

Southard Financial's services for sellers include: Achieving personal liquidity does not mean that a business owner has to give up operational control of their company. Ask us about the different liquidity alternatives for business owners.

Our typical engagement with a business owner includes the following steps:
  1. Determining the client's goals and needs
  2. Assessing strategic options
  3. Determining the value of the business
  4. Preparing a descriptive memorandum
  5. Identifying and contacting potential targets
  6. Negotiating offers
  7. Structuring the deal
  8. Arranging financing if needed
  9. Closing the transaction

   

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