Southard Financial
  • Business Appraisal

    For more than three decades,
    Southard Financial has valued hundreds of companies in dozens of industries. Contact us and take advantage of our vast experience.

    Learn more

  • Services for Financial Institutions

    For more than three decades, financial institutions have turned to Southard Financial for valuation and advisory services to financial institutions.

    Learn more

  • Transaction Advisory

    Buyers and sellers of private businesses, public companies, and entrepreneurs know that they can rely on the transaction advisory services of Southard Financial.

    Learn more

Business & Community Bank Valuations You Can Trust

We help business owners, attorneys, and other professionals around the country who need to determine a company's fair market value. We provide you with a credible valuation so you can take the next step with confidence - whether you are preparing to sell a company, setting up an ESOP, creating an estate plan, or staying in compliance with regulatory requirements.

Business Appraisal Services

Business Appraisal Services

Business entities throughout the U.S. rely on Southard Financial for qualified independent valuation opinions and other appraisal services.

 

Read more

Services for Financial Institutions

Services for Financial Institutions

Southard Financial has earned a well-deserved reputation as a national leader in providing appraisal and transaction advisory services to community banks throughout the U.S.

 

Read more

Transaction Advisory Services

Transaction Advisory Services

Private buyers and sellers, public companies, and entrepreneurs rely on Southard Financial for expert assistance with critical transactions.

 

Read more

Recent Activities

  • Southard Financial facilitated the sale of Memphis' own TOPS Bar-B-Q chain

    Southard Financial facilitated the sale of Memphis' own TOPS Bar-B-Q chain
  • David A. Harris and Matthew L. Jakes spoke at the 2019 Spring Workshop of the New South Chapter of The ESOP Association

    David A. Harris and Matthew L. Jakes spoke at the 2019 Spring Workshop of the New South Chapter of The ESOP Association held in Atlanta, Georgia in February, 2019 on the topic of “Valuation Appraisal Checklist – 10 Things Your ESOP Appraiser Should be Doing”

  • David A. Harris spoke at The Fall ESOP Forum of the NCEO

    David A. Harris spoke at The Fall ESOP Forum of the NCEO (National Center for Employee Ownership) held in Albuquerque, New Mexico in October, 2018 on the topic, “Communicating Valuation: Tools, Tips, and Examples”.

  • Southard Financial negotiated the sale of and was the exclusive financial advisor to Southern Systems, Inc.

    Southard Financial negotiated the sale of and was the exclusive financial advisor to Southern Systems, Inc.
  • David A. Harris spoke at the 2018 Annual Fall Conference of the New South Chapter of The ESOP Association

    David A. Harris spoke at the 2018 Annual Fall Conference of the New South Chapter of The ESOP Association held in Birmingham, Alabama in September, 2018. He led a workshop called “The People’s Roundtable Interactive Workshop – A series of ‘Build to Last’ activities that focus on developing successful communication and team building programs for employee owners of all generations.” Speakers included Dolores Lawrence, Blue Ridge ESOP Associates; Lindsay Baublitz, SCandH Capital; David Harris, Southard Financial LLC

  • Mark A. Orndorff spoke at the ESOP Nuts & Bolts Seminar of the NCEO

    Mark A. Orndorff spoke at the ESOP Nuts and Bolts Seminar of the NCEO (National Center for Employee Ownership) held in Indianapolis, Indiana in August, 2018 on the topic of “What’s Your Company Worth? – ESOP Valuation.”

  • Southard Financial helps Transnetyx expand with growth capital

    Southard Financial helps Transnetyx expand with growth capital
  • Mark A. Orndorff spoke at the American Booksellers Association Winter Institute

    Mark A. Orndorff spoke at the American Booksellers Association Winter Institute 2018 held in Memphis, TN in January, 2018 on the topic of Succession Planning titled “What is Your ‘End Goal’?”

    iBank Tower, Suite 708 - 5050 Poplar Avenue - Memphis, TN 38157

    Phone: (901) 761-7500   Fax: (901) 761-6045