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

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.

Transaction Advisory Services
Private buyers and sellers, public companies, and entrepreneurs rely on Southard Financial for expert assistance with critical transactions.
Recent Activities
Southard Financial was proud to be a Bonze Sponsor of The ESOP Association Annual Conference in 2021, 2022, and 2023
Southard Financial was proud to be a Platinum Sponsor of the New South Chapter of The ESOP Association in 2020 and 2021
Southard Financial was proud to be a Member Bank Sponsor of the Ole Miss Banking & Finance Symposium in 2017, 2018, 2019, 2022, and 2023
Southard Financial was proud to be a Co-Sponsor of the National Center for Employee Ownership ESOP Nuts & Bolts Event in 2018
Southard Financial was proud to be a Corporate Sponsor of the Mid-South Minority Business Council in 2017 and 2018
Dave Harris attended The ESOP Association Annual Conference in 2018, 2019, 2022, and 2023
Dave Harris attended The ESOP Association Professionals’ Forum in 2019, 2020, 2021 (virtual), and 2024
Dave Harris attended the National Center for Employee Ownership Annual Conference in 2015, 2016, 2018, and 2019
Mark Orndorff and Matthew Jakes attended the National Center for Employee Ownership Annual Conference in 2017
Southard Financial attended the National Center for Employee Ownership Annual Conference in 2020 (virtual) and 2021 (virtual)
Mark Orndorff attended The ESOP Association Professionals’ Forum in 2023
Southard Financial facilitated the sale of Flint Hydraulics to Hydraquip, Inc.
Southard Financial facilitated the sale of Memphis’ own Cooper Glass Company
David A. Harris and Mark A. Orndorff spoke at the 2019 Annual Fall Conference of the New South Chapter of The ESOP Association
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 spoke at The Fall ESOP Forum of the NCEO
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
Mark A. Orndorff spoke at the ESOP Nuts & Bolts Seminar of the NCEO
Southard Financial helps Transnetyx expand with growth capital
Mark A. Orndorff spoke at the American Booksellers Association Winter Institute






