Happy Holidays and Happy New Year from all of us at Southard Financial! Southard Financial is so grateful to have clients like you. We appreciate your trust in us to provide quality business valuation and advisory services. Here’s wishing you joy and laughter during the holiday season, a Happy New Year, and a pros…

Southard Financial is keeping a close eye on developments in Washington. Back in January, when we posted about possible tax law changes under the Trump administration, we anticipated modifications to inheritance and gift tax laws. Now, with the House having finalized a tax bill and the Senate working on its own ve…

Let Southard Financial find buyers for your business. When the time comes to sell your company, there are a multitude of decisions you will need to make. One of the first and most crucial decisions centers on how you will connect with buyers. Southard Financial makes it easier for you by allowing you to work with…

Make plans now to manage the loss of a business partner. No matter how successful and profitable, a privately held business with multiple co-owners can be significantly impacted when one of the owners dies, retires, becomes disabled, or leaves the company.

We’re committed to upholding the industry’s highest standards. Around the world, companies that provide valuations of private equity and venture capital investments follow the best practices spelled out in the International Private Equity and Venture Capital Valuation (IPEV) Guidelines. The IPEV Board, an independ…

We have the people already in place. It’s not something you do every day, so the idea of selling a privately held business or divesting a corporate division or subsidiary might be a bit mind-boggling. How does it work? What is the business worth? How do you know which buyers are legitimate and which offers to cons…

37th Memphis Business Journal Small Business Awards Dinner scheduled for May 18, 2017 Since 1980, (MBJ) has recognized small businesses and owners through its annual Small Business Awards (SBAs) program.

Make sure your valuation is handled the right way. Banks that are looking to acquire an existing bank or branch(es) need to be aware that such transactions must be valued in accordance with the federally mandated Accounting Standards Codification Topic 805, Business Combinations.

What can you expect from Washington after January 20? While no one can absolutely predict what changes the incoming Trump administration may propose to the federal tax code, Southard Financial wants to make you aware of potential changes that could significantly impact your estate planning.

Southard Financial wants to keep you up to date on the debate. As we explained in September, the IRS recently proposed sweeping new changes in Section 2704, which covers the treatment of valuation discounts. These discounts are a powerful estate-planning technique that high-net-worth families have traditionally us…