Services for Financial Institutions
For over two decades, financial institutions have turned to Southard Financial for valuation and advisory services to financial institutions.
- Our professionals offer over 90 years of combined experience in service to community banks, savings banks, and thrifts.
- Southard Financial has banking clients located across the US.
- Conducting more than 120 bank valuations each year has contributed to our well-deserved reputation as a leader in the bank valuation and advisory industry.
For more information about our services for financial institutions, please utilize the links on the sidebar menu.
As one of the largest independent appraisers of financial institutions in the US, Southard Financial, we understand the considerations and challenges underlying the valuation of banks and banking holding companies. Each year, Southard Financial conducts over 120 bank appraisals related to estate and gift tax, employee ownership, corporate transactions, shareholder transactions, financial reporting, and litigation support. Call on us for assistance at any time.
With our long experience and valuable insight into the banking industry, the professionals of Southard Financial are uniquely qualified to provide consulting services to your bank through Board presentations or retreats, evaluation of strategic alternatives, and speaking engagements.
Transaction Advisory Services
Issuing dozens of fairness opinions for mergers and other transactions led SNL Financial to name us one of the top 50 financial advisors for whole-bank mergers and acquisitions in previous years. You are welcome to contact us regarding transaction advisory services for bank/branch acquisitions, bank/branch sales, fairness opinions, capital raises, strategic alternative assessments, stock offerings, and recapitalizations.