Meet the Principals of Southard Financial

Doug Southard, principal and founder of Southard Financial in 1987, has over 40 years of business valuation and advisory experience. He has earned the right to use the Chartered Financial Analyst designation and previously served as an officer of the American Society of Appraisers, West Tennessee Chapter.

Mr. Southard earned Master and Doctor of Business Administration degrees from Indiana University, and holds faculty positions at Rhodes College and Virginia Tech. Mr. Southard has appeared as an expert witness in local, state and federal courts, has spoken publicly on business valuation topics, and serves on the Board of Directors of various closely-held business entities.

You can reach Doug here.

Dave Harris, principal and managing member of Southard Financial, has been with the firm since 1990 and has over 37 years of business valuation experience. He has earned the right to use the Chartered Financial Analyst designation, is an Accredited Senior Appraiser in the Business Valuation discipline of the American Society of Appraisers, and has served as an officer of West Tennessee Chapter, Memphis Branch, of the American Society of Appraisers.

Mr. Harris is a recognized expert witness in local, state, and federal courts. Active in the community, he has served on the boards of Beth Sholom Synagogue, Sea Isle Park Neighborhood Association, National Kidney Foundation, Boy Scout Troop 25, and others. He earned an MBA from the University of Memphis.

You can reach Dave here.

Mark Orndorff, principal of Southard Financial, has over 22 years of business valuation experience supported by prior experience as a banker. He has earned the right to use the Chartered Financial Analyst designation and is an Accredited Senior Appraiser in the Business Valuation discipline of the American Society of Appraisers.

Mr. Orndorff holds the office of Vice President of the Memphis Branch, West Tennessee Chapter, of the American Society of Appraisers, and is a member of the CFA Institute and the Memphis Society of Financial Analysts. He earned an MBA from the University of Memphis.

You can reach Mark here.

Matthew Jakes, principal of Southard Financial, has over 16 years of business valuation experience. He has earned the right to use the Chartered Financial Analyst designation and is an Accredited Senior Appraiser in the Business Valuation discipline of the American Society of Appraisers.

Mr. Jakes is a member of the CFA Institute and the Memphis Society of Financial Analysts. Mr. Jakes graduated cum laude from Rhodes College with a Bachelor of Arts degree in Economics and Business Administration.

You can reach Matthew here.