Southard Financial
Ed Usalis

Southard Financial Welcomes Ed Usalis to Our Team of Experts

Southard Financial is excited to announce an addition to our lineup of valuation experts that will give our clients yet another powerful partner when it comes to establishing accurate and professional valuations nationwide. Please welcome Ed Usalis to the Southard team!

“We know that our clients expect the most reliable valuations from us. And over the past 30 years we have set out to provide the absolute best experience for our clients,” says Mark Orndorff. “So when we met Ed, we knew he would be a perfect compliment to our team.”

As detailed recently in the Memphis Business Journal’s “People on the Move”, Ed is a highly qualified professional who comes to us with over 20 years of business valuation experience across a wide variety of industries: community banks, finance and insurance, franchising, health care, information technology, manufacturing, professional services, and telecommunications…to name a few. Most recently, he has been the Vice President of BankValue Advisory Services at United Bankers’ Bank in Bloomington, Minnesota.

With the addition of Ed to our team, we have established a satellite location in the Greater Minneapolis-St. Paul area, and we hope to expand our impact in that region.

Ed’s credentials are impressive, as his LinkedIn profile demonstrates. He holds a joint Juris Doctor and Master of Arts in Finance from The Ohio State University. Additionally, he has received a Business Strategy Certificate from Cornell University. He has earned certifications as a Business Certified Appraiser (BCA), Certified Valuation Analyst (CVA), and Certified Fraud Examiner (CFE). He is also widely published in the business valuation field. The addition of Mr. Usalis to our team strengthens our ability to serve our clients even better.

To learn more about how Southard Financial can help you establish timely and dependable valuations for the bank or business that you are working with, connect with us today.

About Southard Financial: 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. Contact our growing team of valuation experts to learn more!

Recent Activities

  • Southard Financial facilitated the sale of Memphis' own Cooper Glass Company

    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

    David A. Harris and Mark A. Orndorff spoke at the 2019 Annual Fall Conference of the New South Chapter of The ESOP Association held in Orlando, Florida on October 16-17. They gave a presentation titled “Can Employees Really Impact Company Value?”

  • 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’?”

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