Southard Financial

Welcome to the Southard Financial Blog

Written by Southard Financial on . Posted in Blog

blog-thumb

It’s time to shake things up (a bit).

As part of our revamped website, this blog is a special space — a sort of town commons, if you like — where we can all discuss topics of interest to our clients and our team. We hope you’ll join us, by reading, commenting, and sharing posts you like so that others can join in the conversation.

What can you expect?

Our first concern is to help you gain a deeper understanding of our services, meet our team members, and find out how we’ve helped other leaders and their companies.

But we won’t be satisfied by simply giving you a view into our company. We want to provide the insight and knowledge you need to make your company better, stronger, more profitable. We’ll give you a “mile high” view of the bigger picture when it’s called for — and get a little granular with the data when needed. We’ll highlight industry and market news of interest. And we’ll share the occasional thought-piece on what it takes to grow amazing companies and create a brighter future for yourself and your business.

We hope you’ll join us.

The Southard Financial Blog exists so we can share our thoughts, and hear yours in return. Consider this a shared adventure … We want you along for the ride!

Please bookmark the page, visit every month or so to catch up on the latest posts, and let us know how we’re doing.

To reach out to us directly, simply call us at (901) 761-7500 or use the form on our contact page. Southard Financial is here for you.

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 Flint Hydraulics to Hydraquip, Inc.

  • 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’?”

    iBank Tower, Suite 708 - 5050 Poplar Avenue - Memphis, TN 38157

    Phone: (901) 761-7500   Fax: (901) 761-6045