Founded in 1987, Southard Financial is an investment banking and business valuation firm dedicated to serving privately-held and family-owned businesses. The company provides a range of services including mergers and acquisitions (M&A) advisory, capital raising, Employee Stock Ownership Plan (ESOP) advisory, litigation support, and wealth management. Their mission is to offer clients trusted advice and deep expertise with the highest level of integrity, helping them navigate complex financial transactions and strategic decisions.

Founded in

United States