Insights

Market Niche Southard Financial specializes in corporate valuations, transaction advisory, and fairness opinions within the financial services industry, providing tailored services for estate, gift tax, ESOP, litigation, and financial institutions, indicating a focus on high-value, specialized financial consulting.

Growth and Recognition Recognized as a finalist in the 1-25 employee category at the 2017 SBAs, Southard Financial demonstrates potential for growth and industry acknowledgment, making it an attractive partner for expanding businesses seeking high-quality advisory services.

Client Focus With a small team of 2-10 employees and revenue between 1M to 10M, the firm is likely seeking scalable technological and operational solutions to support growth, offering opportunities for consulting or technology integration services.

Technology Use Utilizing technologies such as PHP, Nginx, and SEO tools like Yoast SEO, Southard Financial is engaged with current web and server technologies, indicating openness to innovative digital tools that could enhance their service delivery or online presence.

Market Positioning Operating in a competitive landscape alongside large firms like Charles Schwab and Fidelity, Southard Financial may be looking to differentiate through specialized niche services, providing opportunities for targeted marketing or strategic partnerships to capture additional market share.

Southard Financial Tech Stack

Southard Financial uses 8 technology products and services including Open Graph, oEmbed, Twemoji, and more. Explore Southard Financial's tech stack below.

  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • Cloudways
    Platform As A Service
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Nginx
    Web Servers
  • Facebook
    Widgets

Southard Financial's Email Address Formats

Southard Financial uses at least 1 format(s):
Southard Financial Email FormatsExamplePercentage
First@southardfinancial.comJohn@southardfinancial.com
44%
FLast@southardfinancial.comJDoe@southardfinancial.com
6%
Last@southardfinancial.comDoe@southardfinancial.com
6%
First@southardfinancial.comJohn@southardfinancial.com
44%

Frequently Asked Questions

Where is Southard Financial's headquarters located?

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Southard Financial's main headquarters is located at 5050 Poplar Avenue Memphis, Tennessee 38157 United States. The company has employees across 1 continents, including North America.

What is Southard Financial's phone number?

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You can contact Southard Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Southard Financial's official website and social media links?

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Southard Financial's official website is southardfinancial.com and has social profiles on LinkedIn.

How much revenue does Southard Financial generate?

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As of April 2026, Southard Financial's annual revenue is estimated to be $705K.

What is Southard Financial's SIC code NAICS code?

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Southard Financial's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Southard Financial have currently?

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As of April 2026, Southard Financial has approximately 6 employees across 1 continents, including North America. Key team members include Managing Partner: D. H.Owner: D. S.Partner: D. H.. Explore Southard Financial's employee directory with LeadIQ.

What industry does Southard Financial belong to?

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Southard Financial operates in the Financial Services industry.

What technology does Southard Financial use?

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Southard Financial's tech stack includes Open GraphoEmbedTwemojiCloudwaysPHPYoast SEONginxFacebook.

What is Southard Financial's email format?

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Southard Financial's email format typically follows the pattern of First@southardfinancial.com. Find more Southard Financial email formats with LeadIQ.

When was Southard Financial founded?

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Southard Financial was founded in 1987.

Southard Financial

Financial ServicesTennessee, United States2-10 Employees

Southard Financial is a full-service business valuation, financial advisory and transaction advisory firm based in Memphis, Tennessee. We offer corporate valuations, transaction advisory services, fairness opinions, and services for financial institutions. Our valuation services are provided for estate & gift tax, ESOP, litigation, financial institution, and other corporate purposes.

Section iconCompany Overview

Headquarters
5050 Poplar Avenue Memphis, Tennessee 38157 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Southard Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Southard Financial's revenue is estimated to be in the range of $1M$10M

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