Know Where Your Business Is Today and Where It’s Going Tomorrow

Empower your organization with clarity and actionable insights into your true value with our tailored business valuation services.

Years of Combined Experience
Offices Throughout North America
Clients Served

An Expert Business Valuation Worth Its Weight in Gold

It’s hard to get anywhere without a roadmap. Experienced travelers understand that knowing your current position is just as vital as locating your destination.

The same is true in business. This is why you need business valuation services that go beyond surface numbers. A thorough, unbiased assessment brings clarity and consensus to all stakeholders.

Whether you’re navigating potential sales, mergers, acquisitions, succession planning, a divorce, or shareholder conflict, an insightful and defendable business valuation is invaluable.

The Blueprint to Achieving Your Company’s True Potential

Sofer® Advisors performs business valuations for companies of all sizes across the U.S. Our clients have one thing in common: the desire to achieve their true potential. Let our expert team guide you through the valuation process, transforming insights into actionable strategies. When you partner with Sofer® Advisors, your value is no longer a guessing game.

Tailored Solutions for Your Business Challenges

Strategic Transitions

Facilitate capital raises by clarifying what drives value in your business and what holds you back.

Regulatory Compliance

Comply with financial reporting, taxes, and insurance requirements using accurate and defendable valuations.

Stakeholder Confidence

Navigate business separation, divorce, and shareholder/partner conflicts from a position of strength.

Personalized Solutions for Every Challenge

Your business is unique, which means the obstacles you face are unique. Let our seasoned team turn problems into opportunities for growth.

Tax Reporting

Our valuations have the defensibility to meet your IRS challenges, even with complex and constantly evolving tax laws in every state.

Transactional Advisory

No matter if you are buying or selling, our expertise in mergers and acquisitions, transfers, sales, and strategic planning will help you close a winning deal.

Conflict Resolution

When stakeholders quarrel, it often comes down to value. We help you make your case with clear facts, not emotions.

Financial Reporting

Our rigorous independent valuations align with critical standards like US GAAP, IFRS, and SEC requirements, ensuring your assessments are compliant and stand up to auditors.

Bank and Venture Financing

An accurate business valuation is crucial for strengthening your SBA loan application or navigating equity percentage evaluations in corporate negotiations.

Investment Pathway to Citizenship

A thorough valuation streamlines immigration requirements, showcasing financial stability, investment potential, and job creation.

Precision in Every Step

Sofer® Advisors, we’ve streamlined our valuation process, ensuring every detail is meticulously addressed. From the initial consultation to understanding the full scope of your business’s worth, we’re with you every step of the way.


We learn about you, you learn about us, and we help you collect the documentation we need for our appraisal.


Our experts spread and analyze financials and run comps and benchmarks with your peers.


We take a complete view of all risk areas of your businesses, including key people, customers, and vendors.


We educate you on the results of our analysis, review key assumptions, and provide the insights you need.

What Our Clients Have to Say About Sofer’s® Business Advisory Services

David is a skilled and thorough appraiser. He took considerable time to understand our unique business and worked to create a solid approach to valuation. He received and incorporated our feedback, while also explaining when changes were not appropriate. David is personable and responsive, and we will continue to engage him in the future.

ROBERT YI, President and Chief Operating Officer, Westfall Gold

Embracing the Heart of a Teacher

At Sofer® Advisors, we pride ourselves on being a family business built on shared values and unwavering dedication. We prioritize empathy and understanding in every interaction while adopting an educational mindset. This commitment is embedded in our philosophy, ensuring you are well-informed and empowered.


Sofer CEO David Hern and Consulting Manager Kathleen Hern

Keep Your Finger on the Pulse

Subscribe to our newsletter for the latest business valuation news and tips.

Go to Top