A Practical Approach to Business Valuation & Advisory
Sofer® Advisors was established in 2019 to provide independent valuation and advisory services to small- and mid-sized businesses navigating important financial decisions.
Our founder and CEO, David Hern, built the firm after years of experience working within both boutique valuation firms and large international financial services organizations. Through that experience, he recognized a growing need for a more responsive, relationship-driven advisory firm, one capable of delivering sophisticated valuation analysis without losing sight of the people and decisions behind it.
That belief continues to shape how we work today. As the firm has grown, we’ve remained committed to combining technical expertise with a practical, educational approach that helps clients understand not just what a business is worth, but why.
We provide objective analysis designed to help business owners, attorneys, investors, and financial stakeholders make informed decisions with confidence. Whether supporting a transaction, resolving a dispute, planning for succession, or navigating financial reporting requirements, our role is to bring clarity when value becomes central to the conversation.
Today, Sofer® Advisors serves clients nationwide through a growing multi-state team, delivering independent insight with the responsiveness and personalized service that have defined the firm from the beginning.
See How We Approach Valuation
Understanding value is about more than numbers. Hear how Sofer® Advisors helps clients navigate high-stakes decisions with clarity, objectivity, and practical insight.
The Principles Behind Our Work
The way we work is shaped by a few core beliefs that determine how we approach our clients, our work, and each other.
Mindset Matters
We approach every situation with curiosity, discipline, and a willingness to challenge assumptions
Own It
We take responsibility for our work and stand behind it, especially when the stakes are high
Rooted in What Matters
We stay focused on the factors that actually drive value, not distractions or unnecessary complexity
Empower Others
We believe our role is to help clients understand the “why” behind the analysis so they can move forward with confidence
(Never) Settle
We hold ourselves to a high standard and are always looking for ways to improve the quality and clarity of our work
A Heart of a Teacher
We believe clients shouldn’t just receive a valuation, they should understand it.
Our role is to bring clarity to complicated financial questions, explain the reasoning behind the analysis, and help stakeholders confidently use the information in conversations, negotiations, and decision-making.
That educational mindset shapes every engagement we take on and reflects our commitment to empowering clients through understanding, not just reporting.
Sofer CEO David Hern and Consulting Manager Kathleen Hern
What Makes Us Different
Valuation is rarely the end of the conversation. It’s usually where it starts. Our role isn’t simply to determine what a business is worth; it’s to provide the insight, responsiveness, and confidence clients need to move important decisions forward.
Expertise You Can Measure
The quality of a valuation depends on more than experience alone. It requires specialized credentials, reliable data, secure processes, and a team committed to delivering work clients can trust.
When Value Becomes the Question
Most clients don’t start with “we need a valuation.” They start with a situation where value becomes critical to a decision.
Where We Help Most
When value is central to a decision, clarity matters. Sofer Advisors provides independent analysis that helps clients understand what a business is worth, and how that value shapes what comes next.
Bank & Venture Financing
Valuation support that strengthens investor conversations and funding decisions
Conflict Resolution
Independent analysis that helps resolve disputes around value and ownership
Financial Reporting
Defensible valuations that meet accounting standards and stand up to review
Investment Pathways
to U.S. Residency
Valuation guidance aligned with immigration-related investment requirements
Tax Reporting
Accurate, compliant valuations that support tax planning and reporting needs
Corporate Finance &
Transactional Advisory
Insight to evaluate deals, assess opportunities, and make informed transaction decisions
Local Relationships. National Perspective.
Sofer® Advisors supports clients nationwide through a growing multi-state presence and a collaborative advisory approach built around responsiveness, accessibility, and trust.
With offices in Atlanta, Nashville, Orlando, Louisville, and Richmond, our team works with businesses, attorneys, investors, and financial professionals across a wide range of industries and transaction types.
No matter where our clients are located, our focus remains the same: delivering independent analysis, practical guidance, and clear communication when important decisions are on the line.
A Clear, Practical Process
Every engagement follows a structured process designed to help us understand your business, build a well-supported analysis, and ensure you have confidence in the conclusions before anything is finalized.
Step 1
Discovery
Every engagement begins with a conversation. We take time to understand your situation, discuss the decisions driving the engagement, define the scope of work, answer questions, and guide you through onboarding and secure document collection.
Step 2
Research and Analysis
Our team analyzes financial information, researches the industry and market, benchmarks performance, and develops the valuation models needed to build a comprehensive understanding of the business.
Step 3
Due Diligence
We meet with management to validate our assumptions and gain a deeper understanding of the business. Through detailed discussions about operations, leadership, customer and vendor relationships, key personnel, and other risk factors, we ensure the analysis reflects the business behind the numbers.
Step 4
Delivery and Review
Before anything is finalized, we walk you through our findings, explain the methods and assumptions behind the analysis, and answer questions from you and your advisors. Our goal isn’t simply to deliver a report; it’s to ensure you understand it and can use it with confidence.
Business Valuation & Advisory FAQ
What does Sofer Advisors do?
We help you understand what your business is worth, and what that means for the decisions you’re facing. Our work is focused on providing clear, independent analysis you can rely on when the stakes are high.
Who does Sofer Advisors typically work with?
We work with business owners, partners, investors, attorneys, and advisors who are navigating decisions where value matters. Most of the time, they come to us when things aren’t straightforward, and they need a clear, steady perspective.
What makes Sofer different from other valuation firms?
Our focus is on how our work will actually be used. That means thinking ahead to how the analysis will hold up in conversations, negotiations, or challenges, and making sure it gives you something you can stand behind.
When do clients usually reach out?
Clients usually reach out when they’re facing a decision they can’t afford to get wrong. It might be a transaction, a partner issue, or a transition, something where understanding value brings clarity to the path forward.
What types of situations require a business valuation?
Valuations come into play anytime value is uncertain but important. That could be a deal, a dispute, financial reporting, or planning for what’s next; we’re there to help you understand where you stand.
How involved will I be in the process?
You’ll be involved where it counts. We rely on your insight to understand the business, and we make sure you understand the analysis so you can use it with confidence.