David H. Hern
CPA/ABV, ASA, CEPA CEO
David Hern is the founder and chief executive officer of Sofer® Advisors, LLC focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for various privately-held and public companies.
He is a qualified financial analyst with a proven ability to simply and clearly communicate analysis to boards of directors, presidents and CEOs, CFOs, controllers and private equity portfolio managers.
Mr. Hern has been recognized for enabling organizations to determine their enterprise and equity value for a variety of situations including strategic planning, sale or IPO, mergers and acquisitions, financial reporting (common stock, stock options grants, purchase price allocations, impairment analyses, etc.) and tax compliance (estate & gift, 409A, NUBIG). Industry experience includes, but is not limited to, professional services, business service, healthcare, information technology, financial services, and manufacturing & distribution.
- Provides analytical support in litigation cases involving the calculation of damages incurred through breach of contract, fraud, misrepresentation, or other matters requiring financial expertise.
- Valuation of various business interests for mergers, acquisitions, dispositions and corporate restructurings.
- Valuation engagements in accordance with Accounting Standards Codification (“ASC”) 805 relating to the recognition and measurement of identified intangible assets in a business combination such as workforce-in-place, trade names, customer relationships, technology, etc.
- Valuation of closely-held businesses for estate and tax planning purposes, as well as to determine the value for the sale, gift, or transfer of new/additional interests.
Sofer® Advisors, LLC, Atlanta, Georgia
CEO, Valuation Services, February 2019 to Present.
Alvarez & Marsal, Inc., Atlanta, Georgia
Director, Valuation Services, June 2017 to February 2019.
Manager, Valuation Services, May 2013 to April 2016.
RSM US LLP (f/k/a McGladrey LLP), Atlanta, Georgia
Manager and Team Lead, Valuation Services, April 2016 to June 2017.
Taylor Consulting Group, Inc., Atlanta, Georgia.
Sr. Consultant, Financial Advisory Services, September 2011 to April 2013.
FIG Partners, LLC, Atlanta, Georgia
Analyst, Investment Banking, September 2009 to August 2011
Frazier & Deeter, LLC, Atlanta, Georgia
Staff Accountant, Tax Department, January 2008 to August 2009
Georgia Institute of Technology, Scheller College of Business, Atlanta, GA. 2012.
Masters of Business Administration, Finance emphasis.
Georgia Institute of Technology, Scheller College of Business, Atlanta, GA. 2008.
Bachelors of Science, Management with Accounting emphasis.
- Certified Public Accountant (“CPA”) – State of Georgia, License # CPA028689
- Accredited in Business Valuation (“ABV”)
- Accredited Senior Appraiser (“ASA”)
- Certified Exit Planning Advisor (“CEPA”)
- American Institute of CPAs (“AICPA”) Forensic & Valuation Services Section (FVS) Member #: 6135406
- Member of the Georgia Society of CPAs (“GSCPA”) Member #: 22283
- Member of the Beta Gamma Sigma, National Business Honor Society
- Member, Exit Planning Exchange Atlanta Chapter (“XPX”)
- Member, Exit Planning Institute (“EPI”)
- Member, Estate Planning Council of North Georgia
- Member, Atlanta Estate Planning Council
- Member, Professional Advisor Network – Community Foundation for Northeast Georgia
- Affiliate Member, Georgia Business Brokers (“GABB”) Association
- The Appraisal Foundation (“TAF”)
- Class of 2017, Association for Corporate Growth (“ACG”) University
- Class of 2018, Leadership Gwinnett
- Class of 2019, LEAD Atlanta
- Board Member and Vice Chair, Because One Matters
- Board Member, Georgia Tech Men’s Lacrosse Team
- Board Member, Good Samaritan Health Center
- Board Member, Technology Association of Georgia FinTech Chapter
- Steering Council Board Member and Legacy Advisor, Children’s Healthcare of Atlanta Foundation
- Member, Rotary Club of Sugarloaf
- Certified Foster Home, Gwinnett County Department of Child and Family Services (“DFCS”)
- (Past) Board Member, Georgia Tech Business Network
- 2017 Standing Ovation Award Recipient, AICPA Forensic and Valuation Section (“FVS”)
Expert Witness / Cases
- Elizabeth A. Leonardo vs. Roselio Dominguez, Superior Court of Gwinnett County, CAFN: 15-A-02351-2
Speeches and Presentations
- Panelist Foresight 2020 by Williams, Benator & Libby, January 30, 2020
- Panelist XPX Atlanta “The Right Valuation for the Right Purpose – Realities and Myths”, September 17, 2019
- Guest Appearance on “Business Hour”, America’s Web Radio, August 9, 2019
- Succession/Exit Planning for Business Owners, Zoom Webinar, August 30, 2018
- Guest Appearance on “The Dana Barrett Show”, Biz1190AM, July 10, 2015
- Guest Appearance on “Silver Lining in the Cloud”, Business Radio X, May 13, 2015
- Instructor for CPE, Goodwill Impairment Testing, Windham Brannon, August 14, 2014
