Strategic Succession: Navigating Family Business Buyouts and Ownership Transfers
Every family business owner dreams of being like Chick-fil-A. Not necessarily of reaching $18.8 billion in revenue (that’s a [...]
Bridging the Gap: Overcoming Common Business Appraisal Hurdles—The Sofer Advisors Way
Some Americans have a bad habit of not going to the doctor—whether they suspect something’s wrong or they’re simply [...]
Credentials Matter: Especially When Valuing Your Business
Ever been in the unenviable position of needing immediate services from a skilled tradesman tasked with keeping your house feeling [...]
Boosting Business Resilience: Getting Your Company Ready for the Next Economic Shift
The Sofer Advisors team doesn’t have a crystal ball. We’ve never worked with a client with the ability to [...]
Mastering Business Succession Planning: Ensuring Your Legacy Thrives
Let’s start with a thought experiment. Imagine you have a time machine. But to thwart the type of catastrophes [...]