Are you selling your Financial Advisory Business for less than you could?
Disclaimer - Opinions expressed are solely my own and do not express the views or opinions of my employer. Too [...]
How to Boost Stakeholder Confidence Through Transparency in Business Valuation/Planning
An old saying goes like this: “There are three kinds of lies: lies, damned lies, and statistics.” From the business [...]
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 [...]
Honoring Your Life’s Work: How to Leave (The Right) Legacy
Prospects often ask their Sofer Advisors business valuation expert how our valuation firm can play a key role in [...]