David Hern

Sofer Advisors is a business valuation and advisory firm serving companies of all sizes across the United States. The firm helps owners, investors, and other stakeholders understand a company’s current value and use that insight to make informed decisions. Its services include independent business valuations for tax reporting, financial reporting, bank and venture financing, mergers and acquisitions, business sales and transfers, succession planning, and investment pathways to U.S. residency. Sofer Advisors also supports conflict resolution involving divorces, business separations, and shareholder or partner disputes.

The firm’s valuation process begins with a consultation and document gathering, followed by financial analysis, market comparisons, and diligence on business risks, including key people, customers, and vendors. Clients receive an explanation of the findings, assumptions, and practical insights. Sofer Advisors emphasizes clear communication, education, and tailored guidance, aiming to make complex valuation matters easier to understand. With locations listed in Atlanta, Nashville, Orlando, Louisville, and Richmond, the firm offers services designed to support compliance, transactions, financing, and strategic planning.