PROVIDING CLARITY FOR YOUR BUSINESS
THROUGH VALUATION INSIGHTS
There are many reasons why you may need a professional, accurate valuation of your business. But no matter the reason, a good valuation should give you more than just numbers. It should tell the unique story of your organization, illuminating how you have gotten to where you are—and where you will go next.
A VALUATION FIRM PROVIDING MORE THAN JUST NUMBERS
Sofer Advisors was created in 2019, but our experience with valuation goes back over a decade. Our CEO, David Hern, has worked in the business valuation field at both boutique advisory firms and large international financial services companies.
IN TRANSACTIONS
COMPANIES VALUED
VALUATION ENGAGEMENTS
OUR BUSINESS VALUATION SERVICES
UNDERSTANDING VALUATION — AND WHAT IT CAN DO FOR YOU
FINANCING
COMPLIANCE
CONFLICT
RESOLUTION
TRANSACTIONAL
ADVISORY
ABOUT US
Our firm specializes in providing a neutral third-party valuation of closely-held businesses. The valuation and its insights will provide the business owner the confidence he or she needs when contemplating a material but uncertain financial decision.
After we determine a company’s value, we communicate that information to the relevant stakeholders, including Company management, boards of directors, shareholders, and their financial or legal advisors.
WHO NEEDS A BUSINESS VALUATION?
The reasons you need your company valued include:
Provide clarity to understand what’s truly happening with your business and how to amplify your offerings and advantages
Ownership transition, partner buy out or buy in as well as buying or selling a business
Third-party opinion of value, for financial reporting and tax compliance insurance
Dispute resolution, in case of a business and marital divorce, shareholder conflicts insurance claims or other litigation matters
Sofer™ Advisors has performed valuations for all these reasons, working directly with the business or through financial and legal counsel.
OUR PROCESS
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INITIATE ENGAGEMENT
DOCUMENT COLLECTION
VALUATION ANALYSIS
DRAFT FINDINGS
CLIENT FEEDBACK
FINAL REPORT
WHAT OUR CLIENTS SAY ABOUT US!
Working with David and his team was a great experience! They were very knowledgeable, extremely detailed and shared the information in a way that was very easy to understand. I would not hesitate to use Sofer™ Advisors again and would recommend them to anyone in need of a business valuation."
Softer Advisors did our business valuation and I was super content with theirwork! David specifically helped me from beginning to end. The documents needed were simplified, the professionalism was great and I was happy to find someone locally to gear their attention to my valuation. I recommend them 100% for any valuation! Thanks a lot Sofer™ Advisors and David"
As a CPA myself, I am familar with price and quality of these type services. Sofer™ Advisors was moderately priced when compared to top tier national firms with absolutely no drop off in service. David and his team were lights out in all respects."
ARE YOU A PROFESSIONAL SERVICES PROVIDER?
Download our FREE GUIDE to the benefits
of business valuations for your clients.
HEART OF A TEACHER
Our “Heart Of A Teacher” Approach Helps You In Multiple Ways.
We are educators as well as valuation service providers. We take the time to help you understand your valuation and how to apply that knowledge to your business.
We ensure that the insights we offer are powerful and the knowledge you gain is invaluable whether this is your first experience or you are a seasoned professional.
OUR CLIENTS ARE TRENDSETTERS; THEY STAY AHEAD OF THE
CURVE AND MAKE GREAT STRIDES IN DRIVING INNOVATION ON A GLOBAL SCALE
HOW TO GET STARTED
We understand that your business is facing a complex and material financial decision , and you may have many questions. We are happy to answer these for you. As always Sofer™ Advisors provides free consultations.
CONTACT US
Contact us directly by emailing us, social media, and filling out this form!
