Our Team

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.

WHAT OUR CLIENTS SAY ABOUT US!

"I am an Estate Planning Attorney and I brought David in to do the valuation for a business succession plan that I was preparing. We started out in a time crunch because it was December and we had to have this completed by the end of the year for tax purposes. David’s turn-around time was excellent and we had time to revise and finalize the valuation report leaving enough time for me to complete everything that I had to do by the end of the year. David was professional under pressure and took the time to discuss the report with me and my client and revised the report to highlight information specifically important to the plan. I would work with David again and I would recommend him highly for any one that is in need of a business valuation specialist."

Josh Shirley

Owner, The Shirley Law Firm

"We retained David’s firm to do the valuation in connection with our recent acquisition in Q4, 2017. We needed the services performed as close to year end as possible in connection with our year end audit. The end product was delivered timely and the process was almost seamless. David and his team were a pleasure to deal with and I would highly recommend using him for any future opportunities."

R. Keith Hellmann

CFO

"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."

Rob Tamburri

CPA, PFS , Managing Partner at Balog + Tamburri, Certified Public Accountants

Doug Miller

Learn ED Notebooks in NC

"Positive: Professionalism, Quality, Responsiveness, Value

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."

Angie De Aramburu

Panaderia Criolla LLC

"Positive: Professionalism, Quality, Responsiveness

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"

Randy Nash

ProChem, Inc.

"Positive: Professionalism, Quality, Responsiveness, Value

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."

Danielle Green

Vanco

David and his team had the industry quals we were looking for in order to perform our stock compensation expense valuation for our year end audit. The audit review of his work went extremely well and was a smooth process. I would recommend Sofer™ Advisors for any of your valuation needs – high quality of work and great customer service!

Bruce Mattox

Priority Payment Systems

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.

WE BELIEVE DOING GOOD IS GOOD FOR BUSINESS

We consider ourselves blessed to work with outstanding clients in a challenging and rewarding field, and we feel very fortunate that we can also give back. May you be blessed in abundance so you may bless with abandon!

OUR TEAM

DAVID H. HERN

JEFFREY REARDON, ASA

KATHLEEN HERN, PH.D.

TINSLEY A. DEMPSEY

SAHIL SHIRAZ

JUDAH HIRSH

BEAU FOSTER

JESSICA HENNEN

HOW TO GET STARTED

WHAT OUR CLIENTS SAY ABOUT US!

HEART OF A TEACHER

Our “Heart Of A Teacher” Approach Helps You In Multiple Ways.

WE BELIEVE DOING GOOD IS GOOD FOR BUSINESS

CONTACT US