13 November, 2022

Escape the Cubical!

We had the privilege to be asked to present at the RCEDI Summit 2022 put on by CSA – Community Sustainability Enterprise. Topics included lessons learned […]
12 June, 2021

Business Valuation Insights

https://youtu.be/NPflru76ciMWondering about how much your business is worth? David Hern, Founder of Sofer™ Advisors, LLC sat down for a radio interview with The Business Hour. Mr. […]
12 June, 2021

Quote of the Day

Vision without traction is merely hallucination. -Gino Wickman
12 June, 2021

If Your Path to Success Has You Borderline Insane, You’re on the Right Path

Six weeks ago, I was inspired by Chris Sacca who wrote what could have been an autobiographical account of my journey into entrepreneurship. Significant portions of […]
12 June, 2021

Does Your Valuation Tell a Story?

Disclaimer – Opinions expressed are solely my own and do not express the views or opinions of my employer. If after reviewing your valuation and all […]
12 June, 2021

An Unexpected Symptom of COVID-19 – Impairment Expense

If you haven’t heard of COVID-19 or Coronavirus (or as my 6 year old refers to it, the ball with red broccoli on it), then you’ve […]
12 June, 2021

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 many financial planners and other personal […]
12 June, 2021

CARES Act May Increase Your Business Valuation

When the CARES Act was enacted, all the buzz from main street was about stimulus checks as well as PPP forgivable loans. Now that things have […]
12 June, 2021

An Unintended Consequence of PPP – The Sequel

The Paycheck Protection Program (“PPP”) Round 2 stands to be approved Thursday after the House pass and President signs. It is interesting in that it added […]
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