JEFFREY REARDON
ASA, Senior Director
Focused On Your Success
Mr. Reardon is a senior director with Sofer™ Advisors, LLC focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for various privately-held and public companies. He has over 18 years of experience providing business valuations across a broad range of industries including retail, manufacturing, wholesale and distribution, information technology, construction, consumer products, healthcare, telecommunications, broadcast, food and beverage, homebuilders, agriculture, financial institutions, financial services, professional services and asset holding companies. Jay assists clients with succession and business plans, merger and acquisition transactions, litigation support, strategic planning, financial modeling and consulting for both private and public companies in the U.S. and internationally.
Jay provides comprehensive valuations for estate and gift tax purposes and management planning as well as other purposes. In addition, he provides valuations for financial reporting purposes (ASC 350-20, 360, 718, 805 and 820), warrant/option valuations, purchase price allocations and valuation of intangible assets such as customer relationships, patents, trademarks and trade names, technology, in-process research and development, and non-compete agreements.
CONTACT JEFFREY
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Relevant Experience
Valuation of closely-held businesses for estate and tax planning purposes, as well as to determine the value for the sale, gift, or transfer of new/additional interests.
Valuation of various business interests for mergers, acquisitions, dispositions and corporate restructurings.
Valuation engagements in accordance with Accounting Standards Codification (“ASC”) 805 relating to the recognition and measurement of identified intangible assets in a business combination such as workforce-in-place, trade names, customer relationships, technology, non-compete agreements, etc.
Valuation engagements in accordance with ASC 350 relating to goodwill impairment testing.
Valuation engagements in accordance with ASC 350 and ASC 360 relating to goodwill and long-lived asset impairment testing.
Valuation engagements in accordance with ASC 718 relating to stock compensation.
SPEACHES & PRESENTATIONS
Business Valuation Post-Tax Cuts and Jobs Act”, RSM LLP, June 2018
Panelist XPX South Florida “Valuation and Operational Efficiencies – Buyer and Seller Considerations”, March 24, 2022
Professional Experience
Sofer Advisors, LLC, Atlanta, Georgia
Senior Director, Valuation Services, September 2022 to Present
RSM LLP, Orlando, Florida
Director, Valuation Services, October 2016 to August 2022.
Manager, Valuation Services, October 2013 to October 2016.
Supervisor, Valuation Services, October 2010 to October 2013.
Senior Associate, Valuation Services, September 2007 to October 2010.
Associate, Valuation Services, August 2005 to September 2007.
Business Valuation Services, LLC, Orlando, Florida
Analyst, January 2004 to August 2004.
Smith Barney, Orlando, Florida
Intern, January 2003 to June 2004.
Education
University of Central Florida, College of Business, Orlando, FL, 2003.
Bachelor of Science in Business Administration, Finance, summa cum laude, honor medallion recipient
Certifications
- American Society of Appraisers, Accredited Senior Appraiser in Business Valuation (“ASA”)
Professional Organizations
- Treasurer/Secretary, Central Florida Chapter of the American Society of Appraisers
- The Appraisal Foundation (“TAF”)
- National Society of Collegiate Scholars
Civic
- Board Member and Vice Chair, Because One Matters
- Board Member, Georgia Tech Men’s Lacrosse Team
- Board Member, Good Samaritan Health Center
- Board Member, Technology Association of Georgia FinTech Chapter
- Steering Council Board Member and Legacy Advisor, Children’s Healthcare of Atlanta Foundation
- Member, Rotary Club of Sugarloaf
- Certified Foster Home, Gwinnett County Department of Child and Family Services (“DFCS”)
- (Past) Board Member, Georgia Tech Business Network
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!
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."
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!
CONTACT JEFFREY
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