TRANSACTIONAL ADVISORY
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.
THE INFORMATION YOU NEED FOR YOUR NEXT BIG STEP
Transactional advisory services from Sofer™ Advisors are tailored to ensure you get the financial information necessary to make the right decision for your business.
Research indicates as many as half of all businesses may not have an accurate idea of their actual worth. Business owners often have an acceptable price in mind for the sale of their business, but that number is not always a realistic figure based on sound valuation techniques.
THERE MAY BE A NEED FOR PRIVATE COMPANY VALUATION
FOR SEVERAL FINANCIAL REPORTING REASONS, INCLUDING:
Stock-Based Compensation
(ASC Topic 718 – Options, Warrants, SARs, Phantom Stock)
Portfolio Valuations
(Private Equity and BDCs financial reporting requirements to mark to market)
Purchase Price Allocation. Fair Value of Assets Acquired and Liabilities Assumed
(required for any purchase or sale in which there is a change of control)
Impairment Testing, such as Goodwill (ASC Topic 350)
and Other Intangible Assets (ASC Topic 360)
Valuation of Options/Derivatives (ASC Topic 718)
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."
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.
ARE YOU A PROFESSIONAL SERVICES PROVIDER?
Download our FREE GUIDE to the benefits
of business valuations for your clients.
CONTACT US
Contact us directly by emailing us, social media, and filling out this form!
