VALUATION SERVICES
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
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."
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 US
Contact us directly by emailing us, social media, and filling out this form!
