Sofer Advisors, LLC

"As a multi-state Estate and Tax Planning Attorney, working with Sofer Advisors, LLC in connection with valuations for business interests for our high net worth clients has been fantastic. They are well organized, fairly priced, friendly and an overall a pleasure to deal with. I highly recommend them."

"As an M&A Advisor I have worked on several opportunities with David and his team to help business owners with their exit and succession strategies. Their work is meticulous and well thought through. Sofer Advisors is best in class."

"I am going through a divorce, and hired Sofer advisors to perform a business valuation. They responded quickly to my initial request for consultation, and were very knowledgeable. They took several calls with me, one even while David was on vacation, and referred resources to me for book keepers. I never felt like I had to figure this out on my own. After hiring them, I ran into some difficulty with finances and needed the funds to support myself and my children until I could get a hearing. David was kind, and despite turning down business to take my case, and having already performed work on my case, retuned my retainer. I recommend this group for your business valuation needs. They do the right thing, even when it doesn’t benefit them, and that’s rare these days!"

"We utilized Sofer Advisors to conduct a business valuation. Jay Reardon and his team did an excellent job and were always prompt and clear with communicating. They made what is inherently a relatively difficult process easier and were patient when it took us more time than anticipated to provide certain information. We will absolutely use them again next time we have a need."

"David Hern and Sofer Advisors are a great resource regarding business valuation methods for M & A clients. I have worked with David to assist my clients better understand complex valuation issues. I highly recommend David as a true expert."