Sofer Advisors, LLC

We were referred to Sofer Advisors by our auditors, and we couldn?t be happier with the experience. From start to finish, the entire team?especially Jay and David?was fantastic. They have a very streamlined and efficient process that made the engagement smooth and stress-free. Their communication is clear, timely, and proactive, which we greatly appreciated. We highly recommend Sofer Advisors. Excellent service all around!

David and the team at Sofer Advisors were fantastic to work with. They are extremely knowledgeable, prompt and truly go above and beyond. Thank you to the Sofer team for being an absolute pleasure!

Highly Recommend! We were referred to Sofer Advisors LLC by our attorney and we couldn't be happier with their work. Their attention to detail and help throughout the process was incredible. Jay was our point of contact and helped explain and walk us through our corporate evaluation to the point I now understand my own business better. Outstanding company and service!

Very grateful for the professional and prompt service of Sofer Advisors. My client chose to work with Sofer over three other valuation companies. The price was very reasonable and the team was highly responsive and professional. Sofer even allowed us to choose a charity to donate a portion of the professional fees - such a nice touch! I look forward to working with Sofer Advisors again.

We had an excellent experience working with Sofer Advisors LLC. They provided a thorough and accurate valuation for a business we were looking to acquire, helping us determine a fair price with confidence. Their team was highly professional, detail-oriented, and responsive throughout the process. Their expertise made a complex valuation much more straightforward. We highly recommend Sofer Advisors LLC for anyone in need of reliable business valuation services!

Sofer was incredibly professional and helpful in getting our business valuation done! They communicated effectively and always kept us updated on that status of the valuation and whenever they needed more materials. Thanks guys!

As a divorce attorney, I frequently work with business evaluators, and I can confidently say that David and his team are among the best. Recently, Sofer conducted a business evaluation for one of my clients. They were very thorough and delivered an outstanding evaluation report. I highly recommend Sofer for business valuation.

David and Jay were tasked with testifying at an arbitration in a divorce action in which they were hired to do a business valuation. Their valuation had been stipulated to, but after the valuation, there were very outside the box transactions that required high level tracing and calculations to prove ownership. David and Jay were incredible!! Amazing work and fantastic witnesses!!

I had a great experience with Sofer and would highly recommend them. Sofer helped me with a business valuation during partnership buyout and they were extremely thorough, communicated well, and helped guide me through the process.

Sofer Advisors, LLC did an excellent job with our business evaluation. They were professional, thorough, and made the entire process easy. I highly recommend their services!

We recently retained the services of Sofer Advisors, LLC. They were an absolute pleasure to work with. They prepared our valuations in a timely manner and the staff was very courteous and professional. Highly recommend their services.

Excellent company and I would highly recommend them! We used them for a business valuation and their team made the process both organized and enjoyable. The final documentation was also very professional.

I recently engaged Sofer? Advisors for a business valuation and was thoroughly impressed by their professionalism and dedication. David Hern, a qualified financial analyst with extensive experience in business advisory services ?, was highly engaged from our initial contact. Client Experience Manager Kate Pulley was exceptionally professional and compassionate, addressing my numerous questions with patience and clarity. Analyst Jay Reardon demonstrated meticulous attention to detail in his work. The enti

My company has contracted with Sofer Advisors for business appraisals on several occasions. I am thoroughly impressed with the service provided by David Hern and Sofer. David ensured that every deadline was met without compromising on quality. The pricing was fair, reflecting the value and dedication put into the project. David consistently maintained a high level of professionalism throughout our interactions. He took time to understand our objectives thoroughly and worked diligently to exceed our expecta

David Hern and staff were extremely unprofessional! I unfortunately, hired David for a task. A few days after David received my check, I informed him I would not need his services any longer. They had done zero work, and refused to give me a refund. After months of questioning. David finally finally sent a check back to me, unfortunately it was half of what i paid him. Not sure why David feels entitled to my hard earned money - and he did absolutely nothing to earn it. Who knows how many people he has done

David, Jay and the team at Sofer Advisors were all professional and helpful throughout the process of business appraisal. The team is very knowledgeable and provided outstanding work. They made the whole process very easy.

David and his team did a phenomenal job working with one of my clients as they looked to acquire an existing business. They were very knowledgeable and responsive throughout the process. I would highly recommend them to anyone looking for a professional business evaluation.

I recently worked with Sofer Advisors on a valuation project, and their performance was truly exceptional. Their team, led by Jay Reardon, demonstrated a deep understanding of complex business valuations, delivering an exceptionally accurate and detailed report. Sofer Advisors stood out for their clear communication, ensuring all stakeholders were informed throughout the process and that every question was thoroughly addressed. Their client-centric approach was evident as they tailored their analysis to fit

I found the team at Sofer Advisors to be professional, responsive and accommodating to the task and timeline we placed before them regarding financial valuation assessments. Thank you Jay and the rest of the team at Sofer Advisors.

Sofer Advisors did a great job with a valuation we needed. We needed them to expedite the process and they delivered on time. They were all great to work with.

Sofer Advisors provided us with a valuation service at the recommendation of our business attorney. The process was very easy and satisfactory. I enjoyed working with David?s team, and I will use them again in the future.

The team at Sofer Advisors are all top notch. If you are looking for a company that has your best interest at the fore front of there mind do not look any further. David has put together an all-star group of individuals.

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.

David at Sofer is an absolute pleasure to work with. I have worked with many valuation firms, however, his commitment to customer service, timeliness of responses during intense deadlines, and attention to details is remarkable. We have used Softer Advisors services a number of times now and have always had a great experience. Happy and repetitive customer!

Sofer provided us with an excellent service and actionable report to help us focus our attention and drive our business forward.

I had a great experience with Sofer Advisors. They were helpful and helped organize the process for the business appraisal. It helped us meet our timeline goals and provided the necessary components to continue with our estate planning process. Thanks for making the process so easy.

David and Team at Sofer Advisors are one of the most thorough and put together valuation firms I have worked with! Unlike most others they are a small business and are very responsive and simply put do a fantastic job! David is a master networker and brings more than just valuations, but also additional resources and connections that may benefit his clients and others that he does business with! I can't thank David and Sofer enough for everything they have done for myself and insurance agency! Don't go a

We had a wonderful experience with Jay and the team at Sofer for our business appraisal. They brought a level of professionalism and experience that made the process seamless. Highly recommend Sofer!

Our owner wanted to start looking and working with a company to put a valuation on our business. We had spoken to a number of companies and picked Sofer Advisors to take the next step with, in our process. David, Jay and their team were very responsive to our needs and questions and offered their professional and expertise in this arena. We have been very pleased with the level of detail and knowledge from everyone at Sofer and the amount of detailed information in the reports that we receive. I would h

I wanted to share the recent engagement with Sofer Advisors LLC and how great they were. Having worked many times before with David Hern, I knew I was in good hands, but this was an extremely complex engagement for a late stage start-up. David and team did it again, quickly got to the needed analysis points, led my team to the data necessary and worked with our external auditors to close all technical questions and get us to the finish line by our deadline. If you are looking for a firm that has the know

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,

I needed an appraisal with quick turn-around for a closely held business for a generation skipping transfer tax return. David was able to perform a prompt and thorough valuation which met my needs within my timeline. Thank you, David and co.

I was referred to David and Sofer Advisors for an appraisal needed. It was a highly sensitive and personal matter. David and his team were incredibly knowledgeable, responsive and professional - going above and beyond to support myself and my business throughout the process. I am incredibly pleased with David and his teams level of service - highly recommend.

I am thrilled to write this 5-star review for Sofer Advisors, I was referred to them by a friend who raved about their exceptional service and reasonable pricing, and I can confidently say that they exceeded my expectations in every way. From the moment I reached out to them, I was impressed by their clear and timely communication. David and Jay were incredibly responsive and attentive to my needs, and they made the entire process feel seamless and stress-free. Not only did they work quickly and efficien

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 and his team were great to work with on our valuation. They are extremely thorough and helpful throughout the process. We have worked with them multiple times and been very happy with the results each time.

David and the Sofer Team are amazing. They are extremely responsive, thorough, knowledgeable and patient. I highly recommend David and his team if you need a business valuation.

We recommend David Hern and the rest of the Sofer Advisors team to our clients on a regular basis for their expertise and responsiveness. They have handled all types of business valuations for our clients, from the straightforward to the complex, and they have regularly met and exceeded all expectations.

I have used Sofer Advisors on multiple occasions over the years at different companies and I have had nothing but exceptional experiences. I highly recommend their valuation services.

My go to valuation firm. The Sofer team does top notch work at fair prices. The communication along the way is perfect. I appreciate everything the team did for my client and will continue to use Sofer for all my valuation needs!

I was referred to Sofer Advisors by my Accountant. An initial meeting with David Hern at my business location was very productive and I felt assured that Sofer Advisors was a good fit for me. I needed a business valuation analysis, but I wanted to have some input. I had all the data, but I could not organize and present it properly. We were able to communicate through Zoom meetings several times to work out the final presentation. David Hern and Jay Reardon were very easy to work with, they made time for my

David and the team at Sofer Advisors are awesome to work with. Our company has always had a very positive experience working with them on multiple valuations, and their attention to detail is second to none. We will continue to use Sofer Advisors!

We worked with Sofer Advisors / David on our company valuation process and he did an excellent job supporting us in this. David is a very professional individual, extremely knowledgeable and he took us through the valuation project in a way that enable us to understand each step of the process. At the end the Management Team and the Board were satisfied with the outcome of the process and we would engage Sofer Advisors again any time.

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.

Sofer Advisors helped us with an appraisal for a small acquisition. They were very easy to work with and will definitely use them again in the future.

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.

David Hern and everyone else at Sofer provided my client with great service. The valuation was on a company that simply holds and licenses trade secrets developed by the owners of a manufacturing company to the manufacturer in exchange for the payment of royalties. It is an affiliated entity to the manufacturer and the manufacturer itself has some complexities regarding the valuation of accounts/revenue streams from a major Taiwanese customer, a customer in the automotive supply chain that is distressed, an

I highly recommend Sofer for business valuation services. Jay and the team provided an efficient and thorough process. They were excellent at explaining their methodology and results to a non-expert like me.

My law firm recently engaged Sofer Advisors to perform a business valuation in a time-sensitive case. Sofer Advisors provided a high-quality thorough valuation within the timeframe I needed at a reasonable price my client could afford. David is very professional and knowledgeable. I highly recommend Sofer Advisors for litigation support.

Sofer Advisors came highly recommended from someone in my network, and they certainly did not disappoint! The final product greatly exceeded my expectations in both quality and total value. David and his colleagues did an excellent job walking me through the process, answering all my questions, and taking the time necessary to make sure I fully understood all the figures. I will certainly be using them again, as well as referring those within my network.

David helped us with a realistic company valuation. Great process and really clear guidance throughout to help ensure everything was absolutely crystal clear. Would 100% recommend David and Sofer to anyone seeking valuation insight.

The firm provides good communication, timely service, and a thorough review process. I would highly recommend their services.

Working with Sofer was a truly positive experience. They were very responsive and knowledgeable. I highly recommend their services, and I look forward to working with them again.

Softer Advisors did our business valuation and I was super content with their work! 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

David Hern and his team at Sofer Advisors are one of the most professional companies you will ever do business with. I referred multiple clients for business valuations the feedback has been exceptional. The response time and all aspects of their work has been above and beyond our expectations.

Sofer Advisors conducted a valuation for my company and the process couldn't have been smoother. As a "non-financial" person they explained the process and answered all of my questions quickly and clearly. I highly recommend them.

Sofer Advisors and their team were very professional and knowledgeable in working with our company on a evaluating the value of our business. Jay Reardon was kind, communicative, fact driven, and a sincere person to work with. Thank you Sofer Advisors, Regards, T. Mark Moore, President & CEO of PetroSouth Energy, LLC

Our experience with Sofer was top notch! They were courteous, professional and thorough in their research and patient with our questions as we worked through the process of the valuation. We highly recommend them!

As an attorney practicing law in the Orlando area for many years, it is always a pleasure when I come across an expert that I can recommend to my clients. That is the clearly case with Jay Reardon of Sofer Advisors. Jay recently served as an expert witness in court for me where he established the value of a business interest. He was thorough in his research, well-reasoned in his opinion and articulate in his testimony before the judge. Highly recommended!

I have worked with David and his team and found them to be extremely professional and a pleasure to work with. To date they have provided over 6 valuations and worked with external auditors to ensure a smooth audit. I recommend Sofer Advisors highly.

In my view, David Hern with Sofer Advisors did an excellent job in providing a valuation for a client of mine. Specifically, the level of detail, accuracy and time spent going over it with the client and timeliness were all excellent. I will recommend David to future clients with valuation needs.

David and Sofer advisors were very professional and fast. They did a great job providing a valuation for us on a business with significant detail and support. We would definitely use Sofer Advisors again.

David Hern and his firm, Sofer Advisors, provided a valuation for my company which in turn assisted me in the buyout of my former business partner. David was professional and answered all questions with a thorough and prompt reply. I highly recommend his services without hesitation.

For estate planning purposes I was transferring my interest in a real estate investment fund to an LLC and needed a current valuation. I am a biologist not well versed in business and relied on SOFER Advisors to analyze the worth of this complex entity. They efficiently gathered all the information needed and produced a clearly written well documented appraisal that meets IRS guidelines. Well done!

We engaged Sofer Advisors for a valuation analysis. David and his team were great to work with and delivered a thorough product on a timely basis resulting in a very efficient process with our auditors. David takes the time to answer questions and explains methodologies used for the valuation. We would not hesitate to engage his firm in the future.

David and team did a great job! Sofer came highly recommended from our CPA and they did not disappoint.

David and his team were absolutely amazing. A+ for every aspect of their work; from being patient explaining the process, to being accessible and timely in responses and producing quality work. David is incredibly bright and top-notch... I highly recommend Sofer Advisors!

My company used Sofer Advisors for our annual valuation and David and his team did a FANTASTIC job. Timing was tight and Sofer Advisors delivered on time. Our auditors actually had no questions or issues with the work product (first time I've experienced that in my career). Would give them my highest recommendation.

David did a great job valuing the business of one of our valued clients. He performed the engagement in a timely and professional manner. David was very thorough in explaining the process and results. He answered all of our questions in detail and genuinely cared about our level of understanding. We will definitely be contacting David the next time we have a client in need of valuation services.

We engaged Sofer Advisors to value two operating companies for some decisions around strategic planning. We were pleased with the insights that were gleaned from the work and the valuations came in a time-efficient manner. We would highly recommend their services for your business.

The team at Sofer are amazing. They communicated through every step and are a pleasure to work with. We will use them again for future projects.

David Hern came highly recommended from several estate planning and probate attorneys I know and respect. He assisted clients of mine with a valuation of their family business in connection with a complicated probate case. David was incredibly responsive, professional, and delivered the final product in a timely manner. He also answered many of our questions and was very pleasant to work with. I would recommend his services and will reach out in the future when the need arises.

Recently, my Wealth Advisory Team and I referred a valuable Business Client to David and Sofer Advisors for a comprehensive valuation. They did not disappoint, in fact, they identified areas of improvement in the Corporate Structure. Our client was thrilled with the result. Thank you David!

Having been through valuations before, I was comfortable with the process. Their approach was professional and easy to work with, they were most accommodating in their inquiries, and were patient with our circumstances and explanations. And the resulting report was perfect for our needs. Thank you. Rick Dawsey, CEO

Their team is very professional and responsive. I have referred, and will continue to, refer clients to them!

David Hern and Sofer Advisors did a spectacular job on the valuation we contracted him to complete. No only was it on point but his turn around time was just as he said. His knowledge and attention to detail is all one could ask and besides that he is very kind and understanding. Thank you David.

David and the Sofer team did a great job walking my partners and I through some complex concepts in a way that was easy to understand and put into practical terms for our business. He was very responsive to our many questions and had a clear data request up front - which helped limited the time commitment on my end.

Very thorough and detailed, would highly recommend them to anyone looking

Needed a rapid turn-around on a corporate appraisal. Sofer was able to handle and deliver a quality product in a timely fashion. Costly, but should pay off for an estate situation with an international component.

Working with Sofer Advisors has been a great experience. It has given us a path forward to fine tune our business operations to increase value. Highly recommend.

I had an incredible experience with Sofer Advisors. They turned around my project quickly and provided a professional, detailed evaluation that helped me with my project. I recommend them highly!

I have worked with David on a couple different occasions, and he and his team are very professional, knowledgeable, and timely when completing projects. Working with them is always a pleasure.

David is a skilled and thorough appraiser. He took considerable time to understand our unique business and worked to create a solid approach to to valuation. He received and incorporated our feedback, while also explaining when changes were not appropriate. David is personable and responsive, and we will continue to engage him in the future.

As a first time client, we are very pleased with the professionalism and the attention to detail that went into our business valuation engagement. We highly recommend using the Sofer Advisors Team!

We highly recommend David and Jay and the Sofer Team for your business valuation. They are very knowledgeable and make the process smooth and easy.

We highly recommend his services; without Sofer Advisors assistance we would not have been in position to exit our business thru an acquisition. We did things right with him on our team!!!

We worked with David Hern, who did a fantastic job of professionally and expeditiously producing a valuation for my company. David is quick to respond to communications, is willing to discuss questions, and provides top-notch service.

David was instrumental in creating an acceptable valuation of my business. In a contentious situation, he was always proactive, professional and helpful. He made a very difficult event manageable by providing transparency and support throughout the entire process.