Sofer Advisors

Sofer Advisors Sofer Advisors specializes in services for financial reporting, tax valuation, litigation support, succession planning and consulting.

09/02/2026

Could your business run without you?

Being essential to your business may feel like a strength—but when you're preparing for a transition or sale, heavy owner dependence can be a weight tied to your ankle that acts as an impediment to transaction price or terms or both.

David Hern of Sofer Advisors explains how owner dependence can affect business value and the transition process—and why it matters when preparing for a future exit.

Building a business that can operate beyond its owner isn't just good management—it's a core pillar of value creation and long-term exit readiness.

Want to hear the full panel with all four experts? The full panel is linked in the comments.

09/02/2026

Could your business run without you?

For many business owners, being deeply involved in the business is part of what made it successful. But when it comes time to transition or sell, heavy owner dependence can be a weight tied to your ankle that acts as an impediment to transaction price or terms or both.

In this Q&A panel, David Hern of Sofer Advisors discusses how dependence on the owner can impact business value and the transition process.

Want to hear the full panel with all four experts? Watch the full discussion here: https://hubs.li/Q04wmdmn0

08/31/2026

Sellers focus on EBITDA. David Hern says the real risk sits on the balance sheet.

In this clip, the founder of Sofer Advisors breaks down why working capital — not just EBITDA — is one of the most common sources of disputes after a deal closes, and why the balance sheet deserves the same scrutiny sellers usually give the P&L.

🎥 Watch the full 46-minute discussion — David and three fellow advisors on valuation, financing, legal risk, and deal timing, recorded at ProVisors Buckhead Loop in Atlanta: https://hubs.li/Q04vX-px0

Think your business would hold up under this kind of scrutiny? Let us know in the comments.

08/20/2026

Can a chemical spill from decades ago tank your deal? 🎙️

David Hern of Sofer Advisors on how environmental findings become silent deal killers.

Watch the full segment: https://www.youtube.com/watch?v=QG0G3lCnfiQ

Ever run into an environmental surprise mid-deal? Share below 👇

08/20/2026

Can a chemical spill from decades ago tank your deal? 🎙️

David Hern of Sofer Advisors on how environmental findings become silent deal killers.

Watch the full segment: https://hubs.li/Q04tHXSK0

Ever run into an environmental surprise mid-deal? Share below 👇

08/17/2026

Most sellers watch their cash balance. Almost none watch this. 🎙️

David Hern of Sofer Advisors on the balance sheet detail that quietly derails deals.

Watch the full segment: https://www.youtube.com/watch?v=QG0G3lCnfiQ

Did you know this before selling? Comment below 👇

08/17/2026

Most sellers watch their cash balance. Almost none watch this. 🎙️

David Hern of Sofer Advisors on the balance sheet detail that quietly derails deals.

Watch the full segment: https://hubs.li/Q04tds7y0

Did you know this before selling? Comment below 👇

08/14/2026

Buyers and sellers almost never agree on this number. 🎙️

David Hern of Sofer Advisors shares the 3 methods that settle working capital disputes before they become a lawsuit.

Watch the full segment: https://www.youtube.com/watch?v=QG0G3lCnfiQ

Which method surprised you most? What do you think?🤔

08/14/2026

Buyers and sellers almost never agree on this number. 🎙️

David Hern of Sofer Advisors shares the 3 methods that settle working capital disputes before they become a lawsuit.

Watch the full segment: https://hubs.li/Q04t36RJ0

Which method surprised you most? Tell us below 👇

08/12/2026

Add-Backs That Don't Hold Up

An $800,000 "add-back" killed this deal instantly. 🎙️

David Hern of Sofer Advisors on the add-backs sellers try to sneak through, and why buyers always catch them.

Watch the full segment: https://www.youtube.com/watch?v=QG0G3lCnfiQ

Would you have caught this one? Let us know

Address

990 Peachtree Industrial Boulevard NW, Suite 456
Suwanee, GA
30024

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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