Sofer Advisors

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

Why would a buyer pay 3x profit for one business and 10x for another, when both earn the same? Our own Jay Reardon, ASA,...
10/12/2026

Why would a buyer pay 3x profit for one business and 10x for another, when both earn the same?

Our own Jay Reardon, ASA, has spent two decades answering that question as a business appraiser. Next Tuesday, he shares what he's learned at the EPI Orlando Chapter, alongside John Myklusch of AmbitionCFO and Paul Ihrig of Transworld Business Advisors.

If you own a business and plan to sell someday, even years from now, this is worth two hours of your afternoon.

📌 Valuation Levers That Drive Your Multiple
📍 Tuesday, October 13, 2026
⏱️ 2:00 – 4:00 PM ET
🎟️ $35, free for EPI members
🔗 Registration link in the comments.

Know an owner who should hear this? Tag them below. 👇

Why do buyers pay 3x for one business and 10x for another?

The Power of K(no)w: How Business Leaders Decide What Fits, What Drains, and What Deserves a YesThree business owners. D...
10/05/2026

The Power of K(no)w: How Business Leaders Decide What Fits, What Drains, and What Deserves a Yes

Three business owners. Dozens of hard nos. One honest conversation about what saying no costs and what it gives back.

Recorded live on September 16, 2026 at The Power of K(no)w, hosted by Purpose Driven Business Partners. Each panelist looks at discernment and fit through a different lens:

David Hern, Founder and CEO of Sofer Advisors (moderator), brings the business value lens: how leaders weigh risk, hidden costs, and the decisions that shape long-term outcomes.

Cindy Filer, Founder of Innovative Outsourcing, brings the people and culture lens: how fit shapes hiring, teams, expectations, and the kind of workplace you're building.

Mary Atchley, Walk Your Plans Atlanta and Design and Build XR, brings the clarity-before-commitment lens: how better information and planning lead to better decisions.

Pat Pascarella, executive chef and restaurateur behind White Bull and Grana, brings the hospitality lens: how standards, service, and knowing who you serve shape the experience behind a brand.

This panel stays practical. Each leader walks through real decisions about what fits, what drains, and what deserves their best energy.

You'll learn:

Why cutting your price in a panic can cost you for months (Mary had to honor discounted quotes for half a year)

How to tell when a customer, channel, or relationship costs more than it earns

Cindy's rule for protecting your calendar: add one thing, drop two

How to move from a gut call to a real decision using values, processes, and trusted advisors

Why Pat raised his prices from $75 to $500 a person, and what happened to his problem clients

If you own a business, plan to sell one someday, or feel stretched thin, this hour could change how you spend the next year.

💬 Which lens matches how you make decisions: value, people, clarity, or experience? Tell us in the comments, and drop the timestamp of the story that hit closest to home.

📘 Planning an exit or wondering what your business is worth? Get our free Business Exit Strategy Guide: https://hubs.li/Q04zcN-f0

📅 Book a free consultation: https://hubs.li/Q04zcN-g0

🎬 Watch the full conversation on YouTube: https://hubs.li/Q04zcNZB0

09/10/2026

What is your business really worth?

The number you have in mind may not be the same as a professionally determined value.

David Hern of Sofer Advisors explains how businesses are valued, why different types of valuations exist, and why understanding your company's value matters.

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

09/10/2026

What is your business really worth?

It's a question every business owner should be able to answer—grounded in real financial data, not a guess.

In this Q&A panel, David Hern of Sofer Advisors explains how businesses are valued and why different types of valuations may be appropriate for different situations.

Understanding the value of your business isn't optional—it should be your north star and the foundation for every strategic decision that follows.

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

09/08/2026

Which numbers actually move your valuation?

Businesses generate no shortage of KPIs and financial data. The challenge is knowing which metrics actually move the needle.

David Hern of Sofer Advisors discusses the financial information business owners should pay close attention to when thinking about value and preparing for a future transition.

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

09/08/2026

Which numbers actually move your valuation?

Businesses generate no shortage of KPIs and financial data. The challenge is knowing which metrics actually move the needle when evaluating a business and preparing for a transition.

In this Q&A panel, David Hern of Sofer Advisors discusses the financial information business owners should be paying close attention to when assessing business value.

Understanding the financial story behind your business can help you surface opportunities, get ahead of potential red flags, and prepare for what's ahead.

Want to hear the full panel with all four experts? Watch the full discussion here: https://hubs.li/Q04wXTFF0

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 👇

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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