Founder and CEO - Sofer Advisors, LLC, Business Valuation Expert, Father of 3, Foster Dad, Lacrosse Soccer and Peloton Enthusiast
Atlanta, GA
Joined June 2009
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What's the hardest "no" you've said in business?
4 leaders on pricing, boundaries, and the costs a P&L won't show, from The Power of K(no)w.
Watch the full panel on YouTube: hubs.li/Q04zcN_Y0
Which lens do you lead with: value, people, clarity, or experience?
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 and why different valuation approaches matter.
#BusinessValuation #ExitPlanning
Your business generates many KPIs. But which metrics matter when it comes to valuation?
David Hern breaks down the financial metrics business owners should watch when preparing for a transition.
Watch the full panel: hubs.li/Q04wXW650
#BusinessValuation #ExitPlanning
Could your business run without you? Heavy owner dependence can be a weight tied to your ankle—dragging down price, terms, or both when you sell.
David Hern of Sofer Advisors breaks it down.
Watch the full segment: hubs.li/Q04wmxCP0
#BusinessValuation #ExitPlanning
Sellers focus on EBITDA. David Hern says the real risk sits on the balance sheet — working capital disputes are one of the most common issues after a deal closes.
🎥 Full discussion: hubs.li/Q04vX_Bj0
#BusinessValuation #MergersAndAcquisitions
Can something from decades ago tank your deal today? David Hern (Sofer Advisors) explains. 🎙️
Full segment: hubs.li/Q04tJ18K0
#DueDiligence #GABB
Most sellers watch cash. Almost none watch this. David Hern (Sofer Advisors) explains. 🎙️
Full segment: hubs.li/Q04tdl730
#DueDiligence #WorkingCapital #GABB
Buyers and sellers almost never agree on this number. Here's how to fix that. David Hern (Sofer Advisors). 🎙️
Full segment: hubs.li/Q04t37r80
#DueDiligence #GABB
An $800K "add-back" killed this deal on the spot. David Hern (Sofer Advisors) explains why. 🎙️
Full segment: hubs.li/Q04sPpg60
#DueDiligence #AddBacks #GABB
"They want to have their cake and eat it too."
David Hern (Sofer Advisors) on the #1 due diligence misconception. 🎙️
Full segment: hubs.li/Q04ssC7y0
#DueDiligence #GABB
What really derails a business sale? David Hern (Sofer Advisors) breaks down due diligence, deal killers, and working capital, straight from the GABB panel.
Watch: hubs.ly/Q04sj69s0
#DueDiligence #BusinessValuation #GABB
The transactions that don't happen often reveal just as much as the ones that do. Not every opportunity is meant to end in a transaction. But every opportunity has something to teach.
Vacation schedules can tell you a lot about how resilient a business really is.
If two key leaders were unavailable next month, what decisions would suddenly become harder?
Most leadership decisions aren't difficult because the right answer is hidden. They're difficult because there are legitimate trade-offs on both sides.
Waiting for certainty can become its own form of indecision.
Buyers aren't pricing effort. They're assessing future cash flows, scalability, and leadership depth.
Understanding both perspectives is what separates the best-prepared businesses from the rest.
"That's just how we've always done it" is one of the most dangerous phrases in business. Normalization makes risk harder to see.
The problems that become routine are often the most expensive to unwind later.
By the middle of summer, many important business decisions are still sitting where they were months ago.
Not because they aren’t important—because everyone is busy. But strategic decisions rarely become easier through delay alone. Growth can continue while momentum quietly fades.
