David Hern

Founder and CEO - Sofer Advisors, LLC, Business Valuation Expert, Father of 3, Foster Dad, Lacrosse Soccer and Peloton Enthusiast

[David Hern @herncpa]

If a buyer approached you this summer, would you be evaluating the opportunity, or scrambling to understand your value?

[David Hern @herncpa]

@stoolpresidente I run the Atlanta pizza lovers club. Let’s combine forces!

[David Hern @herncpa]

Due diligence isn’t meant to be an obstacle. At its best, it’s a mirror.

When you look at your business through a buyer’s lens before a deal is on the table, you gain time to address what would otherwise become leverage against you.

[David Hern @herncpa]

Valuation in a noisy market isn’t about predicting the future. It’s about clarifying where you stand today so you can respond intentionally instead of reactively.

[David Hern @herncpa]

Some of the hardest disputes I see don’t come from decline. They come from growth.

Conflict during growth is often a sign the business has outgrown its old framework.

When tension emerges during growth, how do you decide whether to push forward or step back and reset alignment?

[David Hern @herncpa]

Every spring, people clean out what they can see.
In businesses, the bigger mess is usually the assumptions no one revisits.

Which assumptions are still serving your business and which ones have just been left untouched?

[David Hern @herncpa]

Most valuation issues don’t come from being aggressive. They come from different advisors solving different problems without realizing how closely those answers need to line up.

Where do you see misalignment show up most often—tax, financial reporting, or compliance reviews?

[David Hern @herncpa]

If you’ve ever heard “we thought that was good enough,” you already know how expensive that realization can become once the clock is ticking.

[David Hern @herncpa]

More QOF managers are discovering that the IRS expects defensible fair market value through the entire lifecycle — contributions, restructurings, annual reporting, and especially exit.

If you’re counting on the 10-year step-up, the numbers at exit must withstand scrutiny.

[David Hern @herncpa]

Valuation is serious work — but it doesn’t always have to be. We asked kids about buying companies, mergers, and what Sofer Advisors does. The answers were honest, unexpected, and sometimes “computer.”

Follow: https://t.co/DhlbDZoHcl

#KidsSayTheDarndestThings #BusinessValuation

[David Hern @herncpa]

If your retirement plan holds anything illiquid, you’ll need independent valuation support. It doesn’t matter if it’s a small position or a passive LP interest.

January is a great month to fix this proactively, not reactively.

[David Hern @herncpa]

Every meaningful financial decision comes down to one thing:
“What is this really worth?”

The companies that will win this year are the ones who enter Q1 knowing their valuation story, not discovering it under pressure.

[David Hern @herncpa]

@TheTrueVanguard Contra

[David Hern @herncpa]

According to recent data, global M&A activity has grown substantially this year, with valuations climbing even as volumes remain selective.

If you’re thinking about a sale, partner transition, or acquisition in the first half of next year, this December is your window.

[David Hern @herncpa]

This time of year is when defensible valuations matter most — the kind that not only meet IRS standards but can stand up months (or years) later when someone asks how you got there.

The calendar may still say December, but the IRS clock is already ticking. Will you be ready?

[David Hern @herncpa]

I'd be honored to connect you to the right 'who' to get you unstuck in your goals whether personal, family or professional.
#thenetworkisthemoat #consistency #notqualifyingforbostonorkona #thevalguy #businessvaluation #smb

[David Hern @herncpa]

I got a message recently that a professional contact was moved by something I wrote during a really hard season.
It reminded me that when we show up with honesty and vulnerability, what we put into the world can have a life far beyond us.

[David Hern @herncpa]

If you’re reading this and relying on willpower alone, ask yourself:
Do I need more “how”… or do I finally need the right “who”?