Meet David

David Hern

DAVID HERN

David H. Hern, CPA/ABV, ASA, is a highly qualified financial analyst.

He has exceptional credentials in determining the true, comprehensive value of an organization. In addition, he has something even more rare:  a proven ability to simply and clearly communicate analysis to boards of directors, legal and financial advisors, Company management (CEOs, CFOs, controllers, etc.) and private equity portfolio managers.

ABOUT DAVID HERN

Mr. Hern is the founder and chief executive officer of Sofer Advisors, LLC focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for various privately-held and public companies.  He is a qualified financial analyst with a proven ability to simply and clearly communicate analysis to boards of directors, presidents and CEOs, CFOs, controllers and private equity portfolio managers. David has been recognized for enabling organizations to determine their enterprise and equity value for a variety of situations including strategic planning, sale or IPO, mergers and acquisitions, financial reporting (common stock, stock options grants, purchase price allocations, impairment analyses, etc.) and tax compliance (estate & gift, 409A, NUBIG).  Industry experience includes, but is not limited to, professional services, business service, healthcare, information technology, financial services, and manufacturing & distribution.  

Relevant Experience

  • Provides analytical support in litigation cases involving the calculation of damages incurred through breach of contract, fraud, misrepresentation, or other matters requiring financial expertise.
  • Valuation of various business interests for mergers, acquisitions, dispositions and corporate restructurings.
  • Valuation engagements in accordance with Accounting Standards Codification (“ASC”) 805 relating to the recognition and measurement of identified intangible assets in a business combination such as workforce-in-place, trade names, customer relationships, technology, etc.
  • Valuation of closely-held businesses for estate and tax planning purposes, as well as to determine the value for the sale, gift, or transfer of new/additional interests.

Professional Experience

Sofer Advisors, LLC, Atlanta, Georgia
Founder and CEO, Valuation Services, February 2019 to Present.

Alvarez & Marsal, Inc., Atlanta, Georgia
Director, Valuation Services, June 2017 to February 2019.
Manager, Valuation Services, May 2013 to April 2016.

RSM US LLP (f/k/a McGladrey LLP), Atlanta, Georgia
Manager and Team Lead, Valuation Services, April 2016 to June 2017.

Taylor Consulting Group, Inc., Atlanta, Georgia.
Sr. Consultant, Financial Advisory Services, September 2011 to April 2013.

FIG Partners, LLC, Atlanta, Georgia
Analyst, Investment Banking, September 2009 to August 2011

Frazier & Deeter, LLC, Atlanta, Georgia
Staff Accountant, Tax Department, January 2008 to August 2009

Education

Georgia Institute of Technology, Scheller College of Business, Atlanta, GA. 2012.
Masters of Business Administration, Finance emphasis.

Georgia Institute of Technology, Scheller College of Business, Atlanta, GA. 2008.
Bachelors of Science, Management with Accounting emphasis.

Certifications

Certified Public Accountant (“CPA”) – State of Georgia, License # CPA028689

Accredited in Business Valuation (“ABV”)

Accredited Senior Appraiser (“ASA”)

Certified Exit Planning Advisor (“CEPA”)

Professional Organizations

American Institute of CPAs (“AICPA”) Forensic & Valuation Services Section (FVS) Member #: 6135406

Member of the Georgia Society of CPAs (“GSCPA”) Member #: 22283

Member of the Beta Gamma Sigma, National Business Honor Society

Member, Exit Planning Exchange Atlanta Chapter (“XPX”)

Member, Exit Planning Institute (“EPI”)

Member, Estate Planning Council of North Georgia

Member, Atlanta Estate Planning Council

Member, Professional Advisor Network – Community Foundation for Northeast Georgia 

Affiliate Member, Georgia Business Brokers (“GABB”) Association

The Appraisal Foundation (“TAF”)

Class of 2017, Association for Corporate Growth (“ACG”) University

Class of 2018, Leadership Gwinnett

Class of 2019, LEAD Atlanta

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Civic

Board Member and Vice Chair, Because One Matters 

Board Member, Georgia Tech Men’s Lacrosse Team

Board Member, Good Samaritan Health Center

Board Member, Technology Association of Georgia FinTech Chapter

Steering Council Board Member and Legacy Advisor, Children’s Healthcare of Atlanta Foundation

Member, Rotary Club of Sugarloaf

Certified Foster Home, Gwinnett County Department of Child and Family Services (“DFCS”)

(Past) Board Member, Georgia Tech Business Network

Awards

2017 Standing Ovation Award Recipient, AICPA Forensic and Valuation Section (“FVS”)

Expert Witness / Cases

Elizabeth A. Leonardo vs. Roselio Dominguez, Superior Court of Gwinnett County, CAFN: 15-A-02351-2

Speeches and Presentations

Panelist Foresight 2020 by Williams, Benator & Libby, January 30, 2020

Panelist XPX Atlanta “The Right Valuation for the Right Purpose – Realities and Myths”, September 17, 2019

Guest Appearance on “Business Hour”, America’s Web Radio, August 9, 2019

Succession/Exit Planning for Business Owners, Zoom Webinar, August 30, 2018

Guest Appearance on “The Dana Barrett Show”, Biz1190AM, July 10, 2015

Guest Appearance on “Silver Lining in the Cloud”, Business Radio X, May 13, 2015

Instructor for CPE, Goodwill Impairment Testing, Windham Brannon, August 14, 2014

Meet Garrett

GARRETT WRIGHT

ABOUT GARRETT WRIGHT

Mr. Wright is an Analyst at Sofer Advisors in Atlanta, Georgia. His experience includes the valuation of privately held companies from various industries.

He previously interned with Sofer Advisors between April 2019 and May 2020 before starting as an Analyst. Prior to working as an intern with Sofer Advisors, he spent time as an intern with NCR Corporation as a Software Finance Intern. Mr. Wright graduation from the Scheller College of Business at the Georgia Institute of Technology with a B.S. in Business Administration with a Concentration in Finance.

Outside of school and work, Mr. Wright has engaged with the community by participating in Dance Marathon supporting Children’s Miracle Network as well as completing all requirements in achieving Eagle Scout status in Boy Scout’s of America. Inaddition,
Mr. Wright spends his free time practicing his golf skills to compete in various amateur golf tournaments.

Meet Kathleen

KATHLEEN HERN

ABOUT KATHLEEN HERN, Ph.D.

Dr. Hern is a Consulting Manager at Sofer Advisors in Atlanta, Georgia. Prior to working with Sofer Advisors, Dr. Hern amassed nearly a decade of experience as a regulatory compliance consultant for large industrial and manufacturing clients. Dr. Hern’s industry experience includes food processing and manufacturing, pulp and paper, paper products manufacturing, mineral processing, and chemical manufacturing, among others. While her experience has not followed the traditional finance path, her unique perspective allows her to serve as an industry expert for many manufacturing and industrial clients and bridge the gap between a company’s finances and day to day operations. Since joining Sofer Advisors, Dr. Hern has performed valuations of privately held companies, managed staff, and supervised a major database migration. Outside of work, Dr. Hern enjoys spending time with her husband and their three children, learning piano, sewing, and being outdoors.

Education

Georgia Institute of Technology, College of Earth and Atmospheric Sciences, Atlanta GA.
Doctor of Philosophy, Environmental Chemistry.

Georgia Institute of Technology, College of Earth and Atmospheric Sciences, Atlanta, GA.
Bachelors of Science, Environmental Science.

Civic

2018, Glance Gwinnett

Certified Foster Home, Gwinnett County Department of Child and Family Services (“DFCS”)