Experiences With Sofer Advisors

I am an Estate Planning Attorney and I brought David in to do the valuation for a business succession plan that I was preparing. We started out in a time crunch because it was December and we had to have this completed by the end of the year for tax purposes. David’s turn-around time was excellent and we had time to revise and finalize the valuation report leaving enough time for me to complete everything that I had to do by the end of the year. David was professional under pressure and took the time to discuss the report with me and my client and revised the report to highlight information specifically important to the plan. I would work with David again and I would recommend him highly for any one that is in need of a business valuation specialist.
Josh Shirley, Owner, The Shirley Law Firm
We retained David’s firm to do the valuation in connection with our recent acquisition in Q4, 2017. We needed the services performed as close to year end as possible in connection with our year end audit. The end product was delivered timely and the process was almost seamless. David and his team were a pleasure to deal with and I would highly recommend using him for any future opportunities.
R. Keith Hellmann, CFO
One of our CFO clients needed a valuation a few weeks before the holidays- not an easy time to find a quality firm to handle this- We contacted David as it was critical we had this for a year end GRAT- David handled this incredibly smooth and made our client very happy. The calculations made sense to me and it was a job well done. Highly recommend him for your valuation matters.
Rob Tamburri, CPA, PFS , Managing Partner at Balog + Tamburri, Certified Public Accountants
Working with David and his team was a great experience! They were very knowledgeable, extremely detailed and shared the information in a way that was very easy to understand. I would not hesitate to use Sofer Advisors again and would recommend them to anyone in need of a business valuation.
Doug Miller, Learn ED Notebooks in NC

Positive: Professionalism, Quality, Responsiveness, Value

Working with David and his team was a great experience! They were very knowledgeable, extremely detailed and shared the information in a way that was very easy to understand. I would not hesitate to use Sofer Advisors again and would recommend them to anyone in need of a business valuation.

Angie De Aramburu, Panaderia Criolla LLC

Positive: Professionalism, Quality, Responsiveness

Softer Advisors did our business valuation and I was super content with theirwork! David specifically helped me from beginning to end. The documents needed were simplified, the professionalism was great and I was happy to find someone locally to gear their attention to my valuation. I recommend them 100% for any valuation! Thanks a lot Sofer Advisors and David

Randy Nash, ProChem, Inc.

Positive: Professionalism, Quality, Responsiveness, Value

As a CPA myself, I am familar with price and quality of these type services. Sofer Advisors was moderately priced when compared to top tier national firms with absolutely no drop off in service. David and his team were lights out in all respects.

Danielle Green, Vanco
David and his team had the industry quals we were looking for in order to perform our stock compensation expense valuation for our year end audit. The audit review of his work went extremely well and was a smooth process. I would recommend Sofer Advisors for any of your valuation needs – high quality of work and great customer service!
Bruce Mattox, Priority Payment Systems