Chief Heart Officer
Current
Mar 2019 - Present
AeroLeads people directory · profile
David Hern, Cpa, Abv, Asa, Cepa Email & Phone Number
Live Where You Want, Work in the Cloud; Chief Empathizing Officer; Super-Connector; Giver; Dad (x3); Valuation and M&A Advisor to SMBs;
at
Sofer Advisors
1 work email found
@soferadvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Live Where You Want, Work in the Cloud; Chief Empathizing Officer; Super-Connector; Giver; Dad (x3); Valuation and M&A Advisor to SMBs;
Location
Atlanta Metropolitan Area, United States, United States
Who is David Hern, Cpa, Abv, Asa, Cepa? Overview
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Quick answer
David Hern, Cpa, Abv, Asa, Cepa is listed as Live Where You Want, Work in the Cloud; Chief Empathizing Officer; Super-Connector; Giver; Dad (x3); Valuation and M&A Advisor to SMBs; at Sofer Advisors, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at soferadvisors.com and a matched LinkedIn profile for David Hern, Cpa, Abv, Asa, Cepa.
David Hern, Cpa, Abv, Asa, Cepa previously worked as Chief Heart Officer at Sofer Advisors and Founder at The Val Guy, Llc. David Hern, Cpa, Abv, Asa, Cepa holds Eo: Inspiring Entrepreneurial Strategy from Harvard Business School Executive Education.
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Email format at Sofer Advisors
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{first}@soferadvisors.com
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AeroLeads found 1 current-domain work email signal for David Hern, Cpa, Abv, Asa, Cepa. Compare company email patterns before reaching out.
Profile bio
About David Hern, Cpa, Abv, Asa, Cepa
A proud Georgia native, I was born in Atlanta, raised in Cobb County (Marietta), and currently reside in Gwinnett County (Suwanee). My career progression includes beginning as a tax staff accountant at a public accounting firm and pivoting to i-banking where I primarily assisted financial institutions raise capital, buy-side and sell-side M&A advice and bank valuations. Today I use that strong accounting and finance knowledge base to serve as an independent advisor to businesses and high net worth individuals with the objective of helping these parties make value-add decisions and solve complex problems whether it is in the form of M&A advice, the goal of problem-free compliance, or to be an expert witness to inform a judge, jury or arbitrator/mediator in a clear, educated manner.With the heart of a teacher, I am dedicated to providing sound financial advice and services to small business and middle-market companies. Often I am asked where the business name Sofer Advisors, LLC (pronounced "so-fair") came from. Abbreviated from Rabbi Daniel Lapin, in Hebrew, the word Sofer is used to describe, a scribe, a scholar and a counter, which his to say, someone good with numbers. You can never become an accomplished scholar without allowing numbers to root you in reality. Stories allow your imagination to soar unencumbered by anything as inconvenient as the laws of physics. Numbers are real and can reflect reality far more quickly and far more accurately than stories. Numbers should not need too many words to explain them but just the right amount. I am in the business in combining the accurate story of your business with the numbers both past and future in order to facilitate successful transactional outcomes.Inquiry calls can be scheduled here: https://calendly.com/soferadvisors
Listed skills include Financial Analysis, Business Valuation, Mergers And Acquisitions, Accounting, and 10 others.
Current workplace
David Hern, Cpa, Abv, Asa, Cepa's current company
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10 roles
David Hern, Cpa, Abv, Asa, Cepa work experience
A career timeline built from the work history available for this profile.
Founder
Current
The Val Guy, Llc
Jan 2023 - Present
Member
CurrentAs a Vistage member, I am committed to elevating my company and my community. Vistage is the world’s largest CEO peer advisory and executive coaching organization and has been helping business leaders make better decisions that get better results since 1957.
Dec 2020 - Present
Member
CurrentYoung Entrepreneur Council (YEC) members are part of a trusted, invite-only community that elevates their business with concierge-level support. We provide entrepreneurs with the resources and social capital they need to succeed.Our work has been honored by Nasdaq and The White House – and recognized in media outlets worldwide
Nov 2020 - Present
Director, Valuation Services
Jun 2017 - Mar 2019
Manager, Valuation Services
Successful client outcomes include:Served as an interim accounting manager for a major franchisor of ice cream shops, bakeries, restaurants and cafes in the U.S. where I managed a team of 7 FTEs and assisted with the month end close process as well as reviewed all major leases for their latest brand acquisition Assisted a Top 4 US Bank with multiple.
Apr 2016 - May 2017
Manager, Valuation Services
Successful client outcomes include:Represented a company in a contentious buy-out with the spouse of a decedent who was a partner in a healthcare entity which I appraised to help mediate, however ultimately per the agreement I had to assist in picking another third party appraiser whose result would be averaged with my and her expert’s appraisal.Performed.
May 2013 - Apr 2016
Senior Consultant
Sep 2011 - May 2013
Analyst, Investment Banking
Fig Partners
Nov 2009 - Sep 2011
Tax Staff Accountant
Jan 2008 - Aug 2009
4 education records
David Hern, Cpa, Abv, Asa, Cepa education
Eo: Inspiring Entrepreneurial Strategy
Harvard Business School Executive Education
Eo@Wharton: Elevating Finance And Operations Program
Wharton Executive Education
Mba, Finance
Georgia Institute Of Technology
Bs, Management
Georgia Institute Of Technology
FAQ
Frequently asked questions about David Hern, Cpa, Abv, Asa, Cepa
Quick answers generated from the profile data available on this page.
What company does David Hern, Cpa, Abv, Asa, Cepa work for?
David Hern, Cpa, Abv, Asa, Cepa works for Sofer Advisors.
What is David Hern, Cpa, Abv, Asa, Cepa's role at Sofer Advisors?
David Hern, Cpa, Abv, Asa, Cepa is listed as Live Where You Want, Work in the Cloud; Chief Empathizing Officer; Super-Connector; Giver; Dad (x3); Valuation and M&A Advisor to SMBs; at Sofer Advisors.
What is David Hern, Cpa, Abv, Asa, Cepa's email address?
AeroLeads has found 1 work email signal at @soferadvisors.com for David Hern, Cpa, Abv, Asa, Cepa at Sofer Advisors.
Where is David Hern, Cpa, Abv, Asa, Cepa based?
David Hern, Cpa, Abv, Asa, Cepa is based in Atlanta Metropolitan Area, United States, United States while working with Sofer Advisors.
What companies has David Hern, Cpa, Abv, Asa, Cepa worked for?
David Hern, Cpa, Abv, Asa, Cepa has worked for Sofer Advisors, The Val Guy, Llc, Vistage Worldwide, Inc., Yec, and Alvarez & Marsal.
How can I contact David Hern, Cpa, Abv, Asa, Cepa?
You can use AeroLeads to view verified contact signals for David Hern, Cpa, Abv, Asa, Cepa at Sofer Advisors, including work email, phone, and LinkedIn data when available.
What schools did David Hern, Cpa, Abv, Asa, Cepa attend?
David Hern, Cpa, Abv, Asa, Cepa holds Eo: Inspiring Entrepreneurial Strategy from Harvard Business School Executive Education.
What skills is David Hern, Cpa, Abv, Asa, Cepa known for?
David Hern, Cpa, Abv, Asa, Cepa is listed with skills including Financial Analysis, Business Valuation, Mergers And Acquisitions, Accounting, Financial Modeling, Company Valuation, Intellectual Property Valuation, and Dcf Valuation.
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