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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
Location: Atlanta Metropolitan Area, United States 10 work roles 4 schools
1 work email found @soferadvisors.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email d****@soferadvisors.com
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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

Who is David Hern, Cpa, Abv, Asa, Cepa? Overview

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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. 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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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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Sofer Advisors
Sofer Advisors
Live Where You Want, Work in the Cloud; Chief Empathizing Officer; Super-Connector; Giver; Dad (x3); Valuation and M&A Advisor to SMBs;
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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.

Chief Heart Officer

Current

Suwanee, Georgia, Us

Mar 2019 - Present

Founder

Current
The Val Guy, Llc
Jan 2023 - Present

Member

Current

San Diego, California, Us

As 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

Current
Yec

Boston, Ma, Us

Young 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

New York, Ny, Us

Jun 2017 - Mar 2019

Manager, Valuation Services

Chicago, Illinois, Us

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 independent valuations of companies for which they have a debt interest with including a multi-billion dollar revenue Indian Steel manufacturer, a publicly traded owner and operator of various midstream energy assets in North America, a publicly-traded French tubular solutions company, and a publicly traded maintenance, repair and operating (MRO) products and equipment company based in the US. Provided a 409a appraisal for a fast growing FinTech company in the northern Atlanta suburbs for the purposes of management stock-based compensation

Apr 2016 - May 2017

Manager, Valuation Services

New York, Ny, Us

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 a financial reporting purchase price allocation for a publicly traded Georgia company surrounding its $2.4 billion acquisition of a major transaction processing service and payment enabling technology company in the U.S. and assisted with the SAS 73 audit review from a big four accounting firm.Performed dozens of buy-in / buy-out valuations of lithotripsy partnerships throughout the US for an integrated urological and interventional radiology product and service company. Performed a financial reporting purchase price allocation for a publicly traded Georgia company surrounding its $1.3 billion acquisition of a general purpose reliable (GPR) prepaid debt and payroll card company that provides financial service solutions to the underbanked consumers in the U.S. and assisted with the SAS 73 audit review from a big four accounting firm.Performed a financial reporting purchase price allocation and warrant valuation for one of the fastest growing payment processors in metro Atlanta which cleared audit review with little Q&A.Performed numerous estate and gift tax appraisals, with no comment from the Internal Revenue ServiceAppraised a crossfit gym in a divorce context that assisted the client in getting a settlement increase from 5 figures to 6 figuresAppraised an estate planning law firm for succession planning purposes to assist in a potential sale to junior associates.Provided goodwill impairment testing and stock-compensation valuation services for a company that specializes in cloud-based solutions for the institutional investing community worldwide.

May 2013 - Apr 2016

Analyst, Investment Banking

Fig Partners
Nov 2009 - Sep 2011
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 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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