Sofer Advisors
Financial Services • 
Suwanee, Georgia, United States • 21-50 Employees
Company overview
| Headquarters | 990 Peachtree Industrial Blvd NW, 456, Suwanee, Georgia 30024, US |
| Phone number | +17707768852 |
| Website | |
| NAICS | 52 |
| Keywords | Valuation Services, Tax Planning, Accounting, Succession Planning, Litigation Support, Consulting, Finance, Financial Reporting, Estate Planning, Tax Valuation, Enterprise Value, Equity Value |
| Founded | 2019 |
| Employees | 21-50 |
| Socials |
Key Contacts at Sofer Advisors
Jay Reardon
Senior Director
John Flowers
Director
Meghan Burke
Director
Sofer Advisors Email Formats
Sofer Advisors uses 2 email formats. The most common is {first initial} (e.g., j@soferadvisors.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@soferadvisors.com | 69.2% |
{first name} | john@soferadvisors.com | 30.8% |
About Sofer Advisors
Sofer Advisors specializes in services for financial reporting, tax valuation, litigation support, succession planning and consulting. Founded in 2019, the company provides financial and valuation services for the following industries: construction, dealerships, franchise organizations, healthcare, insurance, life sciences and more. Our team strategically enables organizations to decide their enterprise and equity value. Our background with financial reporting allows companies to focus on running their business while we take care of the challenging work. We provide many organizations with detailed independent valuations to stand up to any attestation review. Much of our business is based on valuations for closely-held businesses for estate and tax planning purposes. Fair Market Value (FMV) is the price that property would sell for on the open market. The willing buyer and seller would need to agree on the amount, with neither to act, and both have a reasonable knowledge of relevant facts. Our consulting services ensure you get the right valuation and financial information necessary to take the right steps for your business. Research shows that as many of half of all businesses may not have a correct idea of their actual worth. Analytical support is one of our key services and provides support in litigation cases involving the calculation of damages. These may have been incurred through breach of contract, fraud, misrepresentation, or other matters needing specialized financial analysis and expertise. The goal of any good transition is to create opportunity, whether it is the sale of the business to another business, a transfer to a family member, or an incentive plan for employee ownership.
Sofer Advisors revenue & valuation
| Annual revenue | $2,823,315 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Sofer Advisors has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Sofer Advisors has never raised funding before.
Sofer Advisors Tech Stack
Discover the technologies and tools that power Sofer Advisors's digital infrastructure, from frameworks to analytics platforms.
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