Exit Planning Institute - Find a CEPA

Meet David Hern:

David 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.

Mr. Hern 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.

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Meet David Hern:

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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

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2024 Webinar Series

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

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Courses

Access My Courses

Navigate to your purchased EPI Academy content.

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Business Attractiveness Scorecard

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Case Study: Human Capital, The Exit Planning Institute

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Case Study: Human Capital, The Exit Planning Institute

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UBS Approved Content

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