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
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