David Hern, CPA, ABV, ASA, CEPA

David Hern, CPA, ABV, ASA, CEPA has a diverse range of work experience in various roles and organizations. David is currently serving as the Chief Executive Officer at Sofer Advisors since March 2019. In addition, they are a member of Vistage Worldwide, Inc. and Young Entrepreneur Council (YEC) since December 2020 and November 2020 respectively.

Prior to their current positions, David worked as the Director of Valuation Services at Alvarez & Marsal from June 2017 to March 2019. David also held the position of Manager of Valuation Services at RSM US LLP from April 2016 to May 2017. During this time, they successfully managed various valuation projects for clients, including a major franchisor, a top US bank, and publicly-traded companies.

Before that, David worked at Alvarez & Marsal as a Manager of Valuation Services from May 2013 to April 2016, where they handled complex valuation assignments and played a crucial role in mediating a contentious buy-out. David also worked as a Senior Consultant at Taylor Consulting Group from September 2011 to May 2013, as an Analyst of Investment Banking at FIG Partners from November 2009 to September 2011, and as a Tax Staff Accountant at Frazier & Deeter, LLC from January 2008 to August 2009.

Overall, David Hern brings a wealth of experience in valuation services, executive leadership, and business consulting to their current role as CEO at Sofer Advisors.

David Hern, CPA, ABV, ASA, CEPA has a Bachelor of Science degree in Management from the Georgia Institute of Technology. David obtained this degree, although the specific start and end years are not provided. David later pursued a Master of Business Administration (MBA) with a focus on Finance, also from the Georgia Institute of Technology, which they completed from 2009 to 2012.

In terms of additional certifications, David Hern is a Certified Exit Planning Advisor (CEPA) obtained from the Exit Planning Institute in August 2019. David also holds the designation of Accredited Senior Appraiser (ASA) in Business Valuation from The Appraisal Foundation. Additionally, they are accredited in Business Valuation (ABV) through AICPA. Lastly, they are a Certified Public Accountant (CPA) certified by NASBA, although the specific years of obtaining these certifications are not provided.