Insights

Target Market Alignment Sofer Advisors specializes in valuation and financial consulting for closely-held businesses across industries such as construction, healthcare, and franchise organizations, indicating potential opportunities to serve clients seeking accurate valuation and succession planning services.

Growth and Revenue Opportunities With a revenue range of 10 to 25 million dollars, Sofer Advisors is positioned within a mid-market segment, suggesting room for expansion by offering scalable valuation solutions and strategic financial consulting to similar companies aiming for growth or exit strategies.

Digital Engagement Strategies The company's use of tools like Google Tag Manager, Crazy Egg, and HubSpot indicates an active online presence and data-driven marketing approach, which can be leveraged to identify and engage potential clients actively seeking valuation and financial advisory services.

Industry Focus Expansion Since the firm serves diverse sectors including insurance, life sciences, and dealerships, there is an opportunity to cross-sell complementary consulting and valuation services to existing client bases or expand into related industries.

Partnership and Networking Given their expertise in litigation support and financial analysis, establishing alliances with law firms, insurance providers, and financial institutions could generate synergistic referral opportunities and enhance market visibility in specialized niches.

Sofer Advisors Tech Stack

Sofer Advisors uses 8 technology products and services including HubSpot Analytics, Crazy Egg, Shopify, and more. Explore Sofer Advisors's tech stack below.

  • HubSpot Analytics
    Analytics
  • Crazy Egg
    Analytics
  • Shopify
    E-commerce
  • Font Awesome
    Font Scripts
  • Google Maps
    Maps
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management
  • HTTP/3
    Web & Portal Technology

Media & News

Sofer Advisors's Email Address Formats

Sofer Advisors uses at least 1 format(s):
Sofer Advisors Email FormatsExamplePercentage
First@soferadvisors.comJohn@soferadvisors.com
100%

Frequently Asked Questions

Where is Sofer Advisors's headquarters located?

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Sofer Advisors's main headquarters is located at 990 Peachtree Industrial Boulevard Northwest 456 Suwanee, Georgia 30024 United States. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Sofer Advisors's official website and social media links?

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Sofer Advisors's official website is soferadvisors.com and has social profiles on LinkedIn.

What is Sofer Advisors's NAICS code?

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Sofer Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Sofer Advisors have currently?

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As of April 2026, Sofer Advisors has approximately 41 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Vp Development & Strategy: T. D.Senior Director: J. R.Director: J. F.. Explore Sofer Advisors's employee directory with LeadIQ.

What industry does Sofer Advisors belong to?

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Sofer Advisors operates in the Financial Services industry.

What technology does Sofer Advisors use?

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Sofer Advisors's tech stack includes HubSpot AnalyticsCrazy EggShopifyFont AwesomeGoogle MapsX-XSS-ProtectionGoogle Tag ManagerHTTP/3.

What is Sofer Advisors's email format?

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Sofer Advisors's email format typically follows the pattern of First@soferadvisors.com. Find more Sofer Advisors email formats with LeadIQ.

When was Sofer Advisors founded?

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Sofer Advisors was founded in 2019.

Sofer Advisors

Financial ServicesGeorgia, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
990 Peachtree Industrial Boulevard Northwest 456 Suwanee, Georgia 30024 United States
NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Sofer Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Sofer Advisors's revenue is estimated to be in the range of $10M$25M

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