Joel Ungar

Sharpshooter
DISC Type : DC

Director at Pease Bell CPAs

Detroit Metropolitan Area, United States

Overview

Joel is a Director at Pease Bell CPAs with over 40 years of experience, specializing in HUD Section 232 audits for skilled nursing and senior living facilities. A Certified Public Accountant, he earned his BBA from the University of Michigan. Colleagues describe him as knowledgeable, responsive, and bright.

A lifelong Detroit area resident, Joel is a 2x cancer survivor and an avid cyclist. He actively fundraises for Make-A-Wish Michigan and is a regular platelet donor for the American Red Cross. He is also Vice President of the Jewish Historical Society of Michigan and a supporter of Detroit sports teams.

Unique fact: Joel participates in the Wish-A-Mile, a three-day, 300+ mile bicycle tour to raise funds for Make-A-Wish Michigan.

Personality Overview

Fast But Analytical

Rigorous & Demanding

Thorough Evaluator

They like to move fast and expect the same from others.  They are not always relationship oriented. They take a lot of pride in personal achievements.

Topics They Care About

HUD Audit Compliance
He is a key member of his firm's HUD audit group and has led over 125 HUD Section 232 audits for skilled nursing facilities nationwide.
Senior Living Sector
His career is focused on the skilled nursing, senior housing, and assisted living sectors, guiding owners through complex financial reporting requirements.
Community Fundraising
He is a volunteer fundraiser for Make-A-Wish Michigan and a regular American Red Cross platelets donor, showing a strong commitment to community causes.

Media Appearances

Joel has no verified media appearances

Work History

9-2021
Director at Pease Bell CPAs
6-2016 - 9-2021
Senior Audit Manager at Schlaupitz Madhavan, P.C.
9-2015 - 5-2016
Auditor at Mellen, Smith & Pivoz, PLC
12-2013 - 9-2015
Principal at Oakwood Business Services
10-2003 - 11-2013
Principal at Silberstein Ungar, PLLC

Education

9-1980 - 4-1984
Bachelor of Business Administration - BBA from University of Michigan - Stephen M. Ross School of Business

More Information

Social Presence :

Prographics :

Exp : 22 Location : Detroit Metropolitan Area, United States Job Level : Mid-senior Designation : Director at Pease Bell CPAs
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Insights For Selling To Joel

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Be respectful but crisp
  • Objectively showcase the impact that your product creates

DONT's

  • Avoid being too verbose
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joel is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Joel

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Joel move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Joel take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Joel

Personality Compatibility


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