Ro Sokhi (Singh), CPA

Critic
DISC Type : C

Partner at UHY LLP, Certified Public Accountants

New York, New York, United States

Overview

Ro Sokhi is a PCAOB Audit Partner at UHY LLP with over 15 years of experience, specializing in guiding pre-IPO and SPAC clients to public listings. His expertise includes SEC reporting and M&A due diligence. He is a Certified Public Accountant and a graduate of Long Island University.

Outside of work, Ro values personal and cultural milestones, having recently married and celebrated Diwali. He also appreciates team camaraderie, celebrating events like Oktoberfest with his UHY colleagues. He serves as a brand ambassador for his firm at industry and networking events.

He has commented on the "perfect storm" of the accounting talent shortage and increased reporting requirements leading to more late SEC filings.

Personality Overview

Precise

Information Seeker

ROI Driven

They choose to analyze logically and value facts to emotions.  It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Go-Public Transactions
He specializes in PCAOB audits for pre-IPO and SPAC clients and frequently shares expert commentary on the challenges and trends in the IPO market.
SEC Reporting
He has extensive knowledge of SEC reporting requirements and has publicly commented on the reasons behind the recent increase in late filings by public companies.
M&A Due Diligence
His role includes a focus on M&A, providing financial due diligence and Quality of Earnings (QoE) reports for clients involved in transactions.

Media Appearances

Ro has no verified media appearances

Work History

10-2022
Partner at UHY LLP, Certified Public Accountants
11-2021 - 10-2022
Partner at Friedman LLP
10-2009 - 9-2013
Entrepreneur at Startup
8-2007 - 11-2021
Senior Manager at KPMG
6-2006 - 7-2007
Financial Analyst at Arrow Electronics

Education

Bachelor of Science - BS from Long Island University

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York, New York, United States Job Level : N/A Designation : Partner at UHY LLP, Certified Public Accountants
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Insights For Selling To Ro

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ro is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Ro

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Ro move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Ro take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Ro

Personality Compatibility


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