Ross Yogel

Questioner
DISC Type : c

Partner, Director of Valuation | Forensics | Litigation Support | QoE Diligence at LGA, LLP

Greater Boston, United States

Overview

Ross Yogel is a Partner at LGA, LLP, where he leads the Business Valuation and Financial Forensics group. He specializes in business valuations, litigation support, and forensic accounting for clients across various industries. Ross holds CPA, CVA, and MAFF certifications and earned his MBA from Suffolk University.

Outside of work, Ross enjoys playing golf, grilling, and exploring new restaurants in the Greater Boston area. A native of Weston, Massachusetts, he now resides in South Boston.

He is also an instructor for the National Association of Certified Valuators and Analysts (NACVA), teaching the core knowledge for the Master Analyst in Financial Forensics® designation.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Value Seeker

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Financial Forensics
He leads this practice at his firm, has authored articles on the topic, and teaches the core knowledge for the MAFF (Master Analyst in Financial Forensics) designation.
Business Valuation
With over ten years of experience, he specializes in valuing closely held businesses for M&A, exit planning, and tax purposes, and co-chairs a related committee for MassCPAs.
Litigation Support
He serves as a consulting and testifying expert witness in matters involving marital divorce, shareholder disputes, fraud investigations, and asset tracing.

Media Appearances

Ross Yogel, MBA, CPA, CVA, MAFF | LGA, LLP. Featured in LGA, LLP

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Ross Yogel Promoted to LGA Partner. Featured in LGA, LLP (Firm News)

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Work History

7-2022
Partner, Director of Valuation | Forensics | Litigation Support | QoE Diligence at LGA, LLP
8-2021 - 7-2022
Principal, Business Advisory at LGA, LLP
11-2022
NACVA Instructor at National Association of Certified Valuators and Analysts (NACVA)
8-2020 - 8-2021
Business Valuation Manager at KLR
6-2018 - 7-2020
Manager at Edelstein & Company LLP

Education

2013 - 2015
Master of Business Administration (M.B.A.) from Suffolk University - Sawyer Business School
2007 - 2011
BS from Syracuse University - Martin J. Whitman School of Management

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Boston, United States Job Level : Mid-senior Designation : Partner, Director of Valuation | Forensics | Litigation Support | QoE Diligence at LGA, LLP
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Insights For Selling To Ross

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ross is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Ross

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ross move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Ross take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Ross

Personality Compatibility


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