Ross Yogel is the Managing Director of Business Advisory Services and leads the Business Valuation and Financial Forensics Group at LitmanGerson Associates, LLP. He specializes in assisting closely held businesses, high‑net‑worth individuals, stakeholders, and attorneys with business valuation, financial consulting, and forensic accounting matters. Ross also serves as an instructor for the National Association of Certified Valuators and Analysts (NACVA), teaching the Foundations of Financial Forensics and Conducting Fraud Investigations.

Ross holds the Certified Valuation Analyst (CVA) designation, is a Master Analyst in Financial Forensics (MAFF), and is a Certified Public Accountant (CPA). He brings over a decade of experience in business valuation and forensic analysis. In each engagement, Ross applies a disciplined and methodical approach—thoroughly investigating the facts, developing a well‑supported strategy, and executing that strategy with precision.

His industry experience spans a broad range of sectors, including restaurants/hospitality, real estate, healthcare, insurance, sales and distribution, technology, manufacturing, professional services, architecture, and construction.

Ross prepares business valuations for closely and privately held entities in connection with shareholder disputes, marital dissolution matters (as both a consulting and testifying expert), mergers and acquisitions, estate and gift tax planning, SBA 7(a) compliance, and exit planning initiatives, including both internal and external buyout and negotiation strategies.

In litigation support matters, Ross assists counsel with valuation and forensic engagements involving business valuation disputes, bank‑statement and asset‑tracing analyses, misappropriation and dissipation of assets, fraud and embezzlement investigations, lifestyle analyses, complex compensation issues, and the calculation of income available for support.

Ross also advises buyers, sellers, and their advisors on quality of earnings analyses and transaction due diligence, supporting transactions involving private equity, venture capital, and emerging growth companies.

Why Work with Ross?

Ross is known for his analytical mindset and ability to work seamlessly with attorneys and clients to solve complex financial matters. His hands-on approach to valuation and forensic accounting ensures that clients receive a thorough analysis and tailored solutions for their specific needs. With extensive experience across various industries, Ross offers the precision and insight required to address the most challenging financial situations, making him a trusted advisor in high-stakes engagements.