Ross is the leader of the Business Valuation and Financial Forensics group.  Ross specializes in serving clients and attorneys in need of closely held business valuations, financial consulting and forensic accounting. He is a licensed Certified Valuation Analyst (CVA), Master Analyst in Financial Forensics (MAFF), and CPA and has been working in business valuation for over 10 years. With all matters, Ross investigates and analyzes the facts, plans the best strategic course of action, and then executes the plan each step of the way.

 

A sample of industries Ross has serviced include restaurants, real estate, healthcare, insurance, sales, automobile dealerships, manufacturing, architecture, and construction.

Services he provides to clients and attorneys include valuation engagements related to estate and gift tax planning, SBA 7A compliance, shareholder and marital divorce, mergers and acquisitions, exit planning strategy, and lost profits and business damages.

 

Litigation support valuation and forensic engagements Ross performs relate to bank statement analysis, misappropriation of assets, fraud, embezzlement, lifestyle analysis, understanding and dividing complex compensation, and calculating income for support purposes.

 

Ross also completes services related to quality of earnings and transaction due diligence, forensic accounting investigations (non-litigious), start-up business and venture capital consulting.

Education

• Syracuse University: Bachelor of Science in Accounting and Economics
• Suffolk University: Masters of Business Administration 

Professional Affiliations

• National Association of Certified Valuators and Analysts (NACVA), MA Chapter Board Member
• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA, or Mass CPA’s), Litigation Support and Business Valuation Committee Co-Leader
• Business Associates Club, Member
• ProVisors, Member
• WorthyCircles, Member

Personal

• Ross enjoys exploring new restaurants in the Greater Boston region, playing golf, and grilling.