The financial landscape of today’s business environment requires expertise that’s precise, comprehensive, and forward-thinking. At LGA, our Business Valuations and Financial Forensics Team, are dedicated professionals committed to ensuring business owners and attorneys receive unmatched financial and valuation services. Our white glove approach helps high-net-worth individuals and attorneys navigate complex financial matters including providing:
- business valuations for estate and gift taxes,
- consult on valuation and forensic matters in mergers and acquisitions,
- financial litigation support for both marital and shareholder disputes,
- assessment of quality of earnings and assist in due diligence,
- and complete forensic investigations to quantify fraud and misappropriation of assets.
Meet the Team
Ross Yogel, MBA, CPA, CVA, MAFF
Ross leads the Business Valuation and Financial Forensics group. He offers over a decade of experience in business valuation. His clientele stretches across various industries, including restaurants, real estate, and healthcare, among others. Ross offers a multitude of services ranging from estate and gift tax planning, SBA 7A compliance, to forensic accounting investigations. His commitment to detail ensures a thorough analysis of all matters, strategic planning, and flawless execution.
Christina Sayles, CVA, CPA
Christina Sayles is a supervisor at LGA with over five years of experience in valuation and accounting. Christina is a Certified Public Accountant (CPA) endorsed by the Massachusetts Board of Public Accountancy and a Certified Valuation Analyst (CVA) under the National Association of Certified Valuators and Analysts (NACVA). Christina works closely with business owners and attorneys in all matters of valuations and financial consulting.
Martina Lipinska, MSA
Martina Lipinska is a senior associate in the Business Advisory Services at LGA. Martina has over six years of industry experience providing valuation services to clients in litigation, divorce, and forensic cases. Christina earned her Masters of Science in Accounting from Suffolk University.
Jake Stavros, CVA
Jake Stavros is a senior associate in the Business Advisory Services at LGA. Jake is a licensed Certified Valuation Analyst (CVA) and works closely with businesses on matters of valuation. Jake is also a financial analyst and assists clients with custom model building among other areas.
Business Valuation Services
Understanding the worth of a business is an amalgamation of art and science. Whether you’re contemplating a sale or just looking to assess personal goodwill and assets, our team is equipped to guide you through the nuances of business valuation. With three types of valuation reports available – from Conclusion of Value Reports to more general Range of Value Reports – LGA’s team is primed to evaluate, customize, and deliver results catered to your unique requirements.
Our business valuation services not only provide a numerical assessment but also prepare business owners for future endeavors, be it mergers, acquisitions, or change in ownership structures. Our approach is holistic, understanding risks, benefits, and the future paths of a business.
Financial Forensics & Litigation Support
Financial forensics: We investigate intricate flows of funds, pinpoint misappropriation of assets, and collaborate with legal professionals to present solutions in the aftermath of fraud. We assist on sell side and buy side due diligence, preparing clients for transactions and assessing quality of earnings.
Litigation support: Attorneys from all over New England entrust us to provide technical insights and support in cases involving intricate financial issues. Our team’s proficiency isn’t just in analysis; we’re equally skilled in conveying these complex ideas clearly and persuasively. We can assist in marital or shareholder disputes, analysis of damages due to business losses, or challenges involving dissenting shareholders or partners.
Contact Us Today
With a history of serving diverse sectors, from construction to high tech, our reputation rests on a solid track record, thorough analysis, and the ability to demystify complex financial concepts.
- Our team of experienced professionals has a deep understanding of the intricacies of business valuation, financial forensics, and litigation support.
- We dissect transactions with meticulous precision, ensuring that our clients have the information they need to make informed decisions.
- We provide our clients with the highest level of service and attention to detail.
LGA stands by you, ready to assist every step of the way. Contact us today for a free consultation to discuss your specific needs and how our Business Valuations and Financial Forensics Team can help.