Introducing the Business Valuations and Financial Forensics Team at LGA

In today’s complex financial landscape, clarity and precision are critical. At LGA, our Business Valuations and Financial Forensics Team consists of dedicated professionals committed to providing comprehensive financial and valuation services tailored to meet your needs. Our detailed approach assists business owners, high-net-worth individuals, and legal professionals by offering solutions such as:

• business valuations for selling, buying, or estate and gift taxes,
• consult on valuation and forensic matters in mergers and acquisitions,
• financial litigation support for both marital and shareholder disputes,
• quantify assets and income for potential evidence in litigation,
• complete forensic investigations to analyze financial data to identify irregularities and financial misconduct, and
• assessment of quality of earnings and assist in due diligence.

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.

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.

Jake Stavros, CVA
Jake Stavros is a supervisor 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.

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. Martina earned her Master of Science in Accounting from Suffolk University.

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 Calculation of Value Reports, to the more general Range of Value Reports – LGA’s team is primed to evaluate, customize, and deliver results.

Our business valuation services not only provide a numerical assessment but also prepare business owners for future endeavors, be it mergers, acquisitions, changes in ownership structures, and exit strategies. 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 assist in the aftermath of fraud. We also support sell-side and buy-side due diligence to prepare clients for transactions and assess the 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

Our commitment extends to serving diverse sectors with thorough analysis and supportive insights. Each client’s situation is unique; our experienced professionals are here to provide personalized attention and assist with informed decision-making.

LGA is ready to support your financial journey. Contact us today for a consultation to discuss your specific needs and how our Business Valuations and Financial Forensics Team can help.