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Scott Yoder

Scott Yoder

Partner, Strategic Equity Advisors, LLP (Smolin Lupin affiliate)

(855) 732-4700

Partner with Strategic Equity Advisors, LLP (Smolin Lupin affiliate); a boutique merger and

acquisition advisory firm specializing in divesture strategies for owners of closely held

companies. In this role, I collaborate with ownership, their families, and their advisors to develop

and implement strategies that maximize wealth upon transfer in accord with overall ownership

objectives.

Prior to specializing in divesture strategies, I spent 20 years developing and honing my

succession and exit planning expertise by serving owners of middle market companies as their

Chief Financial Officer. A significant portion of my career has been successfully handling

turnaround and financial restructuring work for companies with revenues between $6mm and

$115mm across various industry sectors.

My areas of expertise include business valuation, mergers and acquisitions, developing and

implementing strategic business plans, value enhancement, right-sizing, cost cutting, structuring

and financing.

My decision to specialize in divesture strategies came after observing my fathers business exit, after which I realized that most middle market business owners don't have access to the

specialized resources essential when planning and executing their exit. Consequently, they skip

the strategic and preparation step in the divesture process, resulting in post-exit remorse with

significant wealth left on the table.

I chose this specialized field to fill this real and rapidly growing need and as a means to a

meaningful and gratifying career.

Areas of Expertise

Developing and executing divesture strategies for owners of closely held companies

Designations

Certified Exit Planning Advisor (CEPA)

Certified Merger & Acquisition Advisor (CM&AA)

Certified Public Accountants (CPA)

Industry Associations

Alliance of Merger & Acquisition Advisors

Exit Planning Institute

Location

165 Passaic Avenue

Fairfield, New Jersey, 07004

United States

Skills

Buyer Identification and Selection

Buy-Sell and Contingency Agreements

Deal Structure Analysis and Selection

Exit Strategies

Ideal Buyer Profiles

Personal Financial Planning

Strategic Exit Channel Selection

Strategic Planning

Tax for M&A and Reorganizations

Transactional Business Valuation

Value Enhancement

Divestopedia Articles

5 Core Tenets of Exit Planning

The Exit Planning Institute Doesn't Want You to Exit

The #1 Reason Business Sellers Leave Chips on the Table

View all articles

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District of Columbia

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Mark Gaffin

Founder and President of The Gaffin Group

(617) 824-0517

Mark Gaffin is the Founder and President of The Gaffin Group. Mark brings over 25 years

experience to the research, consulting, and development needs of our clients in the middle

market. He has been involved in hundreds of middle market and large-cap transactions, including

corporate development, debt and equity raises, and transformational MA. These efforts have

included pre-transaction commercial due diligence, credit underwriting, enterprise value

analysis, post-merger integration planning, and investment thesis development and execution. A

consistent theme across these efforts was the ability to rapidly identify key value drivers and

develop robust plans for sustainable, long-term value creation.

Mark brings a unique perspective to the research and consulting clients of The Gaffin Group as

he incorporates his career experience across industry and management strategy consulting in addition to substantive experience in the financial services industry. He has held executive

financial positions at sponsored and non-sponsored operating companies, and he has worked

with middle market companies as a financing professional and advisor. Moreover, Mark has

valuable strategic consulting experience with a top-tier global consulting firm. As a strategy

consultant, his client engagements focused on profit improvement, post merger implementation

planing, commercial due diligence for private equity clients across three continents, and strategic

change management. Mark has provided Board-level support to clients through both direct Board

membership as well as value-added contributions through observation rights.

Mark Gaffin received his Bachelor of Business Administration from Southern Methodist

University and his Master of Business Administration from the University of Chicago Booth

School of Business. At Booth, Marks concentrations were in analytic finance, econometrics and statistics. Mark is a holder of the right to use the Chartered Financial Analyst designation. Mark

is also is a Chartered Alternative Investment Analyst Charter Holder.

Location

Washington, District of Columbia

United States

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