CEPA, CM&AA, CVGA

Smolin_Lupin_7_9_2013-_Balmuth_Brad_035_0003_Smolin_Lupin_July_16__2012_Yoder_Scott_147

Scott is a Certified Value Growth Advisor, Certified Exit Planning Advisor, Certified Merger & Acquisition Advisor, and an inactive Certified Public Accountant. Scott specializes in enhancing transferable company value and developing strategic exit/succession plans for middle market business owners. Scott’s areas of expertise include mergers and acquisitions, strategic planning, company valuations, business modeling, value enhancement strategies, right-sizing, cost cutting, structuring and financing. Scott is a member of the American Institute of Certified Public Accountants, New Jersey Institute of Certified Public Accountants, Exit Planning Institute, and the Alliance of Merger and Acquisition Advisors. Scott resides in Hoboken, New Jersey with his family and works out of our NYC office. He is a graduate of Goshen College in Goshen, Indiana, with a B.A. in Accounting.

Office: New York, NY


Position: Partner


Industries: Strategic Exit Planning ,Succession Planning, Merger and Acquisitions

 

 

What Others Are Saying

“Over the course of 15 years I had developed a fairly successful business. As I approached retirement my  CPA, Ted Byer of Smolin suggested that I engage the help of a transition planner and recommended Scott Yoder of Strategic Equity Advisors. 

Scott reached a thorough understanding of the business and my goals for it, for my employees and for myself. From start to finish he was instrumental in coordinating the financial and legal resources necessary to close a complicated transaction. He was the proverbial glue that held the whole process together, and has stayed engaged to monitor the many after-sale clauses and contingencies.

Scott is an even tempered knowledgeable person. It is very easy to establish a working relationship with him. Even though I have been a relatively successful businessman I am not trained or knowledgeable in major aspects of finance. It was an advantage to have trusted advisors like Scott and Ted on my side.”

– Allen Menkin, MD, MS, FAAP of Main Street Vaccines

Strategic Equity Advisors made a stressful and difficult process understandable and comfortable by taking the time to explain every step from the very beginning through the end result.  Part of the reason for engaging Scott, and a big part of the overall value was that we needed a better evaluation of the business so that we could put a more equitable agreement in place for the sale.  We have had a long standing relationship with our CPA who made the introduction to Scott.  Having someone who could quarterback the other professionals involved helped to streamline the process and bring things down to a level we could understand. 

We don’t believe that we could have effectively completed this process without Scott and Strategic Equity Advisors.  He took his time, asked all of the right questions, and listened to our responses with genuine interest and an attention to detail that exceeded our expectations.” 

– Rick Howe (President & CEO) and George Mehaffey (EVP) of The Knotts Company