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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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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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