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Scott Yoder

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 father’s 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.

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Articles by Scott Yoder


The Exit Planning Institute Doesn't Want You to Exit The Exit Planning Institute Doesn't Want You to Exit The Exit Planning Institute Doesn't Want You to Exit The Exit Planning Institute Doesn't Want You to Exit


Economic Value is a great tool to ensure your private company can deliver you market rate or above returns. Sadly, it is not broadly...

The #1 Reason Business Sellers Leave Chips on the Table The #1 Reason Business Sellers Leave Chips on the Table The #1 Reason Business Sellers Leave Chips on the Table The #1 Reason Business Sellers Leave Chips on the Table


We asked seasoned exit planning professionals how to avoid leaving wealth behind when selling a company. Their answers educated and...

Is Your Management Team the Right Exit Channel for You? Is Your Management Team the Right Exit Channel for You? Is Your Management Team the Right Exit Channel for You? Is Your Management Team the Right Exit Channel for You?


A management buy-out or buy-in can be an excellent alternative to selling your company. Here are three steps to help you evaluate if...

Everything You Ever Wanted to Know About ESOPs Everything You Ever Wanted to Know About ESOPs Everything You Ever Wanted to Know About ESOPs Everything You Ever Wanted to Know About ESOPs


In this webinar, James Higgins educates us on Employee Stock Option Plans and if it is an appropriate exit channel for your business

Stats Show Entrepreneurs Great at Building Wealth, Awful at Monetization Stats Show Entrepreneurs Great at Building Wealth, Awful at Monetization Stats Show Entrepreneurs Great at Building Wealth, Awful at Monetization Stats Show Entrepreneurs Great at Building Wealth, Awful at Monetization


Private business owners: most of the statistics are not in your favor. Here's how you can break out of this cycle

WEBINAR - David F. Broderick, Esq. - The Sales Process WEBINAR - David F. Broderick, Esq. - The Sales Process WEBINAR - David F. Broderick, Esq. - The Sales Process WEBINAR - David F. Broderick, Esq. - The Sales Process


Setting your expectations - Overview and tips regarding the legal process standards associated with selling your business

Company Valuations and Why They're the Wrong Metric for Business Owners Company Valuations and Why They're the Wrong Metric for Business Owners Company Valuations and Why They're the Wrong Metric for Business Owners Company Valuations and Why They're the Wrong Metric for Business Owners


Business owners: Don't limit your options. Here's how to plan and evaluate the best option for you

5 Core Tenets of Exit Planning 5 Core Tenets of Exit Planning 5 Core Tenets of Exit Planning 5 Core Tenets of Exit Planning


Business owners: prepare for the single largest financial transaction in your lifetime

Who Will Buy My Company? Who Will Buy My Company? Who Will Buy My Company? Who Will Buy My Company?


The right way to find the best buyer for your company when you are ready to sell. Develop the ultimate strategy to source and choose the...

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Resources

  • Equicapita: Equicapita
    Equicapita's model is to acquire established, private small and medium sized enterprises (“SMEs”) located primarily in Western Canada.
  • Evolution Capital: Evolution Capital
    Leaders in growing small business.

Quotes

It's important to remember that there are three parties to every transaction: the buyer, the seller and the government.

Howard E. Johnson, Managing Director of Veracap M&A International Inc.