Affiliate to be led by Scott Yoder, CEPA, CM&AA
Fairfield, NJ (PRWEB) March 19, 2015 - Smolin, Lupin & Co., LLC recently announced the launch of their new affiliate, Strategic Equity Advisors LLP (SEA).
Led by Scott Yoder, CEPA, CM&AA, the boutique advisory practice will specialize in mergers and acquisitions, business modeling, succession planning, company valuations and exit strategies for middle market business owners.
With a high level of transactional know-how, proficiency in federal and state transition taxation, gifts and estates, and expertise in structuring the most beneficial exit platforms, SEA will assist Smolin’s business owner clients in understanding their options and opportunities for protecting, enhancing and monetizing their company’s market value.
“Scott provides Smolin with the opportunity to enhance our advisory services. We strive to be agile in order meet the diverse needs of our client base,” said Henry Rinder, member of the firm. “His insight and experience help business owners protect and enhance their company’s underlying value,” he added.
“My goal is to provide business owners with a clear understanding of their exit options, maximize transferable value and safeguard a lasting legacy,” said Yoder.
The expertise provided by the Smolin team, comprised of multi-disciplined accounting and tax professionals who help business owners protect, grow and monetize their business interests, will augment the SEA team as they empower clients to act strategically in their succession planning and implementation initiatives.
Yoder is vice president of the NYC Chapter of the Exit Planning Institute, an advisory board member of Divestopedia, and holds active memberships with the Alliance of Merger and Acquisition Advisors, the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.
Strategic Equity Advisors, LLP
Strategic Equity Advisors (SEA) offers business owners a proactive and comprehensive methodology for business transition planning. The firm's holistic viewpoint and subject matter expertise provides a fresh and alternative approach to the monetization and legacy of private companies. SEA ensures that the owner is in control of his/her options among a wide array of exit and succession opportunities, and provides the services needed to address all of their relevant business, family, personal, market, financial, legal and tax issues.
About Smolin, Lupin & Co., LLC
Since 1947, Smolin, Lupin & Co., LLC has dedicated itself to developing long-lasting client relationships. The firm provides professional financial and accounting services uniquely designed to meet the needs of each and every client. The firm’s panel of wealth advisors and finance professionals include Certified Public Accountants, Certified Financial Planners, Personal Finance Specialists and Registered Investment Advisors. These individuals have the certification, experience and knowledge to manage wealth for both individuals and organizations. Exceptional customer service and client guidance has garnered the firm a designation as one of the NJBIZ Top 20 Public Accounting Firms in New Jersey. Smolin, Lupin & Co., LLC is an Independent Member of the BDO Alliance USA. For more information, visit https://www.smolin.com, LinkedIn or Twitter @SmolinLupin
At Smolin Lupin … It’s all about business… yours™