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At Strategic Equity Advisors, we empower business owners, like you, to act strategically regarding your illiquid private company investment. If you wish to set up a presentation or have someone from SEA as a guest speaker at your next event, please fill out the form below. We look forward to working with you.



Previous Presentations


Don’t Let Your Client’s Liquidity Event Be Your Firm’s Pink Slip!

Brian Kazanchy, Scott Yoder & Pat Rufulo
The Park Avenue Club
Florham Park, NJ

Business Succession Planning on Your Own Terms

Mandelbaum Salsburg
Strategic Equity Advisors
U.S. Trust
West Orange, NJ

Exit Strategies for Closely Held Companies

Institute of Management Accountants (IMA)
New Jersey Regional Council Fall 2015 Conference
Spring Lake, NJ

Liquid Wealth On Your Terms

Columbia Financial Services
Presentation
Wayne, NJ

Exiting With A Strategy: Options and Planning Steps for Business Owners

Strategic Equity Advisors and Regent Atlantic
Seminar
Florham Park, NJ

Mitigating Bank’s Risk & Increasing Customer’s Value

Wells Fargo
Presentation
Summit, NJ

Bank of America
Presentation
Miami, FL

Succession Planning for CPA Firms

BDO Seidman Alliance MAP
and Networking Session
Coral Gables, FL

Executing on CPA Firm Succession Strategy

BDO Seidman Alliance Metro
Mini Area Meeting
New York, NY

Exit Strategies for Sole Practitioners

2013 New Jersey Accounting,
Business & Technology Show
Secaucus, NJ

Proactively Increasing Your Company’s Value

Strategic Equity Advisors
Seminar
Florham Park, NJ

Baby Boomer Entrepreneurs and the Importance of Having An Exit Strategy

Boomer Financial Radio Network

Introduction to Strategic Exit Planning

Park Avenue Club

Florham Park, NJ

Private Equity – Is it the Right Exit Channel for Your Client?

EPI – Greater NYC Chapter

McCarter & English

New York, NY

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