• Skip to primary navigation
  • Skip to main content
Acuity Advisors

Acuity Advisors

Many Possible Outcomes, One Right Result.

  • About Us
  • Team
  • Services
  • Experience
  • Resources
  • Events
  • Contact
  • Show Search
Hide Search
Home/Resources / News/Strategic Equity Group is Now Acuity Advisors!
News

Strategic Equity Group is Now Acuity Advisors!

To our clients, referral partners, friends and colleagues …

We are pleased and excited to announce that we have changed our name! To better reflect our core values of insight, clarity of thought, and delivering the right result, the company you have known as Strategic Equity Group for many years is now Acuity Advisors.

Strategic Equity Group is now Acuity Advisors

With the same keen focus on helping business owners bring about ownership transition, the team at Acuity Advisors will continue to deliver insightful, high quality, responsive services in the areas of mergers and acquisitions, Employee Stock Ownership Plans (ESOP’s), and valuation advisory to middle market businesses. While our name has changed, our focus on helping you get to the right result has not.

While the team you have come to know remains intact, we are pleased to also announce the return of Michael Perez to Acuity. Michael brings our professional staff to 10 people, holding credentials including CFA, ASA,  and ABV, along with FINRA licenses including Series 7, 63, 79 and 24 under our broker dealer entity Edgewater Capital.

We are enthusiastic about what the future holds and how we can continue to help you realize your goals and those of your clients. We look forward to connecting with you soon.  If you would like to reach out in the meantime, please email me at [email protected], or  reach me on my direct line at (714) 380-3300.

We thank you for your support over the years, and look forward to continuing to deliver the insightful, responsive, and results oriented services that you have come to expect for many years to come.

Written by:
Chris Kramer
Published on:
January 19, 2021

Categories: News

This website is solely for informational purposes and is believed to be providing accurate information at the time of publication. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Terms and Disclosures

Explore more

The right time to start succession planning is now.

There are many possible outcomes, but one right result for your vision and goals.

Let’s Talk
Acuity Advisors logo

Footer

  • Address: 6 Hutton Center Dr, Suite 860, Santa Ana, CA 92707
  • Phone: 714.444.3833
  • Email
  • LinkedIn

Strategic Equity Group is now Acuity Advisors

Copyright 2021 Acuity Advisors · Privacy Policy · Terms and Disclosures · Site: Delos Inc

Stay Informed.
Insight, judgment, deeper
meaning on what’s important.

Privacy Policy