Surfside Capital Advisors

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Surfside Capital Advisors

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📍 Boston, MA

Strategy | Fractional CFO Services | M&A | Transaction Advisory | Capital Raising

09/29/2026

Before raising outside capital, founders should pressure-test the plan first. Be clear on what you’re funding, how much you truly need, what the business can support on its own, and what new capital should unlock.

Better questions lead to stronger funding decisions. Talk with Surfside Capital Advisors: https://www.surfcapadvisors.com/contact-us/

09/28/2026

Today, JC Morales will be at “Show & Tell: Meet the Real Small Business Owners Using AI,” an in-person panel from 3:00–5:30 PM ET at the Greater Boston Chamber of Commerce.

Hear how business owners are using AI to save time, improve operations, and support growth.

09/23/2026

Planning season is here. Before 2027 begins, business owners should align revenue goals, margins, cash needs, people, and growth priorities. A stronger plan starts with clear assumptions and decisions made early—not in January. Build your next year with more confidence.

Talk with Surfside Capital Advisors: https://www.surfcapadvisors.com/contact-us/

09/17/2026

This week, the Surfside Capital Advisors LLC team was on the ground — from an early conversation with a founder mapping out his next chapter, to Greentown Labs' board table and Climatetech Summit in Houston, to sitting alongside a client team navigating a transaction for a community-rooted, family-owned business.

Across every engagement, our focus stays the same: helping businesses build the infrastructure to grow, not just the topline. That increasingly means more than financial strategy — it means the people and organizational structure behind the numbers, which is why we've expanded into Surfside Human Capital Solutions.

Add us to your leadership team to continue your business journey. Surfside Capital Advisors and Surfside Human Capital Solutions — built to help you grow both your revenue and your people.

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09/15/2026

Last Thursday night, I was at Kendall Square for ¡Pa'lante! 2026: Ritmo, Color y Sabor, the Latino Equity Fund's flagship celebration, presented through The Boston Foundation. Nearly 95% of the funds raised that evening go straight back to Latino-serving organizations, artists, vendors and small businesses across Greater Boston, a detail Javier A Juarez, LEF's Executive Director, and his team have built the event around for the last 3 years. And it certainly is more than just convening: over the last decade, we have touched 96 Latino-serving charities and awarded $8 million in grants, ($685,000 this year alone!).

As a co-founder alongside Aixa Beauchamp, I couldn't be prouder of this work.

$A fractional CFO can help uncover the financial and operational gaps that weaken buyer confidence before they affect you...$

09/08/2026

A fractional CFO can help uncover the financial and operational gaps that weaken buyer confidence before they affect your valuation.

From cleaner reporting to stronger processes and better forecasting, the right preparation can make your business more sale-ready.

Start preparing before buyers arrive: https://www.surfcapadvisors.com/contact-us/

09/03/2026

Your business can be worth more—or less—because of decisions made long before a sale. Clean financials, accurate add-backs, and early preparation can make a meaningful difference in valuation.

Don’t wait until you’re ready to sell to start protecting value. Talk with Surfside Capital Advisors: https://www.surfcapadvisors.com/contact-us/ Plan ahead.

08/24/2026

Some of the most important work we get to be part of doesn't happen in a boardroom.

A few weeks ago, our client About Fresh — alongside Process First LLC, and Pip & Anchor brought Dr. Dariush Mozaffarian from the Tufts Food is Medicine Institute and Dr. Joseph Betancourt President of The Commonwealth Fund to The The Nantucket Dreamland Theatre for an evening on Food is Medicine: the growing movement to treat nutritious food as healthcare, not an afterthought.

Every ticket to the event gave back, funding Pip & Anchor's Send It Box program delivering local produce to food-insecure households across the island.

This is the kind of organization we're proud to stand behind at Surfside Capital Advisors: mission-driven, community-rooted, and building real infrastructure around the belief that people's health starts with how well they're fed. Impact isn't a line item for About Fresh — it's the whole point.

We're grateful to support businesses and nonprofits doing this kind of work, and to see it recognized on a stage like this one.

08/22/2026

This week, the Surfside Capital Advisors team connected with leaders across financials services, media , branding services, climatetech, and healthcare — a reminder that every industry we serve is asking the same question: how do we grow without losing what makes us distinct?

For years, Surfside has helped founders build not just stronger revenue, but the infrastructure to support it. Increasingly, that means investing in people as much as capital — which is exactly why we're expanding alongside Surfside Human Capital Solutions.

Add us to your leadership team to continue your business journey. Surfside Capital Advisors and Surfside Human Capital Solutions — built to help you grow both your revenue and your people.

08/19/2026

Caught up with Shannon West, founder of East West Wines, this week — and left the conversation thinking about w**e very differently.

Shannon has built a business around a story most Americans have never heard: the centuries-old w**emaking traditions of Southeastern Europe. She partners directly with family-owned vineyards crafting natural, low-intervention w**es from native grape varietals, and brings those bottles — and the stories behind them — to the U.S. market from her home base in Cambridge.

It's a reminder of why I started Surfside Capital Advisors. The businesses I'm drawn to aren't chasing growth for its own sake — they're built around something worth preserving: a craft, a culture, a relationship with the people who make the product. My job is to help founders like Shannon make smart, disciplined decisions about capital, operations, and strategy without losing sight of what made the business special in the first place.

Small importers like East West Wines also do something bigger than move product — they create a bridge between communities, supporting family w**emakers abroad while building something new here at home.

Address

6 Liberty Square, Suite 2511
Boston, MA
02109

Website

http://www.surfcapadvisors.com/

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