Financial
Surfside Capital Advisors
You get planning, part-time CFO leadership, and help getting ready to raise or sell.
You’re getting ready to raise.
You’re thinking about selling or buying.
Cash is tight before payroll.
Drag a tile. Each one stays on its side.
Finance and HR advisory for founders
Every business hits a wave. Surfside helps you ride it.
What are you facing?
A raise, a sale, a hiring surge, a new market. We bring the financial and people strategy to carry you through, in English or Spanish.
I’m getting
ready to
raiseInvestors will test every number. We get you ready to raise, with a plan and a story that hold up.
Raising capital
I’m hiring
faster than
I onboardHeadcount is climbing and the basics are slipping. We help you build the people systems to keep up.
Hiring fast
I’m thinking
about
sellingSelling is the biggest call you'll make. We help you prepare.
Selling or buying
I have
a people
problemA complaint, a conflict, a key person leaving. We help you respond, alongside your employment counsel.
A people problem
Finance and people
One team for your numbers and your people.
One team for your numbers and your people.
Human Capital
Surfside Human Capital Solutions
When a people issue lands on your desk, we help you move from reaction to readiness, alongside your employment counsel.
Hiring is moving faster than your systems.
Your culture is stretched by growth.
AI is changing how your team works.
About Surfside
One team, on your side of the table.
When a moment changes your business, Surfside brings finance and people strategy under one roof: Surfside Capital Advisors for the numbers and Surfside Human Capital Solutions for your people. JC Morales founded Surfside Capital Advisors in 2015, and Yuisa Pérez leads Surfside Human Capital Solutions. We work in English or Spanish.
2015
Surfside Capital Advisors founded
30 min
Free first consultation to map your next step
EN/ES
English or Spanish
In their words
What clients say about working with Surfside.
Surfside Capital Advisors
“They are a part advisor and part therapist.”
Surfside Capital Advisors
“More than a trusted advisor, they care about the company and me.”
Surfside Capital Advisors
“Anticipation is power.”
Surfside Capital Advisors
“The Surfside Capital team are rapid learners, savvy strategic thinkers, experienced financial analysts and collaborative.”
Some of the businesses we’ve worked with
Who you’ll meet
The team behind Surfside.
Free consultation
Start with the moment you’re in.
Tell us what’s changing in your business: the numbers, the people, or both. Choose a time for a free 30-minute consultation, with no obligation.
Frequently asked questions
A few things owners ask before we talk.
A few things owners ask before we talk.
How does Surfside cover both finance and people?
How does Surfside cover both finance and people?
Surfside Capital Advisors handles the numbers, and Surfside Human Capital Solutions handles your people. When a moment touches both, we work on it together. Each company provides its own services and engages with you separately.
Should I start with Financial or Human Capital?
Should I start with Financial or Human Capital?
Start with the moment you’re in. A raise, a sale, or tight cash is Financial. Hiring, a restructure, or a people issue is Human Capital. If it’s both, or you’re not sure, tell us what’s changing and we’ll point you to the right one.
What happens after I send a message?
What happens after I send a message?
Once you send a message, we read it and write back to set up a time to talk. The first consultation is 30 minutes, free, with no obligation.
Can we work in Spanish?
Can we work in Spanish?
Yes. We work in English or Spanish, whichever is easier for you and your team.
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