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Finances
What We Offer

Foundational Infrastructure Governance Consulting Build best-in-class governance processes and appropriate monitor enterprise risk management, business performance and strategy execution. Financial Management Provide integrated technology solutions including finance and accounting, payroll, inventory, and complex reporting.

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Strategy
What We Offer

Business Planning and Analysis Strategic Growth Planning Create a prioritized growth agenda, both organic and inorganic, and strategically deploy resources to create value in an orderly way including buy versus build analysis, and financial modeling. Business Intelligence Determine disciplined, data-driven…

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Growth Strategy
What We Offer

Growth Capital Management Capital Raising Optimize your capital structure through rigorous financial analysis, develop credible business plans, and provide access to strategic capital partners. Assist with raising private equity capital and negotiating debt terms. Mergers & Acquisitions Execute your inorganic…

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Results
OUR APPROACH

We provide guidance and advice in the development, while the company transforms and reach its potential.

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Strategies
OUR APPROACH

Develop a prioritized list of strategies to develop into the business related to its respective financial projections.

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SWOT
OUR APPROACH

Understand the key aspects company is facing.

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Functions reviewed
OUR APPROACH

We analyze each one of the core functions of the business to understand the current status.

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Deep-dive analysis
OUR APPROACH

Cross functional review of the business and its affiliates.

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Whether your needs are Strategic Planning, Liquidity Management, or Talent Management Solutions, we can help you navigate crisis with confidence.

Call Us:617 433 5375 Fax: 617 830 7225Visit Us:6 Liberty Square, Suite 2511 Boston, MA 02109

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Latest News
The Center for Women & Enterprise and Surfside Capital Advisors Partner to Enhance Spanish-Language Programs
The Center for Women & Enterprise and Surfside Capital Advisors Partner to Enhance Spanish-Language Programs
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Strategic planning during the pandemic: Leading Digital Resilience (part 2)
Strategic planning during the pandemic: Leading Digital Resilience (part 2)
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Strategic planning during the Pandemic : leveraging digital transformation beyond the crisis (part .1)
Strategic planning during the Pandemic : leveraging digital transformation beyond the crisis (part .1)
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Main Street Lending Program
Main Street Lending Program
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Our commitment to our community
Our commitment to our community
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