Surfside Capital Advisors

Schedule a free 30-minute consultation

Pick a time that works for you. Bring the decision in front of you: a raise, a sale, or a cash squeeze.

You’ll talk with

JC Morales

Founder & CEO

David Prieto

Financial Services

What to expect

  • A 30-minute conversation
  • On Zoom
  • In English or Spanish
  • Free, with no obligation

We work on the numbers behind your decision: cash, forecasts, valuation, and deal structure.

This consultation is provided by Surfside Capital Advisors LLC.

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Surfside Capital Advisors is not a registered investment adviser or broker-dealer. It does not solicit or introduce investors, does not offer or sell securities, and does not recommend that anyone buy or sell any security. Surfside Capital Advisors is not a CPA firm and does not provide audit, review, attest, or tax return services. Content on this site is general information, not legal, tax, or investment advice.

Surfside Human Capital Solutions is not a law firm and does not give legal advice or represent anyone before a court or agency. It works alongside your employment counsel and recommends that counsel review policies and decisions that depend on the law. Content on this site is general information, not legal or tax advice.

Surfside Capital Advisors LLC and Surfside Human Capital Solutions LLC are separate companies operating under the Surfside brand. This website is operated by Surfside Capital Advisors LLC. Each company provides its own services, as named on its page (Financial or Human Capital), and is responsible only for its own services.

6 Liberty Square, Suite 2511, Boston, MA 02109

© 2026 Surfside Capital Advisors LLC. © 2026 Surfside Human Capital Solutions LLC. All rights reserved.

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