Business Analysis

Often companies need an independent review of their business. Outside the day-to-day operations, Surrette Associates LLC provides a fresh look at specific corporate parts or the organization as a whole. This service can be particularly valuable to small and medium-sized enterprises seeking to magnify growth, reduce costs or compensate for management changes.

Organizational Efficiency

Sometimes maintaining or increasing revenue does not translate to an improved bottom line. Third party analysis helps management find methods to build efficiency. Profit improvement is rarely as simple as cost-cutting. Proving an insightful case study, a multi-faceted profitability plan successfully adjusted many elements of this medium-sized company.

New ownership or management can be enlightened by an analysis that recaps the business in the broadest sense. For example, Surrette Associates were contracted to evaluate a family-owned company with a well-established HBC brand. We were able to provide new management with a top line understanding of their consumer, industry, distribution channel, regulatory environment, competition and pricing. More importantly, new opportunities and clear directional options were identified. The company was pleased with our arms-length analysis and as a result, successfully seized on several of the opportunities presented to them.

Merger & Acquisition Representation

A rich understanding of the Health & Beauty Care industry draws Surrette Associates LLC into M&A activity. Whether it's evaluating a potential investment by private equity or pitching a company to potential investors, we offer proven insight to the process. Mr. Surrette played a critical role in the management presentations that led to the acquisition of Tiki Hut Holding Company (dba Hawaiian Tropic) by Playtex Products Inc.

Expert Witness

Jack Surrette has been hired as an expert witness in legal proceedings that relate to categories relevant to his experience. These projects, usually highly confidential, provide insight that is often difficult to find.

What People Are Saying

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Jack and I collaborated on a dermatologic skin care line that focused on technically advanced formulations. His marketing expertise made the science relevant to consumers. A professional with a contagious entrepreneurial spirit, he’s an expert that guarantees results.

Chris Gerlach,
Co-Founder, Director of Business Development, Essential Ingredients, Inc.

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I worked with Jack Surrette for almost 25 years and have consulted with him on several projects. Under his leadership at Hawaiian Tropic, we were able to create many highly profitable export ventures. He has pragmatically nurtured start –ups and successfully managed growing, complex midsize businesses where every project counts. Jack has a superior ability for identifying unique customer needs, working the talent within an organization to get product developed and delivered profitably. A very talented, smart, dedicated leader – any company would be lucky to have him to bring them to the next level of success.

Patrick Lewis,
International Business Consultant

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Surrette Associates has helped me market my practice since its inception. Jack has been the perfect catalyst to make the Sam Masters Legal brand more broadly known in the region. In the legal profession, it’s not as simple as an advertising plan. His broad marketing experience and cutting edge ideas allowed me to hit the ground running. I owe the success of my promotional exposure to Surrette Associates.

Sam N. Masters, Esquire,
Sam Masters Legal, P.A.

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I met Jack Surrette decades ago under adverse conditions, he was a competitor. I was so impressed that I asked him to join my business. He was still in college but he had a clear view of excellent selling technique and the energy that helped build my company. Eventually he was hired away from us to work for our supplier. He climbed the ladder there very quickly because he learns so fast, had the strength of character to take command of his responsibilities, and the brains to expand on those responsibilities. He became the top leader of that company. He had great success in that role until the company was sold.

Charles Moore,
President,
Sun Specialists, Inc.

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Jack and I have been business associates for several years. His marketing expertise and entrepreneurial spirit shine through on every project. Jack is certainly among a very small group of people whose judgment and opinion I trust, and whose advice I'm always comfortable to seek when it comes to business.

Ky Ekinci,
Co-Founder,
Office Divvy

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I’ve worked with Jack for over 20 years in the suncare industry. Sealane has worked with most major suncare brands in the US as a broker and consultant. Jack is one of the most knowledgeable experts in the category. His attention to detail applies well to any category.

Chip Lane, President, Sealane Marketing

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Bright and insightful to key marketing and strategic sales platforms, a personnel commitment to excellence is his biggest asset. His performance always exceeds the client’s expectations.

Richard Ferritto, President, Pet Research Laboratories

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I worked with Jack Surrette on a project for two years. From the very beginning, he did a thorough job of researching the issues and presented them for discussion in a clear and concise manner. He worked diligently throughout the project, and was well organized. He was always accessible for help when needed. He is honest and reliable, and has the highest integrity. He is also a pleasure to work with.

Margaret DiGaetano, MD

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Business Analysis﻿

Organizational Efficiency

Merger & Acquisition Representation

Expert Witness

What People Are Saying

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Business Analysis