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We are a Financial Consulting firm with the Purpose of Providing Investment Banking Services
Founded in August 2009 under NIT 900.306.775-9 of the Chamber of
Commerce of Bogotá.

 

Regulated by Law 45 of 1990, which assists individual and business
and government clients to provide specialized services.

About Us

With more than 12 years of experience in the market, CVALORA is one of the leaders in the investment banking industry for Colombian SMEs specialized in mergers & acquisitions; company and brand valuation, technical business appraisals, financial advisory services, inventory audits, project financing, and capital markets in Colombia and the region. As the first investment bank in Colombia and as an independent firm, we are leaders in the structuring and execution of transactions with a high degree of complexity, under international standards.

Our long history and extensive experience in the industry have created close relationships with many of the most important companies in the country, financial institutions, institutional investors and government authorities. Our work team is made up of an important group of highly qualified professionals with local and international experience.

Our Services

Our Commitment

In Cvalora we are leaders in Small and Medium Business Valuation services through the Internet or distance.
Our 12 years of experience have allowed us to redesign and systematize the processes inherent in the Valuation services, exploiting new technologies as a new communication channel with our clients.

We have thus managed to maintain the highest quality standards, streamlining processes and, consequently, offering very competitive prices.

“Offer products and services adapted to the needs of our customers, creating solutions to boost their growth and profitability”

The main objective is to increase the efficiency of the processes, guaranteeing the highest quality standards and the excellence of our services. We focus on adapting to customer needs to meet them. In addition, we pay special attention to systematically measuring quality and efficiency in the processes, which allow us to identify and apply actions in line with your expectations.

Our Values

Our Team

Jaime  A. Morales Morales.

FOUNDER / PRESIDENT

Economist, University of America, Private Finance Specialist Universidad del Rosario, Master in Business Administration Sergio Arboleda University, International Magament Program Georgetown University

He was Executive of Investment Banking Projects for Progreso Corporación Financiera, Financial Director of the Urban Development Institute (IDU), Financial and Administrative Director of Changes and Capitals. Financial Controller of the Vía al llano and Red Ferrocar del Atlántico (Cal y Mayor). He has been a member of the Boards of Directors of Prodeseg, University Professor in the areas of Postgraduate and Master’s Degrees, Universidad de La Sabana, CESA, Sergio Arboleda University, Universidad del Norte, Universidad de la Salle and Universidad de América..

Jaime  A. Morales Morales.

FOUNDER / PRESIDENT

Economist, University of America, Private Finance Specialist Universidad del Rosario, Master in Business Administration Sergio Arboleda University, International Magament Program Georgetown University

He was Executive of Investment Banking Projects for Progreso Corporación Financiera, Financial Director of the Urban Development Institute (IDU), Financial and Administrative Director of Changes and Capitals. Financial Controller of the Vía al llano and Red Ferrocar del Atlántico (Cal y Mayor). He has been a member of the Boards of Directors of Prodeseg, University Professor in the areas of Postgraduate and Master’s Degrees, Universidad de La Sabana, CESA, Sergio Arboleda University, Universidad del Norte, Universidad de la Salle and Universidad de América..

Laura C Morales Arévalo.

ADVISOR / LEGAL

Lawyer, Sergio Arboleda University, Contract Law Specialist Universidad del Rosario.​

She has served as Tax Advisor and Reviewer of the Secretary of the Environment of Bogotá, Preparation and Review of Contracts in the Process of Sales and Purchase of Companies, Preparation of contracts in spin-offs, Legal Adviser in Due Diligence Processes of the Inter-American Technical Foundation “FIT” and legal advisor in the process of the Ecuadorian Company  “SERTECPET” Petroleum Services.

Laura C Morales Arévalo.

ADVISOR / LEGAL

Lawyer, Sergio Arboleda University, Contract Law Specialist Universidad del Rosario.​

She has served as Tax Advisor and Reviewer of the Secretary of the Environment of Bogotá, Preparation and Review of Contracts in the Process of Sales and Purchase of Companies, Preparation of contracts in spin-offs, Legal Adviser in Due Diligence Processes of the Inter-American Technical Foundation “FIT” and legal advisor in the process of the Ecuadorian Company  “SERTECPET” Petroleum Services.

María Patricia Gómez Pérez.

PROJECT MANAGER

Specialist Architect in Works Management of the Catholic University of Colombia. Certified before the National Self-Regulator of Appraisers (ANA) with Open Registry of Appraisers RAA.

With more than 17 years of experience in Project and Works Management, Consulting, supervision, Coordination, settlement of works and contracts, 8 of these in construction management positions, Proven knowledge in customer management in construction of institutional, corporate, commercial projects , governmental, residential in Colombia; such as: Construction of the Governorate of the Goal and Departmental Assembly of the Goal, Maintenance of the Department Comptroller of the Goal, Construction of the Superior Normal College of Acacias, among others. Appraisal Architect of Real Estate, Machinery and Equipment.

María Patricia Gómez Pérez.

PROJECT MANAGER

Specialist Architect in Works Management of the Catholic University of Colombia. Certified before the National Self-Regulator of Appraisers (ANA) with Open Registry of Appraisers RAA.

With more than 17 years of experience in Project and Works Management, Consulting, supervision, Coordination, settlement of works and contracts, 8 of these in construction management positions, Proven knowledge in customer management in construction of institutional, corporate, commercial projects , governmental, residential in Colombia; such as: Construction of the Governorate of the Goal and Departmental Assembly of the Goal, Maintenance of the Department Comptroller of the Goal, Construction of the Superior Normal College of Acacias, among others. Appraisal Architect of Real Estate, Machinery and Equipment.

Ingrid Esperanza Lugo Diaz

PUBLIC ACCOUNTANT

Certified Public Accountant graduated in 1998 from the Universidad Piloto de Colombia, with a diploma in Taxes from the Universidad del Rosario, and permanent updating in accounting and taxation, certified internal auditor, updated in the IAS (International Accounting Standards).

Certified Public Accountant graduated in 1998 from the Universidad Piloto de Colombia, with a diploma in Taxes from the Universidad del Rosario, and permanent updating in accounting and taxation, certified internal auditor, updated in the IAS (International Accounting Standards)

Jenny Marcela Morales Torres

FINANCIAL CONSULTANT

Business Administrator with extensive experience in the Financial sector with a experience of more than 20 years in the commercial area of ​​SME and Business Banking.

Knowledge of Financial Analysis, Credit Analysis, Basic Accounting, Planning, budget, Management System. Consultative selling skills, Achievement of clients, placement of financial products in various sectors of banking, portfolio management, as well as with their administrative tasks associates.

Jose Orlando  Ávila.

ASSOCIATED – ACCOUNTING AREA

Certified Public Accountant with Specialization in Fiscal Review and Comptroller’s Office of the Central University, Certificate in International Auditing Standards (NIA), Advanced English Studies, Participation in tax information update diplomas, Attendance at refresher courses in international financial information standards ( IFRS) and international auditing standards (NIA)

25 years working in the accounting and tax area, Director of Accounting and Taxes and Manager of Accounting and Tax Outsourcing, consulting and special orders in the accounting, tax and audit areas. Sectors of Pharmaceutical Experience, Telecommunications, Food, Advertising, Services to the oil sector, Transportation, Education, design and distribution of software among others

Jose Orlando  Ávila.

ASSOCIATED – ACCOUNTING AREA

Certified Public Accountant with Specialization in Fiscal Review and Comptroller’s Office of the Central University, Certificate in International Auditing Standards (NIA), Advanced English Studies, Participation in tax information update diplomas, Attendance at refresher courses in international financial information standards ( IFRS) and international auditing standards (NIA)

25 years working in the accounting and tax area, Director of Accounting and Taxes and Manager of Accounting and Tax Outsourcing, consulting and special orders in the accounting, tax and audit areas. Sectors of Pharmaceutical Experience, Telecommunications, Food, Advertising, Services to the oil sector, Transportation, Education, design and distribution of software among others

Contact Form

Interest in one of our services? Please complete the contact form and then we will contact you as soon as possible.

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Valoraciones de Colombia SAS

address: Cra 54 D # 134 – 51
int 2 Ofc 605 Bogotá
Mobile:
Email: jaime.morales@cvalora.co
Data Processing Policy
Bogotá-Colombia



APPROXIMATE ASSESSMENT

Report of: 6 pages approximately.

Delivery Time: 5

business days Reliability: +/- 70%

Purpose or Interest: Know if the purchase offer fits the value of the company. Know if it is worth putting the company on sale.

Ideal for: Listed or unlisted companies with business models similar to a listed company

Required Information: Financial statements of the last 3 years closed. Estimated closing of the current year

 

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COMPLETE ASSESSMENT

Report of: 35 pages approximately.

Delivery Time: 10 business days

Reliability: +/- 80%

Purpose or Interest:

Business sale Generational successions in the shareholding.

Mergers and Acquisitions between similar companies.

Situations where the result of the valuation will not be refuted in detail.

Ideal for: All types of companies.

Required information:

Financial statements of the last 3 years closed.

Full budget of the current year.

Forecasts for the next 5 years, if available.

Commercial, operational, technological, management and personal data.

Valuation or valuation of the real estate assets of the company, if they have.

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CUSTOM VALUATION

Report of: 50 pages approximately.

Delivery Time: 3 – 6 Weeks

Reliability: +/- 90%

Purpose or Interest:

Fusions and acquisitions.

Judicial assessments.

Customized valuation of your business model.

Ideal for: Companies with complex business models or where the purpose of the valuation is a possibly delicate negotiation.

Required information:

Financial statements of the last 3 years closed.

Information necessary to fully understand the company and its operation.

Strategic plan, if you have- Financial statements of the last 3 years closed.

Information necessary to fully understand the company and its operation.

Strategic plan, if you have it.

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BRAND VALUATION

 

Traditional financial statements are less and less illustrative of assets that create wealth. Intangible assets such as brand name, patents, human resources, etc., are generating a recent amount of wealth.                          

TOP detergent is better than Ariel? Is Oma better than Juan Valdez? Maybe not, but a company’s brand has the power to differentiate its products and services from those of its competitors, even when those products and services are exactly the same. When 70% percent of customers are willing to pay more for the brand of their choice, it is understood why a strong brand is the most valuable asset of a company.

To unleash the full power of the brand, the direct ones have to stop considering it only as another marketing tactic. They should see it as a vehicle for the growth of their company, the key to customer loyalty and the basis of their internal operations.

 

Source: Scott M. Davis – The maximum brand value of your company.

Table 1: Brand valuation key

Principle # 1: Brand valuation is an opinion

Principle # 2: Brand value is a function of profitability and risk

Principle # 3: Brand value is a function of brand strength or brand equity

Principio #4: Imperfect rights reduce brand value

Principle # 5: Brand value is contextual

Principle # 6: The appropriate methodology to assess depends on the objective of the assessment

Principle # 7: Brand valuation requires the participation of a multidisciplinary team

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