Valoriza

What Valoriza does

Valoriza is a privately held Chilean professional services firm founded in 2013, headquartered in Vitacura, Santiago, with a secondary office in Miami, Florida. The firm provides three core service lines: (1) business and asset valuations covering company valuation, fund and financial asset valuation, brand valuation, intangible asset valuation, transfer pricing, and goodwill/Purchase Price Allocation; (2) M&A advisory covering buy-side acquisition, sell-side mandates, target scouting, sale preparation, and negotiation support; and (3) strategic and financial consulting covering strategic planning, incentive system design, liability restructuring, corporate governance professionalization, family business succession planning, and post-merger integration. Underlying methodology is grounded in recognized financial frameworks (DCF, multiples-based models, comparable transactions, balance sheet-based models) rather than proprietary technology platforms; the firm explicitly discloses no proprietary AI or technology product.

The firm serves companies across nine verticals (technology, agroindustrial, retail, services, industrial/logistics, real estate, mining, healthcare, financial services and family offices) and across six size tiers ranging from sub-USD 1M annual turnover to over USD 100M. Client acquisition is primarily referral-driven, with the firm disclosing that 80% of clients are referred. Pricing is quote-based with multi-year engagement contracts for enterprise clients. Named clients include Banco Chile, Enaex, Subsole, CMPC Ventures, Salcobrand, BCI, Cornershop, Acid Labs, and Webdox, among others. The firm is a collaborator member of Andersen Global, providing cross-border reach. Team composition is sub-10 people led by Managing Partner Max Errázuriz Bulnes and Executive Director Máximo Errázuriz, with senior staff holding professorial appointments at Universidad de Chile and Pontificia Universidad Católica de Chile.

Name

Valoriza

Legal name

Valoriza

Website

https://valoriza.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Valoriza is a Chilean professional services firm founded in 2013 offering business valuation, M&A advisory, and strategic financial consulting to companies across Latin America, with offices in Santiago and Miami and membership in Andersen Global.

Ownership category

akta.pro rank

Product category

Business Valuation and M&A Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYBPAHANAN

Fairness Opinions & Solvency Opinions

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services

SECONDARYFSAEAFAH

Debt Restructuring & Workout Advisory (Consumer & SME)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Credit & Debt Advisory (Restructuring, Counseling & Settlement)

Keywords

• Business valuation services
• Mergers and acquisitions advisory
• Strategic financial consulting
• Transfer pricing services
• Corporate finance advisory

Headquarters

HQ city

Vitacura

HQ country

Chile

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Business Valuation Services: Rigorous determination of market value of companies using recognized methodologies including DCF, multiples-based models, and balance sheet-based models.
2. M&A Advisory: Purchase and sale of companies, company scouting, preparation for sale, negotiation support, and post-merger integration services.
3. Strategic and Financial Consulting: Strategic planning, incentive system design, liability restructuring, corporate governance professionalization, and family business transfer planning.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Valoriza is a professional services firm that provides business valuation, M&A advisory, and strategic/financial consulting to companies in Chile, Latin America, and the United States. Its offerings include company, fund, brand, and intangible asset valuations, transfer pricing, goodwill/PPA, company purchase and sale, scouting, negotiation support, and strategic planning, incentive design, liability restructuring, corporate governance professionalization, and family business succession planning.

Product overview

Valoriza is a professional services firm offering business valuation, M&A advisory, and strategic financial consulting. The portfolio consists of three core service lines: (1) Valuations covering business valuation, fund/financial asset valuation, brand valuation, intangible asset valuation, transfer pricing, and goodwill/PPA; (2) M&A services including company acquisition, company sale, acquisition scouting, sale preparation, and negotiation support; and (3) Strategic and Financial Consulting encompassing strategic planning, incentive system design, liability restructuring, corporate governance professionalization, family business succession, and post-M&A integration. Services are delivered by a team of experienced professionals including partners from leading universities in Chile.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Valuation (Valorización de Empresas)
• Fund and Financial Asset Valuation (Valorización de Fondos y Activos Financieros)
• Brand Valuation (Valorización de Marcas)
• Intangible Asset Valuation (Valorización de Intangibles)
• Transfer Pricing (Precios de Transferencia)
• Goodwill (Purchase Price Allocation)
• Company Acquisition (Compra de Empresas)
• Company Sale (Venta de Empresas)
• Company Acquisition Scouting (Scouting de Empresas para Adquirir)
• Company Sale Preparation (Preparación de Empresas para la Venta)
• M&A Negotiation Support (Negociación en Proceso de Compra y Venta)
• Strategic Planning (Planificación Estratégica)
• Incentive System Design (Diseño de Sistema de Incentivos)
• Liability Restructuring (Reestructuración de Pasivos)
• Corporate Governance Professionalization (Profesionalización de Gobiernos Corporativos)
• Family Business Transfer Plans (Planes de Traspaso Empresas Familiares)
• Merger and Post-Purchase Integration (Fusión e Integración Post Compra)

Quantifiable outcome

• 80% of clients are referred, demonstrating high satisfaction
• +1 more outcomes

Named customers44 records

Segments15 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Andersen GlobalcoreStrategic or Co-development PartnerValoriza is a partner firm of Andersen Global, a global association of legally independent member firms. This partnership provides access to a worldwide network of professionals for cross-border valuation and M&A advisory services.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Grant Thornton Chile: International advisory network with a Chilean practice offering transaction advisory, valuation and strategic consulting. Closely comparable mid-market positioning to Valoriza's core client base.
• IMAP: Global M&A advisory organization with a strong presence in LATAM specializing in mid-market sell-side and buy-side advisory. Direct peer for Valoriza's company purchase/sale and scouting mandates.
• Houlihan Lokey: Global investment bank with a leading independent valuation and financial advisory practice. Comparable in valuation methodology and M&A advisory, though serves larger and cross-border deal sizes than Valoriza.
• BDO Chile: Mid-tier international accounting and advisory network with a Chilean corporate finance and valuation practice. Targets mid-market companies with transaction sizes comparable to Valoriza's USD 5-100M client segment.
• Deloitte Chile: Big Four firm with Financial Advisory and Consulting practices covering valuation, M&A and corporate finance in Chile and the broader Andean region. Overlaps directly with Valoriza's enterprise and family business advisory work.
• PwC Chile: Big Four firm with established Deals and Valuation practices serving Chilean corporates and LATAM cross-border transactions. Comparable in service mix (valuation, M&A, strategy) and target buyer (enterprise finance and corporate development teams).
• EY Chile (Ernst & Young): Big Four advisory firm providing transaction advisory, valuation, and strategic consulting in Chile. Competes for the same enterprise-grade valuation and M&A mandates that anchor Valoriza's client roster.
• Baker Tilly Chile: International advisory firm providing corporate finance, valuation and consulting services to mid-market Chilean and LATAM companies. Comparable service portfolio including business valuation, M&A and financial consulting.
• Kroll (formerly Duff & Phelps): Global specialist in valuation, corporate finance and dispute advisory with strong LATAM coverage. Closely comparable business valuation, intangible asset and fairness opinion services to Valoriza's core offering.
• KPMG Chile: Big Four firm offering valuation, M&A advisory and corporate finance services across Chile and LATAM. Directly comparable to Valoriza's core offerings at the enterprise end of the market; Valoriza director Ricardo Prado was formerly Director of Corporate Finance at KPMG Chile.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Valoriza