I'm

Independent advisory for business owners

You have given your company many years. Now is a good time to think about your own time.

Understand what it is worth, see your options clearly and decide with a clear head.

30 minutes · Confidential · No obligation · No cost

How I can help
Retrato de Carlos Torres

Carlos Torres

Independent adviser

About me

Why I do this work.

Selling a company is often one of the most important decisions in an owner's life. It deserves the same rigour applied to large transactions, and that rigour should be within reach of an SME, not only a large corporation.

My background is that of a transactions analyst —a Master in Finance from IE Business School and CFA Level II passed— with work on real valuations alongside the Alantra team and in investment analysis at AFI.

I work alone, and only for you. No products to sell, no crossed mandates and no third-party commissions. Only judgement, independence and discretion.

  • Education Master in Finance · IE Business School
  • Certification CFA Level II passed
  • Experience Valuation and investments · Alantra · AFI
  • Languages Spanish · English · French

The idea

It is not only what your company is worth. It is what you want for the years ahead.

More time, more peace of mind, and the confidence of deciding with everything in front of you.

The process

How we work, without uncertainty.

I handle the complexity; you keep running your company.

Phase 1

Independent valuation

  1. First conversation

    30 min

    Confidential, no obligation. I take in your situation and your goals.

  2. Confidentiality agreement

    1–2 days

    Signed before any sensitive information is shared.

  3. Initial documentation

    1–2 wks

    We gather accounts and ownership structure; I guide each step.

  4. Internal document review

    1–2 wks

    I review the information as a buyer would, and flag what they'd discount.

  5. Independent valuation

    2–3 wks

    A reasoned value range, across methods, ready to decide.

Phase 2

Corporate advisory

Only if you decide to move
  1. Defining the deal

    1–2 wks

    Sale, financing, bringing in a partner or restructuring: whichever fits.

  2. Preparing the company

    2–8 wks

    We order numbers, contracts and information to arrive ready.

  3. Due diligence

    3–6 wks

    I prepare the information and answer, at your side, every request.

  4. Materials and contacts

    2–4 wks

    I prepare the documentation and open the process with counterparties.

  5. Negotiation

    4–10 wks

    I run the process through to close, with the numbers on your side.

  6. Close and transition

    Variable

    I support signing and handover, calmly.

Questions

What's worth knowing.

Short answers to what owners ask most.

Does valuing my company force me to sell it?

No. The valuation is independent of any decision.

It works just as well to plan growth, bring in a partner or prepare succession. Many value only to know where they stand. The decision is always yours.

Why an independent adviser and not my bank or accountant?

Because I work only for you, with no product to place.

My only incentive is that you decide well, with analysis you can cross-check with your accountant, your lawyer or your bank. No third-party commissions. On request, I share an anonymised report as a sample of the work.

Is the process confidential?

Completely, at every stage.

A confidentiality agreement is signed before anything sensitive is shared, and no counterparty receives information without your go-ahead.

Do you only advise on sales?

No. I cover the main corporate deals an SME faces.

Valuation, financing, bringing in partners or investors, restructuring, and sale or succession. We start with what you need today.

What do I need to start?

Less than you imagine: your accounts and little more.

With the accounts and ownership structure we begin. You don't need everything on day one; I tell you what we need at each stage.

Have another question? Let's talk

Testimonials

In their words.

  • “Beyond our expectations: it explains the reason behind every conclusion.”
  • “Complete objectivity: not just a price, but risks and opportunities.”
  • “It helped us see costs and accounts we were missing.”

The conversation

Let's talk, calmly.

A confidential conversation to understand your options.

30 minutes · Confidential · No obligation · No cost

A first conversation, at your pace, to see your situation clearly.

I will reply to you personally within 24 hours. Your information is confidential.