Soria Value

Services

Diagnose, then lead, then transact. Most engagements begin with the first thirty days.

Diagnose

Fixed-scope engagements that tell you where you stand.

  • Financial Diagnostic

    Days 1–30. Where the money actually goes, the real P&L by business line, and the three actions that move it.

    Cash & Finance

  • Operations and Supply Chain Diagnostic

    Procurement, inventory policy, logistics cost-to-serve and the state of your planning cycle.

    Operations & Supply Chain

  • Capital Readiness Assessment

    What a bank, a lender or an investor will find, before they find it.

    Cash & Finance

Lead

Monthly retainers that install the architecture and run the cadence.

  • Fractional CFO

    The core retainer. Cash architecture, working capital, and an execution cadence that holds after I leave the room.

    Cash & Finance

  • Fractional Operations Leadership

    Operations-scope mandates: planning cadence, procurement, logistics and shared services.

    Operations & Supply Chain

  • Interim CFO

    Fixed-term and full-time. Transitions, turnarounds, and the gap before the permanent hire.

    Cash & Finance

  • Private Equity Portfolio Support

    100-day plans, value-creation tracking, lender and board reporting, and Latin American operations the fund can see clearly.

    Margin & Commercial

Transact

Mandate-based work around a transaction or a structural change.

  • Transaction Readiness and Diligence Support

    Sell-side preparation, data room, and buy-side operational diligence.

    Cash & Finance

  • Post-Merger Integration

    Multi-country integration, where the deal value was written down and the operating model was not.

    Operations & Supply Chain

  • Multi-country Expansion and Shared Services

    ERP and shared services deployment, and entering or consolidating Latin America.

    Operations & Supply Chain