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Strategic Advisory & Implementation Firm  ·  Hawthorn Woods, IL

Your business should run
without running you down.

We bring strategic thinking and hands-on execution under one roof. Audit, advise, design, and build — you decide how far we go. Every engagement is scoped, priced, and delivered on its own.

See How It Works Book a Free 30-Min Call
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"Strategic thinking without execution is just a plan. We do both."
We map what's complicated, streamline what's slowing you down, and build what keeps it simple. Solo or small team — our strategic approach turns complex operations into systems that actually run.

Four tiers.
One firm.
You choose.

01
Audit & Report
Standalone

We go in, assess what's broken, slow, or costing you money, and document everything in a clear written report. You take it from there.

  • Full written findings report
  • Gap and risk identification
  • Executive summary for leadership
  • 60-min debrief call included
Best for
Larger orgs with internal teams who need an outside eye before deciding what to fix.
02
Audit + Recommendations
Most Common

Everything in Tier 1, plus a prioritized action plan. Here's what's broken, here's what to do about it, here's the order to do it in.

  • Everything in Tier 1
  • Prioritized action plan
  • Quick wins vs. long-term fixes
  • Resource and cost estimates
  • 90-day roadmap
Best for
Mid-size companies with some internal capability who need direction before executing.
04
Full Implementation
We Build It

We build it. End to end. Automation, dashboards, contract systems, workflows — fully operational. No internal IT team required.

  • Everything in Tiers 1–3
  • Full system build and deployment
  • Automation and AI integration
  • Team training and handoff
  • 30-day post-launch support
Best for
Small businesses and nonprofits with no internal IT — we become their team for the engagement.
💡
Not sure which tier fits?
Start with the free 30-minute call. We'll scope it honestly — and if a lower tier solves your problem, that's what we'll recommend. No upsell. No pressure to go further than you need.
Book the free call →

Six practice areas.
All four tiers available in each.

Strategic thinking is where we start. Execution is where we finish. Pick the area that matches your problem, then choose how far you want us to go. Engagements start from $400.

👤
Solopreneur or just starting out?
We have solopreneur pricing on select services below — look for the solo tier when you expand pricing on any card. For ongoing monthly support, Valora Care starts at $149/month with no project minimums and no long-term commitment.
See Valora Care →
01
Channel & Distributor Operations
Incentive structure, QBR frameworks, admin fee review, and distributor scorecards. For manufacturers selling through GPO channels and national distributor networks.
SolopreneurN/ARequires a team or distributor network
Small Business$2,500 – $6,000
Medium Business$6,000 – $15,000
Price varies by scope and engagement tier selected. Scoped on discovery call.
Book a Free Call →
02
Contract, Compliance & AI Governance
NDA and vendor agreement gaps, grant compliance review, contract lifecycle mapping, and AI governance policy design. Built for nonprofits and healthcare organizations navigating regulatory pressure and the growing demand for formal AI policies from funders and boards.
AI Governance Policy Grant Compliance Automation NDA & Vendor Agreements
Solopreneur$500 – $1,500
Small Business$1,500 – $5,000
Medium Business$5,000 – $12,000
Price varies by scope and engagement tier selected. Scoped on discovery call.
Book a Free Call →
03
AI & Automation Readiness
Workflow mapping, AI tool assessment, and a ranked automation roadmap. For organizations spending hours on manual work that a well-built system would handle in minutes.
Solopreneur$500 – $1,500
Small Business$1,500 – $5,000
Medium Business$5,000 – $15,000
Price varies by scope and engagement tier selected. Scoped on discovery call.
Book a Free Call →
04
Financial Health & Cash Flow
12-month trailing review, forward projection, expense audit, and custom dashboard build. For small businesses and nonprofits that need cleaner financial visibility without hiring a full-time CFO.
Solopreneur$400 – $1,200
Small Business$1,200 – $4,500
Medium Business$4,500 – $10,000
Price varies by scope and engagement tier selected. Scoped on discovery call.
Book a Free Call →
05
Incentive & Compensation Design
For sales teams, distributors, and contractors where the current structure isn't driving the behavior it was designed to drive. We redesign and model the impact.
SolopreneurN/ARequires a sales team or contractor structure
Small Business$2,500 – $6,000
Medium Business$6,000 – $15,000
Price varies by scope and engagement tier selected. Scoped on discovery call.
Book a Free Call →
06
Business Operations & Reporting
For sole proprietors and small businesses that need to streamline how they run — custom dashboards, bookkeeping setup, reporting systems, and workflow cleanup. You don't need a big team. You just need the right tools.
Solopreneur$400 – $1,200
Small Business$1,200 – $4,000
Medium Business$4,000 – $10,000
Price varies by scope and engagement tier selected. Scoped on discovery call.
Book a Free Call →
We Also Build
📊 Custom Business Dashboards
📒 Bookkeeping Systems
📈 Financial Reporting Tools
⚙️ Workflow Automation
📋 Operational Trackers
🔗 System Integrations
📂 Document & Contract Libraries
📡 KPI & Performance Dashboards

If your business runs on spreadsheets, email threads, and manual processes — we can change that. Most builds are complete in 2–4 weeks.

Valora Care

Can't afford to hire someone?
We become your team.

For sole proprietors and small businesses that need ongoing support — dashboards maintained, books reconciled, reports delivered — without the cost of a full-time hire. One flat monthly rate. Cancel anytime.

Find Your Plan
How many people are in your business?
What do you need most right now?
01 Team Size
02 Primary Need
03 Your Plan
Or compare all plans side by side
Starter
Solo · Just You
$149
/ month

The essentials for a one-person operation. Your numbers stay clean, your dashboard stays current, and you always know where you stand.

  • 1 custom dashboard maintained monthly
  • Bookkeeping reconciliation (up to 75 transactions)
  • Monthly snapshot report to your inbox
  • Email support — 48hr response
Partner
26–50+ Employees · Full Ops Support
$597
/ month

For businesses that need a real ops partner. Unlimited dashboards, cash flow forecasting, monthly deep dives, and a dedicated advisor on call.

  • Unlimited dashboards maintained
  • Full bookkeeping + cash flow forecasting
  • Monthly report + quarterly deep dive
  • Dedicated advisor — Slack or WhatsApp
  • Same-day response priority
How does this compare to hiring? A part-time bookkeeper runs $25–$50/hour — even 4 hours a month is $100–$200 for one task. A fractional CFO starts at $1,500/month minimum. Valora Care covers bookkeeping, dashboards, reporting, and strategy for a flat monthly rate — with no benefits, no payroll taxes, and no long-term commitment.

Three industries.
Any size. Any tier.

We work with organizations at every stage — from a 5-person nonprofit that needs a contract audit to a $50M manufacturer that needs a full channel operations overhaul.

01
MedTech & Healthcare Distribution
Manufacturers and suppliers selling through GPO channels, distributor networks, and national accounts. We've managed this from the inside — we know where the money leaks.
  • Distributor incentive programs
  • QBR frameworks and scorecards
  • Admin fee and contract negotiation prep
  • Channel automation and reporting
02
Nonprofits & Mission-Driven Orgs
Organizations with grant compliance gaps, vendor agreement exposure, and operational workflows that haven't kept up with growth. We speak COO and CFO fluently.
  • Grant compliance and documentation
  • Contract and vendor agreement cleanup
  • Financial reporting and dashboards
  • AI automation for ops teams
03
SMBs & Service Businesses
Small and mid-size businesses that know they should be running smarter. Better systems, better automation, better financial visibility. No internal IT team required.
  • Workflow automation build-outs
  • Financial health and cash flow cleanup
  • Compensation structure redesign
  • End-to-end system implementation
Proof of Work

We don't just advise.
We build. Here's the evidence.

Every service Valora Group offers has been stress-tested on real platforms — built, deployed, and live. Before we offer to build yours, here's what we've already built for ourselves. These are production systems, not prototypes.

01
Financial Health · AI Automation · Dashboard Build
Elevate Wellth Platform
elevatewellth.co
A full AI-powered financial planning and automation platform built from scratch. The problem: most financial tools tell you where your money went. This one tells you where it's taking you. Built with Cloudflare Pages, n8n workflow automation, Stripe payment integration, and Claude API — auto-publishing content daily at 9AM without human intervention.
What Was Built
FIRE Dashboard SmartIQ Score PayIQ System Proposal Generators n8n Daily Publisher Stripe Checkout CSV Import Flow Blog Automation
199Commits
11Deployments
3Branches
Demonstrates: Financial dashboard builds, AI automation, n8n workflow design, Stripe integration, content automation
02
Business Operations · Web3 · Payment Systems
MintSeat
mintseat.co  ·  Chicago Pilot Q2 2026
A B2B escrow-coordination platform for event ticketing. The problem: venues and artists lose money to resale markup with no control over pricing or royalty routing. MintSeat embeds a two-line API into existing checkout systems to enable escrow-protected transactions, automatic artist royalty routing, and resale price controls — without replacing any existing system. Built on XRPL with Stripe Connect payments.
What Was Built
XRPL Escrow Engine Stripe Connect Venue API Embed Royalty Router Vault Dashboard Resale Controls Bulk Sell Portal
36Commits
LiveProduction
Q22026 Pilot
Demonstrates: SaaS platform architecture, payment workflow design, API integration, escrow and compliance systems
03
Contract & Compliance · AI Automation
ContractIQ
contractiq.com
The engine behind Valora's contract and compliance services. The problem: organizations across healthcare, nonprofit, and real estate run on manual contract processes — email threads, unsigned NDAs, and compliance gaps that create real legal exposure. ContractIQ is a smart contract automation platform built on domain-specific templates with AI-powered workflow routing and plain-English compliance documentation.
What Was Built
Mutual NDA Package AI Data Processing Addendum Client Privacy Summary Contract Workflow System Domain Templates Landing Page
5Verticals
LiveProduction
WOSBCertified
Demonstrates: Contract workflow design, AI governance framework, compliance documentation, multi-vertical template systems
04
Financial Dashboard · Data Integration · Analytics
StackIQ
elevatewellth.co
A unified credit card and crypto portfolio dashboard. The problem: high-income earners and active traders have no single view across traditional credit accounts and digital asset portfolios. StackIQ pulls both into one real-time dashboard with XRPL testnet integration, rewards token issuance, and KPI tracking — built in JavaScript with xrpl.js and connected to live market data APIs.
What Was Built
Unified Credit Dashboard Crypto Portfolio View XRPL Testnet Integration Rewards Token Live Market Data KPI Tracking
2Data Sources
LiveDashboard
Real-TimeData
Demonstrates: Custom dashboard builds, data integration, real-time financial reporting, KPI design
05
Workflow Automation · Escrow · Payment Routing
PoolIQ
pooliq-worldcup.html  ·  Live on Elevate Wellth
An automated fantasy league escrow and payout system. The problem: sports leagues collect money manually via Venmo, lose track of payouts, and have no transparent ledger. PoolIQ automates entry fee collection, holds funds in escrow, and executes automatic payouts to winners — removing the commissioner from the money entirely. First build: a baseball league with $100/team buy-in and automated end-of-season payouts.
What Was Built
Escrow System Automated Payouts Entry Fee Collection Transparent Ledger World Cup Module XRPL Integration
AutoPayouts
LiveProduction
$0Manual Work
Demonstrates: Workflow automation, payment system design, escrow architecture, zero-touch operational systems
06
Business Operations · Ecommerce · Brand Build
Coqui Alto / Alto Coffee Co.
coquialto.com
A Puerto Rico coffee export ecommerce brand built end-to-end — from entity structure to product line to digital storefront. The problem: small food and beverage brands have no roadmap for going from idea to operational business. Coqui Alto demonstrates full SMB setup: LLC structure, brand identity, ecommerce build, product line development, and digital presence. Built in alignment with Puerto Rico Act 60 business strategy.
What Was Built
Brand Identity Ecommerce Store Entity Structure Product Line Act 60 Alignment Digital Presence
LiveStorefront
LLCStructured
PRAct 60
Demonstrates: Full SMB business setup, brand build, ecommerce implementation, entity structuring, operational design
What this means for you
When Valora Group recommends a system, a dashboard, or an automation — we've already built one. These platforms represent hundreds of hours of real development, deployed in production, handling real transactions. You're not hiring someone who has read about building these things. You're hiring someone who has built them.

Simple from the first call.

01
Free Discovery Call
30 minutes. We listen to what's broken or slow, ask a few questions, and tell you which practice area and tier makes sense. If it's not a fit, we'll say so.
02
Strategic Proposal
One number. Clear scope. You pick the tier. Our strategic thinking shapes the approach — no hourly billing that expands into a surprise invoice.
03
Audit & Deliver
We do the work and deliver on time. Written report, action plan, blueprint, or a running system — depending on the tier you chose.
04
Come Back When Ready
Stopped at Tier 1 and now ready for Tier 3? Come back. There's no pressure to move forward — and no penalty for taking your time.
One thing we don't do: We don't scope Tier 4 when Tier 1 is what you need. If a $500 audit answers your question, that's what we recommend. Our goal is a client who comes back — not one who overspent and disappears.
Certifications & Structure
WOSB Certified
WBENC Certified
IL BEP Certified
Almost 40 Yrs Combined Experience
"The name Valora comes from valorar — to assess, to value, to appraise. That's the work."
New to Valora Group?
Start here.
For nonprofits taking the first step, we've combined our three most in-demand services into one fixed-price bundle — strategic audit, AI governance policy, and three months of Valora Care support.
✓  Tier 1 Audit — Contract & Compliance or AI Readiness
✓  AI Governance Policy document
✓  3 months Valora Care Starter ($149/mo value)
Bundle Price
$2,500
vs. $3,447 purchased separately
Claim the Bundle →
Who You Work With

Strategic thinking.
Real experience.

Valora Group was founded by two people who have spent almost 40 years doing the work — not advising from a distance. When you hire Valora Group, you work directly with us.

Guillermo Zamorano
Co-Founder  ·  MedTech & Operations Strategy
Almost 20 years in MedTech distribution and channel sales — managing distributor portfolios, building incentive programs, designing QBR frameworks, and running supply chain operations from both the manufacturer and distributor side. MS in Sports Business Analytics. Deep background in AI automation, executive analytics, and channel strategy across national distributor networks and GPO channels.
MedTech Distribution Channel Strategy AI & Automation Analytics
Marline Pagan Zamorano
Co-Founder  ·  Nonprofit & Financial Strategy
20+ years as a nonprofit COO and CFO — leading financial operations, grant compliance, vendor agreements, and organizational systems for mission-driven organizations. Master's degree from Loyola University. Brings the kind of strategic financial thinking and operational leadership that most nonprofits and small businesses can't afford to hire full-time — until now.
Nonprofit Operations Grant Compliance Financial Strategy COO/CFO Advisory
Start With a Conversation

Strategic clarity
starts with one call.

Tell us what's breaking or slowing you down. We'll bring the strategic thinking to scope it and the execution experience to fix it. 30 minutes. Free. No commitment.

Book a Free 30-Min Strategy Call
What to expect on the call
You tell us what's broken · We identify the right service & tier · We quote a fixed price on the spot · If it's not a fit, we'll say so