Strategic Business Valuation
By David Lopez, CVA
Get an indication of value from a valuation expert and learn the real value of your business before you respond to an offer, sit down at a negotiation, or make your next big move.
Most business owners don’t know what their company is truly worth, or which levers actually move the number. The Strategic Valuation gives you a clear picture of today’s value and a working model to drive it higher, so every decision you make from here is pointed in the right direction.
The Strategic Valuation gives you the clarity to act with confidence and the roadmap to close the gap to multiply your value and net worth.
FOCUS
Know what the business is worth today and which levers will move the number tomorrow.
THIS IS FOR
Founders and executives who want to shape the value of the business, not just measure it.
OUTCOME
A detailed report, a working financial model, and a clear view of the levers that drive value.
What’s Included
- An indication of value from a valuation expert so you learn the real value of your business before you respond to an offer, sit down at a negotiation, or make your next move.
- Full valuation report with the details, assumptions, and calculations fully documented so you can stand behind the number in any conversation.
- Professional-grade financial model built for your business and delivered alongside the report, so you can run scenarios, stress-test assumptions, and update the model as the business evolves.
- Scenario and sensitivity analysis with quantified upside and downside cases, showing how shifts in growth, margin, or risk translate into enterprise value at the deal table.
- A 12-to-24-month value roadmap to increase the value of the business, with curated resources, proven strategies, and warm introductions to David’s partner network.
“You just made me a million dollars.”
A recent client renegotiated their LOI and increased the offer by $1M with our certified valuation on the table.
David Lopez
Certified Valuation Analyst
With over 20 years of experience, David Lopez is the Principal at Summa, a business valuation and exit readiness firm. A former Deloitte and PwC consultant, and former CFO, David holds an INCAE MBA (earned under a full scholarship), has spoken at TEDx twice, and is a credentialed NACVA member (#1035454). In his valuation career, David has completed over 200 valuations totaling $5B.
Ready to know what your business is really worth?
Talk to David about whether a Strategic Valuation is the right fit for your situation — no obligation, just clarity on your next step.