Certified Business Valuation
By David Lopez, CVA. A CVA-signed certified valuation using the gold standard for business valuation, layered with comparables and asset methods — defensible during litigation, compliance requirements, and IRS audits. When the value of your business needs to hold up in court, you need a credentialed expert who can sign it and defend it.
Certified Business Valuation
When the value of your business needs to hold up in court, survive an IRS audit, or stand up for compliance, you need more than a number — you need a credentialed expert who can sign it, defend it, and stand behind it.
The Certified Valuation gives you a CVA-signed report built to the evidentiary standard of the U.S. legal system, ready for litigation, compliance, or any proceeding where the stakes are too high to guess.
FOCUS
Put a defensible number on your largest asset, with a roadmap to make it bigger.
THIS IS FOR
Businesses require a certified valuation that can be defended in front of legal and tax authorities.
OUTCOME
A certified report, a clear value number, and the leverage to negotiate from a position of strength.
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 for a number you can defend?
Talk to David about whether a Certified Valuation is the right fit for yoursituation — no obligation, just clarity on your next step.