Certified Business Valuation
By David Lopez, CVA
A CVA-signed certified valuation using the gold standards for business valuation, layered with comparables and asset methods — defensible during litigation procedures, compliance requirements, and IRS audits.
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
- CVA-signed certified valuation using the gold-standard methods for business valuation, layered with comparables and asset approaches — defensible during litigation procedures, compliance requirements, and IRS audits.
- Increased leverage during negotiations through a detailed value driver assessment that gives you a clear roadmap for value creation to strengthen your negotiating position.
- Written certified valuation report for reference during any legal or commercial procedure, with methodology, interviews, site visits, and assumptions fully documented.
- Built to the evidentiary standard of the U.S. legal system so the number survives cross-examination and scrutiny from third parties, with every assumption documented and sourced.
- An expert in your corner with a fiduciary commitment to defending the valuation with independence and clarity, including presenting results in front of any audience.
“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 your
situation — no obligation, just clarity on your next step.