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.
Strategic Business Valuation
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
- 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 yoursituation — no obligation, just clarity on your next step.