Most founders spend years building something significant, then face one of the biggest financial decisions of their lives with no clear sense of what it is actually worth. We exist to close that gap, to put a rigorous, defensible number on the business you have built, so the decisions that follow rest on something solid.
200+
valuations completed
~$5B
enterprise value analyzed
CVA
certified
Every valuation is human work, end to end. No model left running unattended, no automated output dressed up as analysis. A credentialed analyst builds your number, documents how it was reached, and stands behind it.
We work with founders of $5M–$50M companies, usually inside the 24-month window before a transaction, when the number still has time to move and the decisions around it carry the most weight.
Every engagement is performed and signed by David Lopez, CVA. A former Deloitte and PwC consultant and a former CFO, David has completed more than 200 valuations totaling roughly $5B in enterprise value, concentrated in the lower middle market. He’s a credentialed NACVA member and has spoken at TEDx twice.
“You just made me a million dollars.”
Every engagement answers a different question. Which one fits depends on where you are, and that is the first conversation.
A market-backed value range, built from recent deals in your industry, with a clear read on what is moving your multiple. A written number you can hand a buyer, partner, or lender, fast enough to use while the decision is still open.
A full valuation, a working financial model you can run scenarios on, and a 12-to-24-month roadmap for the levers that move enterprise value. Built for founders who still have time to drive the number up before they go to market.
A CVA-signed valuation built to the evidentiary standard of the U.S. legal system, every assumption documented and sourced. Ready for a court, the IRS, a buyout, or an estate, and defensible under cross-examination.
Tell us where you are, the offer, the timeline, what the number is for, and we will tell you which engagement makes sense. One conversation, no pressure.
Let's talk