Manufacturing Business Owners & Executives:
FREE Assessment with David Lopez
Former Deloitte & PwC Consultant
FREE 5-Day
Cash Audit
Step 1
Schedule Your Call
Invest 15 minutes to start something BIG.
Step 2
We Review Your Business
Get a comprehensive report for FREE (a $5,000 value).
(optional)
Step 3
If you choose to work with us, only pay for results.
Engagement
Notice a pattern?
You bear no risk at any point of the process.
Who will you be speaking with?
Principal
For the last two decades, David has helped businesses scale their operations and become more profitable.
Focused on cash flow management and cost efficiency, David has designed, built, and ran financial operations for over 200 companies, having managed over $1B in budgets.
Some numbers coming from his experience:
David Lopez
$100M+
cash flow added to companies
200+
successful implementations
5X
average return delivered to clients
Former management consultant at Deloitte and PwC, he has built a strong reputation as a trusted business advisor for companies across the United States and LATAM. He has been invited to multiple speaking engagements to share his thoughts on economy, finance, and industry, including two TEDx talks.
David has gathered his experience and successes to provide consulting services that are 100% performance-based.
The service is designed so that:
☑️ You don’t pay upfront
☑️ You only pay if you get results
☑️ You only pay a percentage of the tangible results you get
Basically, you don’t have financial risk. Only upside.
We have helped hundreds of businesses.
We can help you too.

At Summa, We Help Business Executives Overcome their Most Pressing Challenge: Growing with Profits
Constant Cash Flow Strain: Your business reached the $5M mark but it’s losing margins. Sometimes this is due to overlooked fixed costs, cash flow timing, and unmanaged vendor relationships. This complexity comes from your growth. When you grow, some inefficiencies grow with you. We know exactly how this impacts you and your day-to-day operations.
Managing Supply Chain Complexity: As you grow, you navigate complex vendor relationships, contract terms, and delivery schedules. And you have to do it across multiple generations of vendors. Usually, very favorable terms remain with legacy vendors, even when your company has grown and buys more from them. This signals the need for certain strategies, like centralizing your purchases.
Developing Effective Financial Controls: Poor financial oversight negatively affects your cash flow, operations, and your inventory (if any). It makes making decisions challenging. You might be looking for ways to improve your financial visibility and control while ensuring your team follows the right processes moving forward.
Managing Purchasing Decisions: You might have multiple decision-makers in multiple departments in multiple locations. This makes it difficult to keep cost control, follow standardized processes, and leverage volumes in your favor. Creating purchasing discipline will only start when you have the right systems.
Balancing Growth with Profits: You might be looking to maintain your growth plans while maintaining healthy margins. You might be thinking of a way to optimize your spend and eliminate waste while remaining flexible to invest in growth opportunities. You are not alone. This is a very common question for growing companies.
Let’s take your business to the next level.
We would love to keep this offer available so that we can meet and help as many business executives as we can, but we can only commit to so many. So book before it’s too late.
This is your chance.
Let’s get you a better bottom line.
Spaces are filling up fast. This is the chance you’ve been looking for. With no upfront fees and payments only when you see results, there’s really only upside from getting on the call.