Practical writing on cash flow, cost optimisation, procurement, valuation and exit, for companies doing $5M+ a year.https://www.summa.consultingenhttps://www.summa.consulting/insights/how-the-right-legal-entity-protects-ceos-and-ownershttps://www.summa.consulting/insights/how-the-right-legal-entity-protects-ceos-and-ownersDiscover how choosing the right legal entity can strengthen profitability, reduce tax exposure, and safeguard CEOs and owners. Learn how LLCs, S Corps, and C Corps create financial advantages and long term protection.Wed, 03 Dec 2025 12:34:00 GMTEfficiencyProfitabilityGrowthCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/optimizing-professional-services-for-manufacturing-companieshttps://www.summa.consulting/insights/optimizing-professional-services-for-manufacturing-companiesDiscover how manufacturing companies can reduce professional service costs through smarter scoping, vendor consolidation, invoice audits, performance scorecards, and strategic pricing agreements. Learn seven proven strategies to strengthen profitability and increase operational efficiency.Wed, 26 Nov 2025 13:23:00 GMTEfficiencyProfitabilityGrowthCorporate FinanceBudgetDavid Lopezhttps://www.summa.consulting/insights/why-your-business-needs-financial-infrastructure-to-growhttps://www.summa.consulting/insights/why-your-business-needs-financial-infrastructure-to-growDiscover why every business needs a solid financial infrastructure. Learn how financial models, reporting systems, structured processes, and automation protect cash flow, improve decision-making, and accelerate growth.Wed, 19 Nov 2025 13:34:00 GMTEfficiencyProfitabilityGrowthCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/smart-hiring-for-growing-manufacturershttps://www.summa.consulting/insights/smart-hiring-for-growing-manufacturersGrowing manufacturing companies often rush into hiring full-time employees, creating long-term costs and operational rigidity. Learn the smartest hiring sequence: contractors first, selective outsourcing, and pacing hiring even during hyper growth to avoid misreading external demand shocks.Wed, 12 Nov 2025 15:05:00 GMTEfficiencyProfitabilityCost OptimizationDavid Lopezhttps://www.summa.consulting/insights/how-a-500k-equipment-lease-can-unlock-growth-capital-and-boost-roi-with-real-2025-rateshttps://www.summa.consulting/insights/how-a-500k-equipment-lease-can-unlock-growth-capital-and-boost-roi-with-real-2025-ratesA $500,000 capital lease can free up cash to invest in growth—while keeping predictable payments. Here’s how manufacturers can use today’s 8% lease rates to generate higher returns from their capital.Wed, 05 Nov 2025 13:42:29 GMTEfficiencyProfitabilityCost OptimizationVendor ManagementNegotiationContract ManagementScope of ServiceDavid Lopezhttps://www.summa.consulting/insights/the-hidden-gold-in-your-overlooked-contracts-how-re-scoping-non-core-services-can-instantly-boost-manufacturing-profitabilityhttps://www.summa.consulting/insights/the-hidden-gold-in-your-overlooked-contracts-how-re-scoping-non-core-services-can-instantly-boost-manufacturing-profitabilityMost manufacturers overspend on routine services that add little value. Learn how re-scoping contracts for cleaning, security, landscaping, waste removal, and IT support can unlock hidden cash without layoffs or lost productivity.Wed, 29 Oct 2025 14:10:00 GMTEfficiencyProfitabilityCost OptimizationVendor ManagementNegotiationContract ManagementScope of ServiceDavid Lopezhttps://www.summa.consulting/insights/the-hidden-fortune-in-your-vendor-list-how-manufacturers-uncover-6-figure-savings-without-cutting-a-single-jobhttps://www.summa.consulting/insights/the-hidden-fortune-in-your-vendor-list-how-manufacturers-uncover-6-figure-savings-without-cutting-a-single-jobMost manufacturers are leaving hundreds of thousands on the table through weak vendor management. Learn how to identify hidden savings opportunities, from missed discounts to smarter contracts and better suppliers.Wed, 22 Oct 2025 13:10:00 GMTEfficiencyProfitabilityCost OptimizationVendor ManagementNegotiationDavid Lopezhttps://www.summa.consulting/insights/what-to-do-with-slob-inventory-7-smart-strategies-to-turn-dead-stock-into-cashhttps://www.summa.consulting/insights/what-to-do-with-slob-inventory-7-smart-strategies-to-turn-dead-stock-into-cashSlow and obsolete inventory doesn’t have to be a loss. Discover seven ways manufacturers can turn SLOB inventory into cash, goodwill, or tax advantages.Wed, 15 Oct 2025 13:55:00 GMTEfficiencyProfitabilityCost OptimizationInventoryInventory ManagementDavid Lopezhttps://www.summa.consulting/insights/how-manufacturing-companies-can-reduce-cost-without-reducing-qualityhttps://www.summa.consulting/insights/how-manufacturing-companies-can-reduce-cost-without-reducing-qualityLearn how manufacturing companies can cut operational costs without compromising product quality through smarter procurement, process control, and data-driven financial management.Wed, 08 Oct 2025 13:50:00 GMTEfficiencyProfitabilityCost OptimizationVendor ManagementHospitalityDavid Lopezhttps://www.summa.consulting/insights/the-hidden-profits-in-hospitality-how-smarter-vendor-strategy-unlocks-sustainable-marginshttps://www.summa.consulting/insights/the-hidden-profits-in-hospitality-how-smarter-vendor-strategy-unlocks-sustainable-marginsHospitality companies can recover millions in hidden profits by renegotiating vendor contracts, centralizing purchasing, and managing cash flow with discipline. Here’s how.Wed, 01 Oct 2025 14:32:00 GMTEfficiencyProfitabilityCost OptimizationVendor ManagementHospitalityDavid Lopezhttps://www.summa.consulting/insights/the-untold-truth-about-growth-why-your-next-big-win-is-already-inside-your-businesshttps://www.summa.consulting/insights/the-untold-truth-about-growth-why-your-next-big-win-is-already-inside-your-businessMost companies chase expansion projects to grow revenue, but the biggest gains often come from cash flow improvements within existing operations. Discover why internal projects outperform expansion and how to unlock hidden profit inside your business.Wed, 24 Sep 2025 14:52:00 GMTEfficiencyProfitabilityCost OptimizationSaaSCACLTVDavid Lopezhttps://www.summa.consulting/insights/the-10-most-common-cash-leaks-for-saas-companies-and-how-to-stop-ithttps://www.summa.consulting/insights/the-10-most-common-cash-leaks-for-saas-companies-and-how-to-stop-itSaaS companies often bleed cash in hidden ways that stall growth and profitability. Learn the 10 most common cash leaks for SaaS firms and how to plug them before they drain your margins.Wed, 17 Sep 2025 14:17:00 GMTEfficiencyProfitabilityCost OptimizationSaaSCACLTVDavid Lopezhttps://www.summa.consulting/insights/building-a-strong-batna-how-manufacturing-companies-can-negotiate-from-strengthhttps://www.summa.consulting/insights/building-a-strong-batna-how-manufacturing-companies-can-negotiate-from-strengthManufacturing companies can strengthen their negotiation position by building a strong BATNA. Learn the step-by-step process to prepare effectively and secure better outcomes.Wed, 10 Sep 2025 16:04:43 GMTManufacturingEfficiencyProfitabilityProcurementCost OptimizationNegotiationDavid Lopezhttps://www.summa.consulting/insights/how-to-run-an-abc-inventory-analysis-a-step-by-step-guidehttps://www.summa.consulting/insights/how-to-run-an-abc-inventory-analysis-a-step-by-step-guideLearn how to perform ABC analysis for inventory with this step-by-step guide. Understand how to classify items into A, B, and C categories to optimize working capital, reduce costs, and improve supply chain efficiency.Wed, 03 Sep 2025 13:46:23 GMTCorporate FinanceManufacturingEfficiencyProfitabilityProcurementCost OptimizationInventoryDavid Lopezhttps://www.summa.consulting/insights/7-low-hanging-fruit-expenses-that-manufacturing-companies-can-tackle-in-one-dayhttps://www.summa.consulting/insights/7-low-hanging-fruit-expenses-that-manufacturing-companies-can-tackle-in-one-dayDiscover seven quick, high-impact expense reductions that manufacturing companies can implement in less than a day. These small but powerful changes can protect margins, free up cash flow, and create immediate operational efficiency.Wed, 27 Aug 2025 15:07:02 GMTCorporate FinanceManufacturingEfficiencyProfitabilityProcurementCost OptimizationDavid Lopezhttps://www.summa.consulting/insights/securing-better-vendor-pricing-with-volume-guaranteeshttps://www.summa.consulting/insights/securing-better-vendor-pricing-with-volume-guaranteesDiscover how guaranteeing purchase volumes over 12, 24, or 36 months can help your company lock in better prices, secure supply, and build stronger vendor relationships while improving financial forecasting.Wed, 20 Aug 2025 15:28:50 GMTCorporate FinanceManufacturingEfficiencyProfitabilityProcurementCost OptimizationDavid Lopezhttps://www.summa.consulting/insights/competitive-bidding-a-powerful-tool-to-cut-costs-in-manufacturing-companieshttps://www.summa.consulting/insights/competitive-bidding-a-powerful-tool-to-cut-costs-in-manufacturing-companiesLearn how manufacturing companies can use competitive bidding to reduce service costs significantly. Discover which services to target, the double savings effect, and how to run a flawless bidding process with our free plug-and-play template.Wed, 13 Aug 2025 13:18:44 GMTCorporate FinanceManufacturingEfficiencyProfitabilityProcurementCost OptimizationDavid Lopezhttps://www.summa.consulting/insights/5-proven-ways-to-improve-margins-through-pricing-and-cost-disciplinehttps://www.summa.consulting/insights/5-proven-ways-to-improve-margins-through-pricing-and-cost-disciplineImproving margins starts with pricing power and cost control. This article outlines five best practices companies can adopt today to strengthen profitability.Wed, 06 Aug 2025 13:47:38 GMTCorporate FinanceManufacturingEfficiencyGrowthProfitabilityPricingMarginsDavid Lopezhttps://www.summa.consulting/insights/maximizing-roi-from-fixed-assetshttps://www.summa.consulting/insights/maximizing-roi-from-fixed-assetsDiscover how manufacturing companies can optimize capital by deciding which fixed assets to own and which to lease, using a strategic framework to boost cash flow, reduce risk, and improve financial flexibility.Wed, 30 Jul 2025 14:15:50 GMTCorporate FinanceManufacturingEfficiencyGrowthAssetsFixed AssetsDavid Lopezhttps://www.summa.consulting/insights/10-powerful-ways-to-collect-money-earlier-from-customershttps://www.summa.consulting/insights/10-powerful-ways-to-collect-money-earlier-from-customersDiscover 10 proven strategies manufacturing companies can use to collect money earlier from customers, boost cash flow, and strengthen financial health. Tactics include pricing incentives, contract changes, and operational improvements.Wed, 23 Jul 2025 14:32:00 GMTCorporate FinanceManufacturingInventoryEfficiencyGrowthAccounts ReceivableDavid Lopezhttps://www.summa.consulting/insights/growth-is-hiding-in-plain-sighthttps://www.summa.consulting/insights/growth-is-hiding-in-plain-sightAccelerate growth by widening margins before chasing top-line sales. Discover how cost efficiency and zero-CAC gains fund scalable, resilient expansion.Wed, 16 Jul 2025 12:41:00 GMTCorporate FinanceDiagnosticsManufacturingInventoryEfficiencyGrowthDavid Lopezhttps://www.summa.consulting/insights/7-ways-to-reduce-fixed-costs-in-manufacturinghttps://www.summa.consulting/insights/7-ways-to-reduce-fixed-costs-in-manufacturingDiscover seven proven strategies manufacturers can use today to trim fixed costs, protect margins, and unlock cash for growth without compromising quality or output.Wed, 09 Jul 2025 13:16:00 GMTCorporate FinanceDiagnosticsManufacturingInventoryEfficiencyDavid Lopezhttps://www.summa.consulting/insights/inventory-is-cash-hiding-in-plain-sighthttps://www.summa.consulting/insights/inventory-is-cash-hiding-in-plain-sightStop letting working capital collect dust on warehouse shelves. Learn five fast, proven inventory-optimization moves that cut costs and free cash for manufacturers.Wed, 02 Jul 2025 10:41:00 GMTCorporate FinanceDiagnosticsManufacturingInventoryEfficiencyDavid Lopezhttps://www.summa.consulting/insights/budgeting-for-rd-heavy-periodhttps://www.summa.consulting/insights/budgeting-for-rd-heavy-periodDiscover the budget blueprint that doubles growth through milestone budgeting, dynamic forecasting, and integrated planning.Wed, 25 Jun 2025 13:44:00 GMTFrameworkBudgetMilestonesGrowthR&DInvestmentDavid Lopezhttps://www.summa.consulting/insights/rethink-the-lease-how-renting-lab-space-extends-your-runwayhttps://www.summa.consulting/insights/rethink-the-lease-how-renting-lab-space-extends-your-runwayLeasing lab space too early can drain your startup's resources. Discover why renting and sub-contracting space is a smarter financial move for early-stage life sciences companies.Wed, 18 Jun 2025 12:47:00 GMTBiotechClinical TrialsLife SciencesFrameworkDavid Lopezhttps://www.summa.consulting/insights/dont-let-compliance-kill-your-burn-ratehttps://www.summa.consulting/insights/dont-let-compliance-kill-your-burn-rateEarly-stage life sciences companies often underestimate the cost and complexity of regulatory compliance. Learn seven critical considerations to avoid budget blowouts and delays in this essential startup guide.Thu, 12 Jun 2025 00:25:00 GMTBiotechClinical TrialsLife SciencesFrameworkDavid Lopezhttps://www.summa.consulting/insights/clinical-trial-budget-management-protect-your-runway-and-accelerate-resultshttps://www.summa.consulting/insights/clinical-trial-budget-management-protect-your-runway-and-accelerate-resultsDiscover data-driven tactics and the CFOS framework that help life-sciences CFOs keep clinical trials on budget; control costs; and protect runway.Wed, 04 Jun 2025 12:16:00 GMTBiotechClinical TrialsLife SciencesFrameworkDavid Lopezhttps://www.summa.consulting/insights/research-and-development-5-essential-budget-strategies-to-keep-you-afloathttps://www.summa.consulting/insights/research-and-development-5-essential-budget-strategies-to-keep-you-afloatCompanies embarking on R&D investments face tight budgets and high stakes. Discover five actionable strategies to manage costs, avoid shortfalls, and ensure your R&D’s success.Wed, 28 May 2025 22:48:21 GMTCorporate FinanceStrategyR&DBudgetSupply ChainDavid Lopezhttps://www.summa.consulting/insights/life-sciences-companies-extend-runway-by-6-monthshttps://www.summa.consulting/insights/life-sciences-companies-extend-runway-by-6-monthsDiscover three ways growing manufacturing companies can effectively reduce initial costs, optimize financial planning, and enhance compliance. All of which help you extend your cash flow.Wed, 21 May 2025 13:29:39 GMTManufacturingSupply ChainProcurementStrategyDavid Lopezhttps://www.summa.consulting/insights/5-critical-updates-on-us-tariffs-2025https://www.summa.consulting/insights/5-critical-updates-on-us-tariffs-2025Stay current on U.S. tariff policy. Here are the five most important changes every manufacturing CFO and Supply‑Chain leader must know as of May 2025.Wed, 14 May 2025 12:55:00 GMTManufacturingSupply ChainSupply and DemandDavid Lopezhttps://www.summa.consulting/insights/the-hidden-power-of-purchase-controlhttps://www.summa.consulting/insights/the-hidden-power-of-purchase-controlEvaluate Revenue, Team Size, Systems, Budget, and Spend‑Control Mindset to confirm your firm’s readiness to centralize purchasing and unlock rapid cash‑flow gains.Wed, 07 May 2025 12:55:00 GMTSupply and DemandSupply ChainProcurementManufacturingCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/reporting-with-purpose-not-paperworkhttps://www.summa.consulting/insights/reporting-with-purpose-not-paperworkDiscover why goal-driven reporting is a competitive edge: three reasons aligned metrics accelerate clarity, accountability, and agile growth.Wed, 30 Apr 2025 12:19:00 GMTCommunicationCorporate FinanceLeadershipTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/why-every-business-must-be-cash-centric-3-powerful-reasons-liquidity-leads-to-lasting-successhttps://www.summa.consulting/insights/why-every-business-must-be-cash-centric-3-powerful-reasons-liquidity-leads-to-lasting-successDiscover why a cash-centric strategy safeguards continuity, fuels strategic agility, and lifts valuation—no matter your company’s size. Three reasons to focus on liquidity.Thu, 24 Apr 2025 02:47:00 GMTCommunicationCorporate FinanceLeadershipTactical FinanceVendor ManagementDavid Lopezhttps://www.summa.consulting/insights/the-hidden-pitfalls-of-best-practices-in-business-why-theyre-not-always-besthttps://www.summa.consulting/insights/the-hidden-pitfalls-of-best-practices-in-business-why-theyre-not-always-bestDiscover why popular “best practices” can waste cash, stifle growth, and cut flexibility. Learn 3 red-flag scenarios and smarter alternatives for your business.Thu, 17 Apr 2025 00:13:00 GMTCorporate FinanceLeadershipCommunicationDavid Lopezhttps://www.summa.consulting/insights/direction-beats-speed-why-clear-goals-are-the-key-to-real-progresshttps://www.summa.consulting/insights/direction-beats-speed-why-clear-goals-are-the-key-to-real-progressDiscover why setting clear goals is essential for real progress in business and life. Learn how direction beats speed, and how clarity drives better decisions, alignment, and results.Thu, 10 Apr 2025 01:41:00 GMTLeadershipCommunicationDavid Lopezhttps://www.summa.consulting/insights/navigating-tariffs-how-us-manufacturers-can-mitigate-the-impact-of-tariffshttps://www.summa.consulting/insights/navigating-tariffs-how-us-manufacturers-can-mitigate-the-impact-of-tariffsExplore how U.S. manufacturers can reduce the impact of recent U.S.-China tariffs. Discover five strategic ways to mitigate cost increases and optimize your supply chain—with expert consulting support.Wed, 02 Apr 2025 15:30:00 GMTManufacturingSupply and DemandSupply ChainEconomyInventoryDavid Lopezhttps://www.summa.consulting/insights/a-structured-vendor-selection-criteria-for-procurement-teamshttps://www.summa.consulting/insights/a-structured-vendor-selection-criteria-for-procurement-teamsDiscover how to choose the right vendor after a bidding contest using a structured, cross-functional evaluation process. Learn how to define criteria, assign weights, and make smarter procurement decisions.Wed, 26 Mar 2025 14:22:00 GMTManufacturingSupply and DemandSupply ChainVendor ManagementDavid Lopezhttps://www.summa.consulting/insights/how-to-set-up-a-bidding-contest-that-saves-time-and-elevates-vendor-performance-strategic-procurement-for-high-value-purchaseshttps://www.summa.consulting/insights/how-to-set-up-a-bidding-contest-that-saves-time-and-elevates-vendor-performance-strategic-procurement-for-high-value-purchasesLearn how to set up a bidding contest for large purchases to save time, improve vendor performance, and drive better procurement outcomes through a structured, competitive process.Wed, 19 Mar 2025 13:07:00 GMTProcurementManufacturingSupply ChainDavid Lopezhttps://www.summa.consulting/insights/how-to-negotiate-better-vendor-terms-without-high-volume-10-levers-beyond-price-and-quantityhttps://www.summa.consulting/insights/how-to-negotiate-better-vendor-terms-without-high-volume-10-levers-beyond-price-and-quantityLearn how to negotiate better vendor terms without relying on high volume. Discover 10 powerful levers beyond price and quantity to improve supplier agreements and strengthen procurement strategy.Wed, 12 Mar 2025 13:52:00 GMTSupply and DemandCommunicationManufacturingSupply ChainVendor ManagementTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/vendor-negotiation-strategies-every-procurement-leader-should-usehttps://www.summa.consulting/insights/vendor-negotiation-strategies-every-procurement-leader-should-useDiscover ten proven vendor renegotiation strategies using a structured framework based on criticality, recurrence, and volume. Improve procurement outcomes and reduce costs across your supplier base.Wed, 05 Mar 2025 22:52:00 GMTSupply and DemandProcurementSupply ChainCorporate FinanceManufacturingDavid Lopezhttps://www.summa.consulting/insights/how-manufacturing-companies-can-improve-their-working-capitalhttps://www.summa.consulting/insights/how-manufacturing-companies-can-improve-their-working-capitalDiscover 7 proven strategies manufacturers can use to improve working capital, boost cash flow, and increase financial resilience and profitability.Wed, 26 Feb 2025 13:12:00 GMTCorporate FinanceLeadershipManufacturingSupply and DemandSupply ChainTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/maximizing-business-stability-with-take-or-pay-contractshttps://www.summa.consulting/insights/maximizing-business-stability-with-take-or-pay-contractsTake-or-pay agreements, commonly used in industries such as energy, manufacturing, and raw materials, ensure a guaranteed revenue stream for suppliers while providing buyers with stable pricing and supply security.Thu, 20 Feb 2025 02:45:00 GMTManufacturingProcurementSupply ChainDavid Lopezhttps://www.summa.consulting/insights/centralizing-purchases-how-you-can-cut-costs-and-improve-efficiencyhttps://www.summa.consulting/insights/centralizing-purchases-how-you-can-cut-costs-and-improve-efficiencyIf your business is still relying on a decentralized purchasing model, you’re likely leaving money on the table. A centralized procurement function empowers you with better control, improved efficiency, and significant cost savings.Wed, 12 Feb 2025 14:06:00 GMTManufacturingProcurementSupply and DemandDavid Lopezhttps://www.summa.consulting/insights/just-in-time-jit-inventory-management-a-strategic-advantage-for-businesseshttps://www.summa.consulting/insights/just-in-time-jit-inventory-management-a-strategic-advantage-for-businessesToday supply chain is one of the strongest sources of competitive advantage for manufacturing companies. Efficiency and cost management are critical for success. One of the most effective strategies for optimizing inventory and improving financial performance is Just-in-Time (JIT) inventory managemeWed, 05 Feb 2025 15:48:00 GMTSupply ChainLeadershipInventoryManufacturingSupply and DemandDavid Lopezhttps://www.summa.consulting/insights/save-money-through-vendor-management-heres-how-second-parthttps://www.summa.consulting/insights/save-money-through-vendor-management-heres-how-second-partSmall, intentional changes in procurement and vendor management can have a significant impact on the bottom line.Wed, 29 Jan 2025 16:27:00 GMTCorporate FinanceTactical FinanceCommunicationProcurementSupply ChainDavid Lopezhttps://www.summa.consulting/insights/we-help-companies-save-money-through-vendor-management-heres-howhttps://www.summa.consulting/insights/we-help-companies-save-money-through-vendor-management-heres-howVendor management is one of the most overlooked ways to reduce costs and improve cash flow. Many companies focus on revenue growth but fail to optimize their procurement strategies. With a structured approach to vendor relationships, we have helped businesses achieve significant savings.Wed, 22 Jan 2025 15:32:00 GMTSupply ChainCommunicationLeadershipInventoryManufacturingDavid Lopezhttps://www.summa.consulting/insights/how-to-value-an-ecommerce-store-using-discounted-cash-flow-dcfhttps://www.summa.consulting/insights/how-to-value-an-ecommerce-store-using-discounted-cash-flow-dcfA key method to determine the value of an ecommerce store is the Discounted Cash Flow (DCF) methodology, which assesses the present value of future cash flows.Wed, 15 Jan 2025 14:31:00 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/acquiring-a-business-with-an-sba-loan-what-to-knowhttps://www.summa.consulting/insights/acquiring-a-business-with-an-sba-loan-what-to-knowAcquiring a business is one of the fastest ways to become an entrepreneur or expand an existing company in the United States.Wed, 08 Jan 2025 14:07:00 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/financing-with-debt-the-next-best-thinghttps://www.summa.consulting/insights/financing-with-debt-the-next-best-thingDebt can be a powerful tool that allows founders to retain ownership while accessing the funds they need. After all it is a way of funding that is non-dilutive, allowing the founders to keep their equity. However, not all debt is created equal.Thu, 02 Jan 2025 02:49:00 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/the-different-stages-of-capital-raisinghttps://www.summa.consulting/insights/the-different-stages-of-capital-raisingInvestors at different stages of funding have distinct expectations, and understanding these nuances can make the difference between securing an investment and walking away empty-handed.Thu, 26 Dec 2024 02:23:00 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/growth-through-finance-a-strategic-guide-to-capital-raisinghttps://www.summa.consulting/insights/growth-through-finance-a-strategic-guide-to-capital-raisingSecuring capital is an essential part of most companies in order to achieve expansion, innovation, and sustainability.Thu, 19 Dec 2024 02:05:00 GMTDavid Lopezhttps://www.summa.consulting/insights/effective-presentations-and-how-to-create-impacthttps://www.summa.consulting/insights/effective-presentations-and-how-to-create-impactWhether you’re addressing a boardroom, a conference, or a team meeting, the power of a well-delivered presentation relies in the impact it can create in the audienceWed, 11 Dec 2024 20:38:00 GMTLeadershipCommunicationDavid Lopezhttps://www.summa.consulting/insights/9-ways-consultants-could-add-value-to-your-venture-capital-firmhttps://www.summa.consulting/insights/9-ways-consultants-could-add-value-to-your-venture-capital-firmThere’s value that some VC’s might be leaving on the table.Thu, 05 Dec 2024 02:07:00 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/7-key-steps-companies-can-take-to-strengthen-their-fundraising-strategyhttps://www.summa.consulting/insights/7-key-steps-companies-can-take-to-strengthen-their-fundraising-strategyWith preparation and strategy, you can turn your fundraising efforts into a powerful catalyst for growth.Wed, 27 Nov 2024 21:47:00 GMTCorporate FinanceLeadershipTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/10-financial-tasks-every-business-should-complete-before-year-endhttps://www.summa.consulting/insights/10-financial-tasks-every-business-should-complete-before-year-endJust as much as it is at a personal level, the end-of-year period is a time for reflecting, planning, and preparing your business for the new year.Wed, 20 Nov 2024 17:44:00 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/how-to-read-the-department-of-labors-nonfarm-payrolls-nfp-report-on-december-2024https://www.summa.consulting/insights/how-to-read-the-department-of-labors-nonfarm-payrolls-nfp-report-on-december-2024How to read and interpret the upcoming Nonfarm Payroll (NFP) Report.Wed, 13 Nov 2024 16:27:00 GMTEconomyDavid Lopezhttps://www.summa.consulting/insights/9-ways-the-new-macroeconomic-environment-will-affect-businesseshttps://www.summa.consulting/insights/9-ways-the-new-macroeconomic-environment-will-affect-businessesWe anticipate nine critical factors businesses should watch as they strategize for the years ahead.Thu, 07 Nov 2024 03:31:00 GMTCorporate FinanceLeadershipTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/the-impact-of-lower-interest-rates-on-venture-capital-firms-and-their-portfolioshttps://www.summa.consulting/insights/the-impact-of-lower-interest-rates-on-venture-capital-firms-and-their-portfoliosThe low-interest-rate environment will undoubtedly reshape the venture capital landscape.Wed, 30 Oct 2024 21:20:00 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/7-financial-mistakes-of-7-figure-companieshttps://www.summa.consulting/insights/7-financial-mistakes-of-7-figure-companiesIt’s easy to forget, but high revenue doesn’t mean success.Wed, 23 Oct 2024 19:38:00 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/the-best-practice-that-works-in-every-industry-every-timehttps://www.summa.consulting/insights/the-best-practice-that-works-in-every-industry-every-timeTreat your team like you treat your clients.Wed, 16 Oct 2024 23:05:31 GMTLeadershipDavid Lopezhttps://www.summa.consulting/insights/how-finance-supercharges-your-businesshttps://www.summa.consulting/insights/how-finance-supercharges-your-businessIt's the strategic use of finance that can truly differentiate a business and drive profitability.Wed, 09 Oct 2024 18:48:02 GMTCorporate FinanceLeadershipTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/hiring-a-finance-consultanthttps://www.summa.consulting/insights/hiring-a-finance-consultantFinance consultants -they say- do not have a crystal ball. But they do have the next best thing: financial projections, financial goals, and tools to report both.Thu, 03 Oct 2024 00:22:31 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/how-can-businesses-use-a-fractional-cfohttps://www.summa.consulting/insights/how-can-businesses-use-a-fractional-cfoFinance is a key player in a company’s growth, direction, and success.Wed, 25 Sep 2024 00:06:19 GMTLeadershipCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/fractional-cfos-a-secret-weaponhttps://www.summa.consulting/insights/fractional-cfos-a-secret-weaponFractional CFOs: a secret weaponWed, 18 Sep 2024 16:16:11 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/9-invisible-forces-how-finance-keeps-the-lights-onhttps://www.summa.consulting/insights/9-invisible-forces-how-finance-keeps-the-lights-onFinance is the quiet warrior everyone should know about.Wed, 11 Sep 2024 16:07:02 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/financial-as-a-foundationhttps://www.summa.consulting/insights/financial-as-a-foundationThe greatest challenge of a startup is uncertainty.Wed, 04 Sep 2024 18:03:11 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/the-automation-imperative-of-finance-departmentshttps://www.summa.consulting/insights/the-automation-imperative-of-finance-departmentsFinance is at the top of the helm when evaluating automation.Wed, 28 Aug 2024 18:45:01 GMTTactical FinanceCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/the-value-of-a-fractional-cfo-3-key-reasons-to-consider-hiring-onehttps://www.summa.consulting/insights/the-value-of-a-fractional-cfo-3-key-reasons-to-consider-hiring-oneToday’s business need a strong financial foundation more than ever. However, not all businesses have the resources or need for a full-time Chief Financial Officer (CFO).Wed, 21 Aug 2024 23:48:04 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/a-strong-financial-foundationhttps://www.summa.consulting/insights/a-strong-financial-foundationA solid financial infrastructure is a necessity and not a luxury.Wed, 14 Aug 2024 17:48:36 GMTCorporate FinanceTactical FinanceNotes for CEOsDavid Lopezhttps://www.summa.consulting/insights/finance-the-key-to-startup-successhttps://www.summa.consulting/insights/finance-the-key-to-startup-successWhile innovation is the catalyst for startup growth, financial discipline is its enduring engine.Wed, 07 Aug 2024 04:43:51 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/the-power-of-a-strong-financial-tech-stackhttps://www.summa.consulting/insights/the-power-of-a-strong-financial-tech-stackDiscover how a streamlined financial tech stack can boost your startup's growth and profitability.Tue, 30 Jul 2024 23:42:29 GMTDavid Lopezhttps://www.summa.consulting/insights/break-even-or-break-free-cracking-the-startup-codehttps://www.summa.consulting/insights/break-even-or-break-free-cracking-the-startup-codeThe break-even point is the # 1 financial metric of a startupTue, 23 Jul 2024 23:04:15 GMTCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/startups-pursuit-of-happiness-aka-productivityhttps://www.summa.consulting/insights/startups-pursuit-of-happiness-aka-productivityStartup happiness does not come from free meals, ping pong tables, or unlimited PTO.Mon, 15 Jul 2024 03:24:53 GMTLeadershipCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/do-it-with-models-financial-modelshttps://www.summa.consulting/insights/do-it-with-models-financial-modelsIf you want to make good decisions, get yourself a model.Fri, 12 Jul 2024 15:06:00 GMTCorporate FinanceTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/stewart-the-steward-no-one-knows-abouthttps://www.summa.consulting/insights/stewart-the-steward-no-one-knows-aboutWhat’s your superpower?Tue, 02 Jul 2024 20:59:59 GMTLeadershipNotes for CEOsDavid Lopezhttps://www.summa.consulting/insights/joe-the-employee-that-behaves-like-the-ceohttps://www.summa.consulting/insights/joe-the-employee-that-behaves-like-the-ceoWhy are some employees more committed than others? They are grateful for the job.Mon, 01 Jul 2024 23:30:17 GMTLeadershipDavid Lopezhttps://www.summa.consulting/insights/getting-unstuckhttps://www.summa.consulting/insights/getting-unstuckUp to 75% of people feel stuck in their job.Thu, 27 Jun 2024 17:12:36 GMTDavid Lopezhttps://www.summa.consulting/insights/employee-terminations-they-never-get-easierhttps://www.summa.consulting/insights/employee-terminations-they-never-get-easierEmployee terminations: they never get easierWed, 12 Jun 2024 19:39:22 GMTLeadershipDavid Lopezhttps://www.summa.consulting/insights/founders-beware-confirmation-biashttps://www.summa.consulting/insights/founders-beware-confirmation-biasThe financial costs are twofold: the cost of the bad decision plus the cost to undo it.Thu, 06 Jun 2024 20:48:20 GMTLeadershipDavid Lopezhttps://www.summa.consulting/insights/a-reasonable-runwayhttps://www.summa.consulting/insights/a-reasonable-runwayA reasonable runwayWed, 05 Jun 2024 20:39:10 GMTLeadershipCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/slow-is-smooth-smooth-is-fasthttps://www.summa.consulting/insights/slow-is-smooth-smooth-is-fastSlow is smooth, smooth is fast.Tue, 04 Jun 2024 19:52:07 GMTLeadershipDavid Lopezhttps://www.summa.consulting/insights/finance-is-like-the-brakes-of-a-carhttps://www.summa.consulting/insights/finance-is-like-the-brakes-of-a-carThe reason is not very intuitive.Mon, 03 Jun 2024 22:14:12 GMTCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/the-very-healthy-balance-between-planning-and-executinghttps://www.summa.consulting/insights/the-very-healthy-balance-between-planning-and-executing“A good plan violently executed now is better than a perfect plan executed next week”.Fri, 31 May 2024 00:08:41 GMTLeadershipDavid Lopezhttps://www.summa.consulting/insights/chef-henry-a-tale-about-menus-and-decision-makinghttps://www.summa.consulting/insights/chef-henry-a-tale-about-menus-and-decision-makingChef means “boss” in French.Wed, 29 May 2024 17:02:18 GMTLeadershipTalesDavid Lopezhttps://www.summa.consulting/insights/leaders-be-mindful-of-parkinsons-lawhttps://www.summa.consulting/insights/leaders-be-mindful-of-parkinsons-law“Work expands so as to fill the time available for its completion” .Tue, 28 May 2024 18:43:37 GMTLeadershipDavid Lopezhttps://www.summa.consulting/insights/kaylas-simple-decision-processhttps://www.summa.consulting/insights/kaylas-simple-decision-processYou will never regret doing the right thing.Mon, 27 May 2024 23:22:46 GMTTactical FinanceDavid Lopezhttps://www.summa.consulting/insights/discipline-will-followhttps://www.summa.consulting/insights/discipline-will-followEnjoy the rideSat, 25 May 2024 01:08:42 GMTDavid Lopezhttps://www.summa.consulting/insights/the-power-of-nohttps://www.summa.consulting/insights/the-power-of-noKnowing what to reject is as important as knowing what to accept.Thu, 23 May 2024 15:02:00 GMTDavid Lopezhttps://www.summa.consulting/insights/ceos-and-founders-understand-what-motivates-your-teamhttps://www.summa.consulting/insights/ceos-and-founders-understand-what-motivates-your-teamJust imagineWed, 22 May 2024 18:06:47 GMTNotes for CEOsDavid Lopezhttps://www.summa.consulting/insights/dear-founders-your-message-has-to-be-clearhttps://www.summa.consulting/insights/dear-founders-your-message-has-to-be-clearEmpathy is at the core of every successful message.Tue, 21 May 2024 21:37:23 GMTNotes for CEOsDavid Lopezhttps://www.summa.consulting/insights/what-your-finance-department-should-make-you-feelhttps://www.summa.consulting/insights/what-your-finance-department-should-make-you-feelInteractions with finance can be soothing, dreadful, or anything in between.Mon, 20 May 2024 23:50:34 GMTDavid Lopezhttps://www.summa.consulting/insights/you-can-be-profitable-and-not-cash-flow-positivehttps://www.summa.consulting/insights/you-can-be-profitable-and-not-cash-flow-positiveBeing cash flow positive -like many things in life- is all about timing.Sun, 19 May 2024 04:56:41 GMTCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/so-you-want-to-be-a-successful-founder-executive-or-investorhttps://www.summa.consulting/insights/so-you-want-to-be-a-successful-founder-executive-or-investorThis one is short and sweetSat, 18 May 2024 00:07:00 GMTCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/why-cash-roadblocks-are-hard-to-seehttps://www.summa.consulting/insights/why-cash-roadblocks-are-hard-to-seeCash is the lifeblood of every organizationThu, 16 May 2024 21:50:00 GMTNotes for CEOsDavid Lopezhttps://www.summa.consulting/insights/what-financially-sustainable-growth-looks-likehttps://www.summa.consulting/insights/what-financially-sustainable-growth-looks-likeThe era of 'growth at all costs' is gone.Tue, 14 May 2024 16:55:00 GMTNotes for CEOsDavid Lopezhttps://www.summa.consulting/insights/founders-beware-of-unchecked-optimismhttps://www.summa.consulting/insights/founders-beware-of-unchecked-optimism"... the soothing light at the end of your tunnel was just a freight train coming your way".Sun, 12 May 2024 20:05:00 GMTNotes for CEOsDavid Lopezhttps://www.summa.consulting/insights/cash-flow-management-101https://www.summa.consulting/insights/cash-flow-management-10182% of small businesses (including startups) fail due to poor cash flow managementSun, 12 May 2024 19:33:00 GMTCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/treasury-management-101https://www.summa.consulting/insights/treasury-management-101Cash forecastSat, 11 May 2024 20:05:00 GMTCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/operating-leases-keep-money-in-your-pockethttps://www.summa.consulting/insights/operating-leases-keep-money-in-your-pocketKeep money in your pocket.Fri, 10 May 2024 20:04:00 GMTDavid Lopezhttps://www.summa.consulting/insights/the-case-for-the-business-planhttps://www.summa.consulting/insights/the-case-for-the-business-plan71% of growing companies have a strategic plan in place.Thu, 09 May 2024 20:05:00 GMTNotes for CEOsDavid Lopezhttps://www.summa.consulting/insights/financial-models-101https://www.summa.consulting/insights/financial-models-101Financial Modes 101Wed, 08 May 2024 19:15:00 GMTCorporate FinanceDavid Lopezhttps://www.summa.consulting/insights/effective-finance-presentationshttps://www.summa.consulting/insights/effective-finance-presentationsEffective Finance PresentationsTue, 07 May 2024 19:27:00 GMTLeadershipDavid Lopezhttps://www.summa.consulting/insights/working-capital-101https://www.summa.consulting/insights/working-capital-101Some thoughts on working capitalMon, 06 May 2024 19:39:00 GMTCorporate FinanceDavid Lopez