Value creation for growing companies
Your next big win is already inside your business.
Most growing companies are sitting on profit they cannot see: in their cost base, their contracts, their inventory and their vendors. Summa finds it and puts it back on your balance sheet.
The record so far
$500Min value created
200+projects delivered
$5Bin valuations
Three ways
we create value
Each one stands on its own. Together they take a company from leaking cash to ready for sale.
Cash flow optimisation
Find the cash already inside the business: in vendors, contracts, inventory and fixed costs.
ReadExit readiness
Get the numbers, the systems and the story in shape well before a buyer starts asking questions.
ReadBusiness valuation
Understand what the business is worth today, and what specifically would make it worth more.
ReadWhat got you here
won’t get you there.
— Marshall Goldsmith
The habits that built the company are usually the ones capping it.
High
fixed costs
Many companies grow fast and let fixed costs grow with them, linearly. They shouldn’t.
Low
profitability
Some products quietly drain your profits: they cost too much to produce. It is time for a change.
Buying
chaos
No system controls your purchases. It starts to feel like the ones making money are your vendors.
Cash
leakage
Hidden costs everywhere: software subscriptions, recurring services, underutilised resources.
Excessive
cost
Too much inventory, too many suppliers, too many services, no controls. Less is more.
The
status quo
Sometimes we simply have too much respect for “what works”. It is time to make space for better.
Schedule a discovery call today
David Lopez, CVA. Principal
Former Deloitte and PwC management consultant, focused on improving cash flow, profitability and growth.
David has coached hundreds of CEOs and helped them scale or exit their businesses successfully, so they can enjoy life. Across that work he has generated more than $500M in value for hundreds of companies across the region.
- Specialised knowledge focused on growing companies
- 20+ years making companies more profitable
- Track record saving up to 15% of annual budgets
- Regular media appearances to talk numbers
The Summa
difference
Whether you are weighing a traditional consultancy or handling it in house, here is how the three compare on the things that decide the outcome.
| Criterion | Summa | Other firms | On your own |
|---|---|---|---|
| Fees | A share of the value we create | Billed by the hour, before any result | Your team’s time, never costed |
| Financial risk | None. You pay out of results | Paid whether or not it works | The cost of leaving it alone |
| Who executes | We do, end to end | You do, from their report | You do, between everything else |
| Your time | We meet to show you results | Workshops and status calls | All of it |
| First assessment | Free, and the findings are yours | A paid scoping phase | Whatever you can see yourself |
| After the work ends | The framework keeps paying | It ends with the invoice | Back to the same habits |
Testimonials
A track record built on trust.
We thought we had optimized everything in our business, and then David came and dropped three quarters of a million dollars in our laps.
ZS, CEOSpecialized Equipment Manufacturing
We tripled our net income, which seemed impossible. It took them less than 3 months.
DC, COOContract Manufacturing
We have worked with dozens of advisors. David is the best we’ve worked with. You want to have him by your side.
GL, VP of OperationsConsumer Packaged Goods
Stopped the bleeding, kept 100% of the team, and made us profitable again.
EP, VP of HREquipment Manufacturing
He sat across from our toughest supplier’s controller and got us all the terms we asked for. All of ‘em.
LM, COOConsumer Packaged Goods
Extremely impressed, based on his thorough diagnostic of our financial situation, we regained complete control of our cash flow and budget.
DR, COOHardware Manufacturing
David brought an ROI that keeps on giving (...) the team is now driving savings every month.
AB, CEOHardware Manufacturing
A trusted partner that will continually work with us to make sure our finances are aligned with our future goals.
PL, VP of R&DHardware Manufacturing
David kept the business alive until we secured funding.
PL, VP of R&DHardware Manufacturing
(...) brought order, updated our prices, and led to higher profits (...) while reinforcing our positioning.
JS, COOMachine Manufacturing
Hands down, the best experience (...) his insight has been invaluable to moving my business forward.
ZS, CEOFacilities Management Services
Has provided much more value to me and business than I could have ever expected.
NR, CEOContract Manufacturing Services
It’s nice to see someone invest in their clients and genuinely care about their success.
JZ, CEOManufacturing Services
... like the best type of CFO: Chief Frugality Officer.
JD, CEOEngineering Firm
A consultant extraordinaire.
MDG, CEOConstruction Materials
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