Predictable Profits & the Power of Letting Go with David Lopez
Release Date: 05/30/2025
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What’s your business really worth and are you ready to let go? In this episode of Brave New Wealth, host Julienna sits down with entrepreneur and business broker Rochelle O’Brien to uncover what it really takes to prepare for a successful business exit. From mastering your numbers to building a solid team, Rochelle shares candid insights and practical strategies every business owner needs to hear. 🎯 Key Takeaways: Why Rochelle became a business owner before helping others sell * What every owner gets wrong about their company’s value * How to balance life, leadership, and letting go...
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"Transformational leadership training is critical." - Kelley Johnson Welcome back to Brave New Wealth! This episode dives deep into the concept of holistic wealth, exploring how it goes beyond just financial freedom. Host Julienna Viegas speaks with Kelley Johnson, Chief Transformation Officer at KEIRUS BY KJE. They discuss how true wealth extends beyond money to include mental strength, physical well-being, social capital, and emotional intelligence. Kelley shares her transition from corporate leadership to entrepreneurial purpose. She explains how soul care enhances decision-making, why...
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Predictable Profits & the Power of Letting Go with David Lopez
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"Simplify to amplify." - David Lopez Host Julienna Viegas sits down with David Lopez, a high-impact financial consultant at Summa, whose mission is to help businesses achieve predictable financial performance. From his early days in Peru to advising growth-stage companies today, David shares his global journey of transformation, revealing why stepping outside your comfort zone isn’t just good advice, it’s a strategy for success. The conversation dives into the critical importance of mental disconnection, cash flow mastery, and how system-building and financial controls are make-or-break...
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Wealth Starts Here: Insider Tips from a Money Matchmaker
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"I connect businesses with money." - Syreeta Mitchell In this episode of Brave New Wealth, host Julienna sits down with Syreeta Mitchell, the “Money Matchmaker” and Founder of Cheez, a boutique commercial brokerage. 🎙️ 💰 Syreeta shares her journey of stepping outside her comfort zone to help business owners restructure debt, build business credit, and leverage financial tools like SBA loans. 🔥 Key Takeaways: ✅ Why financial health is directly tied to mental well-being 🧠💵 ✅ The power of business credit & how to use it effectively ✅ Success stories of entrepreneurs...
info_outline"Simplify to amplify." - David Lopez
Host Julienna Viegas sits down with David Lopez, a high-impact financial consultant at Summa, whose mission is to help businesses achieve predictable financial performance. From his early days in Peru to advising growth-stage companies today, David shares his global journey of transformation, revealing why stepping outside your comfort zone isn’t just good advice, it’s a strategy for success.
The conversation dives into the critical importance of mental disconnection, cash flow mastery, and how system-building and financial controls are make-or-break factors for scaling companies. David also offers a rare lens into the emerging space economy, the mindset of simplification for amplification, and what fast-growing firms often get wrong.
🎯 Key Takeaways:
- Predictable financial results start with disciplined systems
- Stepping away from work is a productivity multiplier
- The space economy is shaping new financial frontiers
- Growth without controls is growth with consequences
- Communication is the hidden driver of successful negotiations
- David’s mantra: “Simplify to amplify”
📩 Connect with David Lopez and learn more about his work at Summa
Thank you to sponsor: Engineered Tax Services
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