Episode 407: Due Diligence, Tax Strategy, and Deal Structuring with Alex Lopez
About this episode
Alex Lopez shares his experiences and insights on due diligence, tax strategy, and deal structuring in entrepreneurship.
From selling candy in school as a kid in Medellin and getting robbed by his business partner, to riding the South Florida real estate boom and losing everything in the crash before he was twenty, Alex Lopez, CPA built his understanding of deals through lived experience long before he picked up an accounting textbook. Alex runs a CPA firm specializing in CFO services and tax minimization strategy, with over 12 years of experience at global accounting and consulting firms and in corporate America. He works with entrepreneurs in professional services, tech, and real estate, focused on helping them scale from six to seven to eight figures while keeping more of their profits out of the IRS's hands. His years as a financial auditor trained him to assess a business quickly, corroborate what owners claim, and identify which direction a company is actually trending. In this episode he walks through two contrasting deals: one where understanding why a buyer was willing to stretch above market multiples revealed hidden strategic value that let his client hold firm on price, and another where a single off-ratio insurance figure that nobody fully investigated masked a multi-million dollar…
More episodes of DealQuest Podcast with Corey Kupfer
- Episode 406: How to Franchise a Skilled Trades Business with Jack Clark
- Episode 405: Reducing Lifetime Tax Drag for Business Owners with Omar Morillo
- Episode 404: What Makes a True Dealmaker with Sara Mostafa
- Episode 403: Mastering Post-Deal Integration with Mark Sims
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