The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/DealQuest Podcast with Corey Kupfer
DealQuest Podcast with Corey Kupfer artwork

Episode 407: Due Diligence, Tax Strategy, and Deal Structuring with Alex Lopez

DealQuest Podcast with Corey Kupfer · 2026-06-10 · 44 min

0:00--:--

Episode notes

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.

More from DealQuest Podcast with Corey Kupfer

All episodes →
  • Episode 410: Building Real Estate Freedom with Jens Nielsen61 / 100
  • Episode 409: The Due Diligence Layer That Decides Whether a Deal Is Real with Josh Emington
  • Episode 408: The Barbell Effect - What Industry Consolidation Means for Your Business
  • Episode 406: How to Franchise a Skilled Trades Business with Jack Clark
  • Episode 405: Reducing Lifetime Tax Drag for Business Owners with Omar Morillo
All DealQuest Podcast with Corey Kupfer episodes →