『The Free Fortune 500 Playbook: Alex Lopez, CPA on Fractional CFOs and the 10-K Nobody Reads』のカバーアート

The Free Fortune 500 Playbook: Alex Lopez, CPA on Fractional CFOs and the 10-K Nobody Reads

The Free Fortune 500 Playbook: Alex Lopez, CPA on Fractional CFOs and the 10-K Nobody Reads

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Most small real estate operators manage their finances by looking at what is in the bank. Money in is income, money out is expenses, and the question every Monday is how do I survive the next ninety days. Alex Lopez, CPA calls that looking in the rear-view mirror, and he spent more than a decade learning what the alternative looks like from the inside.Alex started in real estate right out of high school during the South Florida boom, and he was in his early twenties when it all came down. He lost the properties he had bought. Going back to finish his business degree, he hit the two accounting courses every Florida business major has to take, and found that the numbers were a language that explained his own mistakes better than the market crash did. He switched his major, went straight into a global firm, asked to be put on the real estate clients, and drew a $4 billion hotel REIT as his first account. Corporate came next, then helping take a company public, then his own shop.The thing he brought back is the spine of this conversation. The most powerful things those firms do are perfectly doable at any size. It comes down to structure, skill and prioritization, and to somebody actually being assigned the work.In this episode:What a fractional CFO actually does that a bookkeeper does notWhy you should run your company as though it were already much largerThe windshield versus the rear-view mirror, and why most accounting only looks backwardKPIs and plans: NOI, rent per square foot, CAM, occupancy, and how to pick yoursReverse-engineering a business plan into a debt and equity structureThe free playbook hiding in plain sight: the 10-K filings public companies in your field are legally required to publish, KPIs includedWhy the skill set changes completely at every revenue tierPlus the Final Five, a mentor named Anatoly, and the one mistake Alex committed to never making again.About Alex Lopez, CPA Alex Lopez, CPA is the Managing Partner of Osher CPAs, a South Florida firm providing accounting, CFO services, financial due diligence, and tax strategy to real estate investors, property managers, and growing businesses. He works primarily with owners in the low seven-figure to mid eight-figure range.Connect with Alex: alexlopezcpa.comThis week's book: Get Scalable: The Operating System Your Business Needs To Run and Scale Without You by Ryan DeissChapters00:00 The big-firm playbook is available to the rest of us 00:45 Welcome to Real Estate Underground 01:40 Meet Alex Lopez, CPA 02:00 Growing up in the South Florida boom 02:45 The 2008 crash, and losing everything in his early twenties 04:45 Stumbling into accounting: the language of business 05:50 Why the global firms only hire you straight out of school 06:30 Canvassing commercial property the old-fashioned way 08:15 Asking to be put on the real estate clients 08:45 First client: a $4 billion hotel REIT 09:30 Into the corporate world, then taking a company public 11:00 Opening his own shop 11:35 What a fractional CFO actually is 12:30 More than a decade inside: it is structure, skill and prioritization 13:30 Think of yourself as a much larger company 14:30 The windshield, not the rear-view mirror 16:00 KPIs and plans: where a CFO starts 17:00 Reverse-engineering the plan into financials 17:50 The metrics that matter: NOI, rent per square foot, CAM, occupancy 20:00 Debt versus equity, and what you actually need to raise 21:20 Your neighbor's daughter who does the bookkeeping 21:50 The skill set changes at every revenue tier 22:45 The free playbook: read the 10-Ks of public companies in your field 24:45 They share their playbook because legally they have to 25:00 Ed's story: running a $1M company like a $100M company 27:00 You miss 100% of the targets you don't set 28:50 The Final Five 29:00 Purpose: the high-rises of Medellin 29:45 Best advice: intentional hats, from a mentor named Anatoly 30:40 The mistake: selling property 33:50 Nobody regrets holding a property too long 35:40 This week's book: Get Scalable by Ryan Deiss 37:00 The E-Myth, Buy Back Your Time, and who he serves 39:30 How he defines success 40:20 Where to find AlexReal Estate Underground Hosted by Ed Mathews of Clark St Capital. New episodes every Tuesday. clarkst.com/podcastElevista - Speed as a Service™Elevista Connect is the first AI-powered lead conversion system built for real estate investors. 🎧 Subscribe to Real Estate Underground for weekly insights on building wealth through real estate, without sacrificing your sanity.Additional Resources:Clark St Capital -> Passive real estate investments for busy business owners and executivesElevista -> AI SaaS for real estate investorsClark St Academy on YouTube -> Learn how to invest in real estateSocial Media:LinkedIn -> Ed Mathews (President at Clark St and Elevista)Heads up: If you find this week's book intriguing and you buy using our link, we receive a small commission that helps support the show. ...
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