Marcos Lopes, EA

Questioner
DISC Type : c

President at M7 Group Inc.

Oakville, Ontario, Canada

Overview

Marcos Lopes is the Founder and CEO of M7 Group, an accounting firm he built from scratch into a 7-figure business over 12 years. He specializes in cross-border (USA/Canada) tax and accounting, leveraging technology for efficiency. Marcos holds a certification from The Canadian Payroll Association and studied at Canadian Business College.

Beyond his professional achievements, Marcos is passionate about travel and turning personal dreams into reality. He recently took a business trip to Panama, a destination he had long wished to visit, highlighting his appreciation for tropical environments and the peace they bring.

He successfully scaled his firm to serve over 5, 000 clients across North America, saving them millions of dollars in taxes.

Personality Overview

Systematic

Not Easily Convinced

Value Seeker

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Business Scalability
He focuses on empowering businesses in the USA and Canada to achieve 7-figure growth, a journey he has successfully navigated with his own firm.
Cross-Border Taxation
He has a deep understanding of Canadian and U. S. markets, specializing in creating legal tax-saving structures for clients operating in both countries.
Accounting Technology
A passionate advocate for innovation, he embraced automation to grow his firm and now develops cutting-edge solutions like M7 FuturERP™ to enhance efficiency.

Media Appearances

Marcos has no verified media appearances

Work History

1-2016
President at M7 Group Inc.
1-2017
President at M7 Group Inc.
1-2017
Senior Accountant at M7 Group Inc.

Education

2018 - 2019
Accounting from Canadian Business College
2017 - 2018
Bachelor of Business Administration - BBA from Canadian Business College

More Information

Social Presence :

Prographics :

Exp : 9 Location : Oakville, Ontario, Canada Job Level : N/A Designation : President at M7 Group Inc.
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Insights For Selling To Marcos

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcos is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Marcos

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Marcos move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Marcos take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Marcos

Personality Compatibility


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