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015: Creating Massive Value for High Net Worth Clients - Matthew Fargo
Manage episode 374878890 series 3504504
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Matthew Fargo is an elite virtual family office, elite CPA firm out of Boulder, Colorado. They serve ultra-high net worth business owners. He specializes in providing assurance, tax and business advisory services to emerging growth, small and mid-sized businesses.
What you will learn from this episode:
- How Matthew got started and how he became an elite CPA
- How he gets clarity and confidence to complete his due diligence before bringing it to his biggest clients
- How he helps his business owner clients or affluent families make key decisions
- What are some of the wins he has helped his clients create
- How there’s a huge advantage in being part of the Due Diligence Project community
- How less than 1 out of 5 of the 500 most profitable companies in the world can produce a beautiful tax return like his firm and other members of the due diligence project can
Connect with Matt Fargo:
Learn more about The Due Diligence Project™ at:
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