• 015: Creating Massive Value for High Net Worth Clients - Matthew Fargo

  • Jun 22 2020
  • Duración: 26 m
  • Podcast

015: Creating Massive Value for High Net Worth Clients - Matthew Fargo

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  • Resumen

  • 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:

    LinkedIn
    Website

    Learn more about The Due Diligence Project™ at:

    https://duediligenceproject.com/
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