The Due Diligence Project™ Podcast
The Due Diligence Project™ is a unique, global community of 500+ elite, independent CPA Firms and Family Offices that vet, rank, and rate hundreds of sophisticated tax strategies and resources to identify the highest ROI solutions net of cost and risk.
The Due Diligence Project™ Podcast
015: Creating Massive Value for High Net Worth Clients - Matthew Fargo
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The Due Diligence Project™ Podcast
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:
https://duediligenceproject.com/