Matt Fargo, Managing Partner at Kurtz Fargo, serving emerging growth businesses & ultra-high-net-worth individuals with solution based strategies and planning

Matt Fargo, Managing Partner Kurtz Fargo, discusses serving emerging growth businesses & ultra-high-net-worth individuals with solution-based strategies and planning.
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Matt Fargo, Managing Partner  Kurtz Fargo, discusses serving emerging growth businesses & ultra-high-net-worth individuals with solution-based strategies and planning.

Our firm serves emerging growth businesses, with the common thread between those companies being that they are growing rapidly and they need a firm that’s helping them plan and strategize throughout their growth process.  Our firm also serves high-net-worth and ultra-high-net-worth individual clients.  It turns out that the planning and the strategy work that is done for a business is very similar to that required to properly serve high-net-worth and ultra-high-net-worth individuals.  Unfortunately, most individuals, whether ultra-high-net-worth or not, have never experienced true planning and strategy services with their accounting firm, as most firms, solo practitioner to the Big 4, have not trained their teams to think this way.  We have taught our people to think strategically rather than being purely compliance focused, which is unfortunately where most accounting firms focus all of their time and efforts.  We teach our people to think and we teach them to consult.  Our team knows that it is not always the canned solution or the obvious solution, so anytime they’re presented with a problem, their job’s to go out and find the right answer, the best answer.

Industry Expertise

  • Early Stage Companies
  • Biotechnology
  • Software and Web Applications
  • Clean Tech
  • Mining and Extractive Industries
  • Consumer Products
  • Natural Foods and Products
  • Hospitality
  • Agriculture

 

Technical and Accounting Expertise

  • Auditing and Assurance Services
  • Financial Due Diligence
  • Internal Control Consulting and Documentation
  • Merger and Acquisition Consulting
  • Tax Planning and Consulting
  • Stock Options and Share Based Payments
  • Complex Debt and Equity Transactions
  • Software Revenue Recognition
  • Acquisition/Purchase Accounting

 

Bob Roark / Business Leaders Podcast

(Host)

Matt Fargo / Kurtz Fargo LLP

(Guest)

720-310-2078

(Office)

info@kurtzfargo.com

(Email)

kurtzfargo.com

(Website)