Welcome to Capital Compass & Key LIVE.
I’m Mark Gargano, and for more than 30 years I’ve worked with business owners, families, and long-term investors helping connect financial decisions with broader business and family outcomes.
My work focuses on:
• capital efficiency
• tax strategy
• value creation
• business transitions
• long-term wealth planning
I primarily advise healthcare, technology, manufacturing, and distribution businesses.
I hold the CEPA and Certified M&A Advisor designations, am pursuing my Enrolled Agent designation, and am a member of the National Association of Tax Professionals.
Capital Compass & Key LIVE is a weekly series sharing business perspective, long-term thinking, and lessons shaped through decades of experience in finance and capital markets.
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CapitalCompassAndKey.com