Mark Gargano
Infinite Wealth Planning
Brentwood, Tennessee
Contact
How to contact
mark@level3tax.com
Professional Profile
Call Me When
Mid Day is Best
Professions
Accountant
Wealth Manager
Functional Expertise
Business management
Entrepreneurship
Estate planning
Finance
Financial Modelling
Tax
Exit/Transition Planning
Business Focus
Financial Planning Healthcare
Professional Certification
MBA Duke Fuqua, CEPA, CM&AA
Transition Planning Certification or Methodology
Fee based -- Not Commission Based
Client Industries
Business Services
Health/Pharma/Biotech
Manufacturing
Client Results
First M&A Relationship Completed Sale in 5 Months with win/win for both parties.
Advisor Resource Relationships
AM&AA
EOS
EPI
Chapter information
Membership
Nashville Individual
Member since
Member for 6 months
Why I'm a Member of XPX
I completed a few M&A deals last year, and have decided to focus more on wealth advisory and business consulting. My story is I learned that owners need more preparation prior to exit, and that is my passion.
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