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"Collaboration,
We use an unbiased
team approach to
help our clients
maximize their wealth
for their business and
their families"
- Gary Fitzgerald

 
 
 

InKnowVision is a national consulting and marketing firm and the leader in the design and development of wealth transfer planning and income tax solutions for independent advisors who serve business owners and affluent families.

Estate Planning with The Family Wealth Goal Achiever Process Provides:

  • Powerful processes and tools to meet the estate planning
    needs of business owners and their affluent clients.
  • Practical application of diagnostic and design solutions for
    estate planning that is tax efficient and values driven
   
 
The Stage 2 Solution is committed to helping advisors help their business owner Clients achieve outstanding outcomes.  The program is designed for advisors who want to understand and serve their business owner Clients through a process of comprehensive wealth management.
   
 

The Alliance for Corporate Wealth is a resource and development center bringing together people, ideas, and resources to maximize wealth for business owners. This highly qualified network of independent financial advisory experts provides learning and performance solutions focused solely on the needs of privately held companies in transition.

   
 

The firm’s operational and financial professionals specialize in increasing the value of private companies, including pre-transaction, existing operating companies, and in bringing new life to distressed and under-performing entities. 

Turnaround, Restructuring, and Value Enhancement services include:

  • Special Situation Mergers & Acquisitions
  • Distressed Capital Structuring
  • Turnaround Management
  • Interim and Part-Time CEO and CFO
  • Value Advisory Services including Value Selling and
    Procurement and Lean Processes
  • Strategic Benchmarking for Value
   
 

The MidasNation™ partners with universities to create Midas Institutes™ that deliver intellectual capital of Value Architecture™ to local stakeholders.   

Business owners are offered strategic partnerships with Midas Mentors™ and the knowledge, resources, and individual assistance to create business value and become Value Architects™.

Offerings for business owners, aspiring business owners, students and alumni are available through the multi-faceted Private Capital Markets™ educational platform and the Midas Mentors program. The Private Capital Markets platform, adds powerful curriculum, resources and real-world-based instruction unavailable in the vast majority of college campuses. The platform serves as a perfect complement to existing business or law program curricula. A formal program of events engages university alumni in speaker, mentor and business community programs further narrowing the divide between theory and practice.

http://www.midasnation.com/content/institutes


   
 

Rob Slee, author of the Midas Managers, is the Managing Director of Robertson & Foley, one of the top private investment banking firms in the United States. They provide sophisticated finance solutions to middle market companies located throughout the world. These services include advising on business transfers, capital raises, and management buyouts. They also supply certified business valuations.

   
 


Whether your business needs "tweaking" or complete "reengineering," The Wright System helps business owners achieve greater market dominance, "A" level market penetration, and a better quality of life!

Used by "top performers", The Wright System is a proven, guaranteed process that takes you beyond "elite" performance levels!

   
 


America's Foremost Expert on Asset Protection Strategies
Helping to develop:

  • Personal Asset Protection and Estate Plans
  • Professional and Business Protection Plans
   
 

The Muns Law Firm provides a wide range of legal services for business owners, with an emphasis on tax, property, corporate, trusts, and estate planning.
   
 

A California law firm focusing on, Inbound Grantor Trusts, International Royalty Plans, and International Trading Companies.

 

FITZGERALD & COMPANY
1011 Camino Del Rio South
Suite 400
San Diego, CA 92108
Office 619.543.1296
Fax 619.574.1116