The Mentor Group, Inc. is focused upon valuations, appraisals and related financial consulting activities. The firm's initial and continuing vision was to perform preeminent services based upon employing only senior professionals with superior experience and expertise. That philosophy and culture thrive today, and are reflected in our valuations of business entities, machinery and equipment, real property, intangibles and intellectual property, accounts receivables and inventory. We also provide financial and merger and acquisition consulting, and through a separate business unit of The Mentor Gruop, Inc. we provide Investment Banking Services.
The Mentor Group, Inc. is a full service, national, appraisal firm, founded in 1987. Our work product is used for nearly every valuation purpose including mergers acquisitions and divestitures; traditional and lease financings; solvency opinions; estate, gift and tax planning; going public or private; fairness opinions; shareholder or partner buyouts; bankruptcies; litigation support; ESOPs; and the like. Our senior professionals have valued nearly every type of business and business asset. We are well experienced, responsive and results driven.
Our appraisal professionals average over twenty years in the profession, with experience in virtually all industries. They typically have earned at least their Masters degree, and virtually all have been awarded their senior professional designation , including , but not limited to ASA, MAI, CFA, CPA and PE. Most all are experienced in providing expert witness testimony in all courts, including US Tax Court. Our clients range from Fortune 100 corporations, to small and middle market companies. Our work product is the highest quality, competitively priced and delivered in a timely fashion.
The benefits of our experience and qualifications are summarized below:
• Technical Expertise
• Supportable Analyses
• Access to Key Data
• Cost Effective Results
• Expert Testimony
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| Westlake Village Office |
| Completed the valuation for a Series B round of preferred and the equity allocation for an internet company |
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| Orange County Office |
| A valuation and equity allocation was completed for a large micro chip company for 409a purposes |
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| Glendale Office |
| Completed a valuation for a develpment stage cancer drug company for financing purposes and stock option grants |
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| Westlake Village Office |
| Completed the purchase price allocation for the acquisition of 2 electronics companies by a private equity company |
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| Palm Springs Office |
| Completed a valuation for a major national real estate company to assit in the financial planning by a large stockholder |
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| Orange County Office |
| Completed a purchase price allocation for the merger of two publicly traded internet companies |
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| Northern California Office |
| We have just completed a valuation of a major well known winery for loan settlement purposes where we represented the lender. |
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| Chicago Office |
| A purchase price allocation was completed for the acquisition of one of the largest grain machinery companies in the country |
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| Orange County Office |
| Completed a valuation of the trademark of a well known jeans company for support in a financing transaction |
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| Northern California Office |
| Completed a valuation and borrowing base audit of a large pork producer to support a credit facility in excess of $500m |
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| Westlake Village Office |
| Completed a valuation of a large industrial company for bankruptcy purposes where our report was presented to the court |
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| Westlake Village Office |
| Completed a valuation and equity allocation of a well know stem cell research company for 409a purposes |
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| Palm Springs Office |
| The office recently completed an analysis of assets owned by Charitable Remainder Trusts in excess of $1 Billion. |
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| Westlake Village Office |
| This office is close to completing a capital raise for a rapid growth company, including new senior and mezzanine lenders |
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| Fresno Office |
| The Mentor Group has established an office in Fresno, CA. The office will assist in selling a local furniture company. |
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| Chicago Office |
| The office is working on the valuation of a minor league baseball team for estate planning purposes. |
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