The Mentor Group Experienced and Accountable Senior Professionals 818-991-4150
Home Who We Are Why Choose Us Services Engagements Contact Us

Blog Posts in 2023

Numerous Factors Impact IP Valuation

Valuation of IP (encompassing term for intangible assets) is the most difficult exercise in financial valuation. While not all of the below factors impact every IP valuation, a thorough analysis will ...
Continue reading "Numerous Factors Impact IP Valuation" »

Benefit of a Section 338(h)(10) Election

A Section 338(h)(10) election is a specific tax provision under the Internal Revenue Code (IRC) in the United States that allows for a special type of asset purchase treatment in the context of a ...
Continue reading "Benefit of a Section 338(h)(10) Election" »

When a Partner Wants Out: Getting to a Fair Price

We recently worked with a high-end clothing and home goods retailer which operates shops in Los Angeles. One of the partners wanted out of the business, and the other partners agreed to buy her out. ...
Continue reading "When a Partner Wants Out: Getting to a Fair Price" »

Name, Image, and Likeness

The term Name, Image, and Likeness (NIL) is the current nomenclature for the IP known as right of publicity or persona. NIL now allows the more famous athletes in college to monetize their right of ...
Continue reading "Name, Image, and Likeness" »

THE IRS AND DISCOUNT VALUATIONS

The IRS is ramping up enforcement with increased audits of discount valuations. The Mentor Group has an excellent reputation with the IRS. Our valuations are almost always accepted without changes. ...
Continue reading "THE IRS AND DISCOUNT VALUATIONS" »

REAL ESTATE FOR DUMMIES

A Cap Rate, or capitalization rate, is a financial metric used in real estate investing to estimate the potential return on a property investment.It is calculated by dividing the net operating income ...
Continue reading "REAL ESTATE FOR DUMMIES" »

ROI: AN INVESTMENT CONSIDERATION

ROI stands for Return on Investment, which is a financial metric used to evaluate the profitability of an investment relative to its cost.It is a commonly used metric in business and finance to ...
Continue reading "ROI: AN INVESTMENT CONSIDERATION" »

Preparing for a Successful Business Sale

For a business owner, exiting and retiring can be a daunting process, both financially and emotionally. One of the key factors that can help ease this process is a pre-sale valuation of the business. ...
Continue reading "Preparing for a Successful Business Sale" »

NOT ALL VALUATIONS ARE ALIKE

Why, you ask, aren’t all valuations for the same business or asset alike?How can they differ so much? There are reasons for divergence of opinion.And they usually involve one valuator being an ...
Continue reading "NOT ALL VALUATIONS ARE ALIKE" »

PRIMARY ISSUES ADDRESSED IN FAIRNESS OPINION

A fairness opinion is a professional evaluation conducted by an independent third-party advisor to assess whether a proposed financial transaction or event is fair to all parties involved. The primary ...
Continue reading "PRIMARY ISSUES ADDRESSED IN FAIRNESS OPINION" »

BUSINESS VALUE vs. UNDERLYING ASSETS

Can you value a business without appraising the underlying assts? The answer is yes. In fact, most business valuations are not all premised upon any specific asset values. Think of a business or ...
Continue reading "BUSINESS VALUE vs. UNDERLYING ASSETS" »

ASSESSING IP DAMAGES

Based upon a Federal Circuit Court of Appeals ruling, damage experts can no longer rely on a “25% rule of thumb” to support a reasonable royalty rate. This 25% rule had been accepted by ...
Continue reading "ASSESSING IP DAMAGES" »
The Mentor Group Blog

Click here to visit our Mentor Securities site.
200 N. Westlake Blvd, Ste 204
Westlake Village, CA 91362
© 2023 The Mentor Group
All Rights Reserved
Designed by Scorpion Design
In collaboration with iFindable.com