Principal Valuator


Business Valuation 85748Our Principal Valuator is Gary E. Lotzer. Mr. Lotzer’s specialized expertise includes Business Valuations, Business Plans, Marketing Plans, Industry Research, and Financial Modeling. He is a Certified Public Accountant (WI License No. 5757) and also holds the Accredited in Business Valuations (ABV) credential issued by the AICPA exclusively to licensed CPAs that complete their rigorous accreditation requirements.


Professional affiliations include the American Institute of CPAs, the AICPA Forensic and Valuation Services Section, and the Arizona Society of CPAs.

Additionally, Mr.  Lotzer has over thirty years of diverse, business experience across a broad spectrum of industries. He has served in C-level roles of lower mid-market companies located in the US, Mexico, Europe, and Asia. His specialized combination of corporate finance, marketing, and operations skills have been successfully applied in venture-backed startup, turnaround, and high-growth business stages. Mr. Lotzer has founded and co-founded multiple successful companies, and has personally negotiated and structured numerous debt and equity capital transactions. He has also participated in OTCBB and AMEX public capital listings.

He is a Partner at Vantera Partners, LLC,, a Newport Beach, CA corporate advisory and merchant banking firm. He is also a registered representative and Senior Managing Director with Mentor Securities, LLC, and The Mentor Group, Inc, firms with headquarters in Southern California.

Mr. Lotzer also holds Series 82 and 63 SEC securities licenses, as required to conduct certain investment banking activities.

He is a graduate of the University of Wisconsin – Madison School of Business, and also attended the Thunderbird American Graduate School of International Management Executive Program.

Areas of Service: Business Valuation 85707, Business Valuation 85730, Business Valuation 85708, Business Valuation 85706, Business Valuation 85726, Business Valuation 85709, Business Valuation 85711, Business Valuation 85748, Business Valuation 85710