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Member Bio

Greg P. Tesone, ASA

 

Email: Greg@CenterPointBV.com

Website: www.CenterPointBV.com
Contact Information:
3111 Camino Del Rio N., Suite 400
San Diego, CA 92108
View address on a map

1 (619) 595-7899


Appraiser Profile:
At Center Point, we specialize in valuing entire businesses and business securities for IRS tax compliance, financial reporting, and transactional purposes.

The security interests we value include common & preferred stock, options & warrants, convertible & regular debt, limited partnership & LLC interests, and unique forms of equity such as derivatives, phantom stock, stock appreciation rights, and tenancy-in-common interests. We value acquired intangible assets for purchase price allocation studies.

Center Point values businesses and business interests for a variety of purposes, including:

• Stock option issuance under IRS Section 409A and FASB ASC 718 financial reporting
• Employee Stock Ownership Plans (ESOPs) / Employee Stock Ownership Trusts (ESOTs)
• Intangible assets and goodwill under FASB ASC 805 purchase price accounting rules
• Shareholder / partner disputes and buyouts
• Estate and gift tax interests requiring IRS filings 706 (estate tax return) and 709 (gift tax return)
• Business owners seeking to sell or transfer their business or acquire another
• Divorce / marital dissolution

About Greg Tesone at Center Point:

• Focused exclusively on business valuation, a dynamic and rapidly changing industry
• Has 20 years of full-time experience and 9 years running his own firm
• Completed hundreds of valuations in a variety of industries, including tech and biotech
• Holds Accredited Senior Appraiser (ASA) status, a leading credential offered through the American Society Appraisers
• Brings to every valuation project experience, independence & objectivity, integrity, credible analysis & conclusions, responsiveness, affordable rates, and individual service
• Most ESOP and 409A clients that are required to complete annual appraisal updates have been with Center Point for 5 years or more
• Works closely with management, auditors, and other professionals to assure the accuracy and completeness of each project