René is the President and founder of Beacon Valuation Group LLC. His core experience includes conducting an extensive array of business and intangible asset valuation engagements in connection with mergers and acquisitions, financial reporting, reorganization, liquidation, domestic and international taxes, strategic corporate planning, and litigation. In addition to valuing closely-held companies, René specializes in intangible asset and intellectual property valuation, with significant experience in executing engagements for financial reporting purposes, as well as tax compliance and planning. A representative sample of intangible assets valued includes existing technology, IPR&D, patents, customer relationships, trade names, brand names, contracts, non-competes, licensing agreements, assembled workforce, and goodwill, among a list of others.
Prior to forming Beacon, René served both domestic and international clients while employed at American Appraisal Associates and the Big Five accounting firm of Arthur Andersen, as well as an independent consultant, having aided corporations of all sizes, stages of development, and financial health. During his valuation tenure, René has written several articles and been a guest speaker and faculty member at various industry conferences and major professional venues held nationwide and internationally on the subject of intangible asset and intellectual property valuation. René has been an active officer on the Board of Directors of the San Francisco Bay Area Chapter of the American Society of Appraisers, the nation’s oldest and largest interdisciplinary appraisal organization, where he also served as President during 2004-2005. René is a member of the Appraisal Issues Task Force, a voluntary group of professional appraisers who meet quarterly to interpret existing and proposed rules set forth by the FASB and the SEC, and evaluate proposals and recommend methodology, assumptions and approaches as they relate to business valuation matters. Also, René was one of four key developers in 2007 of a three-day course, “Valuing Intangible Assets for Financial Reporting Purposes,” for the American Society of Appraisers (“ASA”). In addition, René was subsequently on a selected team that developed an advanced-level three-day seminar, “Special Topics in the Valuation of Intangible Assets,” offered by the ASA since 2010. Both of the above educational courses continue to be offered nationwide by ASA, since their introduction, as a required curriculum for accreditation in the discipline of intangible asset valuation. Since 2014, René also serves as an active member of the Intellectual Property (“IP”) Valuation Global Working Group of the Royal Institution of Chartered Surveyors (RICS), focusing on the development of guidance surrounding the valuation of IP rights. The client base developed and fostered by René is derived from companies in a broad range of industries, centered all across the U.S., as well as the Asia-Pacific region.