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