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EXPERIENCE
- ValueNomics, 1998-current, Manager
- Manage all aspects of ValueNomics' San Diego office
- Perform valuations for small to large-size private and public companies for the purpose of buy/sell, merger and acquisition, financing, stock options, estate and gift tax, shareholder dispute, financial
reporting, marital dissolution, and other business matters
- Manage staff analysts and perform industry research, competitive analysis, financial analysis, valuation analysis, and report writing
- Industries include high-tech, service, manufacturing, wholesale/distribution and construction
- Apply market adjustments to corporate stock, limited partnership, tenancy-in-common, and other equity interests
- Experience with complex shareholder litigation including California Corporations Code Section 2000
- SFAS 141 (Purchase Price Allocation) and SFAS 142 (Goodwill Impairment) for financial reporting, as well as the valuation of intangible assets for purposes other than financial reporting.
- Associate, CEA Montgomery Media LLC, 1997-1998
- Provided research, analytical, and report writing/presentation support for investment banking practice through industry research, valuation analysis, financial modeling, investment memorandum preparation,
and due diligence.
- Research Associate, Montgomery & Associates, 1995-1997
- Provided research, analytical, and report writing/presentation support for management consulting projects that assessed new business ventures for market potential and financial viability for Fortune 100
companies.
EDUCATION
- Accredited Senior Appraiser (ASA) through the American Society of Appraisers
- San Diego State University, B.S. in Business Administration, Emphasis in Finance
MEMBERSHIPS
- American Society of Appraisers, San Diego Chapter
- San Diego County Bar Association Sections: Business & Corporate Law; Estate Planning, Trust & Probate Law; Taxation Law; and Family Law
- San Diego State University Alumni Association
INSTRUCTOR
- Approved by The State Bar of California to instruct "Fundamental of Business Valuation for Lawyers." This course offers 4.5 hours approved MCLE
ADDENDA
Assist with the performance of quantitative valuation analysis of private closely held businesses and emerging companies for sale, merger and acquisition, financing (debt and/or equity), for
marital situations, ESOP's, estate and gift tax purposes, shareholder dispute, buy-sell agreements, insurance claims, condemnation and other business matters.
Mr. Tesone is a Manager with ValueNomics and his hourly billing rate is on an activity basis.
REFERENCES
Available Upon Request
Updated 11/2/05
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