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Professional Experience
René is the President and founder of Beacon Valuation Group LLC. His core experience includes conducting an extensive array of business valuation engagements, having determined and opined to the value of more than 250 major business entities and over 10,000 distinct intangible assets 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 in accordance with ASC 820 (formerly SFAS 157), ASC 805 (formerly SFAS 141R), and ASC 350 (formerly SFAS 142), as well as tax compliance and planning. A representative sample of intangible assets valued includes existing technology, IPR&D, patents, customer lists, strategic relationships, trade names, brand names, contracts, non-competes, licensing agreements, favorable leases, assembled workforce, and goodwill.
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. In addition, René was one of four developers in 2007-2008 of a three-day course, “Valuing Intangible Assets for Financial Reporting Purposes,” for the American Society of Appraisers. During 2009-2010, René was on a selected development team focusing on an advanced three-day seminar, "Special Topics in the Valuation of Intangible Assets," also offered by the American Society of Appraisers.
Professional Committees and Affiliations
• Accredited Senior Appraiser; Business Valuation Discipline Certification, Intangible Asset Valuation Specialty Designation; Awarded by the American Society of Appraisers
• Chartered Valuation Surveyor; The Royal Institution of Chartered Surveyors (RICS), Member
• American Society of Appraisers, San Francisco Bay Area Chapter; Board of Directors, 2002-2006; President, 2004-2005; Vice-President, 2003-2004
• Managing Editor; San Francisco Bay Area Chapter ASA Newsletter, 2004-2005; Winner of National Best Newsletter Award
• Institute of Business Appraisers; Member
• Business Valuation Roundtable of San Francisco; Member, 2002-2009
• Appraisal Issues Task Force; Member
• Licensing Executives Society; Member of Valuation and Taxation Committee; Member of Software Committee
• Guam Contractors' Association; Member
• Guam Chamber of Commerce; Member
• Beacon Realty Group LLC; President and Principal Broker
Academic Credentials
• B.S.B.A., Finance; University of Southern California
• School of Sciences and Humanities; Prague, Czechoslovakia
• Native Fluency in Czech; Conversant in Russian
Speaking and Teaching Engagements
• “Residual Contribution Method,” Business Valuation Resources, LLC (BVR) – BVR’s Special Series on Intellectual Property; Live Webinar Training, January 2016.
• “Corporate Brand Valuation: Residual Contribution Method,” International Association of Consultants, Valuators and Analysts (IACVA) – Continuing Professional Education; Live Webinar Training, June 2015.
• “IPR&D, Patents, and Negotiating Royalty Rates,” American Society of Appraisers – 28th Annual ASA Advanced Business Valuation Conference, Boston MA; co-presenter, October 2009.
• "Extracting Business and Intangible Asset Value," University of Guam - Pacific Islands Small Business Development Center, Guam (U.S.A.), August 2008.
• "The Makings of a Certified Business Appraisal," Rotary Club of Guam, Guam (U.S.A.), December 2007.
• “Valuing Intangible Assets for Financial Reporting Purposes,” one of four developers in 2007 of a three-day course for the American Society of Appraisers, offered nationwide as a designated curriculum for advancement.
• “Maximizing Software Value through an Appraisal Process,” Licensing Executives Society – 2007 Spring Meeting, Atlanta GA; co-instructor, May 2007.
• “Rounding-up the Value of Technology-based Intangibles,” Licensing Executives Society (U.S.A. and Canada) – 2006 Annual Meeting, New York; co-instructor, September 2006.
• “Maximizing Enterprise Value of Distressed Intellectual Property,” Strategic Research Institute – Annual Intellectual Property Financing and Securitization Summit, New York, September 2005.
• “Financing and Valuation of Intellectual Property: Secured Financing Options and Opportunities,” Strategic Research Institute – Global Asset Based Lending Summit, London, May 2005.
• “Reinvigorated Approach to Valuing Technology-based Intangibles,” The Institute of Business Appraisers – 2005 Annual Business Valuation Conference, Orlando FL, May 2005.
• “Rounding-up the Valuation Drivers of a Distressed Company’s Intangibles,” Strategic Research Institute - Distressed Debt Investing Forum, Las Vegas NV, November 2004.
• “Intangible Asset Valuation Primer,” American Society of Appraisers: San Francisco Chapter Meeting, San Francisco CA, February 2004.
• “Valuing to Buy or Sell a Business,” Boston College Small Business Development Center, Boston (Chestnut Hill) MA, November 2003.
• “Unlocking the Corporate Brand,” The Institute of Business Appraisers – 2003 Annual Business Valuation Conference, Orlando FL, June 2003.
• “Unlocking the World of Intangible Asset Valuation,” American Business Appraisers Annual Conference, Palm Desert CA, May 2003.
• “Intangibles under Financial Accounting Standards Board’s Statements 141 & 142,” Valuation Roundtable of San Francisco, San Francisco CA, November 2002.
• “The Pricing and Sale of Intangible Assets in a Distressed Company Situation,” Strategic Research Institute– Distressed Debt Conference, Los Angeles CA, November 2001.
• “Valuation and Financial Modeling for Intellectual Property and Intangibles,” Fulcrum Information Services – Mergers and Acquisitions National Conferences in Los Angeles, Chicago, Miami, and New York, 2001.
Publications
• “Unlocking the Corporate Brand,” Valuation Strategies, March/April 2004.
• “Asset Impairment: Transitioning under FAS 142,” Houlihan Valuation Advisors’ Newsletter, Spring 2002.
• “Reinvigorated Approach to Intangible Asset Valuation,” Houlihan Valuation Advisors’ Newsletter, Winter 2001.
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