Patten and Company

Business Valuation

business valuation services

Patten and Company offers a range of business valuation services for multiple industries and market sectors, including:

Other Services

Trusts and Estates

Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, Trust and estate income tax planning, and more

Mergers & Acquisitions

Our mergers and acquisition services include due diligence of the acquisition target, business valuation, tax structure analysis for optimal tax treatment, and more.

Succession & Shareholder Planning

Our succession and shareholder planning services include valuations for estate and gift tax purposes, C corporation to S corporation conversions, and more.

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