Patten and Company
Patten and Company offers a range of business valuation services for multiple industries and market sectors, including:
Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, Trust and estate income tax planning, and more
Our mergers and acquisition services include due diligence of the acquisition target, business valuation, tax structure analysis for optimal tax treatment, and more.
Our succession and shareholder planning services include valuations for estate and gift tax purposes, C corporation to S corporation conversions, and more.