Succession and Shareholder Planning
Succession and Shareholder Planning Services
Patten and Company offers a range of services for succession and shareholder planning, including the following:
- Valuations for estate and gift tax purposes
- C corporation to S corporation conversions
- Buy-sell agreement consulting
- Assessments of strategic options
Other Services
Business Valuation
Our business valuation services include buy/sell agreement analysis and recommendations, Insolvency analysis and more.
Trusts and Estates
Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, tax returns 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.