Investment Accounting And Financial Planning
For businesses and investors alike, investment accounting serves as the foundation for making informed financial decisions. Understanding how to properly track, measure, and report investment
BUSINESS VALUATION SERVICES
Unlock the true potential of your business with our expert valuation services. At Patten and Company, we provide precise and reliable assessments to help you make informed decisions and achieve your goals.
BUSINESS VALUATION SERVICES THAT MATTER
Patten and Company provides business valuation services across multiple industries and market sectors. Our CPAs work closely with business owners to deliver detailed valuations for:
- Buy/sell agreement analysis with clear recommendations
- Business debt restructuring and financial planning
- Tax-focused valuations and compliance reporting
- Purchase price assessments for acquisitions and sales
OUR APPROACH
We apply proven valuation methods, drawing from 40+ years of financial analysis experience. Each client receives a thorough understanding of their business value with documented support for all conclusions.
WHAT SETS US APART
- Independent analysis focused on accuracy
- Direct communication throughout the process
- Clear documentation of all findings
- Expert project management and meeting deadlines
EXPERT BUSINESS VALUATION SERVICES IN DALLAS
Whether it’s managing cashflow, planning ownership transitions, or meeting tax requirements, our valuation professionals conduct a thorough examination of your business. We evaluate tangible and intangible assets, review financial conditions, and analyze market positions to provide clear, actionable valuations.
Our business valuation services include:
- Business transactions and M&A support
- Estate and gift tax valuations
- Buy/sell agreement analysis
- Corporate restructuring assessments
- Stock redemptions and buybacks
- C to S corporation conversions
Each valuation follows professional standards and IRS guidelines. We maintain constant communication throughout the process and deliver results on time and within budget.
STRATEGIC BUSINESS VALUATION SOLUTIONS
We provide specialized business valuation services to support:
LEGAL PROFESSIONALS
- Corporate general counsel
- M&A transaction attorneys
- Estate planning attorneys
- Bankruptcy counsel
- Commercial litigation teams
- Family law practitioners
Financial Advisors
- Tax accountants and CPAs
- Estate planners
- Management accountants
- Independent auditors
- Investment advisors
Board Members & Fiduciaries
- For-profit entity boards
- ERISA fiduciaries
- Debtor company boards
- Corporate directors
Each professional relationship begins with understanding your client’s specific needs and goals.
Our team delivers detailed valuations that meet your documentation requirements and deadlines.
Our team delivers detailed valuations that meet your documentation requirements and deadlines.
Other Industries
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.
THE PATTEN ADVANTAGE
When you choose us for business valuations, you work directly with senior professionals who understand the complexities of your industry. We focus on delivering clear, accurate valuations that stand up to scrutiny and support your business decisions.
Key Benefits:
Our partners work hands-on with your valuation, providing experienced oversight throughout the process.
Each valuation reflects deep knowledge of your sector’s unique characteristics and value drivers.
Our reports meet IRS requirements and professional guidelines while remaining clear and practical.
We respect your deadlines and keep you informed at every stage of the valuation process.
Request a Consultation
Valuation fees vary based on your business size, complexity, and purpose of the valuation. Contact us for a custom quote tailored to your needs.
Most valuations take 2-4 weeks from receiving complete documentation. Complex cases may require additional time for thorough analysis.
You’ll need 3-5 years of financial statements, tax returns, business agreements, and ownership documents. We’ll provide a detailed checklist during consultation.
Seek a valuation when planning succession, considering a sale, updating buy-sell agreements, or meeting tax requirements.
We employ asset-based, market comparison, and income-based approaches, selecting methods that best suit your business type and valuation purpose.
We recommend updating valuations every 2-3 years or before major business decisions, transactions, or tax events.
Asset-based valuations focus on company holdings, while earnings-based methods consider income potential and cash flow.
Latest Blogs
Read up on some of our latest business news and useful information.
2024 BOI DEADLINE CHANGES: WHAT YOUR BUSINESS NEEDS TO KNOW NOW
Cutting costs in a business might seem easy at first—simply eliminate low-hanging fruit like free coffee, consulting services, or temporary employees. However, these quick fixes often lead to unsustainable savings and can hurt employee morale. To implement cost reductions that last, consider a different approach focused on adding value to your business processes.
CEO Succession Planning For A Smooth Leadership Transition
Cutting costs in a business might seem easy at first—simply eliminate low-hanging fruit like free coffee, consulting services, or temporary employees. However, these quick fixes often lead to unsustainable savings and can hurt employee morale. To implement cost reductions that last, consider a different approach focused on adding value to your business processes.