Business Valuation
business valuation services
Patten and Company offers a range of business valuation services for multiple industries and market sectors, including:
- Buy/sell agreement analysis and recommendations
- Insolvency analysis for debt restructuring and forgiveness
- Purchase price allocation analysis and recommendations
- Like-kind exchange analysis and tax return reporting
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.