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.
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:
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.
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:
Each valuation follows professional standards and IRS guidelines. We maintain constant communication throughout the process and deliver results on time and within budget.
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.
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.
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.
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