DATAENTRY

 

Archer Financial Advisors w  The Archer Funds

 

Free Marketing Materials
Free Special Report For Accountants & CPAs
Getting Started
Process

About Us

Samples

Pricing

Input Forms

Archer Balanced Fund

Archer Investment Corporation

Coach Patton

 

Troy,

I have reviewed the valuation report and you can send the final version. The report is well-done and your assistance is appreciated.

 

I'm sure many professionals could use your services to save them considerable time on a job that is outside their normal services.

 

Historically I prepared many valuations, but our practice has moved in other directions and I did not want to go back and re-tread my old skills.

 

You saved me the pain of doing so while allowing me to properly and efficiently meet my clients needs.

 

Regards,

Larry Lawler CPA

 

Hi Troy:

You completed a valuation of Jon's accounting practice in his divorce.

 

I have another client who owns a modest motel/hotel in a small town here in northeast Indiana. I’m looking for an experienced accountant to appraise it.

 

Do you work in this area? If so, how extensive is your work valuing hotels. If not, do you know anyone whom might have a good measure of experience?

 

By the way. We got Jon’s case settled. Your value was not questioned.

 

Thanks.

Tim Pape - Attorney

 

Patton and Associates, LLC.

 

Patton and Associates, LLC has developed a method of preparing business valuation work through a nationwide network of valuation experts, including CPAs, ASAs, CVAs, business brokers, and consultants.

 

Our affiliates have participated in hundreds of valuations of business interests in over 100 industries.

 

We have valued all forms of business ownership:

 

w Tangible and Intangible

   Assets

w Common Stock

w Preferred Notes

w Promissory Notes

w Limited Partnership

   Interests

w General Partnership

   Interests

w Minority and Controlling

   Interests

w Stock Options and Warrants

 

For all kinds of purposes:

 

w Gifts

w Estates

w Purchase or Sale of

   Interests

w Buy/Sell Agreements

w Subchapter S Conversions

w Bankruptcy

w ESOPs

w SFAS 123

w SFAS 141, 142

w IRS 409a

 

We think that by now, we must have seen everything at least once.

 

Our team approach to preparing a business valuation allows us to charge rates to the end client which is fair and reasonable.

 

 

 

FREE 8-Part Quick Start, Business Valuation Training Program

 

Adding Business Valuations to your accounting or CPA practice doesn't take hours and weeks of training classes and tens of thousands of dollars in software and databases.

 

Sign up for my 8-part training program and see how accountants across the country are adding Business Valuations to their practice and making $300-$500 / hour for 2-3 hours work when they outsource their business valuations to Patton Valuations.

 

(Turn on your Speakers)

 

..been using Patton Valuations for the last 3-4 years.  Nothing but good things to say about them.  I've been using them because of staffing purposes here.  I don't

have enough inflow here to hire somebody.  Troy Patton and Tony Patrick have been great.  I try to make about $1,000 to $1,500 per valuation and ... I spend from 2 - 4 hours personally on each valuation.

 

 
Contact Information
Email
First Name
Just type in your email address and first name and TURN ON YOUR PC SPEAKERS then click the Submit button...
 

Business Valuation Pricing

 

On all business valuations we will sign these as the CPA or you may elect to sign.  The base cost is the cost to recoup our expenses.  The price you charge your client will generally be 3x the base and additional report option fees.

 

You generally make ONE-THIRD of the amount you charge your client.  Example:  if you bill your client $3,600 for a business valuation, you would make 1/3 or $1,200.

 

This report selection and price list worksheet briefly describes the features that are included in each report type and provides a guide for estimating the charges for each report and feature.

 

Note that some features are optional and electing them incurs additional charges.

 

BUSINESS VALUATION FEATURES

SUMMARY

BUY-SELL

STANDARD

HEAVY

Typical Pages

30-50

40-70

60-90

80-120

Transaction data sources

Single

Multiple

Multiple

Multiple

Company Description

Brief - several paragraphs

Brief - several paragraphs

Standard approx 2 pages

Expanded usually 4-8 pages

Supplementary text (approach, economic outlook, 50-60)

None

None

Standard

Standard

Risk analysis vs.  industry

Summary

Standard

Standard

Standard

Financial projections

None

Summary

Summary

Detailed Projections - I/S, B/S, C/F, Ratios

Industry analysis

None

None

Brief

Expanded

Methods

Up to 8, excludes DFE, DCF, Div Cap

All appropriate

All appropriate

All appropriate

Conclusion / Opinion vs. Indications / Estimate

Indication

Indication

Opinion

Opinion

BUSINESS VALUATION FEATURES

SUMMARY

BUY-SELL

STANDARD

HEAVY

 

Getting Started

 

To start the business valuation process, send me an email at tpatton@pattonvaluations.com or call me at 800-800-1776.

 

I'll explain how and what you should charge your client for the valuation based on your answers to these questions:

  1. What is the INDUSTRY the company is in?

  2. WHY is the valuation needed?

  3. What is the SIZE of the company (size in revenue dollars)


 

Process

 

Our process consists of only a few steps to start a valuation for your client or referral.

  1. Contact us to find our how much to charge for the valuation. Let us know the industry, why the valuation is needed, and the size of the company.

  2. We will send an engagement letter to your client from our firm which they will sign and send back with payment in advance.

  3. Complete the input forms for the valuation and email them to us.

  4. We will complete the valuation and email a copy of it to you for review before we issue the report to the client.

  5. You get paid.


 

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PATTON 

 BUSINESS VALUATIONS  9000 KEYSTONE CROSSING, SUITE 630   INDIANAPOLIS, IN 46240