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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 |
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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:
-
Tangible and Intangible
Assets
-
Common Stock
-
Preferred Notes
-
Promissory Notes
-
Limited Partnership
Interests
-
General Partnership
Interests
-
Minority and Controlling
Interests
-
Stock Options & Warrants
For all kinds of
purposes:
-
Gifts
-
Estates
-
Purchase or Sale of
Interests
-
Buy/Sell Agreements
-
Subchapter S Conversions
-
Bankruptcy
-
ESOPs
-
SFAS 123
-
SFAS 141, 142
-
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.
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FREE
8-Part Quick Start, Business Valuation
Training Program
(click
here to get started)
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.
In other words Patton Valuations actually pays you around
$1,000 for preparing the input sheets and gathering the
valuation information from your client.
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(Turn
on your Speakers) |
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..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 |
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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. |
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(Turn
on your Speakers & click Play button) |
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Hi my name is Paul
Sullivan, I have a CPA firm in Bethesda Maryland
called Sullivan & Associates. There are about 15
people in my company. We do not prepare
business |
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valuations
ourselves. In the past we have referred them out.
We have completed 2 or 3 valuations with
Patton & Associates, with Troy Patton and Tony
Patrick. It worked out really good. The 2 things I
like best about it is first of all is if it is our
client we fill in the input sheets, it is
easy to do. We can offer this an another service
to our clients and therefore look like we are more
full service. The 2nd thing is the business
valuation actually comes from Patton & Associates.
In most cases it needs to be independent which is
an independent service that they issue on their
letterhead. It was great working with them! It
is a simple process, we entered the
information on the input sheets and they produce
the business valuation rather quickly. We hope
to do it again in the future! |
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(Turn
on your Speakers & click Play button) |
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This is Richard
Speicher CPA, I have my own practice in
Williamsport PA. I use Patton and Associates for
valuations and I thought they did a very good
job. |
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I made about
$1,200.00 for about a days worth of work. I
had to convert from cash to accural so it was a
little extra work. They did a wonderful job! |
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Register for
your FREE 8-Part
Quick Start
Program here: |
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Email Marketing You Can Trust
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Just type
in your email address and first name and
TURN ON YOUR PC SPEAKERS
then click the Submit button... |
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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. In other words
Patton Valuations actually pays you around $1,000 for
preparing the input sheets and gathering the valuation
information from your client.
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.
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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 |
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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:
-
What is the INDUSTRY the
company is in?
-
WHY is the valuation
needed?
-
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.
-
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.
-
We will send an
engagement letter to your client from our firm which they
will sign and send back with payment in advance.
-
Complete the input forms
for the valuation and email them to us.
-
We will complete the
valuation and email a copy of it to you for review before
we issue the report to the client.
-
You get paid.
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