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About Us
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:
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Tangible and Intangible Assets
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Common Stock
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Preferred Notes
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Promissory Notes |
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Limited Partnership Interests
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General Partnership Interests
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Minority and Controlling Interests
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Stock Options and Warrants |
For all kinds of
purposes:
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Gifts
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Estates
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Purchase or Sale of Interests
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Buy/Sell Agreements
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Subchapter S Conversions |
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Bankruptcy
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ESOPs
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SFAS 123
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SFAS 141, 142
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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.
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:
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What is the INDUSTRY the
company is in?
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WHY is the valuation
needed?
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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.
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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.
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We will send an
engagement letter to your client from our firm which they
will sign and send back with payment in advance.
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Complete the input forms
for the valuation and email them to us.
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We will complete the
valuation and email a copy of it to you for review before
we issue the report to the client.
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You get paid.
Sample Business Valuations
Below are sample business
valuation documents for you to download and review.
These reports are in Adobe PDF format. To open the file
click on the blue link. To save the file to your hard
drive, right click on the link and choose Save or Save As to
save the file to your PC.
Input Forms
Call our offices at 800-800-1776
for input forms.
Call our offices at 800-800-1776 if you have any questions about the
information you'll need for your Patton Business Valuation.
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