Archer Financial Advisors w The Archer Funds

 

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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.

 

 

 

3 Easy Steps To Listen To The
Business Valuation Teleseminar REPLAY For

CPA Site Solutions Accountants and CPAs

with Brian O'Connell & Troy Patton

 


 

If you have NOT already signed up for the Business Valuation program

(it's FREE) through the CPA Site Solutions web site,

 please do so 1st by clicking on the link below:

 

http://cpasitesolutions.com/youget/income-generation/business-valuations.php

 

Once you're there just scroll down to the bottom of the page, fill out the form and you'll be immediately emailed the beginning of the 8-step audio training program mentioned on the tele-seminar.

 

Turn on your Speakers and click the PLAY BUTTON to listen to the replay:

 

 


 

Patton Valuations has partnered with CPA Site Solutions to bring you comprehensive BUSINESS VALUATION services in a turnkey package.  You do NOT need to be a valuation expert to provide your clients with professional business valuation services and make money at the same time.  Here's how it works:

 

There are going to be many times throughout your accounting career when you run across the opportunity to work with one of your clients or a prospective client regarding the value of their business.

 

Business valuations can create an opportunity not only to be the consummate advisor to your clients, but also to make a decent income for a limited amount of work.

 

There are a few things you need to know (we'll teach you) to answer a few basic questions for your clients to ensure their trust and so that your client feels comfortable with your expertise.  Then you pass and turn the actual valuation over to us.

 

Our process consists of only a few steps to start a valuation for your client:

  1. You 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 (use the data entry form below).

  2. We will prepare and send an engagement letter to your client from our firm which they will sign and send back to us with payment in advance.  This takes the risk and conflict of interest out of your hands and off your E&O Insurance.  (This is how 98% of our valuations are prepared. The others we prepare are for firms who want their name on the valuation.)

  3. Complete the input forms for the valuation (we will provide them to you) and then you email them back 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.  It's that simple.

Don't Lose Money On Your Business Valuations
Remember if you are doing LESS THAN 6 business valuations a year as a part of your accounting or CPA practice, you’re probably losing money on them. Why? Because it’s cost prohibitive to go out and buy all the comparative databases you need ever year to stay current along with the software programs and their updates and subscription costs. And that doesn’t even take into account the time you really need to research and invest, just to recognize the new changes in methodology that occur.

 

Patton Business Valuations becomes your outsourced partner for business valuations where we prepare the valuation, deliver it to you to present to your client (or deliver it directly to your client if you prefer) and you make nearly $800 to $1,200 for a few hours of work.

 

For any other type, just email me at tpatton@pattonvaluations.com or call me toll-free at 800-800-1776.

 

To get started on a valuation right now scroll down and complete the data entry form.  Or if you have a question, pick up the phone right now and call me at 800-800-1776, I'm at extension 52 and if I'm not in just leave me a message.

 

 

Business Valuation Data Entry Form

 

To begin the business valuation process we need some basic information about your Client and yourself to be sent to our offices to get started.  Please fill in the data fields in the form below and click on the Submit button. 

 

We'll receive it and contact you via phone to discuss how to go forward with your business valuation Client, as well as answer any questions you might have.  Call me at 800-800-1776 if you have any questions:

 

Your Contact Information

First Name
Last Name
Email
Phone 1

Valuation Information

Your Client Name
His or Her Title
Company Name
Corporation Type
Valuation Purpose
Percentage Valued
Date of Valuation

 
 

 

 

PRIVACY POLICY - Patton Business Valuations respects you and your Client's privacy and will not give, rent, sell or lend your Client's contact information, business valuation information, email address or other contact information to any outside 3rd party, group or company.

 

 

 

 


 

 

Call our offices at 800-800-1776 if you have any questions or if you have another client in need of a Business Valuation.

 

 

 

PATTON 

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