Archer Financial Advisors w  The Archer Funds

 

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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 Marketing Materials

 

 

Business Valuation Flyer #1

 

An easy way to generate Business Valuations is to include this flyer in with the tax folders of all your business clients this tax season.

 

Here is a customizable flyer you can download for FREE.  It is in a PDF or Word format.  Just click on the link to open or Right Click and Save As to save to your PC.

 

If you have any questions about the flyer or a business valuation, feel free to give me a call at 800-800-1776 x52.  Troy Patton, CPA, ABV

 


 

 

 

 

 

 

PATTON 

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