Archer Financial Advisors w  The Archer Funds

 

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

 

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.

 

 

 

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 will make 50% on all amounts over the base fee which is generally one-third of the amount you charge 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.

 

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

ADDITIONAL REPORT OPTIONS

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.

 

 

aicpa sample ad 1

aicpa sample ad 2

 

welcome audio email 01 - welcome webpage 01

welcome audio email 02 - welcome webpage 02

welcome audio email 03 - welcome webpage 03

welcome audio email 04 - welcome webpage 04

welcome audio email 05 - welcome webpage 05

welcome audio email 06 - welcome webpage 06

welcome audio email 07 - welcome webpage 07

welcome audio email 08 - welcome webpage 08

 

tstest frame01

 

enroll in the 8-step BV training program

 

cpass ts090505 temporary replay page

cpass thank you page

 

 

 

 

 

 

PATTON 

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