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.

 

 

 

There are 8 Valuation Methods of Valuing a Business!


 

Hello this is Troy Patton of Patton Valuations. Thanks again for joining our “business valuation network”.

 

Last time I mentioned that we use NATIONAL DATABASES to figure the COMPARABLE COMPENSATION for your business valuation engagements, and why that was important to your clients.

 

Today I want to briefly touch on Valuation Methods.

 

Many people think there is a rule of thumb for business valuations. This means a business is worth maybe three to five times the profits of a business or one times revenues, etc.

 

There are actually eight different methods that are widely accepted to create a business valuation. When speaking with your clients, make sure they do not just think their business is worth some "rule of thumb."

 

In fact, along with liquidation value, and net worth, there are also, discounted future cash flows, capitalized earnings, market approach of like transactions, as well as many others.

 

When we generate our business valuations, we look at these methods taken together to give a business owner a better picture of a business AND a defendable position in the court of law.

 

So if someone asks you can tell them your business valuation looks at 8 different methods of valuing a business.

 

Next time I’ll talk about the Gifting Of Shares In Estate Planning.

 

If you want to listen to this information in audio, just click on the link and it will take you back to the audio postcard. 

 

And if you have questions about this topic or how to generate business valuations with your existing clients, the toll-free number to call me at is 800-800-1776. Or you can always email me at: tpatton@pattonvaluations.com

 

Congratulations again for joining our Business Valuation network. This is Troy Patton and I’ll talk with you soon.

 


 

How To Start Your Business Valuation Process:

 

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.

  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.

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.

 

Our standard pricing is just $2400 for a Divorce valuation, $3000 for Buy/Sell and $3600 for an Estate valuation.  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 call me at 800-800-1776, I'm at extension 52 and if I'm not in just leave me a message.

Troy C. Patton, CPA

 

 

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