Archer Financial Advisors | The Archer Funds

 

 

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.

 

 

 

Add Business Valuations to your Accounting Practice by Enrolling in my Free 8-Part Quick Start Training Program!

(Scroll down and enroll in 9 seconds)


 

I don't know if it's that more business owners are getting divorced OR the economy is driving BUY/SELL agreements OR more people are waking up to ESTATE PLANNING but we've receiving MORE and MORE requests for Business Valuations every week all across the country.

 

The Accountants and CPAs doing these are making $300, $400 and sometimes $500 PER HOUR on these valuations because it's only taking them 2 to 3 hours to fill out the input forms for their clients while getting $800, $900 or $1,000 checks from us.

 

If you have NOT started ATTRACTING Business Valuations to your practice or you want to and don't know where to start, sign up for my FREE 8-Part Business Valuation Quick Start Training Program below:

 

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Email
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Just type in your email address and first name and TURN ON YOUR PC SPEAKERS then click the Submit button...

You'll immediately start receiving via email my 8-part audio & written Quick Start Training Program that covers:

  • Our simple 5-step Business Valuation Process.

  • Who to approach (and will start approaching you) for a Business Valuations.

  • How to market Business Valuations as part of your current practice.

  • The 3 questions you need answers to in order to begin a valuation.

  • The 9 most common Business Valuation situations.

  • Marketing materials to copy, personalize and distribute to start attracting business valuations.

  • How to price a business valuation for a client.

If you've already downloaded my Business Valuation report, this 8-Part Quick Start Training Program begins where that report left off.  So scroll back up and enroll now!

 

 


 

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