Thank you for your interest in becoming an affiliated partner firm with Patton and Associates.  We have teamed up with 100’s of CPAs and accountants across the country to help them offer a more full service valuation and consulting package to their clients.

 

Accountants and CPAs often mistakenly think they must be certified or highly trained in Business Valuations in order to perform or discuss valuations. In addition, many firms do not want to send a client to a competitor in their city or state.  We do not have a typical CPA practice, we only prepare valuations and consult on value.  So we work as your partner and sign off on the engagements, and keep you engaged in the process so your client sees the team effort.  Our team will complete the valuation or consulting engagement, handle all the research and sign off on the engagement.

Only see 1 - 2 valuations a year? Don’t have time to keep up on the credentials and pay for the expensive databases? No problem. Our process allows CPA’s and accountants to provide assistance in the valuation process without being an expert! Please fill out the form below to learn more or call to chat with us at 800-800-1776.