McKinnon Patten & Associates LLC
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Our Team

Dallas CPA Firm

McKinnon Patten has extensive experience consistently delivering independent, technically sound, well-researched valuation reports with the personal attention you deserve.

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Who We Serve

Private and Public Companies

We provide consultative, problem-solving services to a wide range of clients including companies and business owners, shareholders and investors, high net worth individuals and estate trustees.

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What We Do

Valuation Services

McKinnon Patten is business valuation and financial advisory firm offering services including corporate, estate and income tax valuation, ESOP advisory and transaction-related needs.

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CPA Office Location

Convenient Dallas Office

The Dallas office of McKinnon Patten valuation consultants is centrally located just off the North Central Expressway near Highland Park and Preston Hollow for your convenience.

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Business Valuation Services

Whether you are facing strict tax or financial reporting requirements, trying to resolve a dispute, or simply trying to make an informed business decision, establishing the correct value of a business is vital. The trusted advisors at McKinnon Patten can help.

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ESOP Advisory Services

Our ESOP advisory professionals offer unmatched expertise and experience to provide ESOP advisory services for all phases of the ESOP process, from initial consultation, assessment, structuring and valuations to detailed design and execution throughout the Dallas area.

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Succession and Shareholder Plans

Our Dallas CPA Firm has experience developing sophisticated business succession plans designed to protect assets. We formulate and implement asset protection trusts, family limited partnerships, ESOPs and other planning strategies to safeguard client assets.

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Transaction Advisory Services

Our transaction advisory experts work with Dallas area corporate buyers and sellers, private equity groups, venture capital firms, commercial and investment banks to identify M&A transaction risks and deliver practical guidance focused on the key issues that arise in M&A transactions.

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Member of AICPA Texas Society of CPAs CPA Accredited in Business Valuation