McKinnon Patten & Associates LLC, a Dallas CPA firm, provides comprehensive valuation services to closely held businesses, individuals and attorneys for purposes of estate planning, individual and corporate tax planning, buying or selling a business and legal disputes.
Our well-defined valuation process ensures the right approach and methodologies are employed to best suit the situation and valuation purpose. Upon completion, each valuation is explained to our clients and associated advisors to ensure a thorough understanding of the conclusions, confirm accuracy and enable the report to be fully utilized for the intended purpose.
We have many years of experience analyzing business operations and historical financial data to create a well-reasoned, fully documented and defensible valuation opinion. Our valuation considers all aspects of a business including tangible and intangible assets, financial condition, operating efficiencies, the industry and economic environment.
Support - Our analyses are prepared under the assumption that there will be scrutiny; accordingly, the utmost care is taken to maintain and document the data supporting our work.
Independence - In this era of renewed focus on corporate governance and investor demand for increased corporate transparency, McKinnon Patten & Associates LLC provides services without conflict.
Proactive Project Management – McKinnon Patten & Associates LLC focuses on constant communication so as to increase efficiency, to avoid surprises, and to proactively "push" the project to the finish line, on time, and within budget.
Advisors - Our valuation professionals exhibit keen business savvy and entrepreneurialism to add value to our clients. We constantly evaluate the appropriateness of the project scope relative to a cost-benefit comparison.
Our business valuation services include:
- Valuations for individuals and corporate tax planning
- Valuations for estate planning
- ESOP advisory services
- Transaction and corporate advisory services
- Succession and shareholder planning
Contact us to Request a Consultation, or give us a call at 214-696-1922 and speak to Mark Patten for more information.