ESOP Advisory Services
McKinnon Patten & Associates LLC, a Dallas CPA firm, is uniquely positioned to serve as an integrated provider of ESOP and ERISA advisory services through every stage of an ESOP's life cycle.
McKinnon Patten & Associates LLC serves ESOP companies ranging from small closely-held enterprises to large publicly traded corporations in a variety of industries across the country. We have provided valuation and advisory services to every major institutional ESOP trustee in the United States and are experienced in documenting and defending valuation analyses with various regulatory agencies including the Department of Labor, Internal Revenue Services, Securities and Exchange Commission and others.
Typical engagements include:
- Assessment of strategic alternatives
- ESOP feasibility studies
- Preliminary valuations
- Transaction structuring and negotiating
- Initial valuations
- Fairness opinions and solvency opinions
- Annual valuations
- Follow-on transactions
- ESOP loan restructurings
- Trustee advisory
- ESOP and ERISA litigation support and expert testimony
- Merger and acquisition advisory
- ESOP terminations
- Fairness opinions
Contact us to Request a Consultation, or call Mark Patten at 214-696-1922 to discuss your particular needs.