Succession and Shareholder Planning
McKinnon Patten & Associates LLC, a Dallas CPA firm, provides advisory services to trust and estate attorneys, high-net worth individuals, family offices, trustees, tax accountants, and asset managers.
We have extensive expertise in the valuation of businesses and/or their underlying real estate and machinery and equipment assets for many purposes.
Our succession and shareholder planning services include:
- Valuations for estate and gift tax purposes
- C to S conversions
- Buy-sell agreement consulting
- Assessments of strategic options
- Phantom stock plans
- Stock redemptions/buybacks/option
McKinnon Patten & Associates LLC has a unique multi-disciplinary composition that includes valuation professionals and forensic accountants.
We are well versed in understanding the potential conflicts between corporate and shareholder objectives as well as the unique needs of family owners. Contact Mark Patten to Request a Consultation, or call us at 214-696-1922 today for more information.