Mergers and Acquisitions
Mergers and Acquisitions services
Patten and Company offers a range of services for mergers and acquisitions, including the following:
- Due diligence of the acquisition target
- Business valuation
- Tax structure analysis for optimal tax treatment
- Assess internal controls, processes, and systems
- Assistance in negotiating favorable deal terms
- Purchase price allocation
- Business valuation
- Strategic business consulting
Other Services
Business Valuation
Our business valuation services include buy/sell agreement analysis and recommendations, Insolvency analysis and more.
Trusts and Estates
Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, tax returns and more.
Succession & Shareholder Planning
Our succession and shareholder planning services include valuations for estate and gift tax purposes, C corporation to S corporation conversions, and more.