Patten and Company

Succession and Shareholder Planning

Succession and Shareholder Planning Services

Patten and Company offers a range of services for succession and shareholder planning, including the following:

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.

Mergers & Acquisitions

Our mergers and acquisition services include due diligence of the acquisition target, business valuation, tax structure analysis for optimal tax treatment, and more.

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