Valuations for Individual and Corporate Tax Planning
Manage and Increase Cash Flow
Patten Thiebaud LLC’s thorough, independent, and well-supported valuations can often be the key to achieving corporate tax-planning objectives and can provide significant opportunities for corporations to manage and increase cash flow through the minimization or deferral of taxes on corporate earnings and asset sales.
- Buy/sell agreements
- Like-kind exchanges
- Restructuring / transfer of legal entity capital / assets
- Insolvency analysis for debt restructuring / forgiveness
- Deferred compensation
- Purchase price allocation
- Non-competition agreements
Other Services
Business Valuations
We provide 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.
Succession and Shareholder Planning
We provide advisory services to trust and estate attorneys, high-net-worth individuals, family offices, trustees, tax accountants, and asset managers.
Transaction and Corporate Advisory Services
We leverage our team's valuation expertise to assist clients in making sound business decisions in critical transactions.