Todd Patrick

Executive summary

Todd Patrick is a Principal in the Corporate Value Consulting practice and the national leader of the Tax Value Solutions team.

Tax Value Solutions professionals work with management teams to identify tax strategies, assess and quantify the connections between shareholder value and these strategies, and issue opinions of value.

Todd brings his extensive experience to the valuation of businesses and their underlying intellectual property and intangible assets.  For more than twenty years, he has assisted clients with business enterprise valuations, common and preferred stock valuations, mergers and acquisition analysis, trade name and patent portfolio valuations. His clients have ranged from multinational corporations to start-up companies. Todd has advised clients for financial and tax reporting, litigation support and strategic planning purposes.

Professional qualifications and memberships

Chartered Financial Analyst charterholder (CFA)
CFA Institute
Association for Investment Management and Research
Investment Analysts Society of Dallas

Presentations and publications

External CPE Event, “Business Combinations: Common Accounting and Valuation Challenges”,  November 2015
Knowledge Group Webcast, “Fair Value Measurement and Business Valuation: What You Should Know in 2015 and Beyond”, October 2015
AICPA Webcast, “Key Aspects of ASC 350 and ASC 360 Impairment Testing”, September 2013
Strasburger Price LLP, “Purchase Agreements: Key Valuation Issues to Consider”, Sept 2012
Riveron Consulting, “Top 10 Valuation Mistakes in Performing ASC 805 Business Combination Engagements”, August 2011

Education

University of Chicago, MBA Finance and Accounting
Baylor University, BA Economics