004: Mark Patten: Growing an Already Established Practice

Originally from Houston, Texas, Mark Patten spent a majority of his career working as a global CFO for large financial institutions in New York City. His plan, however, was to move back to Texas after his youngest child went to college and buy a flourishing accounting practice, which he did in 2014. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Mark about why he chose to purchase a practice as his entry strategy into public accounting, what it was like to buy and take over a 40-year-old, prominent firm in Dallas and how marketing allows him to be selective when working with clients. Guest Bio: Mark Patten, CPA, President McKinnon Patten & Associates, LLC Website  |  Twitter  |  LinkedIn Mark Patten specializes in tax planning and strategies for high net worth individuals and small to mid-size owner operated businesses. Mark also specializes in business valuation for purposes of tax planning and strategic transactions. Mark is a CPA licensed in Texas with ABV designation. Mark has an MBA with concentration in Finance from Duke University and a BBA in Accounting from the University of Houston. Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at [email protected]