For Estate & Trust Planning Professionals
When you refer a client for a business appraisal, your reputation is on the line. ETG delivers certified appraisals under the highest professional standards of rigor. Our work is built to withstand the highest level of scrutiny to ensure the best outcome for your client and you.
What You Need from a Business Appraiser
You've seen what happens when a valuation doesn't hold up: IRS challenges, accuracy-related penalties, and clients who lose confidence in the entire estate plan. You need a valuation expert who understands the stakes and delivers work that's built for scrutiny.
Valuations That Survive IRS Audit
Large estates face examination rates above 20%. Every ETG report is structured to withstand IRS scrutiny following Rev. Rul. 59-60 and Internal Revenue Code regulations. We think like the IRS before the IRS ever shows up.
Proper Adequate Disclosure
A qualified appraisal triggers the three-year statute of limitations on IRS review. Without it, the statute remains open indefinitely. ETG reports meet the adequate disclosure standard on every engagement.
Direct Access to the Appraiser
You work directly with the Principal, not a sales team, not a junior analyst. One point of contact from start to finish, with the expertise to discuss every aspect and detail of your case.
IRS Audit Defense is Included in Every Engagement at No Extra Cost
We are experts in valuation and our work is done expecting that every assumption and detail will have to be explained to the IRS. We confidently stand behind our work knowing that if the IRS does choose to audit it, we are well prepared to get the best outcome for our client.
What to Expect When You Refer
You Make the Introduction
Email or phone, however works best for you. Scott will follow up within one business day.
Initial Call with Your Client
A no-obligation conversation to understand the situation, scope the engagement, and provide a fee estimate.
You Stay in the Loop
Progress updates at key milestones. You'll never have to chase us for status.
Draft Report for Review
We will review the draft with you and your client. Questions and feedback are encouraged.
Final Delivery
Polished, IRS-compliant certified appraisal ready for filing or inclusion in estate/trust documents.
Who We Work With
Estate Planning Attorneys
You quarterback the estate plan, and you need a business appraiser who understands the legal framework you're operating in. ETG provides certified appraisals that support your planning strategy and protect your clients when the IRS takes a closer look.
- Estate tax (Form 706) valuations
- Gift tax (Form 709) adequate disclosure
- FLP/LLC structuring support
- Post-Connelly buy-sell restructuring
CPAs & Tax Advisors
You're often the first professional to identify a valuation need, and the one preparing the return that includes it. ETG gives you a qualified appraisal you can attach to Form 709 or Form 706 with confidence, knowing it meets IRC requirements and will withstand examination.
Financial Advisors
When your wealth transfer strategies require a business valuation, ETG provides the qualified appraisal that supports your recommendations and gives your clients' estate attorneys the documentation they need.
What to Look for in a Business Appraiser
Not all valuation professionals are equal. Here's what matters most for estate, trust, and gift tax work:
Relevant credentials (CPA, CVA)
The IRS expects certified appraisals from credentialed professionals. Dual credentials (like CPA + CVA) signal deeper expertise.
Estate and gift tax specialization
A business appraiser who focuses on estate/gift work understands the specific IRS requirements, discount documentation standards, and adequate disclosure rules that generalists often miss.
Willingness to defend the work
If the IRS challenges a valuation, your client needs an appraiser who will stand behind the conclusions, not one who disappears when the examination notice arrives.
Clear communication and reliable timelines
You need to keep your client's estate plan on track. Look for an appraiser who works on your timelines and communicates proactively.
Let's Build a Referral Relationship
We are happy to discuss how ETG can support your estate planning practice. Reach out anytime.