For Attorneys, CPAs & Financial Advisors
When you refer a client for a valuation, your reputation is on the line. ETG delivers the kind of work that reflects well on everyone involved.
Why Refer to ETG
You have plenty of options for business valuation. What sets ETG apart is the combination of corporate-level analytical rigor, exclusive focus on estate/trust/gift tax work, and the personal commitment that comes from working directly with Scott — not a junior analyst.
Direct Access
You work directly with Scott — not a sales team, not a junior analyst. One point of contact from start to finish.
Reliable Timelines
We commit to clear timelines upfront and communicate proactively if anything changes. No surprises, no radio silence.
Audit-Ready Reports
Every report is structured for IRS compliance and audit defense. Methodology, assumptions, and conclusions are clearly documented and supportable.
Collaborative Approach
Scott works collaboratively with your team — drafts are shared for review, questions are welcome, and the final product reflects everyone's input.
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
You and your client review the draft. Questions and feedback are encouraged.
Final Delivery
Polished, IRS-compliant report ready for filing or inclusion in estate/trust documents.
Who We Work With
Estate Attorneys
Valuations for estate administration, estate tax filing, and trust planning. Defensible reports your clients' estates need.
CPAs & Tax Advisors
Supporting your gift tax returns (Form 709) and estate tax returns (Form 706) with qualified appraisals that meet IRC requirements.
Financial Advisors
Valuations that support your wealth transfer strategies, succession planning, and estate planning recommendations.
Let's Build a Referral Relationship
Scott is happy to discuss how ETG can support your practice. Reach out anytime.