Litigation and/or estate work

[Elliott]

Though its out of print, the best book I've ever read about appraising: JD Eaton,

"Real Estate Valuation in Litigation"​

https://www.amazon.com/dp/0922154201/?tag=realestatappraat

 

[TXappr2021]

If you are new, you should try to spend some time working with an appraiser who is experienced doing litigation and/or estate work. As far as generating business, you need to visit lawyers and CPAs.

why cpa's and what do you say to them and how?

 

[Terrel L. Shields]

why cpa's and what do you say to them and how?

CPAs often recommend their clients (heirs) who have lost a spouse or parent to get an appraisal. The CPA is rarely the client but is going to see that the client (heir) does have their ducks in a row to claim the cost basis adjustment. Tax Attorneys likewise may be the ones who order or ask their client to order an estate appraisal. If I were trying to expand I would avoid tax time (Jan-April) and catch them in the off season. Stop by with a business card or several and it won't hurt to have a professionally done brochure to give them. Same with the trust department of a bank, these are non-lending assignments. Many banks off that service to manage a trust. So any tax attorney, any CPA, any lawyer who does estate planning and any trust department are fair game to do some shoe leather sales calls. Another way is to have a business card ad in the newsletter or magazine that your state CPAs and attorneys might get as a member of their professional societies.

These are examples - almost every state has something similar

Marketing Guide | Arkansas Society of Certified Public Accountants

Connect with Arkansas CPAs and accounting professionals to showcase your business and services.

www.arcpa.org

Advertising Opportunities - Arkansas Bar Association Main

 

[Essexfenwick]

SRA designation. Estate attorneys find me on the appraisal Institute website