Business Valuation Appraisals
Valuations for buy-sell agreements, marital dissolution, gift and estate reporting, partner disputes, and SBA lending — supported by the evidence standard that survives cross-examination.
Tell us what you’ve got.
Pick the closest match — it does not have to be exact, and “something else” is a real answer. Fixed fee from $2,500, written back the same day and always within one business day. Report delivered in 15–25 business days from the point we have complete information — and if that date is going to move you hear it from us first, not after it passes.
Business valuation is not a state-licensed activity, and the work is document-driven rather than site-driven. NextPhase accepts these engagements anywhere in the United States and internationally. Expect to provide substantial financial records — see what we'll need below.
In depth
Longer pieces on the assignments that come up most in this discipline — what drives the number, who orders the work, and what the report has to contain.
Business Valuation we appraise
- Small Business & Sole Proprietorship
- Professional Practice
- Franchise
- Family Limited Partnership
- Buy-Sell Agreement
- Partner & Shareholder Dispute
- Marital Dissolution
- Gift & Estate Reporting
Not listed? Ask. This is what comes up most, not an exhaustive list.
To quote your assignment
- Three to five years of financial statements or tax returns
- Current-year interim financials
- The percentage interest being valued, and whether it is a controlling interest
- Any buy-sell, operating, or partnership agreement
- Detail on owner compensation, related-party transactions, and non-operating assets
- Any court deadline or filing date
What is the appraisal for?
Intended use sets the value standard, the report format, and the fee. The scope changes more than most people expect.
Business Valuation — from $2,500
Fixed fee agreed in writing before any work begins.
| Scope | Typical fee |
|---|---|
| Sole proprietorship / simple | $2,500 – $5,000 |
| Small business, single entity | $5,000 – $9,000 |
| Professional practice | $7,500 – $12,000 |
| Complex / litigation / multi-entity | $12,000 – $20,000+ |
Common questions
Can you value a business outside Arizona?
Yes, anywhere in the world. Business valuation is not a state-licensed activity and the work is driven by financial records rather than a site visit. Be prepared to provide substantial documentation — the quality of the records largely determines the quality of the conclusion.
What will you need from us?
Three to five years of financials or returns, current interim statements, the governing agreements, and detail on owner compensation and non-operating assets. Incomplete records do not stop an engagement, but they narrow what the report can credibly conclude, and the report will say so.
How long does it take?
Typically three to six weeks from the point all financial records are in hand. Litigation matters with a firm court date are scheduled around that date.
Do you apply discounts for lack of control or marketability?
Where the assignment and the interest being valued support them, yes — and the report documents the basis for each. Unsupported discounts are the fastest way to lose a valuation in court.
Business Valuation appraisals nationwide
AlabamaAlaskaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentucky
What clients say
Their reports have been objective and fair. As the owner of multiple small businesses, I’ve used NextPhase Valuation & Energy for a range of assignments, and the quality and service are exceptional.
Jeremy and NextPhase were very helpful with the valuation of our business during the acquisition.
Ready for a number you can defend?
Tell us what you have and what it's for. You get a fixed written quote — never an hourly meter, never a sales call.
What the work actually looks like
Real assignments, client details removed — what each engagement actually turned on, rather than how it felt.
A house, a workshop of machine tools, a forty-year firearms collection and a stake in the family company — four disciplines that three appraisers had only partly covered. One engagement, one effective date, one set of assumptions.
A donation the regulations would have aggregated past the appraisal threshold, which the donor had assessed item by item. One qualified appraisal covering the group, itemized, signed inside the window the regulations allow.
An opposing report whose number was not obviously wrong — which is what made it dangerous. It failed on its own certification, and was answered section by section with an independent valuation to the correct definition of value.