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.
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.
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 exactly do you have?
Each of these has its own documentation requirements. Pick the closest match and we will tell you precisely what we need.
Small Business & Sole Proprietorship
Owner-operated businesses where the owner and the business are hard to separate.
Professional Practices
Medical, dental, legal, and accounting practices.
Franchise Businesses
Franchised operations where the agreement constrains what is actually transferable.
Family Limited Partnerships
FLP and closely held entity interests for gift and estate reporting.
Buy-Sell Agreements
Valuation for triggering events, funding, and periodic agreement updates.
Partner & Shareholder Disputes
Contested valuation where the report has to survive an opposing expert.
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.
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.