Business Valuation Appraisal in Surprise, AZ
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 appraisals for Surprise clients
Closely held companies and professional practices — engagements accepted worldwide.
About the Surprise market
Fast-growing Northwest Valley market dominated by newer construction and large active-adult communities. New construction and subject-to-completion assignments are frequent, as are estate assignments from the retiree population.
- Small Business & Sole Proprietorship
- Professional Practice
- Franchise
- Family Limited Partnership
- Buy-Sell Agreement
- Partner & Shareholder Dispute
- Marital Dissolution
- Gift & Estate Reporting
What we'll need
- 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
| 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+ |
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.
