Business Valuation Appraisal in Texas
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.
Serving Texas remotely
NextPhase accepts business valuation assignments from Texas clients as remote engagements. You provide documentation; we perform the analysis and deliver a USPAP-compliant report signed by a credentialed appraiser.
The principal is an AQB Certified USPAP Instructor with 21+ years and more than 7,000 valuation assignments — the same standard applied whether the client is in Mesa or another country.
Commonly appraised
- 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+ |
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.
Need a business valuation appraisal in Texas?
Tell us what you have and what it's for. You get a fixed written quote — never an hourly meter, never a sales call.