Partner & Shareholder Disputes Appraisals
Contested valuation where the report has to survive an opposing expert.
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.
What drives the number
In a contested matter the valuation is evidence. It will be read by an opposing expert whose job is to find its weakest assumption, and by a judge who needs the reasoning to be followable. Every input has to be sourced and every judgement explained.
Commonly appraised
- Shareholder oppression and dissent
- Partnership dissolution
- Business divorce
- Marital dissolution with business interests
- Rebuttal of an opposing valuation
- Court-appointed neutral engagements
What we'll need from you
- All available financial records, including disputed periods
- The governing agreements
- Any opposing valuation report already produced
- Court deadlines, discovery dates, and trial setting
- A summary of the disputed issues from counsel
Rebuttal and report review is a distinct, lower-cost engagement and is frequently the right first step before commissioning a competing valuation.
| 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+ |
Related business valuation assets
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.