Business Valuation Appraisal for Pre-Listing & Pre-Purchase
Know the number before you set a price or make an offer.
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.
Why this combination is its own assignment
An independent opinion before listing gives you a defensible anchor in negotiation that a commission-motivated estimate cannot.
Applied to business valuation, the scope of work is set by what pre-listing requires — not by what is convenient to produce. 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.
What we'll need from you
- 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
Commonly appraised
- Small Business & Sole Proprietorship
- Professional Practice
- Franchise
- Family Limited Partnership
- Buy-Sell Agreement
- Partner & Shareholder Dispute
| 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.
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.