Business Appraisal
Independent business appraisal support for closely held companies, transaction analysis, exit planning, partner buyouts, and decisions requiring a clear view of business value and risk.
Peridot Valuation provides thoughtful, defensible asset valuation and appraisal services for business owners, attorneys, tax professionals, trustees, and ESOP administrators. From estate and gift tax reporting to succession, transaction, and ownership-transfer decisions, our work helps clarify value, identify risks, and support informed action with high-quality, affordable, and fast-turnaround valuation expertise.
Specialized valuation support for business ownership, tax reporting, estate planning, ESOPs, and transaction decisions.
Independent business appraisal support for closely held companies, transaction analysis, exit planning, partner buyouts, and decisions requiring a clear view of business value and risk.
Valuation services for employee stock ownership plans, including analysis of controlling and minority interests and support for administrators and trustees managing plan-related reporting needs.
Business interest valuation support for estates, trusts, executors, and advisors handling date-of-death reporting, estate planning, and IRS-related requirements involving privately held companies.
Defensible valuation of closely held business interests transferred to heirs, family members, or trusts for gift planning and Form 709-related reporting requirements.
Valuation support for business interests included in estate tax filings, helping executors, trustees, and advisors document the relevant value for Form 706 requirements.
Business valuation for family succession and ownership transfers, helping owners understand value drivers, buyer-facing risks, and considerations before a planned business sale.
Asset valuation is more than assigning a number to a business interest. Peridot Valuation examines the relevant ownership position, business circumstances, financial information, and purpose of the engagement to produce useful, supportable analysis. Whether the need involves an ESOP, estate, gift, tax return, transaction, or succession plan, our work helps clients understand value drivers and address risks before decisions are made.
Get focused valuation guidance from an experienced owner and valuator serving clients across the United States.
Jack Schroeder has prepared more than 80 business valuations involving varied ownership and business circumstances.
Focused expertise supports ESOPs, estates, gifts, tax returns, succession, transactions, and judicial needs.
Valuation work identifies value drivers and risks buyers may see before a business sale or transfer.
Peridot Valuation was founded to provide high-quality, affordable valuations with fast turnaround for clients.
Experienced valuation leadership for complex business and ownership questions.
Owner and Valuator
Jack Schroeder is the owner and valuator at Peridot Valuation, a business valuation firm serving clients across the United States. He has prepared more than 80 business valuations, with extensive experience valuing both controlling and minority interests for ESOPs, divorce settlements, estate planning, and transaction analysis. Jack also brings hands-on experience valuing and transacting closely held companies, giving him a practical understanding of what drives value and risk in a business sale. He holds credentials as a Certified Valuation Analyst (CVA) and Mergers and Acquisitions Master Intermediary (M&AMI), and is recognized by the National Association of Certified Valuators and Analysts (NACVA) and M&A Source. Jack earned his BS in Business Administration, with a minor in Applied Analytics, from the University of Southern California. He is committed to delivering high-quality, affordable valuations with fast turnaround for every client he serves.
An asset valuation is an analysis used to estimate the value of an asset or ownership interest for a defined purpose. In business appraisal work, that may include a closely held company, controlling interest, minority interest, or business-related asset. The conclusion is informed by relevant financial, operational, ownership, market, and engagement information.
Talk with Peridot Valuation about your appraisal purpose and information needs.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source for valuation and transaction expertise.
Certified Valuation Analyst (CVA) credential.
Mergers and Acquisitions Master Intermediary (M&AMI) credential.
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