Business Appraisal
Receive a formal appraisal of a closely held company to support planning, transactions, ownership decisions, or other business valuation needs.
Peridot Valuation provides business appraisals and specialized valuation services for owners, attorneys, CPAs, trustees, and ESOP professionals in Atlanta. From estate and gift tax reporting to succession planning, transaction analysis, and ownership transfers, our work helps clarify value, identify business risks, and support informed decisions with high-quality, affordable, and fast-turnaround valuations.
Specialized valuations support tax filings, ownership decisions, succession planning, ESOP administration, and business transactions.
Receive a formal appraisal of a closely held company to support planning, transactions, ownership decisions, or other business valuation needs.
Support employee stock ownership plan administration with valuations addressing controlling or minority interests and the needs of ESOP professionals.
Obtain a valuation for estate administration and tax reporting when an estate includes an interest in a privately held business.
Establish a supportable value for gifted shares, LLC units, or other closely held business interests used in gifting and estate planning.
Evaluate a family business as ownership moves between generations, helping inform transfer decisions and identify value drivers and risks.
Use independent valuation insight for exit planning, partner buyouts, transaction analysis, and other closely held company decisions.
A well-supported valuation can help business owners understand what drives value, recognize risks buyers may see, and prepare for a sale or ownership transfer. Peridot Valuation also supports IRS and judicial purposes, including gifting, death, divorce, and tax-related engagements. For Atlanta clients and professionals, the firm provides focused valuation work designed to be high-quality, affordable, and efficient.
Practical valuation expertise for complex business, tax, ownership, and transaction needs.
Jack Schroeder has prepared more than 80 business valuations across varied ownership and planning situations.
The firm specializes in ESOPs, estates, trusts, tax returns, exit planning, transactions, and judicial proceedings.
Experience with closely held companies helps identify value drivers and risks relevant to business owners and buyers.
Peridot Valuation was founded to provide high-quality, affordable valuations with fast turnaround for clients.
Experienced valuation leadership for closely held business interests.
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.
A business valuation is an analysis used to estimate the value of a company or a specific ownership interest. It considers factors such as the company’s financial information, operations, ownership structure, value drivers, and risks. A formal valuation can support tax reporting, estate planning, transactions, succession planning, ESOP administration, divorce matters, or judicial proceedings.
Discuss your business, ownership interest, and valuation purpose with Peridot Valuation.
Credentialed by the National Association of Certified Valuators and Analysts (NACVA).
Credentialed by M&A Source.
Certified Valuation Analyst (CVA).
Mergers and Acquisitions Master Intermediary (M&AMI).
Share your valuation purpose and business details to explore the appropriate appraisal service with Peridot Valuation.
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