Business Appraisal
A formal appraisal of a business or ownership interest that can help owners, advisors, and stakeholders understand value, risks, and relevant business considerations.
Peridot Valuation provides high-quality business appraisals for owners, attorneys, tax professionals, trustees, and ESOP administrators across the United States. Whether you need support for an ownership transfer, estate matter, tax filing, transaction, or exit plan, our valuations identify value drivers, address risk, and provide practical insight for important financial decisions.
Specialized valuations support ownership transfers, tax filings, estate planning, ESOPs, transactions, and other business decisions.
A formal appraisal of a business or ownership interest that can help owners, advisors, and stakeholders understand value, risks, and relevant business considerations.
Valuation support for family business succession and ownership transfers, helping stakeholders evaluate the interests being transferred and prepare for an orderly transition.
Valuations for employee stock ownership plan needs, including controlling and minority interests and support for plan administration and reporting requirements.
Business interest valuations for estate planning, estate administration, and date-of-death reporting involving closely held companies and private ownership interests.
Independent valuation support for gifts of business shares or LLC interests, including work connected with gift tax filings and IRS requirements.
Valuation analysis for transaction planning, buy-sell decisions, exit planning, partner considerations, and other situations involving closely held companies.
A business appraisal turns financial, operational, and market information into a supportable view of business value. Peridot Valuation helps identify value drivers and risks buyers may see, while providing formal work for tax, estate, ESOP, judicial, divorce, and transaction needs. The firm’s experience with controlling and minority interests supports varied ownership and planning situations across the United States.
Specialized experience and practical guidance for complex business valuation needs.
Jack Schroeder has prepared more than 80 business valuations across varied ownership and planning situations.
Focused valuation support for ESOPs, estates, trusts, tax returns, transactions, and judicial proceedings.
Identifies value drivers, buyer concerns, and actionable recommendations before a business sale.
Credentials include CVA and M&AMI designations, with recognition from NACVA and M&A Source.
Get direct guidance from Peridot Valuation’s owner and valuator.
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.
Business appraisal is the process of developing an opinion of the value of a business or ownership interest. The work considers the company’s financial information, operations, ownership structure, risks, and other relevant factors. A formal appraisal may support transactions, succession planning, ESOPs, estate and gift tax matters, divorce settlements, judicial proceedings, or other decisions requiring a defensible valuation.
Speak with Peridot Valuation about your business appraisal needs.
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 begin a focused conversation with Peridot Valuation.
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