Business Appraisal
Receive a formal appraisal that helps clarify business value, value drivers, and risks buyers may consider during a sale or transaction.
Support broker engagements with clear, defensible business valuations from Peridot Valuation. Our work helps identify value drivers, assess risks buyers may see, and give owners actionable recommendations before a sale. With experience valuing controlling and minority interests, closely held companies, ESOPs, estates, and transaction needs, we help brokers move forward with better-informed conversations and credible analysis.
Independent valuation support for brokers handling business sales, ownership transfers, ESOPs, tax matters, and transaction analysis.
Receive a formal appraisal that helps clarify business value, value drivers, and risks buyers may consider during a sale or transaction.
Support ESOP administrators, trustees, and brokers with valuations addressing controlling or minority interests and the needs of closely held companies.
Evaluate family business ownership transfers and succession plans with analysis designed to support informed decisions around shares, interests, or units.
Obtain valuation support for estates, trusts, and related tax requirements involving privately held business interests and date-of-death analysis.
Prepare valuation support for gifting shares or ownership interests to heirs or trusts, including needs associated with Form 709 and gift tax matters.
Use independent valuation insight to understand a company’s position, identify risks, and prepare owners for a potential sale or transaction.
Peridot Valuation helps brokers and their clients understand what drives business value before a sale, ownership transfer, or transaction. Jack Schroeder has prepared more than 80 business valuations and has experience with controlling and minority interests, closely held companies, ESOPs, estate planning, divorce settlements, and transaction analysis. The work provides actionable recommendations and support for formal IRS or judicial purposes.
Get focused valuation support from an experienced owner and valuator who understands broker and transaction needs.
Jack Schroeder has prepared more than 80 business valuations across varied business and transaction needs.
Valuation analysis helps identify value drivers and risks buyers may see before a business sale.
Peridot Valuation provides formal work for IRS requirements, tax matters, and judicial purposes.
Experience valuing and transacting closely held companies supports practical, transaction-aware analysis.
Work directly with Jack Schroeder, owner and valuator at Peridot Valuation.
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.
Peridot Valuation provides business appraisals, transaction analysis, ESOP valuation, family business succession and ownership transfer valuation, estate tax valuation, gift tax valuation, and related formal valuation support. These services can help brokers and their clients understand business value, identify value drivers and risks, and prepare for sales, transfers, tax filings, or other transaction-related needs.
Connect with Peridot Valuation to discuss your broker engagement.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Certified Valuation Analyst (CVA) credential.
Mergers and Acquisitions Master Intermediary (M&AMI) credential.
Share your broker or transaction requirements and connect with Peridot Valuation about the right valuation support.
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