Business Succession Planning Services for Business Owners

Business succession planning prepares for a future change in ownership or leadership. For a closely held company, the process may involve understanding business value, identifying value drivers and risks, evaluating transfers to family members or partners, and considering sale, buy-sell, ESOP, estate, or gifting needs. An independent valuation can provide support for important planning and decision-making.

A valuation helps establish an informed view of the company’s value before ownership changes occur. It can clarify the interests being transferred, identify factors that influence value, and highlight risks a buyer or successor may see. This information can support family transfers, partner arrangements, exit planning, gifting, estate administration, and other succession-related decisions.

Yes. Peridot Valuation provides family business succession and ownership transfer valuation services. The work can help owners assess the value of shares or ownership interests being transferred to heirs, family members, trusts, or other successors. The appropriate analysis depends on the facts of the business and the purpose of the transfer.

Yes. ESOP valuation is a listed service, and Peridot Valuation has experience valuing both controlling and minority interests for ESOPs. An independent valuation may support administrators, trustees, and other parties involved in employee stock ownership planning, annual reporting, or related compliance needs.

Peridot Valuation has experience valuing controlling and minority interests in closely held companies. The analysis may address the business as a whole or a specific ownership interest, depending on the engagement purpose. Relevant considerations can include succession, ownership transfer, ESOP planning, estate planning, transaction analysis, gifting, or judicial requirements.

Yes. Peridot Valuation provides gift and estate tax valuation services, including Form 709, Form 706, and related business valuation work. A valuation may help support the reporting and documentation needs associated with transferring or administering a closely held business interest. Engagement requirements depend on the facts, valuation date, ownership interest, and filing purpose.

Yes. Peridot Valuation helps business owners prepare their businesses for sale by identifying value drivers and risks buyers may see. The valuation process can provide actionable recommendations before a sale and support exit planning. Peridot Valuation may also introduce ready-to-sell business owners to a capable business broker when that additional support is appropriate.

Begin by discussing the purpose of the engagement, the ownership interest involved, the intended valuation date, and the parties who will rely on the work. Peridot Valuation can then determine whether a business appraisal, ownership transfer valuation, ESOP valuation, or tax-focused valuation is appropriate and explain the information needed to proceed.