Business Valuation Services in Baltimore

A business valuation is an analysis used to estimate the value of a company or ownership interest for a defined purpose and date. It considers the business, its financial information, ownership characteristics, market context, and relevant risks. The resulting work can support transactions, estate and gift tax matters, ESOP administration, divorce settlements, judicial proceedings, succession planning, and exit planning.

A valuation may be appropriate before selling a company, transferring ownership to family members, establishing or administering an ESOP, preparing an estate or gift tax filing, resolving a divorce matter, or addressing a judicial proceeding. Owners may also use valuation analysis during exit planning to understand value drivers, identify risks, and make improvements before approaching buyers.

Peridot Valuation has experience valuing both controlling and minority interests in closely held companies. The appropriate analysis depends on the engagement’s purpose, the ownership interest involved, the available information, and the requirements of the intended user. The firm can discuss business interests connected with ESOPs, transactions, estate planning, gifts, divorce settlements, and other formal valuation needs.

Yes. Peridot Valuation provides formal business valuations for IRS and judicial purposes, including support related to gifting, death, and divorce valuations. The report or analysis is developed for the stated engagement purpose and relies on the information available for the business and ownership interest. Clients should also coordinate with their CPA or attorney regarding filing and legal requirements.

Yes. The firm works with professional advisors who need outside appraisal support for clients involving closely held business interests. This can include CPAs and tax firms handling gift or estate tax filings, estate and trust attorneys, and other advisors coordinating transaction, succession, or judicial matters. Peridot Valuation can provide focused valuation analysis for the engagement’s intended purpose.

A valuation typically requires business and ownership information relevant to the engagement, such as financial records, details about the company, ownership structure, operations, and the reason for the valuation. The exact information depends on whether the work concerns an ESOP, transaction, estate, gift, divorce, tax return, or another purpose. The firm can identify the applicable information during initial discussions.

Pricing varies according to the purpose, scope, ownership interest, business circumstances, and information required for the engagement. Peridot Valuation is positioned around affordable valuation work, but no standard price is provided for every situation. A discussion of the intended use and available business information is the appropriate starting point for determining the applicable scope and fee.

Yes. The firm helps business owners prepare their companies for sale by identifying value drivers, highlighting risks buyers may see, and providing actionable recommendations before a transaction. Peridot Valuation also has experience valuing and transacting closely held companies and may introduce ready-to-sell business owners to a capable business broker when appropriate.