Business Valuations in Connecticut

A business valuation is an analysis of the economic value of a company or ownership interest. It considers the purpose of the engagement, the company’s financial information, ownership structure, operations, risks, and relevant market factors. The resulting report or analysis can support transactions, succession, gifting, estate matters, ESOP administration, divorce settlements, tax filings, and judicial proceedings.

A valuation may be useful before a sale, ownership transfer, succession plan, partner buyout, or buy-sell discussion. It may also be needed for estate planning, gifting, divorce, ESOP administration, tax returns, or judicial matters. Obtaining analysis before a major decision can help identify value drivers and risks while there is still time to address them.

The information needed depends on the engagement’s purpose and the company’s circumstances. Common materials may include financial statements, tax returns, ownership records, organizational information, business descriptions, and details about operations, assets, liabilities, and agreements. Peridot Valuation can explain the relevant documentation during the engagement and identify additional information needed for a supportable analysis.

Yes. Jack Schroeder has experience valuing both controlling and minority interests. The analysis considers the rights and characteristics of the specific interest being valued, along with the valuation purpose and available company information. This can be relevant for ESOPs, family ownership transfers, gifting, estate matters, buy-sell planning, and other closely held company situations.

Formal valuations can support IRS-related requirements involving gifting, death, estate matters, and divorce valuations. The appropriate analysis depends on the filing, ownership interest, valuation date, and facts of the business. Peridot Valuation provides valuation work for tax returns and related planning needs, while your tax or legal advisor can address filing and reporting requirements.

Yes. Peridot Valuation provides ESOP valuation services and has experience valuing controlling and minority interests. The firm can also help business owners change valuation firms by copying the previous valuator’s methodology for ESOP valuations. Engagement requirements depend on the plan, valuation purpose, available records, and the needs of the administrator or trustee.

Yes. A valuation can help an owner understand business value drivers, identify risks buyers may see, and develop actionable recommendations before a sale. It can also provide a more informed basis for exit planning and transaction discussions. Peridot Valuation may introduce ready-to-sell business owners to a capable business broker when that type of support is appropriate.

Start by explaining the reason for the valuation, the type of business or ownership interest involved, and the decision or filing it must support. Peridot Valuation can then discuss the engagement’s scope, relevant records, valuation purpose, and expected deliverable. This initial conversation helps determine whether the firm’s experience aligns with your Connecticut valuation needs.