Business Appraisal
A formal appraisal of a business or ownership interest to support planning, transactions, disputes, tax matters, or other defined valuation needs.
Peridot Valuation provides thoughtful business valuation services for owners, attorneys, tax professionals, trustees, and ESOP administrators in New Jersey. Whether you need support for an exit plan, estate, gift, divorce, transaction, or IRS filing, our work helps clarify value drivers, identify risks, and support informed decisions with a high-quality, affordable approach.
Specialized valuation support for business owners, tax professionals, attorneys, estates, ESOPs, and transaction decisions.
A formal appraisal of a business or ownership interest to support planning, transactions, disputes, tax matters, or other defined valuation needs.
Valuation support for employee stock ownership plans, including work involving controlling and minority interests and ongoing plan-related requirements.
Business valuation support for estates, trusts, and estate planning, including valuations connected with IRS requirements and date-of-death considerations.
Independent valuation work for owners transferring private company shares or LLC interests to family members, trusts, or other recipients.
Analysis for acquisitions, sales, partner buyouts, exit planning, and other decisions involving closely held companies and business interests.
Valuation services supporting Form 5500, Form 706, Form 709, and Form 8283 engagements when a defensible business value is required.
Peridot Valuation helps clients understand what drives business value and what risks buyers, tax authorities, or other stakeholders may see. The firm supports closely held companies, controlling and minority interests, ESOPs, divorce settlements, estate planning, transaction analysis, and tax-related needs. For New Jersey business owners and advisors, this creates a more informed foundation for planning, reporting, and major ownership decisions.
Specialized valuation work led by an experienced owner and valuator.
Focused on business valuations for ESOPs, estates, taxes, transactions, divorce, and exit planning.
Jack Schroeder has prepared more than 80 business valuations involving controlling and minority interests.
Experience valuing and transacting closely held companies helps connect analysis with real business decisions.
A high-quality, affordable approach supports New Jersey clients seeking clear and practical valuation guidance.
Get direct support from Peridot Valuation owner Jack Schroeder.
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.
A business valuation is an analysis of the economic value of a company or ownership interest. It considers factors such as the company’s financial performance, assets, risks, market position, ownership structure, and purpose of the engagement. The resulting work can support transactions, exit planning, estate and gift tax matters, ESOPs, divorce settlements, judicial proceedings, and other defined needs.
Speak with Peridot Valuation about your business, tax, estate, or transaction needs.
Named accreditation held by Peridot Valuation.
Named accreditation held by Peridot Valuation.
Professional valuation certification held by Jack Schroeder.
Professional mergers and acquisitions certification held by Jack Schroeder.
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