Business Appraisal
Receive an independent appraisal of a closely held business to support exit planning, transaction analysis, partner discussions, judicial matters, or other formal valuation needs.
Peridot Valuation provides high-quality, affordable business valuations for owners, attorneys, CPAs, trustees, ESOP administrators, and other stakeholders in PA. From estate and gift tax reporting to succession planning, transaction analysis, and judicial matters, our work helps clarify value, identify risks, and support well-informed financial decisions with practical, defensible analysis.
Specialized valuation support for business owners, advisors, estates, tax filings, ESOPs, and transaction-related decisions.
Receive an independent appraisal of a closely held business to support exit planning, transaction analysis, partner discussions, judicial matters, or other formal valuation needs.
Obtain valuation support for employee stock ownership plans, including controlling and minority interest analysis and methodology continuity when changing valuation firms.
Support estate administration and tax reporting with a business interest valuation prepared for estates, trusts, date-of-death analysis, and related IRS requirements.
Value privately held business interests transferred to heirs, trusts, or other recipients for gifting purposes and support associated Form 709 and tax documentation needs.
Help family business owners understand value when transferring ownership to heirs, planning succession, considering buy-sell arrangements, or preparing for a future sale.
Prepare valuation support for noncash charitable contribution reporting involving qualifying business interests and documentation requirements associated with Form 8283.
Peridot Valuation helps business owners and their advisors understand what drives value, where risks may affect a buyer’s view, and how an ownership interest should be analyzed. Jack Schroeder has prepared more than 80 business valuations involving controlling and minority interests. His experience spans ESOPs, divorce settlements, estate planning, transaction analysis, tax returns, and judicial proceedings for clients seeking practical support in PA and beyond.
Practical valuation expertise for tax, planning, transaction, and judicial needs.
Jack Schroeder holds CVA and M&AMI credentials and has prepared more than 80 business valuations.
Experience includes controlling and minority interests, closely held companies, ESOPs, estates, and transactions.
Identify value drivers and risks buyers may see before pursuing a sale or ownership transfer in PA.
Peridot Valuation emphasizes high-quality work, affordable pricing, and fast turnaround for each engagement.
Owner and valuator Jack Schroeder leads every engagement.
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 used to estimate the value of a company or ownership interest. It considers factors such as financial performance, ownership rights, business risks, market conditions, and the purpose of the engagement. A valuation may support estate planning, gifting, an ESOP, a transaction, a divorce settlement, a judicial proceeding, or other formal decision-making needs.
Talk with Peridot Valuation about your business, ownership interest, or reporting need.
Named credential from the company information.
Named credential from the company information.
Professional valuation credential held by Jack Schroeder.
Mergers and acquisitions credential held by Jack Schroeder.
Share your valuation purpose and business details to begin a focused conversation with Peridot Valuation.
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