Business Appraisal
A formal appraisal of a closely held company to help owners, buyers, attorneys, and financial professionals understand value, risks, and relevant business considerations.
Peridot Valuation provides formal business appraisals for owners, attorneys, CPAs, trustees, and ESOP professionals in Pittsburgh. Led by owner and valuator Jack Schroeder, the firm evaluates controlling and minority interests for transactions, succession, estate planning, tax filings, divorce settlements, and judicial matters. Each engagement is designed to clarify value drivers, identify risks, and support informed financial decisions.
Formal valuation services for business sales, ownership transfers, ESOPs, tax filings, estates, trusts, and related financial decisions.
A formal appraisal of a closely held company to help owners, buyers, attorneys, and financial professionals understand value, risks, and relevant business considerations.
Valuation support for employee stock ownership plans, including controlling and minority interests and documentation needs connected with plan administration and reporting.
Business interest valuations for estate planning, estate administration, and date-of-death considerations involving privately held companies, trusts, or other closely held assets.
Independent valuations supporting transfers of private company shares or LLC interests to heirs, trusts, or other recipients for gift tax planning and filings.
Valuation analysis for business sales, acquisitions, buy-sell arrangements, exit planning, and transaction decisions involving closely held companies.
Valuation support for noncash charitable contribution filings involving business interests, with analysis prepared for the relevant reporting and documentation needs.
A business valuation can help owners understand what drives value, where buyers may see risk, and which actions may strengthen a future transaction. Peridot Valuation prepares formal appraisals for ESOPs, estate and gift tax matters, divorce settlements, exit planning, transaction analysis, and judicial purposes. Pittsburgh business owners and their advisors receive focused analysis shaped around the engagement’s purpose.
Specialized valuation experience with practical support for owners and professional advisors.
Focused on business valuations for ESOPs, estates, trusts, tax returns, transactions, and judicial matters.
Jack Schroeder has prepared more than 80 business valuations involving controlling and minority interests.
Experience valuing and transacting closely held companies helps identify value drivers and buyer concerns.
A Pittsburgh-focused resource offering high-quality, affordable, and fast-turnaround valuation work.
Work directly with Peridot Valuation’s owner and valuator.
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 for a defined purpose. It may consider financial information, operations, market conditions, ownership rights, risks, and the reason for the engagement. Formal valuations can support transactions, ESOP administration, estate and gift tax matters, divorce settlements, exit planning, and judicial proceedings.
Discuss your business, ownership interest, and appraisal objectives with Peridot Valuation.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Certified Valuation Analyst (CVA) credential.
Mergers and Acquisitions Master Intermediary (M&AMI) credential.
Share your valuation purpose and business details to begin a focused conversation with Peridot Valuation.
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To help us assist you faster, please include the reason for your message so the relevant team can reach out as soon as possible.