Business Appraisal
Receive a formal appraisal of a business or closely held company to support planning, transactions, judicial matters, or other decisions requiring an independent understanding of value.
Peridot Valuation provides high-quality business valuations for Raleigh owners, attorneys, CPAs, trustees, and ESOP professionals. Whether you are preparing for a sale, planning a transfer, addressing estate or gift tax requirements, or evaluating a closely held company, our work helps clarify value, risks, and defensible next steps for important financial decisions.
Specialized valuation support for ownership transfers, tax filings, ESOPs, estates, transactions, and closely held companies.
Receive a formal appraisal of a business or closely held company to support planning, transactions, judicial matters, or other decisions requiring an independent understanding of value.
Obtain valuation support for employee stock ownership plans, including work involving controlling and minority interests and the needs of ESOP administrators and trustees.
Support estate administration and tax planning with valuation work for private business interests connected to estates, trusts, gifting, and date-of-death considerations.
Develop a supportable value for business interests transferred to heirs, children, or trusts, helping address gifting needs and related tax return requirements.
Clarify business value for family ownership transfers, succession planning, partner buyouts, and other decisions involving closely held company interests.
Prepare valuation support for applicable filings, including Forms 5500, 706, 709, and 8283, when a defensible business value is required.
A well-supported valuation can help Raleigh business owners understand value drivers, identify risks buyers may see, and make more informed choices before a sale or ownership transfer. Peridot Valuation also supports IRS and judicial purposes involving estates, gifts, divorce, and tax returns. Work is led by Jack Schroeder, who has prepared more than 80 business valuations involving closely held companies and varied ownership interests.
Specialized experience and practical insight for complex business valuation needs.
Jack Schroeder has prepared more than 80 business valuations for varied ownership and planning needs.
Focused valuation support covers ESOPs, estates, gifts, divorce, transactions, and closely held companies.
Valuation work identifies business value drivers and risks buyers may evaluate before a sale.
Work is led by a CVA and M&AMI credentialed valuation professional recognized by NACVA and M&A Source.
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 determine the value of a company or ownership interest. It considers relevant business information, ownership characteristics, financial performance, value drivers, and risks. The resulting work can support transactions, succession planning, ESOP needs, estate and gift tax matters, divorce settlements, tax returns, and judicial proceedings.
Talk with Peridot Valuation about your business, tax, or ownership needs.
Named certification held by Jack Schroeder.
Named certification held by Jack Schroeder.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Share your valuation objectives and receive guidance on the appropriate next step.
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