Business Appraisal
A formal appraisal of a business or ownership interest to support planning, transactions, tax matters, judicial proceedings, and other decisions requiring a defensible value.
Peridot Valuation provides formal business appraisals for owners, attorneys, CPAs, estates, ESOPs, tax filings, and transaction decisions. Led by Jack Schroeder, the firm brings experience valuing controlling and minority interests in closely held companies. Wichita-area clients receive practical insight into value drivers, buyer concerns, and risks when preparing for gifting, succession, sale, or judicial proceedings.
Formal and practical valuation support for closely held companies, tax matters, ownership transfers, ESOPs, and transaction decisions.
A formal appraisal of a business or ownership interest to support planning, transactions, tax matters, judicial proceedings, and other decisions requiring a defensible value.
Valuation support for employee stock ownership plans, including work involving controlling and minority interests and the reporting needs of ESOP administrators and trustees.
Business interest valuation for estate administration, estate planning, and date-of-death reporting involving closely held companies and private ownership interests.
Independent valuation support for owners transferring company shares or LLC units to family members, trusts, or other recipients for gift tax purposes.
Valuation guidance for family business succession, ownership transfers, partner buyouts, and exit planning, with attention to value drivers and risks buyers may see.
Business valuation work that helps owners and advisors understand value during a sale, acquisition, transaction review, or closely held company planning decision.
A well-supported valuation can help clarify business value, identify risks, and guide decisions involving sale preparation, succession, gifting, estates, ESOPs, or litigation. Peridot Valuation works with closely held companies and ownership interests, providing formal reports for IRS and judicial purposes alongside practical recommendations. For Wichita KS business owners and advisors, the focus is clear analysis that supports confident next steps.
Receive focused valuation support from an experienced owner and valuator.
Jack Schroeder holds the Certified Valuation Analyst credential for specialized business valuation work.
Jack has prepared more than 80 business valuations involving varied ownership and planning needs.
Practical experience valuing controlling and minority interests in closely held companies and transactions.
Reports help identify value drivers and risks before a Wichita-area business sale or ownership decision.
Experienced valuation guidance led by owner and valuator 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.
The three commonly recognized valuation approaches are the income approach, the market approach, and the asset approach. The income approach considers expected economic benefits, the market approach compares relevant market evidence, and the asset approach considers the value of underlying assets and liabilities. A qualified valuator selects and applies appropriate methods based on the business, purpose, available information, and engagement requirements.
Speak with Peridot Valuation about your business or ownership interest.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source for mergers and acquisitions expertise.
Professional certification held by Jack Schroeder.
Professional certification held by Jack Schroeder.
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