Business Appraisal
Independent appraisal support for closely held companies, ownership interests, transaction analysis, exit planning, and other situations requiring a supportable business value.
Peridot Valuation provides clear, defensible business valuations for owners, attorneys, CPAs, trustees, and ESOP administrators. From estate and gift tax reporting to succession, transaction analysis, and exit planning, valuations are tailored to the purpose at hand. Owner and valuator Jack Schroeder brings experience with closely held companies and controlling and minority interests across Maryland and the United States.
Specialized valuation support for tax, ownership, transaction, estate, succession, and employee ownership needs.
Independent appraisal support for closely held companies, ownership interests, transaction analysis, exit planning, and other situations requiring a supportable business value.
Valuation services for employee stock ownership plans, including analysis of controlling and minority interests and support for plan administration and reporting needs.
Business interest valuations supporting estate administration, date-of-death reporting, estate planning, and IRS requirements involving closely held companies.
Valuations for transfers of private company shares or LLC interests to heirs, trusts, or other recipients for gift tax and planning purposes.
Business valuation support for estate tax returns, including the valuation of closely held business interests relevant to Form 706 requirements.
Valuation guidance for family business ownership transfers, succession planning, partner buyouts, and other decisions involving changing ownership.
A business valuation can clarify value drivers, risks, ownership interests, and the evidence needed for a tax, transaction, succession, or judicial purpose. Peridot Valuation provides focused support for closely held companies, ESOPs, estate and gift matters, and exit planning. Maryland business owners and professional advisers receive practical analysis designed around the engagement’s specific requirements.
Specialized valuation experience with practical support for complex ownership and reporting decisions.
Focused on business valuations for ESOPs, estates, trusts, taxes, transactions, and judicial proceedings.
Jack Schroeder has prepared more than 80 valuations involving controlling and minority business interests.
Experience valuing and transacting closely held companies helps identify value drivers and buyer-facing risks.
Credentialed as a CVA and M&AMI, with recognition from NACVA and M&A Source.
Work directly with 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.
A business valuation is an analysis used to estimate the value of a company or ownership interest for a defined purpose. The work may consider the company’s financial information, operations, ownership structure, market context, risks, and value drivers. Peridot Valuation prepares valuations for transactions, exit planning, ESOPs, estate and gift matters, tax returns, divorce settlements, and judicial proceedings.
Speak with Peridot Valuation about the purpose and scope of your engagement.
Professional valuation credential held by Jack Schroeder.
M&A credential held by Jack Schroeder.
Peridot Valuation is credentialed by NACVA.
Peridot Valuation is credentialed by M&A Source.
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