Business Valuations in Virginia

A business valuation is an analysis used to estimate the value of a company or ownership interest for a defined purpose. It may consider the company’s financial performance, assets, risks, value drivers, ownership position, and the reason for the engagement. Valuations can support transactions, succession planning, ESOPs, estate and gift tax matters, divorce settlements, and judicial proceedings.

A valuation may be useful when preparing a company for sale, transferring ownership to family members, planning an exit, structuring a buy-sell decision, administering an estate, making a gift, supporting an ESOP, or addressing a divorce or judicial matter. The appropriate analysis depends on the purpose, ownership interest, and information available for the engagement.

Yes. Peridot Valuation provides formal business valuations for IRS-related purposes involving gifting, death, and divorce valuations. The analysis is developed around the purpose of the engagement and the relevant business and ownership information. Clients should coordinate with their CPA or attorney regarding filing requirements and how the valuation should be used with a tax return or other submission.

Peridot Valuation has experience valuing both controlling and minority interests in closely held companies. The appropriate approach depends on the ownership position, company characteristics, engagement purpose, and available records. A valuation may address an entire business or a specific ownership interest connected with an ESOP, estate, gift, transaction, succession plan, or other professional need.

Yes. ESOP valuation is one of Peridot Valuation’s specialized services. The firm has experience valuing controlling and minority interests and can support ESOP-related valuation needs. Peridot Valuation can also change valuation firms by copying the previous valuator’s methodology for ESOP valuations, helping maintain continuity when an administrator or trustee needs a new valuation provider.

Yes. A family business valuation can help owners and advisors understand the value of shares or LLC interests before an ownership transfer. The analysis may support succession planning, gifting to heirs, or other family ownership decisions. It can also help clarify business value drivers and risks before the transfer is structured with professional tax or legal guidance.

The requested information varies with the company and purpose of the engagement, but commonly includes business financial records, ownership details, operational information, and documents relevant to the valuation purpose. Additional information may be needed for an estate, gift, ESOP, transaction, divorce, or judicial matter. Peridot Valuation can explain the applicable information needs during the engagement discussion.

Yes. A valuation can help an owner understand business value drivers, identify risks buyers may see, and develop actionable recommendations before a sale. Peridot Valuation also works with closely held companies and has experience with business transactions. Ready-to-sell business owners may be introduced to a capable business broker when that type of support is appropriate.