Business Appraisal
A formal appraisal helps business owners and advisors understand company value for planning, transactions, ownership decisions, and other situations requiring an independent valuation perspective.
Business value consulting helps owners, advisors, and stakeholders understand what a company is worth, what drives that value, and where risk may affect a transaction. Peridot Valuation provides practical business valuation insight for exit planning, succession, ESOPs, estate and gift tax matters, divorce settlements, and transaction analysis, helping clients make informed decisions with defensible support.
Explore valuation services supporting ownership decisions, tax matters, ESOPs, estate planning, transactions, and closely held companies.
A formal appraisal helps business owners and advisors understand company value for planning, transactions, ownership decisions, and other situations requiring an independent valuation perspective.
ESOP valuation services address controlling and minority interests while supporting plan administration, reporting needs, and defensible analysis for employee stock ownership plans.
Family business succession and ownership transfer valuation helps stakeholders evaluate business interests when planning transfers to heirs, trusts, or other successors.
Estate tax valuation supports date-of-death and estate-related analysis involving closely held business interests, with attention to documentation and IRS requirements.
Gift, Form 709, and related valuation services help support the reporting of transferred business interests for gifting and tax planning purposes.
Transaction-focused valuation helps owners understand value drivers and risks before a sale, buyout, acquisition, or other closely held business transaction.
Business value consulting connects formal valuation analysis with practical planning. Peridot Valuation helps identify value drivers, risks, and considerations that may influence a sale, succession plan, ownership transfer, ESOP, tax filing, or judicial matter. With experience valuing controlling and minority interests in closely held companies, the firm provides insight designed to support better-informed decisions and defensible documentation.
Practical valuation expertise for owners, advisors, and stakeholders facing important business decisions.
Jack Schroeder has prepared more than 80 business valuations involving varied ownership and business circumstances.
Work is led by a CVA and M&AMI credentialed valuator with recognized professional affiliations.
Experience with closely held companies and transactions helps connect valuation findings to business decisions.
High-quality, affordable, fast-turnaround valuation work supports clients across the United States.
Get to know the owner and valuator leading Peridot Valuation.
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.
Business value consulting helps owners and stakeholders understand the value of a company, the factors influencing that value, and the risks that may affect a transaction or planning decision. It can support exit planning, succession, ownership transfers, ESOPs, estate and gift tax matters, divorce settlements, tax filings, and transaction analysis involving closely held businesses.
Speak with Peridot Valuation about your business valuation needs.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source for merger and acquisition expertise.
Certified Valuation Analyst (CVA) credential.
Mergers and Acquisitions Master Intermediary (M&AMI) credential.
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