Business Appraisal
Receive an independent appraisal designed to clarify what a closely held business may be worth, including relevant value drivers, risks, ownership interests, and transaction considerations.
Peridot Valuation provides thoughtful business appraisals for owners, advisors, estates, ESOPs, tax filings, and transaction decisions. Led by credentialed valuator Jack Schroeder, the firm helps clarify value drivers, identify risks, and prepare defensible analyses for closely held companies. Whether you are planning a sale, transferring ownership, or meeting IRS requirements, receive focused valuation support tailored to your circumstances.
Specialized valuation support for ownership transfers, tax matters, ESOPs, estates, and business planning decisions.
Receive an independent appraisal designed to clarify what a closely held business may be worth, including relevant value drivers, risks, ownership interests, and transaction considerations.
Peridot Valuation supports ESOP-related valuation needs, including analysis of controlling and minority interests and the practical requirements surrounding employee stock ownership plans.
Family business succession and ownership transfer valuations help owners and advisors assess business interests when planning transfers, buyouts, or changes in family ownership.
Estate tax valuations support executors, trustees, heirs, and advisors who need a defensible value for a private business interest connected with estate administration.
Gift tax valuation services help establish supportable values for business interests transferred to heirs, trusts, or other recipients for tax reporting purposes.
Peridot Valuation prepares valuation work associated with forms such as Form 706, Form 709, Form 8283, and Form 5500 when business interests require documented support.
A business valuation can help owners understand value drivers, recognize risks buyers may see, and make better-informed decisions before a sale or ownership transfer. Peridot Valuation also supports IRS and judicial purposes involving estates, gifts, divorce, and related matters. With experience valuing controlling and minority interests in closely held companies, Jack Schroeder delivers focused analysis for owners and professional advisors.
Specialized expertise and practical guidance for closely held business valuation needs.
Jack Schroeder holds CVA and M&AMI credentials and is recognized by NACVA and M&A Source.
Jack has prepared more than 80 business valuations involving controlling and minority interests.
Experience valuing and transacting closely held companies supports analysis grounded in real business decisions.
Peridot Valuation emphasizes high-quality work, affordable pricing, and fast turnaround for clients.
Get focused guidance from 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 typically considers the company’s financial performance, assets, liabilities, ownership interest, industry and transaction context, along with risks and value drivers. The appropriate analysis depends on the purpose, such as a sale, succession plan, gift, estate, divorce, ESOP, or tax filing. A qualified valuator reviews relevant records and prepares an analysis suited to that purpose.
Talk with Peridot Valuation about your business, tax, estate, or transaction needs.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Professional certification held by Jack Schroeder.
Professional certification held by Jack Schroeder.
Share your valuation purpose and business details so Peridot Valuation can discuss an appropriate path forward.
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