ESOP Valuation
Peridot Valuation supports ESOP-related valuation needs involving controlling and minority interests, including work connected with plan administration and defensible valuation requirements.
Peridot Valuation provides thoughtful analysis for complex securities and financial instrument valuation needs, including interests connected to ESOPs, transactions, estate planning, tax matters, and closely held companies. Led by owner and valuator Jack Schroeder, the firm combines experience with controlling and minority interests, practical transaction knowledge, and a focus on high-quality, affordable valuation work.
Specialized valuation support for ESOP interests, transaction analysis, and ownership interests in closely held companies.
Peridot Valuation supports ESOP-related valuation needs involving controlling and minority interests, including work connected with plan administration and defensible valuation requirements.
Valuation analysis can help business owners and transaction participants understand value drivers, risks, and considerations when evaluating a closely held company transaction.
The firm evaluates ownership interests in closely held companies for purposes such as estate planning, divorce settlements, succession, gifting, and other formal valuation needs.
Complex securities and financial instruments require careful consideration of ownership rights, business conditions, transaction context, and the purpose of the valuation. Peridot Valuation brings experience with controlling and minority interests, ESOPs, closely held companies, estate planning, tax matters, and transaction analysis. The result is valuation work designed to clarify value drivers, identify risks, and support informed decisions.
Get focused valuation support from an experienced owner and valuator.
Jack Schroeder has prepared more than 80 business valuations involving varied ownership and valuation circumstances.
Experience includes both controlling and minority interests, closely held companies, ESOPs, and transaction analysis.
Valuation work supports IRS requirements, judicial purposes, estate planning, tax matters, and ownership decisions.
As owner and valuator, Jack Schroeder provides focused oversight rather than passing the engagement through layers.
Owner and valuator Jack Schroeder leads every client engagement.
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 complex valuation examines the interest or instrument in its business and transaction context. The analysis may consider ownership rights, the company’s financial information, the purpose of the valuation, and factors affecting value and risk. The appropriate work depends on the asset, engagement purpose, and information available, particularly when the interest relates to an ESOP, closely held company, estate, tax matter, or transaction.
Speak with Peridot Valuation about your complex financial instrument needs.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Peridot Valuation holds the Certified Valuation Analyst credential.
Peridot Valuation holds the Mergers and Acquisitions Master Intermediary credential.
Share your valuation purpose and circumstances to begin a focused conversation with Peridot Valuation.
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