Consulting for Enterprise Value

Enterprise value consulting applies business valuation analysis to help owners and advisors understand what drives a company’s value, where risks may exist, and how value relates to a planned decision. Depending on the assignment, the work may support exit planning, ownership transfers, ESOPs, estate and gift tax matters, transaction analysis, or judicial proceedings.

Owners commonly seek valuation support when preparing for a sale, planning succession, considering a partner buyout, transferring ownership to heirs, establishing a buy-sell arrangement, or evaluating a transaction. A valuation can also help identify value drivers and risks before discussions with buyers, advisors, family members, or other stakeholders.

Yes. Jack Schroeder has experience valuing both controlling and minority interests, including interests connected with ESOPs, divorce settlements, estate planning, and transaction analysis. The appropriate analysis depends on the assignment, the ownership interest being valued, and the purpose for which the valuation is prepared.

Peridot Valuation provides formal business valuations for IRS and judicial purposes. Its work may support gifting, death, divorce, estate, trust, and tax return matters. The assignment is developed around the relevant purpose and available business information so the resulting analysis can address the documentation needs associated with that engagement.

Peridot Valuation specializes in closely held companies and has experience with business transactions and ownership interests. The firm can assess a business or interest based on the facts, records, ownership structure, and purpose of the engagement. Prospective clients should provide available information so the assignment can be evaluated appropriately.

Yes. Peridot Valuation provides ESOP valuation services and has experience valuing both controlling and minority interests. The firm can also help business owners change valuation firms by copying the previous valuator’s methodology for ESOP valuations, supporting continuity in the valuation process.

Typical clients and referral partners include business owners planning an exit or succession, ESOP administrators, estate and trust attorneys, CPA and tax firms, executors, trustees, and others handling closely held business interests. The firm also works with situations involving gifting, estates, trusts, tax returns, transactions, and judicial proceedings.

The required information varies with the purpose and scope of the assignment. Business, financial, ownership, transaction, and other relevant records may be requested so the valuation can address the engagement properly. Peridot Valuation can review the situation, explain the expected information needs, and clarify the appropriate valuation service before work begins.