Business Appraisal
A formal appraisal of a business or ownership interest to support transaction analysis, exit planning, partner decisions, and other situations requiring an independent view of value.
Peridot Valuation provides clear, defensible equity valuations and business appraisals for owners, families, estates, ESOPs, tax filings, and transactions. Led by an experienced valuator, the firm evaluates controlling and minority interests in closely held companies while identifying value drivers, risks, and practical next steps. Services support clients across the United States with high-quality, affordable valuation work.
Specialized valuations for ownership transfers, tax filings, ESOPs, estates, and closely held business decisions.
A formal appraisal of a business or ownership interest to support transaction analysis, exit planning, partner decisions, and other situations requiring an independent view of value.
Valuation support for employee stock ownership plans, including interests that require careful analysis of controlling or minority ownership and defensible reporting.
Business interest valuations for estate planning and estate administration, including support for requirements associated with interests held at death.
Independent valuations for business interests transferred to heirs, family members, trusts, or other recipients in connection with gifting and tax planning.
Valuation guidance for family businesses preparing ownership transfers, succession arrangements, buy-sell decisions, or other changes in ownership.
Valuation work supporting Form 709 gift tax filings when privately held business interests or equity transfers must be documented for tax purposes.
Peridot Valuation helps business owners, families, advisors, and fiduciaries understand what an ownership interest may be worth and why. Analysis can address controlling and minority interests in closely held companies, value drivers, buyer-perceived risks, and documentation needs for tax or judicial purposes. The firm also provides actionable recommendations for owners preparing for a sale or transition.
Receive focused valuation guidance from an experienced owner and valuator.
Jack Schroeder has prepared more than 80 business valuations involving controlling and minority interests.
The firm focuses on ESOPs, estates, trusts, tax returns, transactions, and judicial proceedings.
Valuation work identifies value drivers, buyer risks, and practical recommendations before a sale.
Peridot Valuation serves owners and professional advisors with high-quality, affordable valuation work.
Get focused guidance from Peridot Valuation owner Jack Schroeder.
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.
Equity valuation is the process of determining the value of an ownership interest in a business. The analysis may consider the company’s financial information, operations, market position, risks, and whether the interest is controlling or minority. A formal valuation can support transactions, succession planning, ESOP needs, estate and gift tax filings, divorce matters, and judicial proceedings.
Speak with Peridot Valuation about your equity appraisal needs.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Certified Valuation Analyst (CVA) credential.
Mergers and Acquisitions Master Intermediary (M&AMI) credential.
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