ESOP Valuation
Receive an independent valuation of an employee stock ownership plan interest, addressing the value considerations relevant to trustees, administrators, and company stakeholders.
Peridot Valuation provides independent ESOP consulting and valuation support for business owners, trustees, administrators, and professional advisors. From employee stock ownership plan valuations to transaction analysis and ownership transfers, our work helps clarify value, identify risks, and support defensible decisions. With experience valuing controlling and minority interests, we deliver practical guidance for closely held companies across the United States.
Independent valuation and advisory support for ESOPs, closely held companies, ownership transfers, and transaction decisions.
Receive an independent valuation of an employee stock ownership plan interest, addressing the value considerations relevant to trustees, administrators, and company stakeholders.
Employee stock ownership plan valuation support helps establish a defensible value for plan-related reporting, administration, and ongoing decision-making.
Obtain a structured appraisal of a closely held company, including analysis that can clarify value drivers, risks, and potential buyer concerns.
Support family business succession and ownership transfers with valuation analysis designed to inform share or LLC interest transactions.
Use business valuation insight to evaluate transaction considerations, prepare for a sale, or understand the implications of transferring ownership interests.
Access formal valuation work for ESOPs, exit planning, estates, trusts, tax returns, IRS requirements, and judicial proceedings.
ESOP decisions require a clear understanding of business value, ownership interests, risks, and the factors that influence a transaction. Peridot Valuation provides independent analysis for employee stock ownership plans and closely held companies, including controlling and minority interests. The work can help trustees, administrators, owners, and professional advisors evaluate value drivers and prepare defensible materials for business and reporting needs.
Get focused valuation support from an owner-led firm serving clients across the United States.
Experience valuing controlling and minority interests for ESOPs and closely held companies.
Work directly with Jack Schroeder, the firm’s owner and valuator, throughout the engagement.
Identify business value drivers and risks buyers may see before an ownership transaction.
Receive valuation work supporting IRS requirements and judicial purposes when applicable.
An owner-led valuation practice focused on practical, defensible business analysis.
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.
ESOP advisory means providing specialized guidance related to an employee stock ownership plan and the value of the business or ownership interests involved. Advisory work may support trustees, administrators, company owners, and professional advisors with valuation analysis, value drivers, transaction considerations, and reporting needs. The exact scope depends on the engagement and the decisions the client needs to support.
Speak with Peridot Valuation about your business, plan, or ownership interest.
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.
Tell us about your company, ownership interest, and valuation purpose so we can discuss the appropriate next step.
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To help us assist you faster, please include the reason for your message so the relevant team can reach out as soon as possible.