Estate Valuation Consultants and Services

The cost of an estate valuation varies according to the assets involved, the ownership interest being valued, the purpose of the appraisal, and the records requiring review. A valuation of a closely held business may require more analysis than a straightforward asset review. Peridot Valuation provides affordable valuation work, with engagement details and pricing discussed after understanding the assignment.

An estate valuation establishes the value of property or a business interest for purposes such as estate administration, estate planning, trusts, tax returns, gifting, and IRS requirements. When an estate includes a private company, a formal business valuation can help executors, trustees, attorneys, and CPAs support reporting and understand the value of the ownership interest.

Yes. Peridot Valuation specializes in business valuation work involving closely held companies and ownership interests. Jack Schroeder has experience valuing both controlling and minority interests, including assignments connected with estates, trusts, estate planning, gifting, tax returns, and IRS requirements. The analysis is tailored to the purpose of the engagement and the records available for review.

Peridot Valuation provides Form 706 valuation services for estate tax reporting involving privately held business interests. The engagement can address the ownership interest being reported and the valuation analysis needed to support the estate tax filing. Attorneys, CPAs, executors, and trustees can use the valuation as part of their broader estate administration and tax reporting process.

Yes. Form 709 valuation work supports gift tax reporting when shares, LLC interests, or other closely held business interests are transferred. Peridot Valuation analyzes the relevant ownership interest and prepares formal valuation support appropriate to the assignment. Clients can coordinate the completed valuation with their CPA, tax professional, or estate attorney for filing decisions.

The required information depends on the assignment, but commonly includes ownership records, financial statements, tax returns, details about the business, and documents describing the estate, gift, trust, or transaction purpose. Peridot Valuation identifies the relevant records during the engagement and uses available company and ownership information to analyze value drivers, risks, and the interest being valued.

Yes. Jack Schroeder has experience valuing both controlling and minority interests in closely held companies. A minority interest assignment considers the specific ownership position and the purpose of the valuation, such as estate planning, gifting, tax reporting, transaction analysis, or a judicial matter. The final scope is shaped by the facts and documentation for the engagement.

Peridot Valuation can help business owners change valuation firms by copying the previous valuator’s methodology for ESOP valuations. For estate assignments, the appropriate approach depends on the purpose, ownership interest, records, and reporting requirements. Previous reports and supporting materials may help the valuator understand prior methodology and maintain useful continuity where appropriate.