Business Appraisal
Receive an independent appraisal to understand your company’s value, support exit planning, evaluate potential risks, and inform discussions with buyers, partners, successors, or other stakeholders.
Prepare for a confident business transition with valuation guidance from Peridot Valuation. We help owners understand value drivers, identify risks buyers may see, and develop actionable recommendations before a sale, succession, partner buyout, or other exit event. Our experience with closely held companies, controlling and minority interests, ESOPs, and transaction analysis supports informed decisions throughout the exit-planning process.
Valuation and advisory support for owners, successors, ESOPs, transactions, and closely held business planning.
Receive an independent appraisal to understand your company’s value, support exit planning, evaluate potential risks, and inform discussions with buyers, partners, successors, or other stakeholders.
Develop a formal valuation tailored to the purpose of the engagement, including transaction analysis, succession planning, partner buyouts, and other decisions involving closely held companies.
Support family business succession and ownership transfers with valuation analysis that helps owners and successors understand the financial implications of transferring shares or ownership interests.
Obtain valuation support for employee stock ownership plans, including analysis of controlling and minority interests and assistance with ongoing plan-related valuation needs.
Prepare valuations for estate planning, estate administration, and tax-related purposes involving private company interests, including support for IRS requirements and date-of-death analysis.
Establish a supportable value for gifted business interests, helping owners, families, tax professionals, and attorneys address transfers involving shares, LLC units, children, or trusts.
A well-supported valuation can help business owners prepare for sale, understand the value drivers buyers may examine, and address risks before entering a transaction. Peridot Valuation combines formal appraisal expertise with experience valuing closely held companies, controlling and minority interests, ESOPs, and transaction scenarios. The result is practical information for planning a thoughtful and financially informed business exit.
Get focused valuation guidance from an experienced owner and valuator who understands closely held businesses.
Jack Schroeder has prepared more than 80 business valuations across varied ownership and transaction situations.
Identify value drivers and buyer concerns before taking important steps toward a business sale.
Experience valuing and transacting closely held companies supports useful, decision-oriented valuation work.
Valuation services address ESOPs, estates, trusts, tax returns, divorce settlements, and judicial proceedings.
Focused guidance from Peridot Valuation owner and valuator 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.
A business exit advisor helps an owner understand the company’s value, identify value drivers and risks, and prepare for a sale, succession, partner buyout, or other transition. Peridot Valuation provides formal business valuation and related analysis to support informed planning. The work can help clarify financial considerations before an owner approaches buyers, successors, brokers, partners, or other stakeholders.
Speak with Peridot Valuation about your exit planning needs.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Professional certification held by Jack Schroeder.
Professional certification held by Jack Schroeder.
Share your valuation objectives and receive guidance on the right engagement for your situation.
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