Exit Equity Business Broker and M&A Advisory

Exit equity business brokerage and M&A advisory supports owners evaluating a sale, ownership transfer, partner buyout, or other transaction. The work may include understanding business value, identifying value drivers and risks, preparing for buyer questions, and connecting ready-to-sell owners with a capable business broker when appropriate. The right scope depends on the transaction and the owner’s objectives.

A valuation can help an owner understand the business’s value drivers, weaknesses, and risks before entering sale discussions. It provides a more informed basis for setting expectations, preparing financial information, addressing buyer concerns, and considering whether improvements could strengthen the business before a transaction. An independent analysis may also help owners compare potential transaction outcomes more clearly.

Yes. Peridot Valuation helps business owners prepare for sale by identifying factors that influence value and risks buyers may notice. The resulting recommendations can help owners organize their thinking before approaching the market. For owners who are ready to sell, the firm can also introduce them to a capable business broker, where that connection is appropriate.

Yes. The firm has experience valuing and transacting closely held companies, including controlling and minority ownership interests. This perspective is useful when evaluating private businesses, partner interests, family ownership transfers, buy-sell situations, and transaction analysis. The engagement is tailored to the ownership interest and purpose of the valuation.

Yes. Jack Schroeder has experience valuing both controlling and minority interests. A minority interest analysis considers the specific ownership position and the purpose for which the valuation is being prepared. Peridot Valuation can discuss the relevant facts, ownership structure, and intended use so the work is aligned with the engagement requirements.

Peridot Valuation provides formal business valuations for IRS and judicial purposes. Its work supports needs involving gifting, death, divorce, estate planning, tax returns, trusts, and judicial proceedings. The appropriate valuation approach depends on the purpose and facts of the engagement, so the intended use should be established at the start of the assignment.

Yes. Peridot Valuation provides ESOP valuation support and has experience valuing controlling and minority interests. For business owners changing valuation firms, the company can copy the previous valuator’s methodology for ESOP valuations. This can help maintain continuity while establishing the scope and information needed for the new engagement.

Useful starting information may include the purpose of the valuation, ownership details, business structure, available financial records, and any relevant transaction or transfer context. For exit planning, it is also helpful to explain your objectives and concerns about a potential buyer or ownership transition. Peridot Valuation can identify the additional information needed for the assignment.