Business Appraisal
A formal appraisal helps establish a defensible understanding of business value for exit planning, transaction analysis, partner buyouts, and other ownership decisions.
Peridot Valuation helps business owners prepare for a successful exit with practical valuation insight, risk analysis, and actionable recommendations. From succession and ownership transfers to transaction analysis and ESOP planning, our work clarifies what drives business value and what buyers may see. Owner and valuator Jack Schroeder brings experience with closely held companies and controlling and minority interests.
Valuation-focused services help owners understand business value, prepare for ownership transitions, and support informed exit decisions.
A formal appraisal helps establish a defensible understanding of business value for exit planning, transaction analysis, partner buyouts, and other ownership decisions.
Business valuation services examine value drivers, risks, and ownership interests to give business owners useful insight before pursuing a sale or other exit path.
Family business succession and ownership transfer valuation supports owners transferring shares or interests to heirs while building a supportable basis for the transition.
An exit strategy is stronger when it begins with a clear understanding of business value. Peridot Valuation identifies value drivers and risks buyers may see, then provides actionable recommendations before a sale. The firm’s experience with closely held companies, transaction analysis, and controlling and minority interests helps owners approach succession, buyouts, and potential transactions with greater clarity.
Get focused valuation guidance from an experienced owner and valuator who understands closely held companies.
Jack Schroeder has prepared more than 80 business valuations for varied ownership and transaction needs.
Experience valuing and transacting closely held companies informs useful, action-oriented recommendations.
Formal valuation work helps identify business value drivers and risks buyers may see before a sale.
Specialized support covers exit planning, ESOPs, estates, trusts, tax returns, and judicial proceedings.
Work directly with Peridot Valuation’s owner and valuator.
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.
The most effective exit strategy depends on the owner’s goals, the company’s ownership structure, value drivers, risks, and readiness for a transaction. Options may include a sale, succession, partner buyout, or another ownership transfer. A business valuation can clarify the company’s position, identify issues buyers may see, and support more informed planning before choosing a path.
Talk with Peridot Valuation about your valuation and ownership transition needs.
Credentialed by the National Association of Certified Valuators and Analysts (NACVA).
Credentialed by M&A Source.
Certified Valuation Analyst (CVA).
Mergers and Acquisitions Master Intermediary (M&AMI).
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