Business Appraisal
A formal appraisal of a business or ownership interest to support transaction analysis, planning, litigation, tax matters, or other decisions requiring an independent understanding of value.
Peridot Valuation provides clear, defensible business valuations for expert witness assignments, litigation, tax matters, estate planning, ESOPs, divorce settlements, and transaction analysis. Owner and valuator Jack Schroeder brings experience with controlling and minority interests, closely held companies, and judicial proceedings, helping attorneys, fiduciaries, and business owners understand value, risk, and the support behind an appraisal.
Independent valuation support for litigation, tax filings, ownership transfers, ESOPs, estates, and closely held business decisions.
A formal appraisal of a business or ownership interest to support transaction analysis, planning, litigation, tax matters, or other decisions requiring an independent understanding of value.
Comprehensive valuation work for closely held companies, including analysis of controlling and minority interests, value drivers, risks, and the circumstances surrounding the engagement.
Valuation support for employee stock ownership plans, including independent analysis for ESOP administrators, trustees, annual reporting, and plan compliance needs.
Business interest valuations prepared to support estate administration and estate tax requirements, including date-of-death analysis for executors, trustees, and heirs.
Supportable valuations for business interests transferred to family members, trusts, or other recipients when a defensible value is needed for gift tax purposes.
Valuation guidance for family business succession and ownership transfers, helping owners assess interests and prepare for structured transitions or related planning.
Peridot Valuation helps attorneys, CPAs, fiduciaries, and business owners understand what a company or ownership interest is worth and why. Engagements can address controlling or minority interests, closely held companies, ESOPs, estates, gifts, divorce settlements, transaction analysis, and judicial proceedings. Each valuation is designed to provide clear analysis for the specific purpose, users, and requirements involved.
Focused valuation expertise for complex business interests and formal appraisal needs.
Jack Schroeder has prepared more than 80 business valuations involving varied ownership and engagement purposes.
Valuations support IRS requirements, judicial proceedings, tax matters, and other formal decision-making needs.
Experience with closely held companies helps identify business value drivers and risks buyers may see.
High-quality, affordable work is designed to provide actionable recommendations before a business sale.
Meet Jack Schroeder, owner and valuator at Peridot Valuation.
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 valuation expert witness analyzes a company or ownership interest and explains the resulting opinion of value in a clear, supportable manner. The work may involve financial information, ownership rights, industry conditions, company risks, and the purpose of the engagement. The expert may also prepare a formal report and provide valuation-related support for judicial proceedings.
Speak with Peridot Valuation about your appraisal or expert witness needs.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source for valuation and transaction expertise.
Professional Certified Valuation Analyst (CVA) credential.
Mergers and Acquisitions Master Intermediary credential.
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