Succession Planning Consultants for Family Businesses

Succession planning valuation estimates the value of a family business or ownership interest to support decisions about transferring control, gifting shares, buy-sell arrangements, or preparing for a future sale. It can help owners understand value drivers, identify risks, and compare transition options. The appropriate scope depends on the intended use, ownership interest, financial information, and requirements of the engagement.

A valuation gives family members and advisors an independent view of the business’s worth before ownership changes hands. It can support informed discussions about fairness, financing, gifting, estate planning, and potential sale preparation. It may also highlight operational or financial risks that should be addressed before a transfer, helping the family approach succession decisions with clearer information.

Peridot Valuation provides valuation support for family business and ownership transfers, including interests that may be gifted to heirs or trusts. The work can address controlling or minority interests, depending on the engagement. Valuation needs may also arise in buy-sell planning, partner buyouts, estate administration, transaction analysis, and other situations involving closely held company ownership.

Yes. Jack Schroeder has experience valuing both controlling and minority interests. A minority interest may have different characteristics from a controlling interest because the holder may not direct operations or independently determine distributions. The engagement considers the interest being valued and the intended purpose of the valuation so the analysis can address the relevant ownership circumstances.

Yes. A valuation can support the transfer of family business shares or LLC interests to children, heirs, or trusts. Peridot Valuation provides gift tax valuation support and can help prepare formal valuation work for IRS-related requirements. The appropriate valuation date, ownership interest, documents, and intended use should be established as part of the engagement.

Yes. Peridot Valuation provides estate tax valuation support for estates that include closely held business interests. The work can help executors, trustees, heirs, CPAs, and attorneys document the value of a private company interest for estate administration and related tax requirements. The engagement scope depends on the ownership interest, valuation date, available records, and reporting purpose.

A valuation generally requires business and ownership information relevant to the engagement, such as financial records, organizational details, ownership documents, and information about operations and future expectations. The exact materials vary based on whether the purpose involves succession, gifting, estate administration, or a transaction. Peridot Valuation can identify the appropriate documentation during initial discussions.

Begin by explaining the ownership situation, intended transition, and purpose of the valuation. Peridot Valuation can then discuss whether the work involves an ownership-transfer valuation, business appraisal, gift or estate tax valuation, or another service. Sharing available business and ownership records helps clarify the engagement scope and the type of valuation support required.