Business Appraisal
A formal business appraisal helps clarify the value of a financial services company, including relevant value drivers, risks, ownership interests, and the purpose of the engagement.
Peridot Valuation provides thoughtful business valuation support for financial services companies and their owners. Whether you need analysis for a transaction, ESOP, succession plan, estate, tax filing, or dispute, our valuation work helps clarify value drivers, risks, and defensible conclusions. Led by an experienced valuator, we serve clients across the United States with high-quality, affordable, fast-turnaround service.
Specialized valuation support for transactions, ownership changes, tax matters, ESOPs, estates, and closely held companies.
A formal business appraisal helps clarify the value of a financial services company, including relevant value drivers, risks, ownership interests, and the purpose of the engagement.
Transaction-focused valuation supports buyers, sellers, and advisors with analysis for transaction planning, exit considerations, closely held companies, and business sale decisions.
Peridot Valuation assesses controlling and minority interests for ESOP-related needs, supporting administrators and trustees with independent business valuation work.
Family business succession and ownership transfer valuation helps owners evaluate proposed transfers, identify value considerations, and prepare for changes in business ownership.
Estate, gift, and related tax valuations support business owners, executors, trustees, and advisors who need a defensible value for private company interests.
Formal valuation work can support divorce settlements, judicial proceedings, and other situations requiring a clear analysis of closely held business interests.
Financial services companies can involve complex ownership interests, recurring revenue considerations, transaction questions, and regulatory or tax-related needs. Peridot Valuation provides focused analysis designed to clarify business value, risks, and opportunities. From ESOP and succession planning to estate, gift, divorce, and transaction engagements, the work is tailored to the assignment’s purpose and supported by practical experience with closely held companies.
Get focused valuation support from an experienced owner and valuator serving clients across the United States.
Jack Schroeder has prepared more than 80 business valuations involving varied ownership and business purposes.
CVA and M&AMI credentials support informed valuation work for financial, tax, transaction, and ownership matters.
Experience valuing and transacting closely held companies brings practical insight to business sale and planning decisions.
Peridot Valuation emphasizes high-quality, affordable work with fast turnaround for clients across the United States.
Meet the owner and valuator leading Peridot Valuation’s client work.
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.
Firm valuation commonly considers the purpose of the engagement, the company’s financial information, ownership interest, business risks, market context, and applicable valuation methods. The analysis may also examine value drivers and risks a buyer could identify. A formal valuation should be prepared using information appropriate to the assignment and documented in a supportable report.
Talk with Peridot Valuation about your company’s specific assignment.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Certified Valuation Analyst (CVA) credential.
Mergers and Acquisitions Master Intermediary (M&AMI) credential.
Share your valuation purpose and available details so Peridot Valuation can help identify the appropriate next step.
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