Forensic Accountant and Business Valuation Services

An accountant may perform business valuation work when they have the appropriate valuation training, experience, and credentials. The engagement should match the purpose of the valuation, such as a transaction, estate or gift tax matter, ESOP, divorce settlement, or judicial proceeding. Peridot Valuation is led by a Certified Valuation Analyst with experience valuing closely held companies and controlling and minority interests.

A business valuation generally considers financial information, ownership interests, the company’s operations, relevant risks, and the purpose of the engagement. The analysis may identify value drivers and issues buyers or other stakeholders could evaluate. The final work product depends on the engagement and intended use, including transaction analysis, estate planning, tax reporting, ESOP administration, or judicial matters.

Business valuation support may be useful when an ownership interest must be valued for a sale, succession plan, partner decision, estate, gift, divorce settlement, ESOP, tax return, or judicial proceeding. Forensic accounting and valuation expertise can also help clarify financial information, evaluate business risks, and provide a supportable analysis when the value may be reviewed by advisors, tax authorities, attorneys, or other stakeholders.

Yes. Peridot Valuation has experience valuing both controlling and minority interests. The analysis considers the interest being valued and the purpose of the engagement rather than treating every ownership position identically. This experience can support ESOP matters, family ownership transfers, estate and gift planning, transaction analysis, and other situations involving closely held company interests.

Yes. Peridot Valuation provides estate tax, gift tax, Form 706, Form 709, and related valuation services listed in its service offerings. These engagements can support business interests connected with gifting, death, estate administration, or tax reporting. The appropriate analysis depends on the ownership interest, valuation date, intended use, and documentation requirements associated with the matter.

Yes. Peridot Valuation offers ESOP valuation services and has experience valuing controlling and minority interests. ESOP engagements may involve independent analysis for plan administration, annual reporting, or other compliance-related needs. The valuation approach and deliverables depend on the plan, the interest being valued, the relevant information, and the intended use of the final work product.

Yes. A valuation can help an owner understand business value drivers, identify risks buyers may see, and consider actionable recommendations before a sale. Peridot Valuation also has experience valuing and transacting closely held companies. Owners planning an exit can use this perspective to better understand their position before approaching a transaction or business broker.

Peridot Valuation serves CPA and tax firms, estate and trust attorneys, business owners, ESOP administrators, executors, trustees, and other professionals who need outside valuation support. The firm can provide formal valuation work for tax and judicial purposes and collaborate with the client’s existing advisors around the intended use, documentation, and questions relevant to the engagement.