Business Appraisal
A formal appraisal of a business or ownership interest to support transaction analysis, exit planning, judicial matters, and other decisions requiring an independent value.
Peridot Valuation prepares thoughtful market value and valuation reports for business owners, advisors, estates, trusts, tax filings, ESOPs, and transaction decisions. Led by Jack Schroeder, the firm evaluates controlling and minority interests, identifies value drivers and risks, and delivers high-quality, affordable work designed to support practical planning, reporting, and business sale objectives.
Formal and practical valuation support for business owners, tax matters, ESOPs, estates, trusts, and transaction planning.
A formal appraisal of a business or ownership interest to support transaction analysis, exit planning, judicial matters, and other decisions requiring an independent value.
Valuation support for employee stock ownership plans, including work involving controlling and minority interests and the requirements associated with ESOP administration.
Business interest valuations supporting estate planning, estate administration, and tax reporting where a defensible value is needed for an ownership interest.
Valuation reports for gifting private company shares or LLC interests to heirs, trusts, or other recipients in support of gift tax reporting requirements.
Valuation work supporting Form 706, Form 709, Form 8283, and Form 5500 requirements when business interests or related assets must be valued.
Ownership transfer and succession valuation for family businesses and closely held companies preparing for partner buyouts, business sales, or changes in ownership.
A market value report should do more than present a conclusion. Peridot Valuation helps clarify the factors influencing value, the risks buyers may see, and the considerations relevant to a sale, transfer, tax filing, ESOP, estate, or judicial matter. Jack Schroeder brings experience with closely held companies and both controlling and minority interests to each engagement.
Specialized valuation experience, practical insight, and a focused approach for complex business interests.
Focused on business valuations for ESOPs, estates, trusts, tax returns, transactions, and judicial matters.
Jack Schroeder has prepared more than 80 business valuations involving controlling and minority interests.
Experience valuing and transacting closely held companies helps identify value drivers and buyer-facing risks.
The firm emphasizes high-quality, affordable valuation work with fast turnaround for clients and advisors.
Work directly with 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 valuation report generally explains the subject business or ownership interest, the purpose of the engagement, relevant financial and operational information, analytical considerations, and the resulting value conclusion. The appropriate report scope depends on whether the work supports a transaction, tax filing, ESOP, estate, gift, judicial matter, or another defined purpose.
Talk with Peridot Valuation about your business, tax, estate, or transaction needs.
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 business details so Peridot Valuation can discuss the appropriate next steps.
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