Succession Valuation
Valuation support for family business succession and ownership transfers, helping stakeholders assess private company interests during planned transitions.
Peridot Valuation provides independent valuation support for privately held business interests, estate and gift tax filings, ESOP needs, succession planning, and transaction analysis. Led by an experienced valuator, the firm helps business owners, attorneys, trustees, CPAs, and administrators understand value drivers, address risk, and prepare defensible reports for tax, planning, and judicial purposes across the United States.
Independent valuation support for privately held businesses, ownership transfers, tax filings, ESOPs, and strategic planning needs.
Valuation support for family business succession and ownership transfers, helping stakeholders assess private company interests during planned transitions.
Independent valuation support for employee stock ownership plans, including analysis of controlling and minority interests for plan-related needs.
Business interest valuation support for estate planning, estate administration, and estate tax requirements involving privately held companies.
Valuation support for Form 709 gift tax filings involving transfers of private company stock, LLC units, or other closely held interests.
Business valuation support for Form 8283 reporting when privately held interests or related property require documented valuation analysis.
Formal business appraisals that help owners, advisors, and other stakeholders understand value drivers, risks, and transaction considerations.
Private property valuation requires careful analysis of the business, ownership interest, purpose, and reporting requirements. Peridot Valuation prepares formal appraisals for succession, ESOPs, estate and gift tax matters, transaction analysis, and judicial purposes. The work can help identify value drivers, surface risks, and provide actionable insight for owners and professional advisors seeking a clear basis for important decisions.
Specialized valuation experience for private companies, ownership interests, tax matters, and strategic decisions.
Jack Schroeder has prepared more than 80 business valuations involving diverse private-company purposes.
Focused valuation support for ESOPs, estates, trusts, gifting, tax returns, transactions, and judicial matters.
Analysis identifies business value drivers and risks buyers or other stakeholders may consider.
High-quality, affordable valuation work designed to support owners and professional advisors.
Work directly with Peridot Valuation’s owner and experienced valuator.
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 private property valuation is an independent analysis of the value of a privately held business or ownership interest. The engagement considers the purpose of the valuation, the subject company, the ownership position, financial information, risks, and relevant market factors. The resulting report can support tax filings, succession planning, ESOP needs, transactions, estate matters, or judicial proceedings.
Speak with Peridot Valuation about your assignment and reporting 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.
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