Navigate probate and estate administration with clear, defensible valuation support from Peridot Valuation. We help executors, trustees, attorneys, and tax professionals value closely held business interests for estate tax filings, date-of-death analysis, and related planning needs. Our work is designed to clarify value, support IRS requirements, and provide practical insight throughout the valuation process.
Independent valuation support for estates, tax filings, and closely held business interests involved in probate administration.
Support estate administration with an analysis of closely held business interests for estate tax reporting, planning, and documentation needs. The work is structured to help representatives and advisors understand value and relevant risks.
Obtain business valuation support for Form 706-related requirements involving an estate. Peridot Valuation provides formal analysis that can help executors, attorneys, and tax professionals assemble defensible filing documentation.
Value a private company or ownership interest included in an estate. Analysis may address controlling or minority interests and provide insight into business value drivers, risks, and the underlying transaction context.
Probate matters involving private company interests require careful analysis of ownership, financial performance, value drivers, and potential risks. Peridot Valuation prepares formal business valuations that can support estate tax work, IRS requirements, and related judicial or advisory needs. Led by Jack Schroeder, the firm brings experience with controlling and minority interests, closely held companies, and estate planning engagements.
Practical valuation expertise for estate, tax, and closely held business matters.
Jack Schroeder holds CVA and M&AMI credentials and is recognized by NACVA and M&A Source.
Experience includes controlling and minority interests, estates, trusts, tax returns, and judicial proceedings.
Receive business valuations prepared for IRS and judicial purposes, with attention to supportable conclusions.
High-quality, affordable work with fast turnaround helps advisors and representatives move matters forward.
Led by 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 probate valuation determines the value of an asset or ownership interest for estate administration. When an estate includes a closely held business, the analysis may consider the company’s financial information, ownership position, business risks, and value drivers. The resulting report can support estate tax work, fiduciary responsibilities, legal review, and discussions among executors, trustees, heirs, and advisors.
Discuss your estate, business interest, or filing requirements with a valuation professional.
Peridot Valuation is credentialed by NACVA.
Peridot Valuation is credentialed by M&A Source.
Jack Schroeder holds the CVA credential.
Jack Schroeder holds the M&AMI credential.
Share your estate, ownership interest, and reporting objectives so Peridot Valuation can discuss the appropriate next steps.
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To help us assist you faster, please include the reason for your message so the relevant team can reach out as soon as possible.