Senior Living and Housing Valuation Services

Valuing an assisted living facility generally requires examining the business’s financial performance, operating characteristics, ownership structure, assets, liabilities, and applicable market evidence. The purpose of the valuation also matters, because an analysis for a transaction may differ from one prepared for estate planning, tax reporting, an ownership transfer, or a judicial proceeding. A qualified business valuator can define the appropriate scope and methodology.

Relevant information may include financial statements, tax returns, operating records, ownership documents, debt information, real estate details, and other records describing the facility and business. The exact materials depend on the engagement purpose and the interests being valued. Providing organized, complete information helps the valuator understand the company’s historical performance, current condition, value drivers, and potential risks.

Yes. Peridot Valuation has experience valuing both controlling and minority interests. A minority interest analysis considers the specific rights and limitations attached to the ownership interest, along with the company’s financial condition, operating outlook, ownership structure, and the purpose of the engagement. The resulting work is tailored to the facts and valuation question presented.

A formal valuation may be needed for a transaction, succession or ownership transfer, estate planning, gift or estate tax reporting, ESOP administration, divorce settlement, or judicial proceeding. It can also help owners understand business value drivers and risks before a sale. The appropriate report and analysis depend on the intended use and the requirements associated with that purpose.

Peridot Valuation provides business valuation support for ownership transfer situations involving closely held companies. The engagement may address a family transfer, succession plan, partner transaction, or another change in ownership. The analysis considers the interest being transferred and the stated purpose, helping the parties and their advisors work from a documented view of value.

Yes. Peridot Valuation prepares formal business valuations supporting IRS requirements for gifting, death, and divorce valuations. For an estate or gift engagement, the analysis is developed around the applicable purpose, valuation date, ownership interest, and available business information. Clients should also coordinate with their tax or legal advisors regarding filing and reporting requirements.

Peridot Valuation supports transaction analysis and helps business owners prepare their companies for sale. The work can identify business value drivers, risks a buyer may see, and actionable considerations before a transaction. A valuation is not the same as brokerage or legal advice, so owners may work with their other advisors when addressing marketing, negotiation, tax, and closing matters.

Peridot Valuation focuses on business valuation and is led by Jack Schroeder, an owner and valuator with experience involving closely held companies, transactions, ESOPs, estate planning, tax matters, and judicial proceedings. Jack holds CVA and M&AMI credentials and has prepared more than 80 business valuations. The firm emphasizes high-quality, affordable, and efficient valuation work.