Business Appraisal Services, Dayton

A business appraisal is an analysis used to determine the value of a business or an ownership interest. It may consider the company’s financial information, ownership structure, operations, value drivers, risks, and the purpose of the engagement. Peridot Valuation provides appraisal support for transactions, succession planning, ESOPs, estate and gift tax matters, divorce settlements, and judicial proceedings.

A valuation may be appropriate when preparing to sell a business, transferring ownership to family members, planning succession, completing an estate or gift tax filing, administering an ESOP, resolving a divorce matter, analyzing a transaction, or supporting a judicial proceeding. The appropriate scope depends on the intended use and the facts of the engagement.

Peridot Valuation works with closely held companies and has experience valuing both controlling and minority interests. The valuation may address an entire business or a specific ownership interest, depending on the purpose. Information needed can include financial records, ownership documents, business details, and other materials relevant to the company and engagement.

Yes. Peridot Valuation provides formal business valuations for IRS-related purposes, including gifting, death, estate planning, and tax returns. The report and analysis should be matched to the intended filing and available facts. Business owners, CPAs, attorneys, trustees, and executors can use the appraisal process to support tax-related decisions involving closely held business interests.

An ESOP valuation determines the value of an employee stock ownership plan’s interest in a company or the relevant ownership position. Peridot Valuation has experience with ESOP valuations and with controlling and minority interests. The engagement may support plan administration, annual reporting, or related compliance needs, depending on the assignment and information provided.

Yes. A succession or ownership transfer valuation can help family business owners understand the value of shares or LLC interests before transferring ownership. The analysis can support planning conversations, gifting decisions, buyouts, and other ownership changes. Peridot Valuation also provides insight into value drivers and risks that may affect a future transfer or sale.

The required information varies with the purpose and scope of the engagement. Commonly relevant materials include financial records, ownership information, company background, operational details, transaction information, and documents related to the intended use. Peridot Valuation reviews the engagement requirements and identifies the supporting information needed for the valuation analysis.

To request an appraisal, share the purpose of the valuation, the type of business interest involved, the intended users, and any relevant timing or filing considerations. Peridot Valuation can then discuss the potential scope and information requirements. The firm serves clients across the United States and supports Dayton-area owners and professional advisors with business valuation needs.