Business Appraisal
A formal appraisal of a business or ownership interest to help clarify value for transaction analysis, exit planning, judicial matters, or other documented needs.
Peridot Valuation provides high-quality, affordable corporate valuation and advisory services for business owners, ESOP administrators, attorneys, tax professionals, and other advisors. From transaction analysis and succession planning to estate, gift, divorce, and IRS-related valuations, our work clarifies value, identifies risks, and supports informed decisions with practical, defensible analysis.
Specialized valuation support for transactions, ownership planning, ESOPs, tax filings, estates, and other business needs.
A formal appraisal of a business or ownership interest to help clarify value for transaction analysis, exit planning, judicial matters, or other documented needs.
Independent valuation support for ESOP administrators, trustees, and closely held companies managing employee ownership interests and related reporting requirements.
Valuation analysis for family business succession, ownership transfers, partner buyouts, and other planning decisions involving closely held companies.
Support for valuing private business interests connected to estates, trusts, estate administration, and tax filings requiring a defensible date-of-death analysis.
Business and ownership-interest valuation support for gifting shares or LLC units to heirs, family members, or trusts and preparing related tax documentation.
Valuation engagements supporting Form 5500, Form 706, Form 709, and Form 8283 requirements when business interests require documented appraisal analysis.
Corporate valuation gives owners, advisors, and administrators a clearer view of what drives business value and where risk may affect a decision. Peridot Valuation supports transaction analysis, exit planning, ownership transfers, ESOP needs, estate and gift tax matters, divorce settlements, and judicial proceedings with practical analysis designed around the engagement’s purpose and documentation requirements.
Get focused valuation expertise from an owner-led firm built around practical, defensible analysis.
Jack Schroeder has prepared more than 80 business valuations involving varied ownership and business circumstances.
Dedicated business valuation support for ESOPs, tax, estates, transactions, divorce, and judicial proceedings.
Work directly with the owner and valuator throughout the engagement for focused communication and accountability.
Identify value drivers, buyer concerns, and actionable recommendations before an important business sale or transfer.
An owner-led valuation practice serving clients across the United States.
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.
Valuation advisory services involve analyzing a business, ownership interest, or related financial circumstances to estimate value for a defined purpose. The work may support transactions, succession planning, ESOP administration, estate and gift tax filings, divorce settlements, judicial proceedings, or exit planning. A valuation advisor reviews relevant information, applies appropriate analysis, explains value drivers and risks, and prepares findings suited to the engagement.
Talk with Peridot Valuation about your business, ownership, or filing needs.
A named professional certification held by Jack Schroeder.
A named professional certification held by Jack Schroeder.
A named professional credential associated with NACVA.
A named professional credential associated with M&A Source.
Share your valuation purpose and documents, and learn how Peridot Valuation can support the engagement.
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