Business Appraisal
A formal appraisal helps owners, advisors, and other stakeholders understand business value for sales, planning, transactions, and closely held company decisions.
Peridot Valuation helps business owners understand value, prepare for a sale, evaluate ownership interests, and support tax, estate, ESOP, divorce, and transaction needs. Led by an experienced owner and valuator, the firm provides high-quality, affordable valuation work with practical insight into value drivers, buyer concerns, closely held companies, and the decisions that shape a successful business transition.
Valuation support for business sales, ownership transfers, ESOPs, tax filings, estates, and transaction decisions.
A formal appraisal helps owners, advisors, and other stakeholders understand business value for sales, planning, transactions, and closely held company decisions.
Business valuation services assess value drivers, risks, ownership interests, and relevant financial information for transaction, planning, tax, or judicial needs.
Valuation support for employee stock ownership plans, including work involving controlling and minority interests and the requirements associated with ESOP administration.
Estate tax valuation supports date-of-death and estate administration needs involving interests in privately held businesses and other closely held assets.
Gift tax valuation provides support for owners transferring shares, LLC units, or other private business interests to heirs, trusts, or other recipients.
Family business succession and ownership transfer valuation helps owners evaluate transfers, succession decisions, buy-sell needs, and the value of controlling or minority interests.
A well-supported valuation can help reveal the factors driving business value, risks a buyer may identify, and opportunities to prepare for a sale. Peridot Valuation serves owners, advisors, ESOP administrators, attorneys, and tax professionals with formal valuation work for transactions, exit planning, estates, trusts, tax returns, gifting, divorce, and judicial purposes. The firm also helps eligible owners connect with a capable business broker when appropriate.
Get focused valuation guidance from an experienced owner and valuator who understands closely held companies.
Jack Schroeder has prepared more than 80 business valuations across varied planning, tax, and transaction needs.
Experience with closely held companies helps identify value drivers and risks buyers may see.
Valuation work is supported by CVA and M&AMI credentials and recognition from NACVA and M&A Source.
Peridot Valuation focuses on high-quality work, affordable pricing, and fast turnaround for clients.
Meet Jack Schroeder, Peridot Valuation’s owner and 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 business valuation is an analysis used to determine the value of a business or ownership interest for a defined purpose. It may consider financial information, ownership rights, value drivers, risks, transactions, and the specific requirements of the engagement. Peridot Valuation prepares formal valuations for sales, exit planning, ESOPs, estate and gift tax, divorce, tax returns, and judicial matters.
Speak with Peridot Valuation about your business, ownership, tax, or transaction needs.
Named credential from company credentials
Named credential from company credentials
Named certification held by the valuator
Named certification held by the valuator
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