Business Appraisal
Business appraisal support for owners and advisors seeking an informed analysis of a closely held company’s value, risks, and value drivers.
Peridot Valuation provides formal business valuations and appraisal reviews for tax filings, ESOP administration, estate planning, gifting, transactions, and judicial matters. Led by owner and valuator Jack Schroeder, the firm supports defensible valuation work for closely held companies, controlling and minority interests, and IRS-related requirements. Services are designed for business owners, attorneys, accountants, trustees, and other professionals seeking clear, practical analysis.
Formal valuation support for business interests, tax filings, ESOPs, estates, gifts, and transaction-related decisions.
Business appraisal support for owners and advisors seeking an informed analysis of a closely held company’s value, risks, and value drivers.
Formal business valuation services for transaction analysis, exit planning, partner considerations, judicial matters, and other documented valuation needs.
Valuation support for employee stock ownership plans, including work involving controlling and minority interests and established valuation methodologies.
Valuation services for estates and trusts involving closely held business interests and date-of-death or estate tax reporting requirements.
Supportable valuations for business interests transferred to heirs, trusts, or other recipients as part of gifting and tax planning needs.
Valuation support associated with Forms 706, 709, 8283, and 5500 when a documented business interest valuation is required.
Peridot Valuation helps business owners and professional advisors address valuation needs connected to IRS requirements, ESOP administration, estate planning, gifting, transactions, and judicial proceedings. Jack Schroeder brings experience valuing controlling and minority interests in closely held companies, with an approach focused on high-quality work, practical recommendations, and clear documentation for the intended purpose.
Specialized valuation experience for closely held companies and compliance-focused engagements.
Focused on business valuations for ESOPs, estates, trusts, gifting, tax returns, transactions, and judicial matters.
Jack Schroeder has prepared more than 80 business valuations involving controlling and minority interests.
Experience valuing and transacting closely held companies helps identify value drivers and buyer-facing risks.
Owner and valuator Jack Schroeder holds CVA and M&AMI credentials and recognition from NACVA and M&A Source.
Work directly with 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 provides an analysis of the value of a company or ownership interest for a defined purpose. Common purposes include ESOP administration, estate and gift tax matters, transaction analysis, exit planning, divorce settlements, tax returns, and judicial proceedings. The appropriate approach depends on the intended use, the interest being valued, and the information available for review.
Discuss your valuation purpose and documentation needs with Peridot Valuation.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Peridot Valuation holds the Certified Valuation Analyst credential.
Peridot Valuation holds the Mergers and Acquisitions Master Intermediary credential.
Share your valuation purpose and receive guidance on the appropriate next steps.
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