Business Appraisal
Receive a formal appraisal of a closely held company or ownership interest, with analysis designed to clarify value drivers, risks, and transaction considerations.
Peridot Valuation provides thoughtful business appraisals for owners, advisors, attorneys, and fiduciaries navigating sales, succession, ESOPs, taxes, estates, and disputes. From closely held companies to controlling and minority interests, our valuations identify value drivers, risks, and supportable conclusions. New York clients can access specialized guidance for complex financial and planning decisions without unnecessary complexity.
Specialized valuations for transactions, ownership transfers, ESOPs, tax filings, estates, and other formal business planning needs.
Receive a formal appraisal of a closely held company or ownership interest, with analysis designed to clarify value drivers, risks, and transaction considerations.
Support ESOP administrators, trustees, and related stakeholders with valuations addressing controlling or minority interests and plan administration requirements.
Evaluate family business ownership interests for succession planning, transfers to heirs, buy-sell decisions, and other changes in ownership structure.
Obtain valuation support for business interests involved in estate planning, estate administration, death-related filings, and fiduciary decision-making.
Develop supportable valuations for gifting shares, LLC interests, or other closely held business interests to individuals, heirs, or trusts.
Understand a company’s value, strengths, and risks when preparing for a sale, reviewing a transaction, or planning an ownership exit.
Peridot Valuation helps business owners and professional advisors understand what a company or ownership interest may be worth and why. Our work addresses ESOPs, divorce settlements, estate planning, transaction analysis, exit planning, estates, trusts, tax returns, IRS requirements, and judicial proceedings. For New York decision-makers, a well-supported valuation can bring clarity to closely held business planning and formal reporting needs.
Specialized experience and practical guidance for formal business valuation needs.
Jack Schroeder has prepared more than 80 business valuations involving varied ownership and planning situations.
CVA and M&AMI credentials support informed work for transactions, tax matters, estates, and judicial needs.
Experience valuing and transacting closely held companies helps identify risks buyers may see.
Valuations can help New York business owners prepare for sales, succession, transfers, and other important decisions.
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.
The cost of a business valuation varies according to the company, ownership interest, purpose, reporting requirements, and complexity of the engagement. A formal valuation for an ESOP, estate or gift tax matter, transaction, divorce settlement, or judicial proceeding may require different analysis and documentation. Peridot Valuation can review the assignment and explain the expected scope before work begins.
Discuss your assignment with a qualified business valuation professional.
Named accreditation listed by Peridot Valuation.
Named accreditation listed by Peridot Valuation.
Professional certification held by the valuator.
Professional certification held by the valuator.
Share your valuation purpose and receive guidance on the appropriate next steps and engagement scope.
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To help us assist you faster, please include the reason for your message so the relevant team can reach out as soon as possible.