Business Appraisal
A formal appraisal to help owners, advisors, and stakeholders understand the value of a closely held company for planning, transactions, or other defined purposes.
Understand what shapes business valuation costs and pricing before you engage an appraiser. Peridot Valuation provides high-quality, affordable valuation work for business sales, ESOPs, estate planning, gifting, tax filings, divorce settlements, and transaction analysis. With experience valuing closely held companies and controlling or minority interests, we help clients understand the scope, purpose, and value drivers behind a defensible appraisal.
Valuation services for transactions, ownership interests, tax matters, succession planning, estates, and employee stock ownership plans.
A formal appraisal to help owners, advisors, and stakeholders understand the value of a closely held company for planning, transactions, or other defined purposes.
Independent valuation work focused on business value drivers, risks, ownership interests, and the reporting requirements associated with the engagement’s purpose.
Valuation support for family business succession and ownership transfers, helping stakeholders assess the business interest involved in a planned transition.
Valuation services for employee stock ownership plans, including work involving controlling and minority interests and the needs of ESOP administrators and trustees.
Valuation support for estates, trusts, and estate tax matters involving closely held business interests and applicable reporting requirements.
Valuation work for gifting shares, LLC units, or other closely held business interests to heirs, trusts, or other recipients.
Business valuation costs and pricing are shaped by the purpose of the engagement, the ownership interest being valued, the company’s circumstances, and the reporting requirements involved. Peridot Valuation works with business owners, CPAs, attorneys, trustees, and other advisors to define an appropriate scope and deliver high-quality, affordable work. The result is a valuation designed to support informed decisions, tax matters, transactions, or planning.
Practical valuation expertise for owners, advisors, and stakeholders with important business decisions ahead.
Jack Schroeder has prepared more than 80 business valuations involving varied purposes and ownership interests.
Work directly with the owner and valuator for focused communication and consistent engagement oversight.
Experience valuing and transacting closely held companies supports practical analysis of value drivers and buyer risks.
Services support transaction, ESOP, estate, gifting, divorce, tax, succession, and judicial valuation needs.
Work directly with Jack Schroeder, owner and valuator at Peridot Valuation.
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.
There is no single formula that applies to every business valuation. Valuators may consider approaches based on the company’s earnings, assets, or comparable market evidence, depending on the engagement purpose and available information. The analysis may also consider controlling or minority interests, business risks, and value drivers. The appropriate methodology is determined by the facts and purpose of the assignment.
Talk with Peridot Valuation about your purpose, scope, and appraisal needs.
Named accreditation listed by Peridot Valuation.
Named accreditation listed by Peridot Valuation.
Named certification held by the valuator.
Named certification held by the valuator.
Share your valuation purpose and receive guidance on the appropriate next steps for your engagement.
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