Business Appraisal
A formal appraisal of a business or ownership interest to support transaction analysis, exit planning, partner decisions, judicial matters, or other documented valuation needs.
Explore business valuation services for ESOPs, estate and gift tax matters, succession planning, transaction analysis, and judicial needs. Peridot Valuation delivers high-quality, affordable valuations led by Jack Schroeder, an experienced owner and valuator who has prepared more than 80 business valuations. Get practical insight into value drivers, risk, IRS requirements, and decisions affecting closely held companies.
Specialized valuation support for business owners, advisors, fiduciaries, ESOP administrators, and closely held companies.
A formal appraisal of a business or ownership interest to support transaction analysis, exit planning, partner decisions, judicial matters, or other documented valuation needs.
Independent valuation support for employee stock ownership plans, including controlling and minority interests and circumstances requiring consistent, defensible methodology.
Valuation work for business interests included in estates, helping support estate planning, administration, and IRS requirements connected with death and estate tax matters.
Supportable valuations for business interests transferred to heirs, trusts, or other recipients when documentation is needed for gifting and related tax filings.
Business valuation guidance for family owners planning succession, ownership transfers, buy-sell decisions, or a future sale of a closely held company.
Valuation support associated with Form 5500, Form 706, Form 709, and Form 8283 requirements, based on the purpose and documentation of the engagement.
Peridot Valuation helps owners and professional advisors understand what drives business value, where buyers may see risk, and which recommendations may strengthen a future transaction. Services address ESOPs, estates, trusts, gifting, tax returns, divorce settlements, judicial proceedings, and closely held company transactions. Jack Schroeder brings experience valuing controlling and minority interests and has prepared more than 80 business valuations.
Get focused valuation support from an experienced owner and valuator.
Jack Schroeder has prepared more than 80 business valuations for varied ownership and planning needs.
The firm focuses on ESOPs, estates, trusts, tax returns, transactions, succession, and judicial matters.
Valuations identify value drivers, buyer risks, and actionable recommendations before a business sale.
Peridot Valuation was founded to provide high-quality valuation work at an affordable price.
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.
Valuation services determine the value of a business, company interest, or closely held asset for a defined purpose. The work considers relevant financial, ownership, operational, and transaction information to help identify value drivers and risks. A formal valuation may support ESOP administration, estate and gift tax matters, succession planning, divorce settlements, transaction analysis, tax returns, or judicial proceedings.
Talk with Peridot Valuation about your business, tax, or ownership needs.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Professional certification held by Jack Schroeder.
Mergers and Acquisitions Master Intermediary certification.
Share your valuation purpose and receive guidance on the appropriate next steps for your engagement.
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