Business Appraisal
Receive a formal appraisal of a closely held business or ownership interest to clarify value, understand risks, and support planning, transactions, or other professional requirements.
Peridot Valuation provides high-quality, affordable business valuations for owners, advisors, fiduciaries, and transaction professionals across the United States. From ESOP and succession planning to estate, gift, tax, divorce, and transaction analysis, each engagement is designed to clarify value, identify risks, support IRS or judicial requirements, and inform important business decisions with practical, defensible insight.
Specialized valuation support for business owners, ESOPs, tax matters, estate planning, transactions, and judicial needs.
Receive a formal appraisal of a closely held business or ownership interest to clarify value, understand risks, and support planning, transactions, or other professional requirements.
Obtain valuation support for employee stock ownership plans, including controlling and minority interests, annual plan needs, and transitions between valuation firms using prior methodology.
Support estate administration and tax reporting with a valuation of a private business interest at the relevant estate date, prepared for professional and IRS-related requirements.
Establish a supportable value for business interests transferred to heirs, trusts, or other recipients as part of gifting and related tax planning.
Help family business owners evaluate ownership transfers, succession decisions, and partner or family buy-sell considerations with an independent view of business value.
Identify business value drivers and risks that may influence a sale, acquisition, exit plan, or other transaction involving a closely held company.
Peridot Valuation delivers formal, decision-ready valuation work for business owners and their professional advisors. Engagements can help clarify value drivers, identify risks buyers may see, prepare a company for sale, and support IRS or judicial requirements involving gifting, death, divorce, estates, trusts, and transactions. Jack Schroeder’s experience with closely held companies and controlling and minority interests brings practical context to each analysis.
Specialized experience and practical analysis for complex business valuation needs.
Jack Schroeder has prepared more than 80 business valuations across varied ownership and planning situations.
Focused valuation support spans ESOPs, estates, trusts, tax returns, divorce, transactions, and judicial proceedings.
Experience with closely held companies helps identify value drivers and risks relevant to business owners and buyers.
The firm was founded to provide high-quality valuations at an affordable price with fast turnaround.
Experienced valuation guidance led by owner and valuator Jack Schroeder.
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 four commonly discussed business valuation approaches are the income approach, market approach, asset approach, and cost approach. The appropriate approach depends on the business, the ownership interest, the purpose of the engagement, and the available information. A valuation may consider one approach or reconcile multiple approaches to develop a supportable conclusion of value.
Talk with Peridot Valuation about your business appraisal needs.
Credentialed by the National Association of Certified Valuators and Analysts.
Credentialed by M&A Source.
Certified Valuation Analyst (CVA) credential.
Mergers and Acquisitions Master Intermediary credential.
Share your valuation purpose and receive guidance on the appropriate next steps for your engagement.
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