Business Appraisal
Receive an independent business appraisal that helps clarify enterprise value, ownership interests, value drivers, and risks relevant to planning or a potential transaction.
Peridot Valuation provides high-quality, affordable business valuations and transaction advisory support for owners, advisors, ESOP administrators, estates, trusts, and tax matters. Led by Jack Schroeder, the firm evaluates controlling and minority interests, identifies value drivers and risks, and delivers actionable insight for sales, succession, ownership transfers, and defensible IRS or judicial purposes.
Specialized valuation support for business owners, tax matters, ESOPs, estates, trusts, and closely held company transactions.
Receive an independent business appraisal that helps clarify enterprise value, ownership interests, value drivers, and risks relevant to planning or a potential transaction.
Obtain valuation support for employee stock ownership plans, including controlling or minority interests and methodology continuity when changing valuation firms.
Plan family business succession and ownership transfers with valuation analysis designed to support share or interest transfers to heirs, partners, or trusts.
Support estate administration and tax reporting with valuations of closely held business interests for date-of-death, estate, and related planning purposes.
Prepare supportable valuations for gifted business shares, LLC units, trusts, and related Form 709 or other gift tax reporting requirements.
Prepare for a sale, buy-sell arrangement, partner buyout, or exit by identifying business value drivers, buyer concerns, and actionable opportunities before negotiations.
Peridot Valuation combines formal appraisal expertise with practical transaction experience to help clients understand what drives business value and what risks buyers may see. Jack Schroeder has prepared more than 80 business valuations and has valued controlling and minority interests for ESOPs, divorce settlements, estate planning, and transaction analysis. The work is designed for informed planning, reporting, and negotiations.
Get specialized valuation guidance from an experienced owner and valuator focused on practical, defensible work.
Jack Schroeder has prepared more than 80 business valuations across varied ownership and transaction circumstances.
Experience includes controlling and minority interests, ESOPs, estates, divorce settlements, and transaction analysis.
Transaction experience helps identify value drivers, buyer concerns, and actionable recommendations before a business sale.
Formal valuations support IRS requirements, judicial purposes, gifting, death, divorce, succession, and transaction decisions.
Work directly with Jack Schroeder, 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 typical valuation process involves defining the assignment and intended use, gathering relevant financial and operational information, analyzing the company and market, applying appropriate valuation methods, and preparing the report and conclusions. The exact scope may vary by engagement, such as an ESOP, estate, gift, judicial, succession, or transaction-related valuation.
Talk with Peridot Valuation about your business, tax, estate, or transaction 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 (M&AMI) credential.
Share your business, ownership, tax, estate, ESOP, or transaction objectives and learn how Peridot Valuation can help.
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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.