Business Appraisal
Receive a formal appraisal of a business or ownership interest to support transaction analysis, exit planning, judicial proceedings, or other decision-making needs.
Peridot Valuation provides independent business valuation consulting for owners, CPAs, attorneys, trustees, ESOP administrators, and other professionals. From succession planning and transaction analysis to gift, estate, divorce, and IRS-related needs, our valuations clarify value drivers, identify risks, and support informed decisions with high-quality, affordable, and fast-turnaround service.
Independent valuation support for ownership transfers, tax matters, ESOPs, estates, transactions, and closely held companies.
Receive a formal appraisal of a business or ownership interest to support transaction analysis, exit planning, judicial proceedings, or other decision-making needs.
Obtain valuation support for employee stock ownership plans, including work involving controlling and minority interests and established valuation methodologies.
Support estate administration and related tax requirements with a valuation of closely held business interests for applicable estate planning or filing needs.
Prepare a supportable valuation for gifted business interests, including transfers of stock or LLC units to heirs, trusts, or other recipients.
Clarify business value during family succession, ownership transfers, partner buyouts, and other closely held company transition decisions.
Support gift tax reporting with valuation work related to Form 709 and the transfer of interests in privately held businesses.
A well-supported valuation can help reveal business value drivers, highlight risks buyers may see, and guide decisions before a sale or ownership transfer. Peridot Valuation serves business owners, tax professionals, attorneys, trustees, and ESOP administrators with formal valuation work for transactions, estates, trusts, gifting, divorce, judicial proceedings, and IRS-related requirements. Each engagement is shaped around the purpose and facts of the assignment.
Get focused valuation expertise from an owner-led firm built around practical client support.
Owner and valuator Jack Schroeder has prepared more than 80 business valuations.
Experience includes controlling and minority interests, closely held companies, and business transactions.
Identify value drivers, buyer risks, and recommendations before pursuing a business sale.
Receive valuation work designed to support IRS and judicial purposes, as applicable.
Work directly with Peridot Valuation 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.
A valuation consultant analyzes a business, its financial information, ownership interests, industry factors, and the purpose of the engagement to develop an opinion of value. The resulting work can support transactions, succession planning, gifting, estate administration, ESOP matters, divorce settlements, tax filings, or judicial proceedings. The consultant also helps explain value drivers, risks, assumptions, and conclusions.
Talk with Peridot Valuation about your business or ownership interest.
A listed professional certification held by Jack Schroeder.
A listed professional certification held by Jack Schroeder.
A listed professional credential associated with NACVA.
A listed professional credential associated with M&A Source.
Share your valuation purpose and business details to begin a focused conversation about the right engagement.
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