Santa Barbara Valuations Inc.

OUR QUEST

To bring a clear, fundamentally sound finding of value to each client

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When competitors' cases go to Tax Court or when negotiations fall apart over valuation, it is often because the analyst has failed to use good fundamentals.  Our positions are engineered so that authorities have no choice but to consider them.  Four factors set us apart - and are why we are able to produce reliable results for our clients.                                    

First, appraisal is more than financials and market cap rates.  We look at value drivers like a private equity investor, not like an accountant.   Entry barriers, growth rate and market help explain the value of all business types - profitable, unprofitable, early stage, mature, services, retail, distribution, software, manufacturing and real estate.  

   We use scientific method to connect data and performance to value, avoiding the tunnel vision from being captive to a particular approach.  Scientific method is also superior to approximations using statistics, big data, CAPM, binomial lattices and differential equations that certainly take skill, but can be enormously inaccurate.  

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We apply data that fits.  Private companies are best valued starting from M&A data, not public market data.          Just ask a private equity investor or business broker.

Fourth, we purposely examine inventory, contingencies and owner issues that analytics and income models don't distinguish, which is key for real estate partnerships, retail, distribution, and settling equity holder disputes.  

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For more depth, check the site library.

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       James (Jim) Lisi       CVA, MBA, BSIE, CPIM

OWNER

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