Business Valuations 

M&A Advisor

Commercial Real Estate Appraisal

Appraisal Review

 

Results that Stand Up

Explaining what matters & why it matters with

Insight, Intelligence & Integrity

Our client roster is the best testimony to the value we provide....

                      -James Lisi, Owner

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LITIGATORS

Value arguments and expert testimony that support mediation and collaborative settlement, and withstands challenges from the IRS or opposing counsel

BUSINESS OWNERS

Simple, low cost market values to put you in the ballpark for internal negotiations, or full consulting when an experienced acquirer arrives and the one-time chance to secure your future is at stake

EMPLOYERS & ERISA TRUSTS 
409a and ESOP valuations that address preferred stock, repayment obligations, convertible debt and dilution, protecting the founders and CEO from legal threats
ESTATE TRUSTEES

We capture all FMV discounts, and back it up with economic principles and court precedents.  We teach these peer-reviewed advanced methods at professional valuation conferences

PARTNERS & SPOUSES

Valuations reflecting an owner's position to help settle partnership and divorce matters 

 
IRA CUSTODIANS

Appraisals of alternative assets held in IRA or 401k plans that save tax by providing discounted market values

PRACTICE AREAS

Affiliations

OUR QUEST

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

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 built so that authorities have no choice but to consider them.  Four factors set us apart - and are why we are able to produce for our clients.                                    


First, appraisal is more than the financials and market cap rates.  We capture a company's value drivers like a private equity investor - entry barriers, growth rate and available market.   This not only explains the value of early stage businesses, but every business type - growth, mature, services, retail, distribution, software and manufacturing.   Each is different.  Each value is driven by their competitive, economic and market factors.

 

   Then, 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.

Third, our solutions are built with scientific method, connecting company value to its value drivers.  This is different from a theoretical approximation using statistics, CAPM, binomial lattice analysis and differential equations that are certainly skillful, but can be enormously inaccurate for small and medium size companies. 

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

For more depth, check the site library.

 

Clients Served in....

california

Texas

nevada
arizona

Washington

Hawaii

Colorado

New Mexico

Utah

massachussets

New York

washington,dc

Pennsylvania

Maryland

Virginia

north carolina
south carolina

Georgia

florida

Arkansas

missouri

Ohio

Michigan

Illinois

Wisconsin

Minnesota

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

CONTACT

SANTA BARBARA VALUATIONS

CONTACT

Email: jim@sbvaluations.com
Tel:  805.797.1710

 

Client meetings are typically held at the University Club or Impact Hub.

For a free half hour consultation or general inquiries, please fill in the following contact form:

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