Business Valuations
Minority Real Estate Discounts
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, and protect 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 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.
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.
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
CONTACT
SANTA BARBARA VALUATIONS
CONTACT
Email: jim@sbvaluations.com
Tel: 805.797.1710
For a free half hour consultation or general inquiries, please fill in the following contact form:
