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Mountain Ridge

Business Interest Valuations 

Real Estate Discounts

Block Discounts

Appraisal Review

 

Results that Stand Up

Well-Reasoned Opinions & Reliable Valuation Advice backed by scientific method & M&A transaction data

Our client roster is the best testimony to the value we provide....
                      -James Lisi, Owner,

Have Questions?

Free Initial Consultation

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Peer-reviewed Author and conference Speaker

Affiliations

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Santa Barbara
Estate Planning Council

LITIGATORS & MEDIATORS

Expert testimony that withstands challenges from opposing counsel and the IRS.  Value arguments that support mediation and collaborative settlement

BUSINESS OWNERS

Simple market values to put you in the ballpark for a local deal, or full support when negotiating with an experienced acquirer.  Values for    S-Corp conversions, spin-outs and intellectual property portfolios.

EMPLOYERS & ERISA TRUSTS

409a and QSBS valuations that consider the effect of complex capitalization tables, not only the last investment round.  Annual ESOP valuations for small companies.

ESTATE TRUSTEES

Credible and defendable opinions that capture all FMV discounts, backed up with economic principles and court precedents.  We teach these methods at professional valuation conferences

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PRACTICE AREAS

INVESTORS & SPOUSES

Valuations reflecting the owner/investor position to help settle equity holder exits and divorce matters 

BLOCK DISCOUNTS

Appraisals of large blocks of public stock, that if sold at one time would flood the market and depress the share price.  

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 relevant data and good fundamentals.   Five factors set us apart.        

 

First, we don't force all valuations into one method that may be the only one we like or know.   These types of reports are supposed to be labeled 'restricted reports' but by and large are passed off as full appraisals.   We are true to professional standards and apply all three valuation approaches as a project demands.  Solutions are then engineered so that our opinions must be considered by authorities.

Our viewpoint is that of an investor, not an accountant or statistician.  Value is driven by cash flow, margin, growth rate, entry barriers and market opportunity.  These elements explain the value of all business types - seed and early stage, mature, professional services, retail, distribution, software, manufacturing and real estate. 

45% of valuers rely on a multi-variable formula involving public company data that has wide variations in outcomes.   Dealmakers find these appraisals to be unreliable.   We do too.   We choose M&A data as the primary benchmark in the same way that corporations, private equity companies and business brokers do.  
 

   We use scientific method to connect industry data and company performance to value.  Scientific method is superior to indirect approximations using statistics, big data, binomial lattices and differential equations.  These alternatives are intellectually stimulating but ignore true value drivers.  

Last, we examine inventory, contingencies and owner issues that occur outside the formulas and financial statements.  These factors are critical when extraordinary events like natural disasters occur, and everyday for agriculture, retail, distribution, real estate holding companies and equity holder buy-outs.  

For more depth, check the site library.

our-quest

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

ADVISOR
       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 by video conference.  In person meetings are certainly welcome.

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

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