Business Valuations in Bakersfield, California
Serving Bakersfield Business Owners
Bakersfield's economy spans oil and energy, engineering, industrial services, and established local companies with complex ownership structures. SB Valuations has completed engagements for local businesses including Project Engineering and Urner's, a longstanding Bakersfield company deeply involved in the local community. For Urner's ESOP valuation, the CFO chose SB Valuations after searching the region and comparing appraisers, saying Jim gave the best answers of any appraiser he discussed the project with. A reliable, traceable valuation shows its work, at every price point and in every context. That clarity matters.
SB Valuations was founded in 2013 by James "Jim" Lisi, CVA, who has been producing business valuations and appraisals for more than twenty years. Based in Ventura through 2015 and now in Santa Barbara, Jim continues to serve clients throughout Ventura and Kern Counties alongside the rest of the Central Coast.
We use M&A transaction data, not public-market stock prices, to value businesses the way an actual buyer or investor would, for M&A, partner exits, estate and gift filings, 409A and ESOP compliance, and divorce.
Some business owners use "valuation" and "evaluation" interchangeably, though they're different services. A valuation produces a defensible dollar figure for a sale, tax filing, or legal proceeding, which is what SB Valuations provides, not a general operational health-check.
Every engagement starts with a scope of work sized to your situation, from a straightforward calculation report to a certified Market Value or Investment Value appraisal.