© 2019 by Santa Barbara Valuations Inc.  

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Service

As a resident of Santa Barbara and Ventura Counties for over twenty-five years, serving the community is a business and personal priority.  

Leadership Roles

Cal Coastal Loan Committee*

The 'Y' - Santa Barbara*

Rotary International*

UCSB Foundation

UCSB Affiliates

United Boys & Girls Clubs

Goleta Valley Junior High PTA

Goleta Valley Girls Softball

Dos Pueblos Little League

Montalvo Little League

*Current

Other Investments

Santa Barbara Zoo

Community Covenant Church

Young Life

City Impact San Francisco

City Center Ventura

Qualifications

Being able to assess a business is key to getting to value right.    Although being able to read financial statements and select the right methods to solve the problem is important, understanding the competitive advantages of a product or service, how sales of  closely held companies are made and returns on investment that buyers demand is  just as important.   Having actually worked in a broad array of businesses that were acquisitions, having acquired companies and having led firms as board member or the CEO helps provide that perspective.

Training

Certified Valuation Analyst to NACVA standards

Fifteen Years Valuation Experience

Ongoing Professional Education

Masters in Business Administration

Bachelor of Science in Industrial Engineering

Certified in Production and Inventory Management

Operating Experience

Private Equity

Fortune 100

Family Business

Main Street Business

Angel Investments