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Small Business Valuations in Bakersfield
Determining the worth of your business or assets is crucial for business, estate and wealth planning decisions. At SB Valuations, we serve small businesses in classic California towns like Bakersfield that often started in oil and agriculture in the early 1900s, and have now diversified their economies. This article delves into the importance of valuations of Bakersfield companies, introduces SB Valuations, and explains why we are the best option for business valuations in b

Jim Lisi, CVA, BCA-R, MBA
Feb 74 min read


Business Appraisals in Santa Monica, California
In the ocean-side city of Santa Monica, California, business owners need clarity when making significant financial decisions, such as selling a company or planning for the future. SB Valuations specializes in providing dependable business valuations for companies in coastal towns such as Newport, Santa Monica, Ventura and Santa Barbara, specializing in companies with revenues up to $75 million. Our experience in these towns and proven methodologies ensure that you receive a r

Jim Lisi, CVA, BCA-R, MBA
Dec 17, 20246 min read


Dependable Business Valuations in San Luis Obispo, California
Whether you're looking to sell your business, plan for an exit, pay taxes on an estate or defend yourself in litigation in San Luis Obispo, California, understanding business value is crucial. At SB Valuations, we are dedicated to helping you make informed decisions with confidence through our dependable valuations. Our approach focuses on transparency and reliability, ensuring you have the insights to navigate complex financial situations in this thriving community. Ready t

Jim Lisi, CVA, BCA-R, MBA
Sep 15, 20245 min read


Santa Maria Small & Medium Business Valuations
Welcome to our guide on Santa Maria Valuations and business appraisals. Here, we will explore the importance of valuations for your business and real estate holding companies, along with how SB Valuations can help you. Whether you want to know the value of your business for a sale, investment or to plan for estate taxes, SB Valuations is here to help. Let's see how we can assist you. Have questions about your business or assets you would like answered today? Reach out for you

Jim Lisi, CVA, BCA-R, MBA
Aug 14, 20245 min read


Business Valuations in Malibu, California
Whether you're considering selling, merging, or planning your estate, having a reliable valuation in Malibu, California is essential. At SB Valuations, we specialize in providing dependable and thorough valuations. Our team of seasoned experts ensures that every valuation we perform is detailed and tailored to your specific needs, helping you make informed decisions with confidence. In this article, I'll take you through the importance of business valuations in Malibu, introd

Jim Lisi, CVA, BCA-R, MBA
Jul 25, 20247 min read


Westlake Village Business Appraisals
Transferring your business to the next generation of family or employees, or selling your business in Westlake Village, California - can be a real challenge. So can settling estate tax matters when a business owner dies. According to the Exit Planning Institute’s Owner Readiness Survey , 75% of business owners want to exit within ten years, making it crucial to understand today's business value to ensure that you will be able to exit at your planned exit date with enough wea

Jim Lisi, CVA, BCA-R, MBA
Jul 1, 20247 min read


San BuenaVentura Business Valuations
Ventura, California is a vibrant community with a diverse range of businesses. From agriculture to oil to tech startups and long-held family-owned enterprises, the local economy thrives on entrepreneurship. This dynamic environment in Ventura is where reliable business and security valuations are important. At SB Valuations, we specialize in providing two kinds of valuations - simple and low cost versus comprehensive and highly defensible. Both types of valuations help y

Jim Lisi, CVA, BCA-R, MBA
Jun 27, 20247 min read


Who Should Not Value Your Business
Exiting a business is a high stakes endeavor to monetize what is likely a family’s largest asset. Many options for valuation exist, but note that valuation for potential sale is dramatically simpler than valuing the equity in a company or the value of company shares. Besides valuing for a sale, shares of the company may need to be valued to exit an investor. These valuations require analysis of the company governing documents, capital structure and strength of ownership, m

Jim Lisi, CVA, BCA-R, MBA
May 10, 20244 min read
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