Business Valuations in Camarillo, California
Serving Camarillo Business Owners
Camarillo is where Jim landed after moving up from Orange County, working at G&H Technology, now part of Eaton Corporation. SB Valuations has valued a number of landscape and construction companies over the years, and has completed engagements for local businesses including a value-add real estate development company, Coastal Embroidery, and GoldenState Landscape, companies that need the same thing every client does: a valuation that shows its work. Clarity and reliability matters most when the number will be tested, by the IRS, by a court, by an opposing expert, or by a partner on the other side of a negotiation.
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 County 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.