Some of Our Clients
Mid-Market
The Berry Man, Inc.
The dominant produce distributor on the central coast, now expanding into SoCal. We help the founder and management measure their equity on an ongoing basis as one of their most important Key Performance Indicators.
O'Connor Pest Control
One of the largest pest control companies in the Western U.S. with operations from NorCal to SoCal. We help with a multi-year family ownership transition to the second generation during which the founder passed away.
Early Stage
Aperi Corp
Serving America and the EU, Aperi brought the industry’s first live IP media virtualization platform to a $1 billion global market. They count Ericsson and Amazon Web Services among its competitors. We have worked with the founder on 409a stock compensation since the pre-revenue stage.
Crypto Token Network
A unique valuation problem from a UCSB spin-out. This company was created to establish a marketplace for owners of excess computer network resources and consumers of network resources using crypto-currency tokens. We valued the tokens before they began trading on the open market.
Netlok
Netlok is replacing password login with proprietary-coded photos to keep hackers out, and safe cloud lockers for storing private documents. We have worked with the founders since the pre-revenue stage on securing new angel and venture capital investment.
DNA Apps
DNA apps provides the iphone and android apps Photo Candy, GIFX and Intermix. We helped the partners determine their worth so that they could negotiate a partner exit.
Asset Holding
Hotel & Real Estate Owners
We valued partner interests in seven entities from 30 to 60 years old with total value in the hundreds of millions. By taking the time to thoroughly review each situation and apply proven open-market principles, we were credited with avoiding over twenty million dollars in estate tax compared to the typical appraisal.
Minority Interest Discounts
An over 100-year-old Santa Maria company with land, commercial office and oil & gas holdings on the central coast. When their first valuation was found lacking by the IRS, our analysis of a minority interest provided a value reduction on the order of 60%. The revised tax return was accepted by the IRS 'as presented'.
Sale Support
Owner Ready to Exit
After three failed attempts to sell this Wisconsin based, value-add distributor in the past ten years, our support helped the company negotiate its own buy-out, improving the initial $5.5 million offer by $2.5 million.
Eighty Year Old Business
After growing the family business to $30 million in revenue, the elderly second generation of a highly recognized food brand sold its Arkansas based company. Our valuation highlighted a brand extension to additional products, improving the deal by $3 million.
Management Buy-Out
A Santa Barbara kitchen and bath remodeling company. We helped with management's buyout of the founders. It is now women owned.
Main Street
A trend setting craft whiskey producer in western Pennsylvania. We helped with the buy-out of a family member's interest after they moved away to support their spouse's career.
Bright Star Care
Bright Star provides home care and transportation for the elderly, alzheimer's patients and children in Ventura, California. We helped the owners use rollover funds from their 401k plan to buy the area franchise.
SBB Gourmet Catering
A Santa Barbara caterer. We helped American Riviera Bank provide an SBA loan to an employee so that they could acquire the company from their mentor.