top of page
  • Writer's pictureJim Lisi, CVA, MBA, CPIM

Comprehensive Valuations in Bakersfield

Updated: Jun 26

Black and white picture of lookin up at a modern building in Bakersfield, California, with the sky and sun directly above.

Determining the worth of your business or assets is crucial for many financial decisions, especially in Bakersfield, California, which has a diverse landscape.


At SB Valuations, we serve areas throughout California and are a top choice for those in Bakersfield who need dependable and detailed business valuations.


This article delves into the importance of Bakersfield valuations, introduces SB Valuations, and explains why we are the best option for business valuations in the region.


Ready to receive a valuation in Bakersfield for your business and/or assets? Reach out today.





Bakersfield California's Business Landscape and Why Valuations Are Needed

With industries ranging from agriculture and energy to healthcare and manufacturing, Bakersfield's economy is diverse and growing. Reliable valuations are crucial for a variety of reasons:


Mergers and Acquisitions

Understanding the true worth of a business can make or break a deal. A study by Deloitte highlights the significant role of valuations in successful mergers and acquisitions.


Litigation

In legal disputes, a dependable valuation is essential for fair settlements.


Estate and Gift Planning

Proper valuations ensure compliance with tax laws and help in effective estate planning.


Investment Decisions

Investors rely on valuations to make informed investment choices.


Introduction to SB Valuations and Our Expertise

At SB Valuations, we specialize in providing expert valuations throughout California. We offer a unique blend of personalized service and extensive industry knowledge.


Why Choose SB Valuations?


Expertise

Led by James Lisi, a seasoned professional in the field, we have a track record of delivering comprehensive valuations.


Personalized Service

We take a client-centric approach, ensuring that each valuation is tailored to the specific needs of your business.


Local Knowledge

With a deep understanding of California's business landscape, we provide insights that out-of-town firms cannot match.


"Our commitment to reliability and personalized service sets us apart. We don't just provide valuations; we offer peace of mind." - James Lisi

To learn more about how SB Valuations can help with your specific valuation needs, please reach out directly for a consultation.


Looking through glass at man in modern building with suit and tablet, analyzing a valuation in Bakersfield.

Our Services and Approach

We offer a wide range of services to meet the diverse needs of our clients. Our comprehensive approach ensures that every valuation is thorough, dependable, and tailored to your specific requirements.


Litigation Valuations

In legal disputes, having a dependable business valuation is crucial. We provide detailed and defensible valuations to support litigation processes.


Our appraisals are essential in court, ensuring that the arguments for your business’s worth are well-presented and backed by solid evidence.


Estate and Gift Planning

For those planning their estates or considering significant gifts, we offer valuations that ensure compliance with tax laws and help in effective planning.


Fair valuation is key to avoiding excessive taxes and ensuring compliance when transferring business interests or assets. Our estate and gift appraisal services help families manage these transitions effectively and minimize tax liabilities.


409a Valuations

We provide rigorous 409a valuations to ensure compliance with IRS regulations. This is crucial for companies looking to offer stock options to their employees.


We specialize in early-stage valuations where ‘current value’ appraisals provide the proper value over GAAP-style 409a reports.


Mergers and Acquisitions

When it comes to buying or selling a business, a reliable valuation is essential. We offer in-depth valuations to facilitate successful transactions.


Understanding the true worth of potential opportunities is crucial for making informed business decisions that align with strategic goals.


Partner Exit Valuations

When a partner exits a business, knowing the value of their share is crucial. We provide fair and dependable valuations to support these transitions.


Our appraisals analyze the relevant investor factors and the effect of the exit on both parties to help find an equitable buy-out or buy-in price.


Investor Valuations

Investors need to understand the true worth of their investments. We offer detailed valuations to support informed investment decisions.


These appraisals are tailored to analyze investor interests, ensuring that the valuations reflect the investor’s perspective and the market conditions.


Estate Tax Valuations and Gift Valuations

For estate and gift tax purposes, reliable valuations are necessary to ensure compliance and optimize tax liabilities.

We provide expert valuations for these needs, helping to minimize taxes and ensure a fair transfer of assets to heirs. Our estate tax and gift valuations are meticulously prepared to comply with regulatory requirements and provide clarity in estate planning.


Complex Valuation Needs

We handle complex valuation needs, including private company financial instruments like promissory notes, tenant-in-common interests, and complex equity capital structures.


Understanding the intricacies of owner rights for each of these securities ensures our valuations are both dependable and relevant.


Man in suit and construction helmet typing on large laptop, with gray cement background and design tools all over desk.

Frequently Asked Questions about Valuations

Why do I need a business valuation?

Business valuations are essential for making informed financial decisions about your largest family asset, whether you're selling your business, planning your estate, or involved in litigation.

How often should I get my business valued?

It depends on your specific needs, but it's generally a good idea to get a valuation every few years or when significant changes occur in your business.

How long does the valuation process take?

The duration varies depending on the complexity of the business, but we aim to complete most valuations within 3 weeks of receiving your data.

What information is needed for a business valuation?

Typical information includes financial statements, tax returns, details about business operations, and market data.

How do you ensure the dependability of your reports?

We follow strict professional standards, including the Uniform Appraisal Standards of Professional Appraisal Practice (USPAP) and the National Association of Certified Valuation Analysts (NACVA). We apply multiple approaches to value, ensuring comprehensive and reliable valuations.

What sets you apart from larger firms in terms of service and pricing?

We provide top-level valuation reports at about half the cost of multi-person regional firms. Our approach is driven by M&A and present value theory fundamentals, providing direct measures of value that are hard to dispute.

How do you handle investor-centric valuations?

We rely on methods and data that investors use in their purchase and exit decisions. This investor-centered viewpoint ensures that the valuations reflect the investor’s perspective and current market conditions.

What trends are you seeing in the business valuation industry, particularly for small businesses?

Valuation multiples are down since inflation has increased, but they don’t move dramatically or quickly like public markets. We keep updated on valuation issues through professional organizations and continuing education, ensuring our methodologies remain current and relevant.


Client Engagement and Success Stories

SB Valuations takes pride in their client-centric approach, ensuring that each valuation is tailored to your specific needs. We provide clear explanations of the types of reports, their uses, and the process, ensuring that you understand the valuation and its implications.


Memorable Success Stories

One notable success story involves a client facing a $14 million tax assessment from the IRS.


SB Valuations defended the client's position with detailed briefs, ultimately causing the IRS to abandon the case. This saved the client a significant amount of money and established SB Valuations' reputation for quality and reliability.


In another case, SB Valuations corrected a competitor’s mistake for a small company with an ESOP. The company was previously appraised at a value less than the value of the cash and inventory on hand.


B Valuations separated non-operating assets from operating assets in their approach, solving the problem and ensuring that the founders were no longer being diluted by their ESOP contributions.


Get Started with SB Valuations Today

For those in Bakersfield and throughout California looking to understand the value of their business or its securities, SB Valuations is ready to assist.


Whether you are preparing for a sale, handling a transition, or navigating legal challenges, SB Valuations' team is equipped with the expertise and experience to provide clear, actionable insights.


By choosing SB Valuations, you're not just getting a number at the end of a report; you're gaining a partner dedicated to helping you achieve your goals with confidence.


Contact SB Valuations today and take the first step towards understanding the true value of your Bakersfield business and/or assets.

9 views

Recent Posts

See All
bottom of page