Business Valuations in Goleta, California
Serving Goleta Business Owners
Goleta is home to a strong base of manufacturing, technology, and aerospace-adjacent businesses alongside its own accounting and professional services community. SB Valuations works closely with Goleta-based accounting firms including Walpole & Co. and Tony Vallejo, CPA, and has completed engagements for local businesses including Aqua Flo, True Ames, Impulse Communications, Ring Research, Applied Cavitation, SecureDocs and Santa Barbara Airbus. A reliable, traceable valuation 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 serves clients throughout Santa Barbara 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.