Business Valuations in Malibu, California
Serving Malibu Business Owners
Malibu sits just down the coast from Ventura and Oxnard, where Jim lived for twenty years, making it a natural meeting point for clients based in Los Angeles County. For those clients, Malibu is worth the drive to find a reliable, small firm offering a defensible valuation at a fair price. Meetings most often take place at Paradise Cove Cafe, sometimes at Neptune's Net, both a short drive from where SB Valuations was founded. Reliability is what matters most when the valuation 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.