Business Valuations in Monterey, California
Serving Monterey Business Owners
Monterey's economy blends fishing, agriculture, and tourism with a strong base of real estate holding companies, entities often based elsewhere but holding valuable Monterey property. SB Valuations recently began work with well known family restaurant in town on an ownership transition, and has appraised a Montecito-based real estate holding company with property in Monterey. A reliable, traceable valuation shows its work, at every price point and in every context. That clarity matters.
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 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.