Business Valuations in Oxnard, California

Serving Oxnard Business Owners

Jim's retail business was located in Oxnard, before he closed it during the 2010 recession and became a valuer. Jim served for several years on the Oxnard Chamber of Commerce's legislative committee and continues to own industrial property in town. SB Valuations works closely with referral relationships including Schneider & Associates, and has completed engagements for local businesses including PinnPak, Metson Marine, Coastal Massage, and a holding company with Oxnard beachfront property, professionals and companies who expect the same standard we hold ourselves to: a valuation that shows its work. That clarity 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 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.

​

​