Business Valuations in Paso Robles, California

Paso Robles is wine country, where a winery's value is the sum of several distinct components: land, appellation, the operating business, the standing crop, and wine aging in inventory. That detail matters for a winery valuation or when valuing interests in a real estate holding company. SB Valuations has completed engagements for local businesses including Cool Hand Luke's, and has supported estate settlements involving vineyard property, work built on the same principle: a reliable, traceable valuation shows its work, at every price point and in every context. That clarity matters.

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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.

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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.

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