Business Valuations in Salinas, California

Serving Salinas Business Owners

Salinas is known for its agricultural economy, the Salinas Valley is often called "the Salad Bowl of the World," alongside a growing base of professional and civic institutions. Jim has been a Rotarian since 1999 and was glad to learn of the Salinas Downtown Rotary Club's seven-year effort, spanning seven club presidents, to build the 70-foot Welcome Arch that now greets visitors to downtown Salinas.

A reliable, traceable valuation shows its work, at every price point and in every context. That clarity matters to business owners and their professional advisors. 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 the Central Coast and Central Valley. 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.

​

​