Business Valuations in San Luis Obispo, California
Serving San Luis Obispo Business Owners
San Luis Obispo's economy spans franchise retail, agriculture, and wine country estates, several with land holdings structured as real estate holding companies requiring discount valuations. SB Valuations has completed engagements for local businesses including a Sports Clips franchise, and this is where Jim delivered his first expert witness testimony in court. A reliable, traceable valuation 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 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.