Business Valuations in Santa Barbara, California

Santa Barbara's economy spans wine, healthcare, technology, tourism, and a dense professional services community, and SB Valuations has built relationships throughout it. Referral relationships include law firms Reicker-Pfau, Mullen & Henzell; Rimon Law; Schley Look Guthrie & Locker; and Foley Bezek Behle & Curtis, alongside accounting firms Nasif Hicks Harris & Co., Vantage Point, Nicholson & Schwartz, and MacFarlane Faletti. Engagements have included local companies such as The Berry Man, Kate Farms, Photothermal, O'Connor Pest Control, Arnoldi's and Harry's. These professionals and companies seek the same thing: a highly reliable 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.

​

​