Business Valuations in Santa Maria, California
Serving Santa Maria Business Owners
Santa Maria's economy spans agriculture, viticulture, retail, and a growing base of professional practices, industries SB Valuations has worked with directly. SB Valuations works closely with Santa Maria's legal and business community, including referral relationships with firms like Paul Greco Law, and has completed engagements for local businesses including Golden Corral, Cool Hand Lukes and Santa Maria Insurance Agency. 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 o 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.