Business Valuations in Santa Ynez, Beullton and Los Olivos, California
Serving Santa Ynez Valley Business Owners
The Santa Ynez Valley, including Santa Ynez, Los Olivos and Buellton, is built on wine, hospitality, and agriculture, alongside a resident base of professional and legal services. SB Valuations works closely with referral relationships including Fennimore Law, the Law Offices of April M. Lavigne, and C&D Accounting, and has completed engagements for local businesses including Carhartt Family Wines, Olive Hill Farm, Sides Restaurant, Mattei's Tavern, and Foxen Vineyard. These professionals and businesses have the same need. A reliable, traceable valuation that withstands the test: 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 Santa Barbara 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.