Business Valuations in
Thousand Oaks, California
Serving Thousand Oaks Business Owners
Thousand Oaks combines a strong base of corporate offices, financial services, and professional advisory firms, anchored by major employers like Amgen, with a dense residential business community. SB Valuations works closely with advisor relationships including Oaks Strategic Advisors and Farrell Financial, professionals who expect the same standard we hold ourselves to: a reliable, traceable valuation shows its work, at every price point and in every context. That clarity matters.
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.