Business Valuations in Ventura, California
Serving Ventura Business Owners
Ventura's economy spans manufacturing, agriculture, retail, and a growing base of professional practices; industries SB Valuations has worked with directly since the firm's founding in Ventura itself. 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 works closely with Ventura's legal and business community, including referral relationships with firms like Ferguson Case Orr Paterson LLP and Nasif Hicks Harris & Co., and has completed engagements for local businesses including BrightStar Care, Clamshell and Coastal Spa Warehouse.
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.