Business Valuations in
Westlake Village, California
Serving Westlake Village Business Owners
Westlake Village is home to a concentrated base of wealth management, financial planning, and legal professionals, serving the area's business owners and high-net-worth families. Jim worked from Westlake Village for several years as part of The Mentor Group, before SB Valuations began operating independently in 2020. SB Valuations works closely with advisor relationships including Keystone Business Advisors, Morton Wealth, and the Law Offices of Esther Hopkins, 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.
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.