Founder, Certified Valuation Analyst
Current
Jan 2013 - Present
AeroLeads people directory · profile
Jim Lisi, Cva, Bca-Rm Mba, Cpim Email & Phone Number
Founder, Certified Valuation Analyst
at
SB Valuations Inc.
1 work email found
@eventrents.com
3 phones found area 805
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, Certified Valuation Analyst
Location
Santa Barbara County, California, United States
Who is Jim Lisi, Cva, Bca-Rm Mba, Cpim? Overview
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Quick answer
Jim Lisi, Cva, Bca-Rm Mba, Cpim is listed as Founder, Certified Valuation Analyst at SB Valuations Inc., based in Santa Barbara County, California, United States. AeroLeads shows a work email signal at eventrents.com, phone signal with area code 805, and a matched LinkedIn profile for Jim Lisi, Cva, Bca-Rm Mba, Cpim.
Jim Lisi, Cva, Bca-Rm Mba, Cpim previously worked as Managing Director at The Mentor Group, Inc. and Partner at American Valuemetrics And Triaz International. Jim Lisi, Cva, Bca-Rm Mba, Cpim holds Mba, Strategy & Entrepreneurship from University Of California, Irvine - The Paul Merage School Of Business.
Company email context
Email format at SB Valuations Inc.
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{first}@eventrents.com
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Profile bio
About Jim Lisi, Cva, Bca-Rm Mba, Cpim
James Lisi is a senior valuation professional and consultant. Services range from simple calculations that help a small business to plan, to full reports on complex situations and capital structures. He also sets discounts on large blocks of public stock and real estate holdings, reviews appraisals of others and serves as an expert witness. Jim differentiates market value from investor value with scientific method - a solution to an age-old issue that is true to M&A dealmaking, engineering and USPAP. The ground breaking reasoning is peer-reviewed and published by NACVA's Value Examiner. From time to time Jim's editorial opinions are published in the Pacific Coast Business Times and he instructs at valuation conferences and on-line workshops. His experience covers M&A, estate & gift, divorce, shareholder exits, 409a, ESOP, 401k rollovers, cryptocurrency and discounts. The bulk of his projects involve companies with $2 to $70 million of revenue. Minority interest discounts for real property holding companies are a large part of his business. More at sbvaluations.com
Listed skills include Strategic Planning, Business Planning, Management, Leadership, and 43 others.
Current workplace
Jim Lisi, Cva, Bca-Rm Mba, Cpim's current company
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8 roles · 40 years
Jim Lisi, Cva, Bca-Rm Mba, Cpim work experience
A career timeline built from the work history available for this profile.
Managing Director
The Mentor Group only offers services of senior valuation analysts, appraisers and investment bankers.
2017 - 2020
~3 yrs
2003 - 2017
~14 yrs
Mba Finance Faculty
2014 - 2015
~1 yr
Executive Director
In an interim role, led an organization of five business units with eleven locations, 90 employees and 700 volunteers providing social, educational, and recreational services, including licensed childcare, camping and conferences. Responsible for day-to-day operation, managing committees and staff, and developing business plans in collaboration with the board of directors.
2012 - 2013
~1 yr
President / Owner
Directed all finance, operations, sales, marketing, public relations, information systems, human resource, real estate and capital purchase functions for a company of thirty-five people and $2 million in assets.
1997 - 2012
~15 yrs
Director Of Sales
G&H Technology
Responsible for business development of OEM aerospace connector and space-rated release mechanism products with revenue of $30 million. Later, as a consultant, helped direct the strategic planning process when the company was purchased by a private equity group.
1995 - 1997
~2 yrs
Sr. Product Manager
Led his product lines to market leadership in a six-competitor, global aerospace market. Led strategic planning process for the operating group. Traveled extensively in the US, Europe, Middle East and South America.
1987 - 1995
~8 yrs
2 education records
Jim Lisi, Cva, Bca-Rm Mba, Cpim education
Mba, Strategy & Entrepreneurship
University Of California, Irvine - The Paul Merage School Of Business
Bse, Industrial Engineering
University Of Michigan
FAQ
Frequently asked questions about Jim Lisi, Cva, Bca-Rm Mba, Cpim
Quick answers generated from the profile data available on this page.
What company does Jim Lisi, Cva, Bca-Rm Mba, Cpim work for?
Jim Lisi, Cva, Bca-Rm Mba, Cpim works for SB Valuations Inc..
What is Jim Lisi, Cva, Bca-Rm Mba, Cpim's role at SB Valuations Inc.?
Jim Lisi, Cva, Bca-Rm Mba, Cpim is listed as Founder, Certified Valuation Analyst at SB Valuations Inc..
What is Jim Lisi, Cva, Bca-Rm Mba, Cpim's email address?
AeroLeads has found 1 work email signal at @eventrents.com for Jim Lisi, Cva, Bca-Rm Mba, Cpim at SB Valuations Inc..
What is Jim Lisi, Cva, Bca-Rm Mba, Cpim's phone number?
AeroLeads has found 3 phone signal(s) with area code 805 for Jim Lisi, Cva, Bca-Rm Mba, Cpim at SB Valuations Inc..
Where is Jim Lisi, Cva, Bca-Rm Mba, Cpim based?
Jim Lisi, Cva, Bca-Rm Mba, Cpim is based in Santa Barbara County, California, United States while working with SB Valuations Inc..
What companies has Jim Lisi, Cva, Bca-Rm Mba, Cpim worked for?
Jim Lisi, Cva, Bca-Rm Mba, Cpim has worked for Sb Valuations Inc., The Mentor Group, Inc., American Valuemetrics And Triaz International, Antioch University Santa Barbara, and United Boys & Girls Clubs Of Santa Barbara County (Ubgc).
How can I contact Jim Lisi, Cva, Bca-Rm Mba, Cpim?
You can use AeroLeads to view verified contact signals for Jim Lisi, Cva, Bca-Rm Mba, Cpim at SB Valuations Inc., including work email, phone, and LinkedIn data when available.
What schools did Jim Lisi, Cva, Bca-Rm Mba, Cpim attend?
Jim Lisi, Cva, Bca-Rm Mba, Cpim holds Mba, Strategy & Entrepreneurship from University Of California, Irvine - The Paul Merage School Of Business.
What skills is Jim Lisi, Cva, Bca-Rm Mba, Cpim known for?
Jim Lisi, Cva, Bca-Rm Mba, Cpim is listed with skills including Strategic Planning, Business Planning, Management, Leadership, Mergers And Acquisitions, Small Business, Business Development, and Nonprofits.
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