Jim Lisi
Member of the Board of Advisors @Aqua-Flo Supply
Signup · Get unlimited contacts
WORK HISTORY
Member of the Board of Advisors @Aqua-Flo Supply
Goleta, CA, US
EDUCATION
University of Michigan
BSE, Industrial Engineering
University of California, Irvine - The Paul Merage School of Business
MBA, Strategy & Entrepreneurship
SKILLS
ABOUT JIM LISI
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
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.