James A. Lisi, Partner
BSIE, MBA, CPIM
Mr. Lisi’s focus is small business, capital stock, and solvency-related valuations; business plans and free cash flow analyses related to start-up and fast-growing enterprises; and valuation of incentive stock options to meet IRC 409a. He also performs ESOP plan feasibility studies and analyses of intellectual properties and other intangible assets. He has valued businesses with AVM since 2004.
Mr. Lisi has an MBA from UC Irvine and a BS Industrial & Operations Engineering from the University of Michigan. He started work in his family’s Cleveland, Ohio based industrial distribution business as a teenager and then began his aerospace manufacturing and international product marketing career in Costa Mesa, California at a Fortune 100 firm after graduating college. Shortly after completing his MBA, Mr. Lisi became responsible for strategic planning activities at his division. Then following a period as Director of Special Products at G&H Technology in Camarillo, Mr. Lisi acquired his own firm in Santa Barbara, California and led it for fifteen years while consulting part-time in business valuation and strategic planning to small business and private equity firms.
In 1991 Mr. Lisi was selected by People-to-People International as a delegate to exchange business management information with companies in Russia, Latvia and Estonia following the fall of the Berlin Wall. He also served as interim Executive Director of the United Boys & Girls Clubs of Santa Barbara County during a management transition at the non-profit. Mr. Lisi is active on several non-profit boards of directors, where he has served as trustee, board president, executive secretary, treasurer and finance chair.
The two most important requirements for major success are: first, being in the right place at the right time, and second, doing something about it.Ray Kroc