Welcome to DTP: Thousand Oaks, CA
PLEASE NOTE: THIS IS A VIRTUAL MEETING
Welcome to the Divorce Transition Professionals (DTP)
DTP was founded in 2017. Our primary Mission Statement that still holds true today is:
Making Divorce Just a Little Bit Easier™
We believe that this can be accomplished by bringing together amazing professionals all of whom have expertise in the divorce landscape and all of whom understand what it means to collaborate.
At each chapter meeting we bring you a top-notch speaker or program, providing on-going education, and an opportunity to network and collaborate with some of the best divorce professionals in your community. Our meetings are typically an hour. We respect that you are a busy professional and are sure to provide a compelling, productive meeting, the ultimate results of which will meet our goal of supporting folks as they go through divorce and in growing your business, concurrently.
This event is completely free to all FIRST-TIME attendees. It is an opportunity to learn more about the Divorce Transition Professionals. If you are a professional with divorce expertise, please check us out.
There is nothing like DTP!
This Month's Program
Jim Lisi, CVA, BCA-R, MBA
Business Valuations - Minority Interests - Block Discounts
http://www.sbvaluations.com
jim@sbvaluations.com
c: 805.797.1710
James A. Lisi is owner of Santa Barbara Valuations Inc. and a representative of The Mentor Group's investment banking and cost segregation services. His expertise spans valuation of businesses, real property partnerships, intellectual property, brands, cryptocurrency and equipment. A Certified Valuation Analyst (CVA), he has served clients across the U.S. The CVA credential is the only valuation designation in compliance with the National Commission for Certifying Agencies (NCCA) for Continuing Professional Education.
Jim has important experience in business sales, acquisitions and angel investment; and extensive practice in start-up, discount, ERISA, IRC 409a and ESOP valuation. For litigation, Jim's reports have supported mediations and civil lawsuits of partner disputes, employee separations and divorce. He is a member of the National Association of Certified Valuators and Analysts (NACVA) and has presented at NACVA national conferences. Some of his technical solutions are published in the NACVA online library.
Jim began his career in his father's industrial distribution business in Cleveland, Ohio. After college he worked in aerospace manufacturing, having roles in production, product costing, materials management, marketing and product management at Eaton Corporation. In 1991 following the fall of the Berlin Wall, he was a U.S. delegate to companies in Russia, Latvia and Estonia sharing best business practices. He acquired a Santa Barbara business in 1997, expanded it into Ventura County, and closed it in great recession of 2009-2012. In the Non-Profit arena, he has served as board president, executive secretary, treasurer and interim Executive Director.
In advisor roles, Jim led his Eaton division's strategic planning from 1992-1995, and in 2001, he consulted to a private equity firm after they acquired a $50 million aerospace company in Camarillo, California. He joined American ValueMetrics in 2003 and became a partner in 2013. In 2017, he moved to The Mentor Group, a valuation and investment banking firm comprised exclusively of senior professionals, and in 2020 went independent as Santa Barbara Valuations.
As an appraiser, Mr. Lisi has valued over 350 business entities, intellectual properties and equipment projects. The companies range from start-ups to low middle-market companies, and ‘main street' business to manufacturing and SaaS companies.
DTP Thousand Oaks Chapter Leader
Luba Milgram
Starla Consulting
Phone: (805)827-5323
eMail: luba@starlaconsulting.com
Luba is a Tax Advisor and Certified Divorce Financial Analyst (CDFA) with over 20 years of experience in the tax and accounting industry. As a Certified Tax Strategist and NTPI Fellow, she combines her expertise and empathy to guide clients through life’s toughest transitions—such as divorce or the loss of a spouse. Luba offers money coaching and empowers her clients to make confident decisions, providing the clarity and guidance they need to avoid costly mistakes and secure a stable future.
'I believe financial decisions should empower, not overwhelm, especially during life’s toughest transitions. My mission is to give clients the clarity and confidence they need to secure their financial future, no matter the challenges they face.
Luba served as a Treasurer on the school board and local volunteer organization. She has also volunteered for the IRS Tax Assistance Program which aids low income individuals with their tax filings. She is an Enrolled Agent, Certified Tax Coach, Certified Tax Planner, Certified Tax Strategist, Certified Divorce Financial Analyst, National Tax Practice Institute Fellow, and a co-author of "Thinking Outside the Tax Box" book published in 2020.
DTP President & Founder
Neil Palache
The Wealth Creator Company For Women
Phone: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com
Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.