Welcome to DTP: Santa Barbara, CA
PLEASE NOTE: THIS MEETING IS IN ON ZOOM
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
James A. Lisi is owner of Santa Barbara Valuations Inc. and a representative of The Mentor Group’s cost segregation and investment banking 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. since 2003. The CVA credential is the one valuation designation requiring Continuing Professional Education in compliance with the National Commission for Certifying Agencies (NCCA). Jim has important advisory experience in business sales, acquisitions and angel investment, plus extensive practice in valuing start-ups and discounts; ERISA, IRC 409a and ESOP compliance. He has enhanced clients’ due diligence efforts, negotiating key deal terms and favorable prices. For litigation, Jim has supported mediations and civil lawsuits for 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 moved to aerospace manufacturing, materials management, marketing and product management at Eaton Corporation. In 1991 he was a U.S. delegate to companies in Russia, Latvia and Estonia sharing best business practices following the fall of the Berlin Wall. In 1997, he acquired his own company and led it over ten years. Within 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 a private equity firm after they acquired a $50 million aerospace company in Ventura County, California and searched for additional acquisition candidates. 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 a Valuator, Mr. Lisi has valued over 300 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. His general qualifications are: • Certified Valuation Analyst (CVA), NACVA • Master of Business Administration, University of California, Irvine • Bachelor of Science, Industrial and Operations Engineering, University of Michigan • Certificate of Production and Inventory Control Management, APICS • Former Finance Faculty, Antioch University MBA Program • Former Tech Coast Angel
DTP Santa Barbara, California Chapter Leader
John Duffy
Zen Divorce Solutions - Owner
Certified Divorce Financial Analyst
Phone: 805-886-1901
eMail: john@zendivorcesolutions.com
My name is John Duffy, and I am a financial advisor, planner, and Certified Divorce Financial Analyst® professional. I believe in service as a way of life and I endeavor to help others personally and professionally.
I founded Zen Divorce Solutions to help couples amicably identify, evaluate, and equitably divide assets in a fair and respectful manner during divorce.
I graduated from the University of San Francisco with a Bachelor of Science in Business Administration and Management and began working in tech in Silicon Valley. I moved to Santa Barbara to start a family and begin my career in finance. I am happily re-married to my wife, Star, and together we added a son and daughter to our blended family. When I am not watching my younger children’s soccer games or gardening, I enjoy scuba, ice hockey, camping and traveling. I am the former board chair of Pacific Pride Foundation, Santa Barbara’s LGBTQ+ organization, and am currently serving on the boards of Casa del Herrero and Hospice of Santa Barbara.
DTP President & Founder
Neil Palache
The Wealth Creator Company For Women
Tel: (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.