Welcome to DTP: Westlake Village, CA
PLEASE NOTE: THIS MEETING IS IN PERSON
A light breakfast and coffee will be served
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
Business Valuations in Divorce
Our founder and chief appraiser, James Lisi, began his career as an industrial engineer at the University of Michigan where he was introduced to engineering economics - the valuation of capital projects. A typical analysis would determine whether it is better for a manufacturing company to build a factory in North Carolina or Mexico based upon the set-up costs, operating costs and lifetime of each project. While earning an MBA at the University of California, Irvine he had more valuation coursework, and then a business career in manufacturing, distribution and his own small business. He also spent several years with Tech Coast Angels.
During the entrepreneurial phase of his career, he was asked to join American ValueMetrics as a part-time analyst, and produced about a half dozen reports per year under the mentorship of Gerald Barney, a former investment banker and business broker.
SBV was formed in 2013 and began working as an independent contractor to American ValueMetrics and later to The Mentor Group. In 2020, SBV began operating under its own name.
Jim has been published multiple times in publications such as
The Value Examiner, Business Valuation Update, National Association of Estate Planners and Councils, Pacific Coast Business Times and Santa Barbara Lawyer.
SBV's goals are to provide a fundamentally sound value to each client, to advocate in the valuation profession for micro-economic methods, and to pass on intrinsic valuation knowledge to others interested in scientific approaches to valuation.
DTP President & Founder/ Westlake Village Leader
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.