is a Director in Houlihan Lokey’s Financial Advisory Services business. He has
more than 27 years of experience providing valuation and financial opinions to
private and publicly traded companies. Mr. Tarbell is Head of the firm’s Estate
and Gift Tax Valuation practice, Co-Head of the firm’s Employee Stock Ownership
Plan Valuation practice, and a member of the firm’s Technical Standards
Committee. He is based in the firm’s San Francisco office.
joining Houlihan Lokey, Mr. Tarbell was the Director of Financial Advisory
Services for a national valuation firm. Earlier, he was a Vice President in the
M&A group of a boutique investment banking firm.
speaks frequently on securities valuation, capital markets, and other financial
issues. He develops and teaches valuation content for the American Society of
Appraisers, the International Institute of Business Valuers, undergraduate- and
graduate-level university courses, Big Four accounting firms, and leading law
firms. He has served as a reviewer, editor, contributing author, or technical
advisor for several valuation textbooks and publications. He is also a member
of the Editorial Advisory Board of Business Valuation Update. He has testified
in various legal forums, including state and federal courts, the U.S. Tax
Court, the U.S. Congress, and the U.S. Department of Labor, as well as in
arbitration, mediation, and deposition proceedings. He also frequently serves
as a consultant to lawyers during litigation and dispute resolution.
earned a B.S. from the University of Oregon (1990) and an MBA from the
University of Chicago Booth School of Business (1997). He is an Accredited
Senior Appraiser (ASA), certified in business valuation, of the American
Society of Appraisers and the Chair of its Business Valuation Committee. He
holds the designation of Chartered Financial Analyst (CFA) of the CFA
Institute. He is the Chair of the Advisory Committees Chairs’ Council of The ESOP
Association, the former chair of its Valuation Advisory Committee, and a member
of its Board of Directors. He is also a member of the Portland Society of
Financial Analysts and an associate member of the National Association of
Corporation Directors and the American Bar Association.