Tarbell is a Director in Houlihan Lokey’s Financial Advisory Services business.
He has 28 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.
Tarbell speaks frequently on securities valuation, capital markets,
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,
leading law firms. He has served as a reviewer, editor, contributing author,
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,
the U.S. Department of Labor, as well as in arbitration, mediation,
deposition proceedings. He also frequently serves as a consultant to lawyers
during litigation and dispute resolution.
Tarbell 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 former Chair of the Advisory Committees Chairs Council of
The ESOP Association, the former chair of its Valuation Advisory Committee and
a former 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.