Mr.
Tarbell is a Director in Houlihan
Lokey’s Financial and
Valuation Advisory business. He has more than three decades 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.
Before
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.
Mr.
Tarbell 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. Mr.
Tarbell has
served as a reviewer, editor, contributing author, or technical advisor for several
valuation textbooks and publications
and is 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. Mr.
Tarbell also
frequently serves as a consultant to lawyers during litigation and dispute
resolution.
Mr.
Tarbell holds
a
B.S. from the University of Oregon and an MBA from the University of Chicago
Booth
School of Business.
He
is an Accredited
Senior Appraiser, certified
in business valuation, of the American Society of Appraisers and the Immediate
Past Chair of its Business Valuation Committee. Mr. Tarbell holds the
designation of Chartered Financial Analyst of the CFA Institute. He is the former Chair
of the Advisory Committee
Chairs’ Council
of The ESOP Association, the former chair of its Valuation Advisory Committee,
and
a former member of its board
of directors. Mr.
Tarbell 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.