Jeffrey Tarbell

Jeffrey Tarbell, ASA, CFA

Director
415.273.3642

Mr. Tarbell is a Director in Houlihan Lokey’s Financial and Valuation Advisory business and has nearly 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 Employee Stock Ownership Plan Valuation practice, and a member of the 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. He 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. Mr. Tarbell 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.

Mr. Tarbell earned 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. 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.

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