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.