Mr. Tarbell is a Director in Houlihan Lokey’s Financial and Valuation Advisory business. He has more than three decades of experience providing valuations, financial opinions, and expert witness testimony regarding 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.
Mr. Tarbell is an Accredited Senior Appraiser, certified in business valuation, of the ASA, a member of its Board of Governors, and a past chair of its Business Valuation Committee. He holds the designation of Chartered Financial Analyst of the CFA Institute. He is an instructor for the ASA as well as the International Institute of Business Valuers (iiBV). He is registered with FINRA (formerly the NASD) as a General Securities Representative (Series 7 and 63) and a Limited Representative – Investment Banking (Series 79). He is also a member of the Portland Society of Financial Analysts and an associate member of the American Bar Association.
Mr. Tarbell has testified in various legal forums, including state and federal courts, the United States Tax Court, a congressional hearing, a Department of Labor panel, as well as in arbitration, mediation, and deposition proceedings. He also frequently serves as a consultant to attorneys during the litigation and dispute resolution processes.