Jeffrey S. Tarbell

Director | Houlihan Lokey

Mr. Tarbell is a Director in Houlihan Lokey’s Financial Advisory Services business. He has 29 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. 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 (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 Immediate Past 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.


Sessions

As financial analysts and experts we are often required to explain complex financial topics to the lay-person; whether a judge, a jury, or even our client. This session will provide helpful More

This session will discuss techniques and best practices for conveying report findings in a logical, effective, and easy to understand manner.
Attendees will leave with tips and techniques as More