ASA, CFA, MBA, Director – Houlihan Lokey
Jeffrey is a Director in Houlihan Lokey’s Financial Advisory Services business. He has more than three decades of experience providing valuation and financial opinions to private and publicly traded companies. Mr. Tarbell is an accredited senior appraiser (ASA) certified in business valuation, of the ASA and a former Chair of its Business Valuation Committee. He also holds the designation of Chartered Financial Analyst (CFA) of the CFA Institute. Jeffrey is a member of the Education Committee of the International Institute of Business Valuers (IIBV).
Jeffrey earned a B.S. from the University of Oregon (1990) and an MBA from the University of Chicago Booth School of Business (1997). He develops and teaches valuation content for various organizations, including the IIBV and the ASA. 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.
M.A., MBA, CPA
John is the President of Brandywine Valuation Consultants, LLC and has been performing business valuations since 1987 across a wide spectrum of manufacturing, retail, technology, and service industries. John has been qualified as an expert valuation witness in courts in Pennsylvania, New Jersey, and Florida as well as in U.S. Federal District Court. In addition to litigation support, he has been involved in valuations for the purposes of financial reporting, sales, restructuring, goodwill impairment, and estate planning.
John holds an MBA from LaSalle University as well as an M.A. from Fordham University. He is also a Certified Public Accountant and a senior member of the American Society of Appraisers (ASA).
John also has extensive experience in education. He is a former instructor of Finance at Villanova University’s MBA Program and La Salle University’s MBA Program and has also served on the faculty of the ASA, IIBV, and RICS. Over the past fifteen years, he has taught business valuation courses throughout the United States, Europe, and the Middle East for the ASA, IIBV, RICS, and the Big 4 accounting firms. He is a past Chairman of the ASA’s Business Valuation Committee and currently serves as the Chairman of the Pennsylvania Institute of Certified Public Accountants Business Valuation Committee and a member of the iiBV Education Committee.
Mr. Strickland is currently a Consultant with Scrutton Bland Chartered Accountants (UK). He holds a FCA (Fellow of the Institute of Chartered Accountants in England and Wales [“ICAEW”] and from Cambridge University, a Master of Arts History. Mr. Strickland is a member of the FCA and a member of the Valuation Committee of the ICAEW, completed BV101 & BV102.
Mr. Strickland has had articles published in the UK magazine “Taxation” on tax and valuation matters, including article on the control premium in UK valuation; article in Business Valuation Update (USA) on the bid premium and its misuse for determining minority discounts (with Bob Dohmeyer); and is a regular contributor to the newsletter issued by the valuation committee of the ICAEW to its members. He has also held presentations at the annual valuation conference of the ICAEW on the control premium, IPCPL, and on case study of valuation of a private company.
Mr. Strickland has been a contributing member of the Education Committee of IIBV and is now the current Chair of the Education Committee.
ASA, MRICS, CF
Anton Lezhja is a Director in the Financial Advisory Services of Deloitte Central Europe working in the Balkan region (specifically Albania and Kosovo) and has more than 15 years of professional experience in financial advisory. He has extensive experience in business valuations, real estate & intangible valuations, feasibility studies, and financial modeling, as well as M&A, privatizations, and PPP’s.
Anton is an Accredited Senior Appraiser of the American Society of Appraisers (ASA), a member of the Royal Institution of Chartered Surveyors (MRICS), and holds a Corporate Finance degree from ICAEW. He is accredited as a real estate appraiser both in Albania and Kosovo, licensed by the respective institutions. He is the designated trainer of the Introduction to Business Valuation courses organized by Deloitte Central Europe and the appointed trainer for business valuation courses for ASA qualifications in Europe. He also provides training courses for real estate valuations organized by Albanian and Kosovo institutions. Anton holds a University Diploma (Engineering) from the University of Tirana, Albania; Faculty of Mechanical and Electrical Engineering.
ASA, MCBA, CVA, ICVS, ABAR, CM&AA
Mr. Mellen is a Senior Managing Director with Valuation Research Corporation (VRC), leading its Boston office. His experience includes completion or supervision of over 3,500 valuations of businesses and intangible assets since 1989 for such purposes as tax planning and compliance, strategic planning, financing, mergers and acquisitions, fairness opinions, post-acquisition purchase price allocation, financial reporting, estate planning, buy-sell agreements, marital dissolution, shareholder disputes, and appraisal review. Mr. Mellen is the author of the third edition of the 480-page textbook, Valuation for M&A: Building & Measuring Private Company Value, published by Wiley. He has also authored several published articles on valuation-related matters, led over 100 seminars, and provided expert testimony in court.
Mr. Mellen holds a Master of Business Administration degree in finance from Babson College near Boston, and a Bachelor of Arts degree in industrial relations and economics from McGill University in Montreal.
Mr. Petrovic is a seasoned financial adviser with over 16 years of experience. He currently leads a regional valuation and business planning practice at BDO in Serbia, Montenegro, and B&H, assisting clients in decision making by providing business and asset valuations, feasibility studies, capital budgeting advisory, economic damages assessment, and fairness opinions. His broader financial advisory experience also includes M&A, financial due diligence, financial restructuring, and prepackaged reorganization (in bankruptcy).
Passionate about business valuation, Mr. Petrovic sets out to provide clients with high-caliber valuation and business planning services to support them in reaching informed decisions about transactions, investments, financing, and accounting.
Mr. Petrovic is an Accredited Senior Appraiser, a Member of the American Society of Appraisers, a Member of the Royal Institution of Chartered Surveyors, and the founding member of the Serbian Society of Appraisers.
ASA, REV, MSci
Vesna Stefanović is a Senior Manager Advisory Services with PwC Serbia and South-East Europe.
Ms. Stefanović has over 24 years of extensive experience in business and asset valuation for various areas including financial reporting, mergers & acquisitions, privatization, tax, restructuring, and more. Since 2013, Ms. Stefanović has been the owner and director of Vision Consulting d.o.o. Belgrade for valuation and other financial advisory services.
She holds an MSci Degree, specialized in valuation, is an Accredited Senior Appraiser (ASA) of American Society of Appraisers, European Recognized Valuers (REV) of the TEGoVA, Board member of the International Institute of Business Valuers (iiBV), Accredited member and Chairman of the Board of National Association of Valuers of Serbia (NAVS).
Mark A. Weston has over 20 years of advisory, assurance, and income tax experience advising public, private, and public sector clients in a variety of industries. Mark has qualified as an expert witness and given testimony in the Supreme Court of British Columbia and the Court of Queen’s Bench of Alberta. Mark has given numerous presentations on valuation American Society of Appraisers, the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of England and Wales, and the Business Valuators. Mark is currently a partner at Davidson and Company LLP in Vancouver, BC, and leads the value and litigation support practice.
Raymond Rath is a Managing Director with Globalview Advisors LLC, an independent valuation firm with offices in Irvine, Los Angeles, Boston, and London. Mr. Rath has over 30 years of professional experience. Mr. Rath’s experience includes projects for financial and tax reporting, transactions and litigation. He has testified in federal bankruptcy and civil courts in valuation matters.
Mr. Rath is extremely active in enhancing the quality of valuation practice both domestically and internationally. He has organized and moderated nine annual one-day conferences for the American Society of Appraisers on fair value issues including presentations by staff of the SEC, PCAOB, FASB, and IASB. He led the development of two three-day valuation courses for the American Society of Appraisers (ASA) – Valuation of Intangible Assets and Special Topics in the Valuation of Intangible Assets. Mr. Rath also led efforts resulting in an education and certification program for an Intangible Assets valuation specialty designation. In addition to his active involvement in intangibles education, Mr. Rath has taught all of the ASA business valuation courses and has developed several new course modules.
Mr. Morrison is the Founder and Managing Partner of Morrison Valuation & Forensic Services, LLC. He has over 10 years of experience in private industry corporate accounting and finance and over 20 years of experience providing valuation, forensic and litigation consulting services including senior positions with Coopers & Lybrand, KPMG, and McGladrey.
Mr. Morrison holds the Accredited Senior Appraiser designation and the Intangible Asset appraisal specialty in Business Valuations (ASA BV/IA) from the American Society of Appraisers (ASA). He is elected as Chair of the ASA’s Business Valuation Committee and is an instructor and course developer for the ASA. Mr. Morrison also past Chairman of the Board of Directors of the International Institute of Business Valuers (IIBV).
Trey Stevens is a managing director of Stevens & Greer, LC. He specializes in the valuation of business entities and business interests, the valuation of intangible assets and intellectual property, and the calculation of lost profits and commercial damages.
Mr. Stevens has performed the following types of valuation and economic analyses: business enterprise and fractional interest valuations, intangible asset and intellectual property valuations, goodwill impairment testing, restricted stock valuations, option and warrant valuations, professional practice valuations, the reasonableness of compensation, litigation support, and the determination of lost profits and economic damages.
Mr. Stevens is an accredited senior appraiser of the American Society of Appraisers (ASA) in business valuation. He was elected by the ASA business valuation members to a three-year term on the ASA Business Valuation Committee in 2009 and reelected to this position in 2012. From 2009-2015, Mr. Stevens served as vice-chair of the ASA International Board of Examiners. In this role, he was responsible for approving business valuation candidates for accreditation by the ASA. In 2017, Mr. Stevens was appointed to serve as chair of the ASA International Board of Examiners. He has been an author and instructor for the ASA Principles of Valuation courses and is currently a member of the ASA Business Valuation Education Subcommittee.