Background & Experience

Nate O’Brien is a Senior Manager with KatzAbosch’s Business Valuations Services Group. He has over 10 years of experience and is responsible for performing and overseeing valuations of closely held businesses and asset-holding companies. Nate has conducted valuations for a variety of purposes, including goodwill impairment analyses, purchase price allocations, equity-based compensation, S corporation conversions, as well as for estate and gift tax. He works with various industries including professional services, industrials, consumer products/services, and government contracting. Additionally, Nate specializes in supporting healthcare provider businesses with fair market valuations for federal Stark and Anti-Kickback purposes.

Education

Xavier University, Williams College of Business, Bachelor of Science in Business Administration, Major in Finance

Areas of Specialization

Fair Market Value (Estate, Gifting, Family Limited Partnerships, Controlling and Minority Interests)
Strategic Value (Negotiations, Business Planning)
Fair Value for Financial Reporting (ASC 350, ASC 805, ASC 820)
Healthcare FMV (Mergers & Acquisitions, Divestitures, JVs, PSAs, MSOs, Provider and Executive Compensation)
Complex Securities Valuation (Black Sholes, Monte Carlo, Binomial Pricing)
Intangible Asset Valuation (Trade Names, Customer Relationships, Recipes, Technology, Software, Non-Compete, and Rights of First Refusal)
Discount Support (DLOM and DLOC)

Professional Designations

Certified Valuation Analyst, 2018

Professional Affiliations and Civic Involvement

National Association of Certified Valuation Analysts