Nate O’Brien

Senior Manager of Business Valuations

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.


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