Nate O’Brien is a Shareholder and Director of 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, and estate and gift tax. He works with various industries, including professional services, industrials, consumer products/services, and government contracting. Additionally, Nate specializes in providing fair market valuations for healthcare provider businesses to support federal Stark and Anti-Kickback purposes.
Background & Credentials
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
- Certified Exit Planning Advisor, 2025
Professional Affiliations and Civic Involvement
- National Association of Certified Valuation Analysts
