Nate’s curious nature has propelled him to continuous learning across various niche fields in business valuation. His deep experience allows him to translate business valuation complexities in a way to which others can relate.
With nearly 20 years of experience in valuation and advisory services, Nate performs valuations relating to financial reporting, dispute advisory, tax reporting and strategic planning. He specializes in appraisals of business enterprises, preferred and common equity interests, options and intangible assets. Nate has provided valuation and litigation support consulting services for various purposes, including purchase price allocation, goodwill impairment testing, equity compensation, fair value reporting of investments, estate and gift taxation, business succession planning, Employee Stock Ownership Plans, marital dissolutions, shareholder disputes, SBA loans, economic damage analysis, fraud investigations, property tax appeals, securities litigation, and mergers and acquisitions.
- Illinois CPA Society
- American Institute of CPAs
- American Society of Appraisers
- CFA Institute
- CFA Society of Chicago
- National Association of Certified Valuators and Analysts
- Business Valuation Association (Chicago)
Nate lives in Chicago, Illinois, where he and his wife attempt to raise two amazing daughters and not move to the suburbs.