Education

  • Marquette University - Bachelor of Science in Business Administration, majoring in finance and accounting
  • Member of the American Society of Appraisers

Overview

Nate Loest is a manager with CliftonLarsonAllen LLP and has over 10 years of experience in providing financial valuation and transaction consulting services including valuations of business enterprises; capital stock; debt securities; derivative and complex securities; and intangible assets consisting of trademarks, patents, customer relationships, distribution networks, contractual agreements and other intellectual property. He has extensive experience working with working with companies of all sizes; from large publicly-traded multi-national corporations to small privately-held companies.  His clients service a wide variety of industries including the aerospace, automotive, chemicals, construction, converting, foundry, healthcare, industrial components, logistics, manufacturing, newspaper, paper & flexible packaging, personal care, semiconductor, telecom, and many others.

Nate has managed and assisted in domestic and international valuation engagements for purposes involving:

  • Financial reporting/fair value
    • Purchase price allocations (ASC 805 and IFRS 3)
    • Impairment testing (ASC 350, ASC 360, and IAS 36)
    • Complex securities (ASC 718, ASC 820, and IFRS 13)
  • Business and management planning
  • Gift and estate tax
  • Financing
  • Tax planning and restructuring
  • Litigation support
  • Shareholder dispute/buyout
  • IRC 409a equity allocations
  • Mergers and acquisitions

 

Upcoming speaking engagements

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Resources and event materials

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