Nathan Gallagher has a career spanning over 19 years and has provided business valuation and financial advisory services for numerous purposes including shareholder redemptions, litigation related matters, corporate transactions and planning, incentive compensation plans, estate taxes, gift taxes, income taxes, and charitable donations. He has also provided valuations and co-authored expert opinions for litigation support in a number of court cases involving estate tax issues.
Nathan has valued closely-held businesses nationwide ranging from less than $10 million to over $1 billion within a variety of industries, including retail, manufacturing, entertainment, life sciences, real estate, business services, distribution, logistics, financial services, and others. His clients include Boards of Directors of closely-held companies, estate planning and corporate counsel, and high net worth business owners and their advisors.
Prior to joining Stout, Nathan was with FMV Opinions, where he oversaw the operations of the firm's New York office and completed valuation engagements primarily for estate and gift tax purposes.
Select Publications
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Practical Tax Strategies June 2016
Estate Planning with the Private Equity Vertical Slice
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Business Valuation Alert July 2015
Zelouf Intl. Corp. v. Zelouf
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Valuation Strategies September 2014
Factor In Quid Pro Quos When Valuing Charitable Donations
Select Presentations and Speeches
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Skadden, Arps, Slate, Meagher & Flom LLP May 2016
Presentation on Estate and Gift Tax Valuation Matters
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The American Bar Association’s 2015 Joint Fall CLE Meeting: Chicago, Illinois September 2015
Understanding Valuation Discounts
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Cummings & Lockwood, LLC July 2015
Business Valuation From an Estate Planning Perspective
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Kleinberg, Kaplan, Wolff & Cohen, PC May 2015
Estate Planning for Alternative Asset Management Interests
Practice Areas
Focus Industries
Education
M.A., Political Science, University of California, San Diego
B.A., Economics and Political Science, Pepperdine University, (Summa Cum Laude)
Licenses & Designations
Accredited Senior Appraiser (ASA)
Professional Memberships
American Society of Appraisers
Estate Planning Council of New York City