PROFESSIONAL EXPERIENCE
Nathan has more than ten years of experience in financial services and consulting, as well as federal and state tax compliance. He has carried out accounting and attestation financial reporting services for clients in a multitude of industries with revenues ranging from $5Million-$500Million. Thereafter, following up with those closely held companies’, individuals’, and trusts’ federal tax compliance, planning, and SALT engagements.
Moreover, Nathan has been involved in several restructured deals on both sell and buy side transactions, as well as, the stepping-in/out winding up due diligence processes. He spent an extensive amount of time providing consulting, analytic, and valuation services for international healthcare companies and a private wealth real estate venture. Continuing onward, he furthers his experience through his affiliation with White Rock Advisors, LLC.
Most importantly, Nathan is a firm advocate for the premium of value-add servicing and providing exceptional quality advisory in all dimensions of business.
PROFESSIONAL BACKGROUND
From 2008 to 2017, Nathan was with LCMG in Boston, MA, engaged in both financial reporting and tax compliance, as well as merger and acquisition consulting services. Nathan joined Chapman, Hext & Co., P.C. in 2017.
PROFESSIONAL & BUSINESS AFFILIATIONS
Nathan is a member of the American Institute of Certified Public Accountants and the Massachusetts Institute of Certified Public Accountants, as well as, the Small Business Association of New England.
EDUCATION
Nathan graduated cum laude with a Bachelor of Science in Business with duel concentrations for finance and accounting from the University of Massachusetts.
