Petra Loer is a member of the Valuation Services Group at WTAS. Her experience includes the valuation of closely-held businesses, business interests, intangible assets, intellectual property, debt instruments, and derivatives. These engagements span a variety of purposes, including financial reporting, tax planning and reporting, mergers and acquisitions, litigation support, strategic planning, and restructuring.
Her client basis ranges from small closely held businesses to multi-billion dollar multinational public companies, in industries as diverse as manufacturing to technology.
Before joining WTAS, Petra was a member of the Valuation Services practices at a national consulting firm and an international accounting firm. Petra holds the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser – Business Valuation (ASA-BV) designations.Petra teaches national valuation training for WTAS and contributes to the firm’s publications focused on key valuation topics.