Petra N. Loer
Managing Director – San Francisco
Email: petra.loer@wtas.com
Office: 415.764.2740
Fax: 415.762.7534
Education:
•UC Berkeley, BS (Business Administration, Global Trade Management)
Affiliations:
•CFA Institute
•American Society of Appraisers (ASA)
•Association for Corporate Growth (ACG)
•Financial Women’s Association
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 (ASA) designations.
Petra teaches national valuation training for WTAS and contributes to the firm’s publications focused on key valuation topics. Additionally, she serves on the Advisory Board of World Bridges, an Oakland-based nonprofit organization.