Valuation Moves That Save Millions

Family Business Valuation: Avoid the Trap Is your family business planning a transition? Are you gifting shares after receiving an LOI? Could poor timing inflate your tax burden? 💼 Listen to the upcoming episode of the Strategic CFO Podcast. Petra Loer outlines how valuation timing can make or break estate and exit strategies. She explains why gifting or transferring shares before receiving outside indications of value—like a term sheet—is essential for protecting long-term outcomes. Connect with Petra on LinkedIn: https://www.linkedin.com/in/petra-loer-979b7914 —Petra Loer, Managing Director, Andersen