Georgina Davis

Head of Valuations

About

I began my career with Menzies in 2008 as a trainee within Private Client Tax and qualified as a Chartered Tax Advisor in 2012. During this time, I was involved in the preparation of tax valuations for the purposes of implementation of employee share schemes, gifts of shares and Inheritance Tax alongside a Corporate Tax advisory role, before specialising in valuations.

I have experience across a range of valuations and business sectors, providing valuations for tax purposes including share schemes, transfers of shares and for probate purposes. I also provide valuations for commercial purposes including purchase of own shares, share/business restructuring, valuations in connection with matrimonial proceedings valuing share options for accounting purposes. I can also assist on Expert Witness assignments.

A sample of my recent assignments includes:

  • Valuation of a cyber security company for the purposes of the shareholder’s divorce proceedings
  • Valuation of an agency business for the purposes of a compensation claim following termination
  • Purchase price allocation for the purchase of a fertility clinic
  • Valuation of a financial advisory company for the purposes of a transfer of shares to an EOT
  • Valuation of several property companies including for probate purposes and transfer of shares
  • Valuation of numerous companies across several sectors for the purposes of  a buy-back of shares
  • Valuation of wholesaler and retailer business and dairy distribution business in connection with their demergers
  • Valuation of a logistics group for the purpose of a group restructure

Email: gdavis@menzies.co.uk

Personal

Hobbies –  I play hockey for my local club, Hamble, and hold a season ticket at Southampton FC. I also enjoy running, having completed the London Marathon twice and the Southampton Marathon.