James Clarke

Assistant Manager, Valuations

About

I joined Menzies back in 2018 as an Accounts & Advisory trainee where I was involved in the preparation of statutory financial statements and corporate tax computations for SME clients. Upon qualifying as an ICAEW Chartered Accountant in late 2021, I  moved across to our Transaction Services team in London where I now specialise in valuations. This background has provided me with a strong understanding of FRS 102, whilst exposing me to a wide variety of clients operating across a number of different business sectors.

My background has aided the preparation of business and share valuations for commercial and strategic purposes in many different contexts, including group re-organisations, share buy-back transactions, and future planning. I also have experience in preparing contentious valuations, as well as fiscal share valuations for purposes such as the Enterprise Management Scheme, Capital Gains Tax, and Inheritance Tax.

In addition to valuations, I assist our Advisory Services team in Business Forecasting.

A sample of my recent assignments include:

  • Commercial valuation of a group of specialist construction companies for the purposes of a restructuring of the shares
  • EMI valuation of a group of structural and facade engineering companies in which value is only derived from one of the trading subsidiaries
  • Commercial valuation of a group of companies operating in the dairy sector for the purposes of demerging a subsidiary from the group
  • Valuation of a cyber security company in connection with a client’s divorce proceedings
  • Tax valuation of a company providing office spaces across various parts of the UK to ascertain stamp duty implications
  • Commercial valuation of a betting company for the purposes of a distribution of shares
  • Growth share valuation for a company installing electric vehicle charging points

Email: jclarke@menzies.co.uk

Personal

My favourite hobbies

I enjoy a number of sports including football and tennis. I’m also a regular at the gym where I like to run and lift weights.