Stephen Whitaker

Stephen Whitaker Email and Phone Number

Managing Director @ OLA REAL ESTATE LIMITED
England, United Kingdom
Stephen Whitaker's Location
Nottinghamshire, England, United Kingdom, United Kingdom
Stephen Whitaker's Contact Details

Stephen Whitaker work email

Stephen Whitaker personal email

n/a
About Stephen Whitaker

I am a Chartered Accountant and Chartered Tax Adviser. During my 20-years career, I have done a variety of roles providing services across multiple sectors to owner-managed, venture capital, private-equity backed, and listed businesses throughout the UK and internationally, including: -• external and internal audit at PKF.• international corporate tax specialist in PwC's international large corporate sector.• corporate, management, personal, and M&A tax services.• commercial and fiscal valuations of incorporated and unincorporated businesses and partnerships.Expertise and specialties include: -• Valuations – including for accounting, commercial, and fiscal requirements.• Financial data analytics and complex data modelling• Design and implementation of management incentive and value creation plans• Personal and corporate taxes – including advisory and compliance.• Transaction support and structuring – particularly in the private equity sector.• Accounts preparation – UK GAAP and IFRS, plus niche specialisms such as residential service charge accounting.

Stephen Whitaker's Current Company Details
OLA REAL ESTATE LIMITED

Ola Real Estate Limited

View
Managing Director
England, United Kingdom
Employees:
2
Stephen Whitaker Work Experience Details
  • Ola Real Estate Limited
    Managing Director
    Ola Real Estate Limited
    England, United Kingdom
  • Kwalee
    Head Of M&A Structuring
    Kwalee Nov 2023 - Present
    Royal Leamington Spa, United Kingdom
    Kwalee is on an accelerated journey of M&A to support “game” changing growth! Targeting acquisitions worldwide, for both mobile and PCC, publishers and developers, public and private.
  • Ola Real Estate Limited
    Managing Director
    Ola Real Estate Limited Apr 2016 - Present
    Nottinghamshire, England, United Kingdom
    I have successfully incorporated and grown my own residential property development, redevelopment, and investment business. My roles and responsibilities cover full-spectrum operational management, from asset identification to opportunity assessment, selection, and negotiation. To ensure ongoing compliance, I also have a good working knowledge of UK property law and leasehold legislation, including the impact of the Building Safety Act on property developers and investors… Show more I have successfully incorporated and grown my own residential property development, redevelopment, and investment business. My roles and responsibilities cover full-spectrum operational management, from asset identification to opportunity assessment, selection, and negotiation. To ensure ongoing compliance, I also have a good working knowledge of UK property law and leasehold legislation, including the impact of the Building Safety Act on property developers and investors alike.Over the years, I have leveraged my financial expertise to secure numerous property transactions through private treaty and auction. I am proficient in property investment structuring, asset-backed financing, and agile decision-making in high-demand markets, residential property development and redevelopment, commercial and residential letting. Show less
  • Sgw & Co
    Managing Director
    Sgw & Co Sep 2010 - Present
    Nottinghamshire, England, United Kingdom
    I am the owner-manager of a small and successful accountancy practice that specialises in the niche area of residential service charge accounting.
  • Pwc Uk
    Senior Manager
    Pwc Uk Jan 2017 - Jun 2023
    Nottingham, United Kingdom
    I am a senior manager within PwC's Valuations business. I am currently developing and leading a growing tax valuations practice in our Birmingham office.I design, value and implement management incentive and value creation plans for owner managed and private equity backed business. My key focus and specialism is tax (fiscal) valuations, successfully implementing share options, share incentive plans, joint share ownership plans, debt partnerships and debt instruments for my… Show more I am a senior manager within PwC's Valuations business. I am currently developing and leading a growing tax valuations practice in our Birmingham office.I design, value and implement management incentive and value creation plans for owner managed and private equity backed business. My key focus and specialism is tax (fiscal) valuations, successfully implementing share options, share incentive plans, joint share ownership plans, debt partnerships and debt instruments for my clients.I have a wealth of experience agreeing and negotiating fiscal valuations with HM Revenue & Customs. My client base is broad and varied, and I have implemented and valued a variety of debt and equity instruments for clients across a range of different sectors. I have valued start-up companies through to multi-billion pound private equity backed business. I also provide a deal support role, with a particular focus on fiscal valuations of management instruments for PAYE Best Estimate purposes. My specialties include:- Fiscal valuations for both UK and US tax purposes- Design and implementation of management incentive and value creation plans- EMI valuation clearances- Negotiating fiscal valuations with HMRC- Deal support Show less
  • Pwc Uk
    Senior Manager
    Pwc Uk Jul 2015 - Dec 2016
    Nottingham, United Kingdom
    I am a senior manager within PwC's corporate tax business. I provide corporate taxation services to owner managed businesses and private equity backed groups. I also specialise in fiscal valuations, successfully implementing share options and share incentive plans for my clients and agreeing these with HM Revenue & Customs.My client base is broad and varied, covering a number of sectors. I work on clients with turnover below £1m up to clients with turnover of circa £1.5bn.I have… Show more I am a senior manager within PwC's corporate tax business. I provide corporate taxation services to owner managed businesses and private equity backed groups. I also specialise in fiscal valuations, successfully implementing share options and share incentive plans for my clients and agreeing these with HM Revenue & Customs.My client base is broad and varied, covering a number of sectors. I work on clients with turnover below £1m up to clients with turnover of circa £1.5bn.I have worked closely with a number of clients in a deal support role and also stock exchange listings, advising on the taxation implications of transactions. This includes both pre and post transactional support. I also have a wealth of experience in business integration and restructuring.My specialties include:- All aspects of personal and corporate taxation.- Fiscal valuations for both UK and US tax purposes - implementing share incentive plans and agreeing these with HMRC. - Transactions. Show less
  • Pwc Uk
    Manager
    Pwc Uk Jul 2012 - Jun 2015
    Nottingham, United Kingdom
  • Pwc Uk
    Assistant Manager
    Pwc Uk Jul 2009 - Jun 2012
    Nottingham, United Kingdom
  • Pwc Uk
    Senior Associate
    Pwc Uk Jan 2008 - Jun 2009
    Nottingham, United Kingdom
  • Pkf (Uk) Llp
    Senior Business Adviser
    Pkf (Uk) Llp Sep 2004 - Dec 2007
    Nottingham, United Kingdom
    Senior audit supervisor, with audit experience in a number of sectors including; wholesale and retail fashion, architectural ironmongery, animal feeds, automotive plastics, construction and property.Other cycles of experience gained whilst at PKF included:- Internal audit experience on a number of large public sector clients.- Accounts preparation.- Personal and corporate tax preparation.

Stephen Whitaker Skills

Corporate Tax Income Tax Statutory Accounting Tax Valuations Service Charge Accounts Business Transactions Bookkeeping Year End Accounts Financial Reporting Private Equity Tax Auditing Assurance Valuation External Audit New Business Development Financial Accounting Business Planning Accounting Internal Audit Restructuring

Stephen Whitaker Education Details

Frequently Asked Questions about Stephen Whitaker

What company does Stephen Whitaker work for?

Stephen Whitaker works for Ola Real Estate Limited

What is Stephen Whitaker's role at the current company?

Stephen Whitaker's current role is Managing Director.

What is Stephen Whitaker's email address?

Stephen Whitaker's email address is st****@****pwc.com

What schools did Stephen Whitaker attend?

Stephen Whitaker attended University Of Leeds, Trent College.

What are some of Stephen Whitaker's interests?

Stephen Whitaker has interest in International Travel, Politics, Environment, Country Pursuits Including, Education, Shooting And Walking, Science And Technology, Human Rights, Fishing.

What skills is Stephen Whitaker known for?

Stephen Whitaker has skills like Corporate Tax, Income Tax, Statutory Accounting, Tax Valuations, Service Charge Accounts, Business Transactions, Bookkeeping, Year End Accounts, Financial Reporting, Private Equity, Tax, Auditing.

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