Dan James - Wilson Partners

Dan James

I am a Director and Shareholder at Wilson Partners. I started my career as an auditor with BDO LLP, where I had a varied 11 years working from the Reading, London and Chicago offices across the Audit, Business Restructuring, before moving into Transaction Services teams.

I joined Wilson Partners in 2015 and lead the Transaction Services team that I established when I joined. The TS team is focussed on providing big firm senior experience to the lower mid-market SME, private equity and venture capital communities.

I approached Wilson Partners because of the refreshing and innovative approach to doing business in a stereotypically stale and traditional sector. People, be that our clients, employees or wider network, are genuinely at the heart of everything we do and we are constantly looking for ways to do things better. An inspiring group of ambitious people to be in business with and to do business with – it’s fun!

Find out more about Dan.

It’s not just Dan’s hard work and attention to detail – all whilst seeing the bigger picture and proactively raising issues / opportunities / ideas – but also his ‘can-do’ attitude, which makes working with him very enjoyable.

Tax eNews:

Year end tax planning It’s not too late to undertake some end of year tax planning. If you have some spare cash, an obvious tax planning point would be to maximise your ISA allowances for the 2023/24 tax year (currently £20,000 each). You might also…

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Latest blog:

Let’s face it, none of us want to think about when we’re going to die, let alone talk about it, or consider if there’s going to be a tax bill waiting for our loved ones once we’re gone. But it’s really important to understand what your Estate is…

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Download:

Download our free eBook – The 7 pillars of business success

Download our free eBookThe 7 pillars of business success.

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Latest News:

Welcome to our monthly newsletter for property landlords. We hope you find this informative and please contact us to discuss any matters further. England: New rules proposed for short-term lets In a press release published on 19 February 2024, the…

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Latest blog:

What a Private Equity investor looks for Private equity investment is a fundamental source of business funding that plays a pivotal role in facilitating the growth of businesses across various sectors. It involves equity financing, where investors…

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