BEAULIEU ENTERPRISES LIMITED

🌳Matureactive

00152186 · ltd · incorporated 1918-12-10

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

83/100

Exceptional

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What this business does

Primary activity: Operation of historical sites and buildings and similar visitor attractions

Sector: Arts, entertainment & recreation

ALSO REGISTERED FOR

93290Other amusement and recreation activities n.e.c.

Investor take

Pursue

Strong opportunity: active trading company with exceptional profile and acceptable with review structure.

Opportunity 83/100 (exceptional), bankability 62/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 4 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

4 live charges · 4 lenders · oldest 54.6y

35/100

too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

· Oldest live charge is 54.6 years old — likely at or near maturity.
· 4 lenders named — inter-creditor friction likely.
· Legal-friction score 40/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (58/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 2 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

4 charges (4/4 with lender, 4/4 with type)

Directors & officers

21 officers (6 active, 21 linked, 17 with DOB)

Ownership & PSC

2 active PSC(s) of 2 total, 2 with control declared

Director network

5 connected companies via shared directors

Filing history

138 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

83/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filings

Counts from Companies House filing history.

Corporate timeline (54 events)Click to expand

2025-10-07
📄
accounts-with-accounts-type-full
accounts · AA
2025-03-06
📄
change-person-director-company-with-change-date
officers · CH01
2025-03-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-12-20
➕
DANIELS, Dean Justin appointed
director
2024-07-26
📄
accounts-with-accounts-type-full
accounts · AA
2024-02-23
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-02-23
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2024-02-15
➖
JONES, Simon resigned
secretary
2024-02-15
➖
JONES, Simon Edward resigned
director
2023-09-26
📄
accounts-with-accounts-type-full
accounts · AA
2023-04-19
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2023-04-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-04-18
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-04-18
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2023-04-12
➖
JOHNSON, Philip resigned
secretary
2023-04-12
➕
JONES, Simon appointed
secretary
2023-04-12
➖
JOHNSON, Philip resigned
director
2023-04-12
➕
JONES, Simon Edward appointed
director
2022-10-07
📄
accounts-with-accounts-type-full
accounts · AA
2021-09-29
📄
accounts-with-accounts-type-full
accounts · AA
2020-12-22
📄
accounts-with-accounts-type-full
accounts · AA
2020-10-05
📄
change-person-secretary-company-with-change-date
officers · CH03
2019-12-06
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2019-12-04
🔒
Charge registered #4
Lender: National Westminster Bank PLC
2019-08-27
📄
accounts-with-accounts-type-full
accounts · AA
2019-05-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2019-03-28
➕
BONNET, Pierre appointed
director
2019-03-28
➖
BONNET, Pierre resigned
director
2016-06-10
➖
MONTAGU OF BEAULIEU, Fiona, Lady resigned
director
2016-05-13
🔒
Charge registered #3
Lender: Ralph Douglas-Scott-Montagu
2015-08-31
➖
MONTAGU, Edward John Barrington Douglas Scott, Lord resigned
director
2009-03-27
➕
JOHNSON, Philip appointed
director
2008-09-26
➕
MONTAGU, Jonathan appointed
director
2008-06-02
🔒
Charge registered #2
Lender: Kenneth George Robinson, Russell Bowman and Roger Harley Snell in Their Capacity as Trustees of the Scheme
2007-06-29
➖
BOWMAN, Russell resigned
secretary
2007-06-29
➕
JOHNSON, Philip appointed
secretary
2006-12-31
➖
YEOMANS, Richard David resigned
director
2005-10-03
➕
PEARSON, Rachel appointed
director
2004-11-19
➖
GLANVILLE, Alexander Paul resigned
director
2003-10-31
➖
WESTWOOD, Martin John Mcintosh resigned
director
2001-12-17
➕
MONTAGU-SCOTT, Mary Rachel, The Hon. Mrs. appointed
director
2001-08-14
🔓
Charge satisfied #1
2000-09-15
➕
WESTWOOD, Martin John Mcintosh appointed
director
2000-09-15
➕
YEOMANS, Richard David appointed
director
2000-06-19
➖
BALL, Anthony Charles resigned
director
1999-12-20
➖
ROBINSON, Kenneth George resigned
director
1999-05-01
➕
BOWMAN, Russell appointed
director
1999-05-01
➕
BOWMAN, Russell appointed
secretary
1999-05-01
➖
SNELL, Roger Harley resigned
secretary
1999-05-01
➖
SNELL, Roger Harley resigned
director

Showing most recent 50 of 54 events

Owner dependency

73/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

-6 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 28 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 65 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

70/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 65. Approaching typical UK retirement age — succession thinking likely.
primary20+ year tenure: Director in role 28 years. Very long tenure is a classic succession signal.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

2 corporate shareholders identified. Group structure is distributed.

🏛️

Beaulieu Conservation Trust

Corporate parent · holds 25-50% shares

significant stake

🏛️

Montagu Family Discretionary Trust

Corporate parent · holds 25-50% shares

significant stake

⬇

BEAULIEU ENTERPRISES LIMITED

This company · 00152186

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

2 active beneficial owners

Name	Shares	Voting rights	Nature of control	Notified
Beaulieu Conservation Trust Corporate entity	25–50%	25–50%	25-50% shares · 25-50% voting · trust interest	06/04/2016
Montagu Family Discretionary Trust Corporate entity	25–50%	25–50%	25-50% shares · 25-50% voting · trust interest	06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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BOATFOLK MARINAS LIMITED→ 02746437 · est 1992 · no financials extracted	—	—	—	—	33y	—	—
BON VOYAGE TRAVEL & TOURS LIMITED→ 01464578 · est 1979 · no financials extracted	—	—	—	—	46y	—	—
BOUJEE BACKDROPS LTD→ 15086111 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
BREAK-FOR-LIFE CIC→ 15856723 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
BRENSCOMBE OUTDOOR CENTRE LIMITED→ 03536955 · est 1998 · no financials extracted	—	—	—	—	28y	—	—
BREVITY YACHTING LIMITED→ 07008168 · est 2009 · no financials extracted	—	—	—	—	16y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

8 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

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🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

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Company details

Statusactive

Typeltd

Incorporated1918-12-10

Jurisdictionengland-wales

Primary SIC91030 — Operation of historical sites and buildings and similar visitor attractions

Registered office

John Montagu Building

Beaulieu

Brockenhurst

Hampshire

SO42 7ZN

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2026-09-17

Last: 2025-09-03