B. & J. MORRIS (PONTESBURY) LIMITED
🌳Matureactive
01222655 · ltd · incorporated 1975-08-12
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
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 14.1y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Sept 2025
Net worth
—
book net assets
Opportunity
82/100
Exceptional
What this business does
Primary activity: Retail sale in non-specialised stores with food, beverages or tobacco predominating
Sector: Wholesale & retail
Investor take
PursueActive trading company with a 60-year-old founder — textbook succession opportunity.
Opportunity 82/100 (exceptional), bankability 85/100. Strong seller-intent signal (80/100, director aged 60). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 14.1y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 14.1 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: medium (77/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
6 officers (3 active, 6 linked, 4 with DOB)
83
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
105 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
82/100Exceptional
PassWatchWorth a lookStrongExceptional
Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-09-30 | 2024-09-30 |
|---|---|---|
| Average employees | 800 | 800 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.
Available from the Pro tier upwards.
See pricing →Recent activity
Last 30 days
2
filings
- • 1 confirmation-statement
- • 1 accounts
Last 90 days
2
filings
- • 1 confirmation-statement
- • 1 accounts
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (25 events)Click to expand
- 2026-06-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-04-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-02-27📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2024-08-15📄mortgage-satisfy-charge-fullmortgage · MR04
- 2024-08-15📄mortgage-satisfy-charge-fullmortgage · MR04
- 2024-08-15🔓Charge satisfied #2
- 2024-08-15🔓Charge satisfied #1
- 2023-12-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-03-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-11-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-02-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-03-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-04-17📄accounts-with-accounts-type-groupaccounts · AA
- 2017-08-21📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2017-08-21🔒Charge registered #2Lender: Lloyds Bank PLC
- 2017-03-20📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2012-06-21🔒Charge registered #1Lender: Lloyds Tsb Bank PLC
- 1996-03-08➕MORRIS, Stephen appointedsecretary
- 1996-03-08➕MORRIS, Stephen appointeddirector
- 1996-03-08➕MORRIS, Susan Elizabeth appointeddirector
- 1996-03-08➖MORRIS, John resignedsecretary
- 1996-03-08➖MORRIS, John resigneddirector
- 1996-03-08➖MORRIS, Margaret E resigneddirector
- 1975-08-12🏢Company incorporatedAs B. & J. MORRIS (PONTESBURY) LIMITED
Owner dependency
99/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "MORRIS" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 30 years — deep operational knowledge concentrated in one person.
- +Senior director age: Director aged approximately 60 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
76/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- primary20+ year tenure: Director in role 30 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 51 years old and no new directors in the last 3 years — succession not yet being planned internally.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Stephen Morris Individual · British · DOB 12/1966 · age 60 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/04/2016 |
Mrs Susan Elizabeth Morris Individual · British · DOB 05/1970 · age 56 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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|---|---|---|---|---|---|---|---|
| A & T CARAVANS LIMITED→ 03660990 · est 1998 · no financials extracted | — | — | — | — | 27y | — | — |
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| ABERYSTWYTH CHIROPODY CENTRE LTD→ 08081570 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| ASTRA-LIGHTSCO LIMITED→ 16107529 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AVADH LIMITED→ 12141231 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| AVADH RETAIL LTD→ 11856064 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| AXB (SHREWSBURY) LIMITED→ 14572145 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| BADU BOUTIQUE LTD→ 15859531 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BAKAVATHI TRADING LTD→ 09626316 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| BANDIT BIKES LTD→ 16648240 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BARGAIN WORLD (OSWESTRY) LTD→ 14460445 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BARGAIN WORLD WHITCHURCH LTD→ 16636898 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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.
See pricing →🔒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.
See pricing →Company details
Statusactive
Typeltd
Incorporated1975-08-12
Jurisdictionengland-wales
Primary SIC47110 — Retail sale in non-specialised stores with food, beverages or tobacco predominating
Registered office
Belmont House
Shrewsbury Business Park
Shrewsbury
Salop
SY2 6LG
Filing status
Accounts
Next due: 2027-06-30
Last made up to: 2025-09-30
Confirmation statement
Next due: 2027-07-18
Last: 2026-07-04
Officers (3 active · 3 resigned)
Active
MORRIS, Stephen→
Activedirector · ~60y · appointed 1996-03-08
View their other companies + combined net worth →
MORRIS, Susan Elizabeth→
Activedirector · ~56y · appointed 1996-03-08
View their other companies + combined net worth →
MORRIS, John→
Resignedsecretary · resigned 1996-03-08
MORRIS, John→
Resigneddirector · ~91y · resigned 1996-03-08
MORRIS, Margaret E→
Resigneddirector · ~84y · resigned 1996-03-08
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
0
Outstanding
0
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Lloyds Banking Group Lloyds Bank PLC | A registered charge | — | 21/08/2017 | 15/08/2024 | |
| satisfied | Lloyds Banking Group Lloyds Tsb Bank PLC | Mortgage deed | 1 property | 21/06/2012 | 15/08/2024 |
Recent filings (105 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-07-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-06-30
confirmation-statement-with-updates
confirmation-statement · CS01
2025-07-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-29
change-account-reference-date-company-previous-extended
accounts · AA01
2025-02-27
mortgage-satisfy-charge-full
mortgage · MR04
2024-08-15
mortgage-satisfy-charge-full
mortgage · MR04
2024-08-15
confirmation-statement-with-updates
confirmation-statement · CS01
2024-07-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-07-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-03-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-07-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-09-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-07-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-11-18