A.E. BURT AND COMPANY LIMITED
🌳Matureactive
01330998 · ltd · incorporated 1977-09-22
Investment thesis
Property vehicle with leveraged stack — refinance / partial-release angle.
Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.
Why risky: Multiple lenders to manage; inter-creditor friction and partial-release cost possible.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Jul 2024
Net worth
£885.8k
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Other letting and operating of own or leased real estate
Sector: Real estate
Investor take
PursueProperty-backed borrower with a 78-year-old founder — textbook succession opportunity.
Opportunity 76/100 (strong), bankability 57/100. Strong seller-intent signal (63/100, director aged 78). Biggest value-creation lever: Consolidate lender relationships. 6 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (45/100).
🏦
Refinance opportunity
18 live charges · 6 lenders · oldest 45.0y
25/100
too messy
Structure is too messy for a clean refinance right now — clean up first or expect bespoke terms.
- · Oldest live charge is 45.0 years old — likely at or near maturity.
- · 6 lenders named — inter-creditor friction likely.
- · Legal-friction score 50/100 (high).
Data confidence
Overall: high (81/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
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
18 charges (18/18 with lender, 18/18 with type)
90
Directors & officers
9 officers (5 active, 9 linked, 8 with DOB)
88
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
150 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
85
Strong succession / seller-readiness signals.
Risk profile
74
Few red flags.
Signal strength
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £885,781
Key financials
2 years extracted from filed iXBRL accountsCash
£18k
Net Worth
£886k
Current Assets
£570k
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-07-31 | 2023-07-31 |
|---|---|---|
| Total assets | £904.5k | — |
| Current assets | £569.7k | — |
| Cash | £18.5k | — |
| Debtors | £551.3k | — |
| Net assets | £885.8k | — |
| Average employees | — | 100 |
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
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (48 events)Click to expand
- 2025-05-12📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-04-25📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2023-07-31📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2023-06-28📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-09-28📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-09-26📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-07-22📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-06-22📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2020-07-31📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2019-04-30📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2018-09-03📄change-person-director-company-with-change-dateofficers · CH01
- 2018-08-01📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2017-11-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2016-06-06📄accounts-with-accounts-type-smallaccounts · AA
- 2015-12-07📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2015-12-04🔒Charge registered #18Lender: Hsbc Bank PLC
- 2015-03-23🔒Charge registered #17Lender: Hsbc Bank PLC
- 2014-02-12🔓Charge satisfied #14
- 2014-02-12🔓Charge satisfied #12
- 2014-02-12🔓Charge satisfied #11
- 2014-02-12🔓Charge satisfied #6
- 2013-12-19🔒Charge registered #16Lender: Darlington Building Society
- 2013-12-19🔒Charge registered #15Lender: Darlington Building Society
- 2003-11-07🔒Charge registered #14Lender: Yorkshire Bank PLC
- 2003-05-19➖TODD, Barrington Robert resigneddirector
- 2002-07-19➕KERR, Claire Elizabeth appointeddirector
- 2002-07-19➕KERR, Graeme Stuart appointeddirector
- 2002-07-19➕TODD, Nigel Robert appointeddirector
- 2002-06-14🔒Charge registered #13Lender: Darlington Building Society
- 2001-11-21🔒Charge registered #12Lender: Yorkshire Bank PLC
- 2001-10-10🔓Charge satisfied #5
- 2000-05-08➖REDHEAD, Christine Doris resigneddirector
- 2000-05-08🔒Charge registered #11Lender: Yorkshire Bank PLC
- 1998-10-02➖EDWARDS, Peter Gough resigneddirector
- 1998-03-17🔓Charge satisfied #8
- 1998-03-17🔓Charge satisfied #7
- 1997-12-24🔒Charge registered #10Lender: Darlington Building Society
- 1997-12-10🔒Charge registered #9Lender: Yorkshire Bank PLC
- 1995-05-31➖BURT, Doris resigneddirector
- 1991-04-30🔒Charge registered #8Lender: Yorkshire Bank PLC
- 1987-07-17🔒Charge registered #7Lender: Yorkshire Bank PLC
- 1986-10-02🔒Charge registered #6Lender: Yorkshire Bank PLC
- 1986-05-19🔒Charge registered #5Lender: Eagle Star Insurance Company Limited
- 1986-02-14🔒Charge registered #4Lender: Yorkshire Bank PLC
- 1984-08-08🔒Charge registered #3Lender: Barclays Bank PLC
- 1984-07-23🔒Charge registered #2Lender: Barclays Bank PLC
- 1981-06-02🔒Charge registered #1Lender: Yorkshire Bank Limited
- 1977-09-22🏢Company incorporatedAs A.E. BURT AND COMPANY LIMITED
Owner dependency
73/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- -4 active directors: Broader management team in place — suggests transferable governance.
- +Long-tenure founder: Senior director has been in place 24 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 78 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
90/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 78 years old. Natural succession window is now.
- primary20+ year tenure: Director in role 24 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 49 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
1 med · 1 lowCharge satisfaction-then-recreation pattern
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
11 live charges
lowHeavily leveraged with multiple live security positions — understand the capital structure before proceeding.
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Marion Barbara Todd Individual · British · DOB 07/1948 · age 78 | 75–100% | — | 75-100% shares | 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 →Similar companies
Active · Property · DL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 3 SAINTS PROPERTY LIMITED→ 14657782 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| 36 STANHOPE ROAD MANAGEMENT COMPANY LIMITED→ 07020840 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| 3DNEST LIMITED→ 16721477 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| 42 LTD→ 15743692 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| 5API LTD→ 16980038 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| 8NORTH PROPERTY LTD→ 13936465 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| A DAWSON PROPERTIES LTD→ 14444033 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| A3 HOMES UK LIMITED→ 17050066 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| AARTHA PROPERTIES LTD→ 15612393 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| AASA VENTURES LTD→ 13861490 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| AB RENT A HOME LTD→ 16585129 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ABBEYWOOD PROPERTY INVESTMENTS LIMITED→ 12049629 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
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.
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
Incorporated1977-09-22
Jurisdictionengland-wales
Primary SIC68209 — Other letting and operating of own or leased real estate
Registered office
York House
Dalton On Tees
Darlington
DL2 2NT
England
Filing status
Accounts
Next due: 2026-07-31
Last made up to: 2024-07-31
Confirmation statement
Next due: 2026-10-21
Last: 2025-10-07
Officers (5 active · 4 resigned)
Active
KERR, Claire Elizabeth→
Activedirector · ~55y · appointed 2002-07-19
View their other companies + combined net worth →
KERR, Graeme Stuart→
Activedirector · ~55y · appointed 2002-07-19
View their other companies + combined net worth →
Active
TODD, Nigel Robert→
Activedirector · ~51y · appointed 2002-07-19
View their other companies + combined net worth →
BURT, Doris→
Resigneddirector · ~118y · resigned 1995-05-31
EDWARDS, Peter Gough→
Resigneddirector · ~81y · resigned 1998-10-02
REDHEAD, Christine Doris→
Resigneddirector · ~87y · resigned 2000-05-08
TODD, Barrington Robert→
Resigneddirector · ~83y · resigned 2003-05-19
Click a director name to see their full track record across all companies.
Mortgages & charges
18
Total charges
11
Outstanding
4
Active lenders
Status:Lender:18 of 18 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | HSBC Hsbc Bank PLC | A registered charge | 1 property | 04/12/2015 | — | |
| outstanding | HSBC Hsbc Bank PLC | A registered charge | 1 property | 23/03/2015 | — | |
| outstanding | Darlington Building Society | A registered charge | 1 property | 19/12/2013 | — | |
| outstanding | Darlington Building Society | A registered charge | 3 properties | 19/12/2013 | — | |
| satisfied | Virgin Money Yorkshire Bank PLC | Legal mortgage | 1 property | 07/11/2003 | 12/02/2014 | |
| outstanding | Darlington Building Society | Legal mortgage | 1 property | 14/06/2002 | — | |
| satisfied | Virgin Money Yorkshire Bank PLC | Legal mortgage | 1 property | 21/11/2001 | 12/02/2014 | |
| satisfied | Virgin Money Yorkshire Bank PLC | Legal mortgage (own account) | 1 property | 08/05/2000 | 12/02/2014 | |
| outstanding | Darlington Building Society | Debenture | 1 property | 24/12/1997 | — | |
| outstanding | Virgin Money Yorkshire Bank PLC | Legal mortgage | 1 property | 10/12/1997 | — | |
| satisfied | Virgin Money Yorkshire Bank PLC | Legal charge | 1 property | 30/04/1991 | 17/03/1998 | |
| satisfied | Virgin Money Yorkshire Bank PLC | Legal mortgage | 1 property | 17/07/1987 | 17/03/1998 | |
| satisfied | Virgin Money Yorkshire Bank PLC | Debenture | 1 property | 02/10/1986 | 12/02/2014 | |
| satisfied | Eagle Star Insurance Company Eagle Star Insurance Company Limited | Mortgage debenture | 1 property | 19/05/1986 | 10/10/2001 | |
| part-satisfied | Virgin Money Yorkshire Bank PLC | Legal charge | 1 property | 14/02/1986 | — | |
| outstanding | Barclays Barclays Bank PLC | Legal charge | 1 property | 08/08/1984 | — | |
| outstanding | Barclays Barclays Bank PLC | Debenture | 1 property | 23/07/1984 | — | |
| outstanding | Virgin Money Yorkshire Bank Limited | Debenture | 1 property | 02/06/1981 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (150 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-07
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-04-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-09-07
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-07-31
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-06-28
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-09-28
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-09-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-06
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-07-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-09
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-06-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-09-04
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2020-07-31