B J & S WALLIS LIMITED

🌳Matureactive
02310306 · ltd · incorporated 1988-10-28
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 34.7y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
77/100
Strong
🔔
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What this business does
Primary activity: SIC 01500
Sector: Agriculture, forestry & fishing
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 77/100 (strong), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Discharge stale live charges. 2 live charge(s) created 15+ years ago — likely paid but undischarged. Clean register. Most likely exit: share sale to pe / searcher (58/100).

🏦

Refinance opportunity

3 live charges · oldest 34.7y

65/100
clean up first

Refinance viable after a tidy-up — address the highlighted items first.

  • · Oldest live charge is 34.7 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 25/100 — workable, but lender will want more DD.

Data confidence

Overall: high (80/100)

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
3 charges (3/3 with lender, 3/3 with type)
90
Directors & officers
9 officers (2 active, 9 linked, 8 with DOB)
88
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
130 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
60
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Average employees300300

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
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (32 events)Click to expand
  1. 2025-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-12-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-02-09
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  5. 2023-02-09
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  6. 2022-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2021-12-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2021-03-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2020-09-14
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  10. 2020-09-09
    ➕
    WALLIS, Selina appointed
    director
  11. 2020-09-09
    📄
    resolution
    resolution · RESOLUTIONS
  12. 2019-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2019-07-03
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  14. 2019-04-15
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  15. 2018-12-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2018-02-16
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  17. 2018-02-16
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  18. 2018-01-09
    ➖
    WALLIS, Janet Cynthia resigned
    secretary
  19. 2018-01-09
    ➖
    WALLIS, Janet Cynthia resigned
    director
  20. 2018-01-09
    ➖
    WALLIS, Rachel Elizabeth Ruth resigned
    director
  21. 2018-01-09
    ➖
    WALLIS, Robert Alan resigned
    director
  22. 2018-01-09
    🔒
    Charge registered #3
    Lender: National Westminster Bank PLC
  23. 2009-11-02
    ➖
    WALLIS, John Bernard resigned
    director
  24. 2004-08-27
    ➕
    WALLIS, Rachel Elizabeth Ruth appointed
    director
  25. 2004-08-27
    ➕
    WALLIS, Robert Alan appointed
    director
  26. 2003-07-22
    ➕
    WALLIS, Janet Cynthia appointed
    director
  27. 2002-12-24
    ➖
    WALLIS, Robert Alan resigned
    director
  28. 1998-07-09
    ➕
    WALLIS, Bernard John appointed
    director
  29. 1991-10-02
    🔒
    Charge registered #2
    Lender: National Westminster Bank PLC
  30. 1991-10-02
    🔒
    Charge registered #1
    Lender: National Westminster Bank PLC
  31. 1991-09-29
    ➖
    WALLIS, Bernard John resigned
    director
  32. 1988-10-28
    🏢
    Company incorporated
    As B J & S WALLIS LIMITED

Owner dependency

91/100
Critical — business is the founder

The 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 "WALLIS" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 28 years — deep operational knowledge concentrated in one person.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

66/100
Strong succession signal

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

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • primary20+ year tenure: Director in role 28 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 38 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

clean
No 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
NameSharesVoting rightsNature of controlNotified
Mr Bernard John Wallis
Individual · British · DOB 01/1976 · age 50
50–75%
50–75%board control50-75% shares · 50-75% voting · board control09/01/2018
Mrs Selina Wallis
Individual · British · DOB 09/1982 · age 44
25–50%
25–50%board control25-50% shares · 25-50% voting · board control19/12/2022
1 historic (ceased) PSC
  • Janet Wallisceased 09/01/2018· 50-75% shares · 50-75% voting · board control

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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————49y——
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

7 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
Incorporated1988-10-28
Jurisdictionengland-wales
Primary SIC01500 — SIC 01500

Registered office

2 Michaels Court Hanney Road
Southmoor
Abingdon
Oxfordshire
OX13 5HR

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-01
Last: 2026-02-15

Officers (2 active · 7 resigned)

WALLIS, Bernard John→
director · ~50y · appointed 1998-07-09
View their other companies + combined net worth →
Active
WALLIS, Selina→
director · ~44y · appointed 2020-09-09
View their other companies + combined net worth →
Active
WALLIS, Janet Cynthia→
secretary · resigned 2018-01-09
Resigned
WALLIS, Bernard John→
director · ~111y · resigned 1991-09-29
Resigned
WALLIS, Janet Cynthia→
director · ~76y · appointed 2003-07-22 · resigned 2018-01-09
Resigned
WALLIS, John Bernard→
director · ~83y · resigned 2009-11-02
Resigned
WALLIS, Rachel Elizabeth Ruth→
director · ~49y · appointed 2004-08-27 · resigned 2018-01-09
Resigned
WALLIS, Robert Alan→
director · ~47y · appointed 2004-08-27 · resigned 2018-01-09
Resigned
WALLIS, Robert Alan→
director · ~79y · resigned 2002-12-24
Resigned

Click a director name to see their full track record across all companies.

Mortgages & charges

3
Total charges
3
Outstanding
1
Active lenders
Status:Lender:3 of 3 shown
TypeProperties
outstanding
National Westminster Bank
National Westminster Bank PLC
A registered charge1 property09/01/2018—
outstanding
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property02/10/1991—
outstanding
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property02/10/1991—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (130 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-13
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-15
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-02-09
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-02-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-08-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-08-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-05
appoint-person-director-company-with-name-date
officers · AP01
2020-09-14