BIRCHWOOD STRATEGIES AND ASSOCIATES LTD
🌳Matureactive
03509559 · ltd · incorporated 1998-02-13
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
—
year to Mar 2026
Net worth
—
book net assets
Opportunity
80/100
Exceptional
What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
PursueActive trading company with a 76-year-old founder — textbook succession opportunity.
Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 76). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).
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
Confirmed no charges registered
85
Directors & officers
8 officers (3 active, 8 linked, 4 with DOB)
80
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
11 connected companies via shared directors
78
Filing history
88 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
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
90
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 | 2026-03-31 | 2025-03-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
1
filing
- • 1 accounts
Last 90 days
1
filing
- • 1 accounts
Last 180 days
2
filings
- • 1 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (34 events)Click to expand
- 2026-05-22📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-07-01📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-07-04📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-04-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-02-21📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-02-21📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-02-21📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-02-20➕BURCHILL, John David appointeddirector
- 2024-02-04➖BURCHILL, Michael Anthony resigneddirector
- 2023-07-13📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-06-07📄gazette-filings-brought-up-to-dategazette · DISS40
- 2023-06-06📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-03-28📄gazette-notice-compulsorygazette · GAZ1
- 2022-12-19📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-03-12➕CROSS, Sharon appointedsecretary
- 2022-03-12➕BURCHILL, Michael Anthony appointeddirector
- 2022-03-12📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-03-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-03-12📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2022-03-12📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-03-12📄capital-allotment-sharescapital · SH01
- 2022-03-11✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2021-06-29📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-04-02📄accounts-with-accounts-type-dormantaccounts · AA
- 2009-12-17➕OATES, David John appointeddirector
- 2009-12-17➖CURTIS, Alan resigneddirector
- 2009-12-14➖OATES, David John resignedsecretary
- 1998-02-16➕OATES, David John appointedsecretary
- 1998-02-16➖ST JAMES'S SECRETARIES LIMITED resignedcorporate-nominee-secretary
- 1998-02-16➕CURTIS, Alan appointeddirector
- 1998-02-16➖ST JAMES'S DIRECTORS LIMITED resignedcorporate-nominee-director
- 1998-02-13🏢Company incorporatedAs BIRCHWOOD STRATEGIES AND ASSOCIATES LTD
- 1998-02-13➕ST JAMES'S SECRETARIES LIMITED appointedcorporate-nominee-secretary
- 1998-02-13➕ST JAMES'S DIRECTORS LIMITED appointedcorporate-nominee-director
Owner dependency
83/100
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.
- +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 76 — succession pressure is live.
Succession & seller-readiness
79/100
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 76 years old. Natural succession window is now.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondary12+ year tenure: Director in role 16 years.
- 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
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
David John Oates Individual · British · DOB 03/1950 · age 76 | 75–100% | — | 75-100% shares · firm interest | 06/04/2016 |
1 historic (ceased) PSC
- Mr Michael Anthony Burchillceased 04/02/2024· 25-50% shares · firm interest
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 · Other · WF postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ANCHOR MINISTRIES→ 14644787 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| ASSESS TO IMPROVE LTD→ 15985218 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BEAUFORT LAND AND DEVELOPMENTS LTD→ 09603092 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| BENEFICENCE C.I.C.→ 14866339 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BESTSOLUTIONSHEALTHCARE LTD→ 12187081 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| BLACK WATCH DOCUMENTARIES LIMITED→ 04793955 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| BOYCOTT 1967 LIMITED→ 09456546 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| BRAVOPAK PACKAGING SOLUTIONS LIMITED→ 16808115 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BREITSTONE ESTATES LTD→ 14009018 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| BRIDGE VIEW TRAINING LIMITED→ 08755840 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| BRIGHTER VALVE CREATIONS LIMITED→ 07649619 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| BRITISH JEFFREY DIAMOND LIMITED→ 15925350 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
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
Incorporated1998-02-13
Jurisdictionengland-wales
Primary SIC99999 — SIC 99999
Registered office
Office 6, Guardian House
3 King Street
Mirfield
West Yorkshire
WF14 8AW
England
Filing status
Accounts
Next due: 2027-12-31
Last made up to: 2026-03-31
Confirmation statement
Next due: 2027-01-17
Last: 2026-01-03
Officers (3 active · 5 resigned)
Active
BURCHILL, John David→
Activedirector · ~40y · appointed 2024-02-20
View their other companies + combined net worth →
OATES, David John→
Activedirector · ~76y · appointed 2009-12-17
View their other companies + combined net worth →
OATES, David John→
Resignedsecretary · appointed 1998-02-16 · resigned 2009-12-14
ST JAMES'S SECRETARIES LIMITED→
Resignedcorporate-nominee-secretary · appointed 1998-02-13 · resigned 1998-02-16
BURCHILL, Michael Anthony→
Resigneddirector · ~72y · appointed 2022-03-12 · resigned 2024-02-04
CURTIS, Alan→
Resigneddirector · ~84y · appointed 1998-02-16 · resigned 2009-12-17
ST JAMES'S DIRECTORS LIMITED→
Resignedcorporate-nominee-director · appointed 1998-02-13 · resigned 1998-02-16
Click a director name to see their full track record across all companies.
Recent filings (88 total)
accounts-with-accounts-type-dormant
accounts · AA
2026-05-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-20
accounts-with-accounts-type-dormant
accounts · AA
2025-07-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-04
accounts-with-accounts-type-dormant
accounts · AA
2024-07-04
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-04-04
appoint-person-director-company-with-name-date
officers · AP01
2024-02-21
termination-director-company-with-name-termination-date
officers · TM01
2024-02-21
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-02-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-09
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-07-13
gazette-filings-brought-up-to-date
gazette · DISS40
2023-06-07
accounts-with-accounts-type-dormant
accounts · AA
2023-06-06
confirmation-statement-with-updates
confirmation-statement · CS01
2023-06-06
gazette-notice-compulsory
gazette · GAZ1
2023-03-28