AVALON SCHOOL EDUCATIONAL TRUST
🌳Matureactive
04050603 · private-limited-guarant-nsc-limited-exemption · incorporated 2000-08-10
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 19.2y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Aug 2025
Net worth
—
book net assets
Opportunity
83/100
Exceptional
What this business does
Primary activity: Primary education
Sector: Education
Investor take
PursueActive trading company with a 78-year-old founder — textbook succession opportunity.
Opportunity 83/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 78). 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 (65/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 19.2y
50/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Oldest live charge is 19.2 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 30/100 — 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
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
24 officers (6 active, 24 linked, 21 with DOB)
88
Ownership & PSC
5 active PSC(s) of 7 total, 7 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
113 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
83/100Exceptional
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
85
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 | 2025-08-31 | 2024-08-31 |
|---|---|---|
| Average employees | 38 | 3500 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
2 signals 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
1
filing
- • 1 accounts
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (61 events)Click to expand
- 2026-05-29📄accounts-with-accounts-type-fullaccounts · AA
- 2025-02-27📄accounts-with-accounts-type-fullaccounts · AA
- 2024-02-12📄accounts-with-accounts-type-fullaccounts · AA
- 2023-08-14📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-08-14📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-05-18📄accounts-with-accounts-type-fullaccounts · AA
- 2023-01-18➖YARDLEY, Julie Elizabeth resigneddirector
- 2021-12-15📄accounts-with-accounts-type-fullaccounts · AA
- 2021-04-02📄accounts-with-accounts-type-fullaccounts · AA
- 2020-02-20📄accounts-with-accounts-type-fullaccounts · AA
- 2019-09-13📄change-person-director-company-with-change-dateofficers · CH01
- 2019-09-13📄change-person-director-company-with-change-dateofficers · CH01
- 2019-09-13📄change-person-director-company-with-change-dateofficers · CH01
- 2019-08-06📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-08-06📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-05-20➕HILLMAN, Deborah Ann appointeddirector
- 2019-02-21📄accounts-with-accounts-type-smallaccounts · AA
- 2018-03-28📄accounts-with-accounts-type-smallaccounts · AA
- 2017-03-13➕SHEARD, Philip Neil appointeddirector
- 2017-02-13➖CHESTER, David Kenneth, Rev Dr resigneddirector
- 2016-02-01➕JOHNSON, Patricia appointeddirector
- 2015-03-24➖FAGAN, Noel James resigneddirector
- 2013-09-17➕YARDLEY, Julie Elizabeth appointeddirector
- 2012-10-30➖BLACK, Alison Elizabeth resigneddirector
- 2012-10-30➖ROACH, Michael resigneddirector
- 2012-03-20➖GREEN, Michael Leslie resigneddirector
- 2012-03-20➖SPENCER, Michael George resigneddirector
- 2011-08-31➖TURNER, Richard Glegg resigneddirector
- 2011-06-14➕PROBERT, Heather Jean appointedsecretary
- 2011-06-14➕FAGAN, Noel James appointeddirector
- 2011-06-14➕ROACH, Michael appointeddirector
- 2011-06-10➖KINSEY, Richard Thomas resignedsecretary
- 2011-06-10➖KINSEY, Richard Thomas resigneddirector
- 2011-03-01➖FAGAN, Christine Maria resigneddirector
- 2009-09-01➕BLACK, Alison Elizabeth appointeddirector
- 2009-08-31➖KIRCH, Christopher Leonard resigneddirector
- 2009-03-31🔒Charge registered #2Lender: Lloyds Tsb Bank PLC
- 2008-03-04➖COOPER, Jennifer Rhys resigneddirector
- 2007-03-30🔒Charge registered #1Lender: Avalon School Limited
- 2007-01-01➕KIRCH, Christopher Leonard appointeddirector
- 2006-03-07➖BARNES, Joseph resignedsecretary
- 2006-03-07➕KINSEY, Richard Thomas appointedsecretary
- 2006-03-07➖BARNES, Joseph resigneddirector
- 2006-03-07➖WHITTEM, Ronald Walter resigneddirector
- 2004-10-05➕SPENCER, Michael George appointeddirector
- 2003-11-25➕TURNER, Richard Glegg appointeddirector
- 2003-10-07➖GREEN, Julie Ann resigneddirector
- 2003-07-01➕CHESTER, David Kenneth, Rev Dr appointeddirector
- 2003-07-01➕KINSEY, Richard Thomas appointeddirector
- 2003-04-01➕KIDD, Catherine Mary Theresa, Dr appointeddirector
Showing most recent 50 of 61 events
Owner dependency
65/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- -5 active directors: Broader management team in place — suggests transferable governance.
- +Long-tenure founder: Senior director has been in place 26 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 78 — succession pressure is live.
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 26 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 26 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
5 active beneficial owners · fragmented| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Deborah Ann Hillman Individual · British · DOB 06/1963 · age 63 | — | — | sig. influencesignificant influence · trust interest | 20/05/2019 |
Mr Philip Neil Sheard Individual · British · DOB 12/1977 · age 49 | — | — | sig. influencesignificant influence · trust interest | 10/08/2017 |
Dr Catherine Mary Theresa Kidd Individual · British · DOB 02/1949 · age 77 | — | — | sig. influencesignificant influence · trust interest | 10/08/2016 |
Mrs Heather Jean Probert Individual · British · DOB 10/1959 · age 67 | — | — | sig. influencesignificant influence · trust interest | 10/08/2016 |
Mrs Patricia Johnson Individual · British · DOB 12/1948 · age 78 | — | — | sig. influencesignificant influence · trust interest | 10/08/2016 |
2 historic (ceased) PSCs
- Miss Julie Elizabeth Yardleyceased 18/01/2023· significant influence · trust interest
- Rev Dr David Kenneth Chesterceased 13/02/2017· significant influence · trust 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 · Education & training · CH postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ALMA INTERCULTURAL CENTRE C.I.C.→ 16365529 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| APOLLO TRAINING & CONSULTANCY LTD→ 06195012 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| APPROVED EXPEDITIONS LTD→ 11585512 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AQUAFINITY SWIMMING LIVERPOOL LTD→ 16287311 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AQUAFINITY SWIMMING LTD→ 14472134 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ARC 24 GLOBAL LTD→ 15571817 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ARROW RIDER TRAINING LIMITED→ 03638888 · est 1998 · no financials extracted | — | — | — | — | 27y | — | — |
| ATHENA EDUCATIONAL SUPPORT SERVICES LIMITED→ 13695554 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| AVIATION WORLDWIDE TRAINING LTD→ 08953809 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| AVIDA EDUCATION LTD→ 16681145 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AW ARENA LTD→ 16235659 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AW COACHING IN THE COMMUNITY CIC→ 15489503 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
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
Typeprivate-limited-guarant-nsc-limited-exemption
Incorporated2000-08-10
Jurisdictionengland-wales
Primary SIC85200 — Primary education
Registered office
Avalon School
Caldy Road
Wirral
Merseyside
CH48 2HE
Filing status
Accounts
Next due: 2027-05-31
Last made up to: 2025-08-31
Confirmation statement
Next due: 2026-08-24
Last: 2025-08-10
Officers (6 active · 18 resigned)
PROBERT, Heather Jean→
Activesecretary · appointed 2011-06-14
View their other companies + combined net worth →
HILLMAN, Deborah Ann→
Activedirector · ~63y · appointed 2019-05-20
View their other companies + combined net worth →
JOHNSON, Patricia→
Activedirector · ~78y · appointed 2016-02-01
View their other companies + combined net worth →
KIDD, Catherine Mary Theresa, Dr→
Activedirector · ~77y · appointed 2003-04-01
View their other companies + combined net worth →
PROBERT, Heather Jean→
Activedirector · ~67y · appointed 2000-08-10
View their other companies + combined net worth →
SHEARD, Philip Neil→
Activedirector · ~49y · appointed 2017-03-13
View their other companies + combined net worth →
BARNES, Joseph→
Resignedsecretary · appointed 2000-08-10 · resigned 2006-03-07
KINSEY, Richard Thomas→
Resignedsecretary · appointed 2006-03-07 · resigned 2011-06-10
BARNES, Joseph→
Resigneddirector · ~76y · appointed 2000-08-10 · resigned 2006-03-07
BLACK, Alison Elizabeth→
Resigneddirector · ~66y · appointed 2009-09-01 · resigned 2012-10-30
CHESTER, David Kenneth, Rev Dr→
Resigneddirector · ~76y · appointed 2003-07-01 · resigned 2017-02-13
COOPER, Jennifer Rhys→
Resigneddirector · ~83y · appointed 2000-08-10 · resigned 2008-03-04
FAGAN, Christine Maria→
Resigneddirector · ~79y · appointed 2000-08-10 · resigned 2011-03-01
FAGAN, Noel James→
Resigneddirector · ~75y · appointed 2011-06-14 · resigned 2015-03-24
GREEN, Julie Ann→
Resigneddirector · ~68y · appointed 2000-08-10 · resigned 2003-10-07
GREEN, Michael Leslie→
Resigneddirector · ~87y · appointed 2000-08-10 · resigned 2012-03-20
HILLS, Nigel David→
Resigneddirector · ~64y · appointed 2000-08-10 · resigned 2003-04-01
KINSEY, Richard Thomas→
Resigneddirector · ~72y · appointed 2003-07-01 · resigned 2011-06-10
KIRCH, Christopher Leonard→
Resigneddirector · ~93y · appointed 2007-01-01 · resigned 2009-08-31
ROACH, Michael→
Resigneddirector · ~77y · appointed 2011-06-14 · resigned 2012-10-30
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
2
Outstanding
2
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Lloyds Banking Group Lloyds Tsb Bank PLC | Mortgage | 1 property | 31/03/2009 | — | |
| outstanding | Avalon School Avalon School Limited | Legal mortgage | 1 property | 30/03/2007 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (113 total)
accounts-with-accounts-type-full
accounts · AA
2026-05-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-08-13
accounts-with-accounts-type-full
accounts · AA
2025-02-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-02
accounts-with-accounts-type-full
accounts · AA
2024-02-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-29
termination-director-company-with-name-termination-date
officers · TM01
2023-08-14
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-08-14
accounts-with-accounts-type-full
accounts · AA
2023-05-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-08-19
accounts-with-accounts-type-full
accounts · AA
2021-12-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-08-23
accounts-with-accounts-type-full
accounts · AA
2021-04-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-08-10
accounts-with-accounts-type-full
accounts · AA
2020-02-20