ACCOUNTANTS AND TAX ADVISERS LIMITED
Opportunity 82/100 (exceptional), bankability 85/100. Strong seller-intent signal (83/100, director aged 72). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).
Refinance opportunity
1 live charge · oldest 19.7y
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 19.7 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: medium (79/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.
Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · IFRS| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 0 | 0 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 1 address
- • 1 address
Corporate timeline (33 events)Click to expand
- 2026-03-18📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-10-18📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-05-09📄mortgage-satisfy-charge-fullmortgage · MR04
- 2025-05-09🔓Charge satisfied #1
- 2024-12-30📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-11-29📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-11-06📄change-person-director-company-with-change-dateofficers · CH01
- 2023-11-06📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-06-27➖SMITH, Shirley Carol resignedsecretary
- 2023-06-27➖SMITH, Shirley Carol resigneddirector
- 2023-06-27📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-06-27📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2023-06-27📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2023-06-27📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-06-16📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-05-06📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-04-14📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-12-09📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2019-08-10📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2018-11-23📄accounts-with-accounts-type-dormantaccounts · AA
- 2006-09-07🔒Charge registered #1Lender: Mortgage Trust Limited
- 2006-05-01➕SMITH, Shirley Carol appointeddirector
- 2001-10-02➕SMITH, Trevor James appointeddirector
- 2001-10-02➖GREEN, Susan resignedsecretary
- 2001-10-02➕SMITH, Shirley Carol appointedsecretary
- 2001-10-02➖GREEN, Christopher Robert resigneddirector
- 2000-09-28🏢Company incorporatedAs ACCOUNTANTS AND TAX ADVISERS LIMITED
- 2000-09-28➕GREEN, Susan appointedsecretary
- 2000-09-28➕FIRST SECRETARIES LIMITED appointedcorporate-nominee-secretary
- 2000-09-28➖FIRST SECRETARIES LIMITED resignedcorporate-nominee-secretary
- 2000-09-28➕GREEN, Christopher Robert appointeddirector
- 2000-09-28➕FIRST DIRECTORS LIMITED appointedcorporate-nominee-director
- 2000-09-28➖FIRST DIRECTORS LIMITED resignedcorporate-nominee-director
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Long-tenure founder: Senior director has been in place 25 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 72 — succession pressure is live.
Succession & seller-readiness
Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
- primaryFounder aged 70+: Senior director is approximately 72 years old. Natural succession window is now.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- primary20+ year tenure: Director in role 25 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
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Trevor James Smith Individual · British · DOB 08/1954 · age 72 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 27/06/2023 |
1 historic (ceased) PSC
- Shirley Smith & Co Limitedceased 27/06/2023· 75-100% shares
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
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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 →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
Registered office
Filing status
Officers (1 active · 6 resigned)
Click a director name to see their full track record across all companies.
Mortgages & charges
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Mortgage Trust Mortgage Trust Limited | Legal charge | 1 property | 07/09/2006 | 09/05/2025 |