BURWOOD SAGE + BROOKRIDGE LTD

🌳Matureactive
04162004 · ltd · incorporated 2001-02-16
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 2025
Net worth
£25.3k
book net assets
Opportunity
81/100
Exceptional
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What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 71-year-old founder — textbook succession opportunity.

Opportunity 81/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 71). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

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
9 officers (5 active, 9 linked, 7 with DOB)
86
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
7 connected companies via shared directors
66
Filing history
73 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
81/100Exceptional
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
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £25,270

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£25k
↑ 18% YoY
Current Assets
£148k
↑ 23% YoY
Current Liabilities
—
£0£30k£59k£89k£118k£148kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Total assets£25.3k£21.3k
Current assets£147.7k£120.1k
Net assets£25.3k£21.3k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days
0
filings
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (29 events)Click to expand
  1. 2025-12-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-12-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2023-12-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2022-12-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2021-12-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2021-06-07
    ➕
    SHELLEY, Matthew appointed
    director
  7. 2021-06-07
    ➖
    SHELLEY, Matthew resigned
    director
  8. 2021-06-07
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  9. 2021-06-07
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  10. 2021-03-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2019-12-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2018-12-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2017-12-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2016-12-30
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  15. 2016-03-24
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  16. 2015-12-31
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  17. 2015-03-16
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  18. 2010-06-01
    ➕
    WHEADON, Peter Michael appointed
    director
  19. 2006-12-30
    ➖
    PAGE, Brian Thomas resigned
    director
  20. 2004-01-01
    ➕
    CHRIST, Daniel appointed
    director
  21. 2004-01-01
    ➕
    PAGE, Brian Thomas appointed
    director
  22. 2001-02-16
    🏢
    Company incorporated
    As BURWOOD SAGE + BROOKRIDGE LTD
  23. 2001-02-16
    ➕
    CHRIST, Julia Mary appointed
    secretary
  24. 2001-02-16
    ➕
    CHRIST, Julia Mary appointed
    director
  25. 2001-02-16
    ➕
    SHELLEY, Denise appointed
    director
  26. 2001-02-16
    ➕
    FARNCOMBE INTERNATIONAL LIMITED appointed
    corporate-secretary
  27. 2001-02-16
    ➖
    FARNCOMBE INTERNATIONAL LIMITED resigned
    corporate-secretary
  28. 2001-02-16
    ➕
    LAKE, Jacqueline Margaret, Dr appointed
    director
  29. 2001-02-16
    ➖
    LAKE, Jacqueline Margaret, Dr resigned
    director

Owner dependency

73/100
High — earn-out structure required

Material 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 25 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 71 — 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 candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 71 years old. Natural succession window is now.
  • primary20+ year tenure: Director in role 25 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 25 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

1 active beneficial owner
NameSharesVoting rightsNature of controlNotified
Daniel Christ
Individual · British · DOB 08/1955 · age 71
25–50%
—25-50% shares01/07/2016

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 →

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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
Incorporated2001-02-16
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

36 Station Road
Orpington
Kent
BR6 0SA

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-02
Last: 2026-02-16

Officers (5 active · 4 resigned)

CHRIST, Julia Mary→
secretary · appointed 2001-02-16
View their other companies + combined net worth →
Active
CHRIST, Daniel→
director · ~71y · appointed 2004-01-01
View their other companies + combined net worth →
Active
CHRIST, Julia Mary→
director · ~69y · appointed 2001-02-16
View their other companies + combined net worth →
Active
SHELLEY, Denise→
director · ~67y · appointed 2001-02-16
View their other companies + combined net worth →
Active
WHEADON, Peter Michael→
director · ~66y · appointed 2010-06-01
View their other companies + combined net worth →
Active
FARNCOMBE INTERNATIONAL LIMITED→
corporate-secretary · appointed 2001-02-16 · resigned 2001-02-16
Resigned
LAKE, Jacqueline Margaret, Dr→
director · ~80y · appointed 2001-02-16 · resigned 2001-02-16
Resigned
PAGE, Brian Thomas→
director · ~71y · appointed 2004-01-01 · resigned 2006-12-30
Resigned
SHELLEY, Matthew→
director · ~40y · appointed 2021-06-07 · resigned 2021-06-07
Resigned

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

Recent filings (73 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-29
accounts-with-accounts-type-micro-entity
accounts · AA
2025-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-04
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-20
accounts-with-accounts-type-micro-entity
accounts · AA
2023-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-09
accounts-with-accounts-type-micro-entity
accounts · AA
2022-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-28
accounts-with-accounts-type-micro-entity
accounts · AA
2021-12-31
termination-director-company-with-name-termination-date
officers · TM01
2021-06-07
appoint-person-director-company-with-name-date
officers · AP01
2021-06-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-01
accounts-with-accounts-type-micro-entity
accounts · AA
2021-03-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-03-02