ACCOUNTANTS AND TAXATION AGENTS LIMITED

🌳Matureactive
04348318 · ltd · incorporated 2002-01-07
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 3.5y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Jan 2025
Net worth
£139.4k
book net assets
Opportunity
82/100
Exceptional
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What this business does
Primary activity: Accounting and auditing activities
Sector: Professional, scientific & technical
Investor take
Pursue
Asset-holding vehicle with a 76-year-old founder — textbook succession opportunity.

Opportunity 82/100 (exceptional), bankability 85/100. 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).

🏦

Refinance opportunity

1 live charge · oldest 3.5y

75/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Charge age ~3.5 years — mid-life; refi window approaching.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
9 officers (3 active, 9 linked, 6 with DOB)
83
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
83 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
82/100Exceptional
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
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £139,386
Net assets shrinking
Down £4,305 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£139k
↓ 3.0% YoY
Current Assets
£271k
↑ 9.9% YoY
Current Liabilities
—
£0£54k£109k£163k£217k£271kJan 2024Jan 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-01-312024-01-31
Total assets£159.4k£167.9k
Current assets£271.4k£247.0k
Net assets£139.4k£143.7k

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
0
filings
Last 180 days
2
filings
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (35 events)Click to expand
  1. 2026-01-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-02-05
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  3. 2025-02-05
    🔓
    Charge satisfied #1
  4. 2025-01-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2023-10-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2023-10-19
    📄
    accounts-amended-with-accounts-type-micro-entity
    accounts · AAMD
  7. 2023-01-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2022-11-15
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  9. 2022-11-15
    🔒
    Charge registered #1
    Lender: Lloyds Bank PLC
  10. 2022-03-14
    📄
    accounts-amended-with-accounts-type-micro-entity
    accounts · AAMD
  11. 2021-10-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2021-01-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2020-02-17
    📄
    accounts-amended-with-accounts-type-micro-entity
    accounts · AAMD
  14. 2019-10-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2019-03-26
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  16. 2019-02-13
    📄
    accounts-amended-with-accounts-type-micro-entity
    accounts · AAMD
  17. 2019-01-03
    ➖
    JEFFERIES, William Alexander James resigned
    director
  18. 2018-10-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  19. 2018-02-20
    📄
    accounts-amended-with-accounts-type-micro-entity
    accounts · AAMD
  20. 2018-01-10
    📄
    accounts-amended-with-accounts-type-total-exemption-small
    accounts · AAMD
  21. 2015-07-18
    ➕
    JEFFERIES, Joyce Elizabeth appointed
    director
  22. 2014-01-08
    ➕
    JEFFERIES, William Alexander James appointed
    director
  23. 2005-11-04
    ➖
    ALLWAY, Clare resigned
    director
  24. 2005-11-04
    ➖
    PULLEN, Julie Heather resigned
    director
  25. 2005-10-01
    ➕
    ALLWAY, Clare appointed
    director
  26. 2005-10-01
    ➕
    PULLEN, Julie Heather appointed
    director
  27. 2004-07-07
    ➖
    PULLEN, Julie Heather resigned
    director
  28. 2004-05-01
    ➕
    PULLEN, Julie Heather appointed
    director
  29. 2002-01-07
    🏢
    Company incorporated
    As ACCOUNTANTS AND TAXATION AGENTS LIMITED
  30. 2002-01-07
    ➕
    JEFFERIES, Joyce Elizabeth appointed
    secretary
  31. 2002-01-07
    ➕
    JEFFERIES, Michael William appointed
    director
  32. 2002-01-07
    ➕
    SWIFT INCORPORATIONS LIMITED appointed
    corporate-nominee-secretary
  33. 2002-01-07
    ➖
    SWIFT INCORPORATIONS LIMITED resigned
    corporate-nominee-secretary
  34. 2002-01-07
    ➕
    INSTANT COMPANIES LIMITED appointed
    corporate-nominee-director
  35. 2002-01-07
    ➖
    INSTANT COMPANIES LIMITED resigned
    corporate-nominee-director

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.
  • +Long-tenure founder: Senior director has been in place 24 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 76 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

96/100
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 76 years old. Natural succession window is now.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • primary20+ year tenure: Director in role 24 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 24 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
Mr Michael William Jefferies
Individual · English · DOB 02/1950 · age 76
——sig. influencesignificant influence07/01/2017

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
Incorporated2002-01-07
Jurisdictionengland-wales
Primary SIC69201 — Accounting and auditing activities

Registered office

Town Hall Old Bristol Road
Nailsworth
Stroud
Gloucestershire
GL6 0JF

Filing status

Accounts
Next due: 2026-10-31
Last made up to: 2025-01-31
Confirmation statement
Next due: 2027-01-16
Last: 2026-01-02

Officers (3 active · 6 resigned)

JEFFERIES, Joyce Elizabeth→
secretary · appointed 2002-01-07
View their other companies + combined net worth →
Active
JEFFERIES, Joyce Elizabeth→
director · ~72y · appointed 2015-07-18
View their other companies + combined net worth →
Active
JEFFERIES, Michael William→
director · ~76y · appointed 2002-01-07
View their other companies + combined net worth →
Active
SWIFT INCORPORATIONS LIMITED→
corporate-nominee-secretary · appointed 2002-01-07 · resigned 2002-01-07
Resigned
ALLWAY, Clare→
director · ~42y · appointed 2005-10-01 · resigned 2005-11-04
Resigned
JEFFERIES, William Alexander James→
director · ~31y · appointed 2014-01-08 · resigned 2019-01-03
Resigned
PULLEN, Julie Heather→
director · ~57y · appointed 2005-10-01 · resigned 2005-11-04
Resigned
PULLEN, Julie Heather→
director · ~57y · appointed 2004-05-01 · resigned 2004-07-07
Resigned
INSTANT COMPANIES LIMITED→
corporate-nominee-director · appointed 2002-01-07 · resigned 2002-01-07
Resigned

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

Mortgages & charges

1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
satisfied
Lloyds Banking Group
Lloyds Bank PLC
A registered charge—15/11/202205/02/2025

Recent filings (83 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-01-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-29
mortgage-satisfy-charge-full
mortgage · MR04
2025-02-05
accounts-with-accounts-type-micro-entity
accounts · AA
2025-01-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-03
accounts-with-accounts-type-micro-entity
accounts · AA
2023-10-30
accounts-amended-with-accounts-type-micro-entity
accounts · AAMD
2023-10-19
accounts-with-accounts-type-micro-entity
accounts · AA
2023-01-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-05
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2022-11-15
accounts-amended-with-accounts-type-micro-entity
accounts · AAMD
2022-03-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-01-05
accounts-with-accounts-type-micro-entity
accounts · AA
2021-10-28
accounts-with-accounts-type-micro-entity
accounts · AA
2021-01-29