CITIZENS ADVICE SURREY HEATH
Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 74). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: low (51/100)Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Recent activity
- • 2 incorporation
- • 2 incorporation
- • 2 incorporation
- • 1 confirmation-statement
Corporate timeline (97 events)Click to expand
- 2026-06-21📄memorandum-articlesincorporation · MA
- 2026-06-05📄memorandum-articlesincorporation · MA
- 2025-10-24📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-10-23📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-10-23📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-10-11➕MOREY, Colin David appointeddirector
- 2025-10-11➖MANNING, Robert resigneddirector
- 2025-10-11➖RICH, Paul resigneddirector
- 2025-09-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-08-11📄change-person-director-company-with-change-dateofficers · CH01
- 2025-08-11📄change-person-director-company-with-change-dateofficers · CH01
- 2025-08-11📄change-person-director-company-with-change-dateofficers · CH01
- 2025-08-11📄change-person-director-company-with-change-dateofficers · CH01
- 2025-07-01📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-06-28➕CUTLER, James Robert Edwin appointeddirector
- 2025-04-08📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-03-31➖RAI, Mani Kumar resigneddirector
- 2025-01-20➖FREEBURN, Kari resigneddirector
- 2025-01-20📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-01-03📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-11-11➕BRUNEL-COHEN, Edward Stuart appointeddirector
- 2024-10-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-02📄legacymiscellaneous · ANNOTATION
- 2024-01-30📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2024-01-10➖MANNING, Robert resignedsecretary
- 2024-01-07📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-12-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-11-13➕FREEBURN, Kari appointeddirector
- 2023-05-23📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-05-22➖TRUMAN, Trevor resigneddirector
- 2022-11-01📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-08-31➕SUMMERS, Julie appointedsecretary
- 2022-08-31➖MCCANN, Raymond Gerard resigneddirector
- 2022-08-31➕RICH, Paul appointeddirector
- 2022-08-31➖RICHARDSON, Camilla resigneddirector
- 2021-08-23➕DABROWSKI, Lois Elizabeth appointeddirector
- 2021-08-23➖PATERSON, Christopher resigneddirector
- 2020-12-18➖WALLACE, Ann Karoline resigneddirector
- 2020-11-16➕TRUMAN, Trevor appointeddirector
- 2020-08-24➕PATERSON, Christopher appointeddirector
- 2020-05-18➕SCOTT, Gregory James appointeddirector
- 2019-11-20➖JAY, Sarah Catherine resigneddirector
- 2019-09-02➕SUMMERS, Julie Elizabeth appointeddirector
- 2018-06-11➖BOOTH, David John resignedsecretary
- 2018-06-11➕MANNING, Robert appointedsecretary
- 2018-06-11➕MANNING, Robert appointeddirector
- 2018-03-31➖BOOTH, David John resigneddirector
- 2017-12-04➕PARK, Marion Ann appointeddirector
- 2017-08-21➕RICHARDSON, Camilla appointeddirector
- 2017-08-21➖SAWDY, Caroline resigneddirector
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- -8 active directors: Broader management team in place — suggests transferable governance.
- +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 74 — succession pressure is live.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- primaryFounder aged 70+: Senior director is approximately 74 years old. Natural succession window is now.
- 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
1 med ·Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: MANNING, Robert resigned 2025-10-11; RICH, Paul resigned 2025-10-11
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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.
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Filing status
Officers (9 active · 33 resigned)
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