ALEXANDER OPTOMETRISTS LTD

🌳Matureactive

06219931 · ltd · incorporated 2007-04-19

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.

Why now

Window steady · low confidence

Steady and tidy — no seller pressure yet. Approach only if an angle opens.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

What changed my view

Last 30 days

No material changes in the last 30 days.

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

£23.9k

book net assets

Opportunity

76/100

Strong

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What this business does

Primary activity: Other human health activities

Sector: Human health & social work

Investor take

Pursue

Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 76/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -66% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (76/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

8 officers (3 active, 8 linked, 3 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

Network not yet resolved

Filing history

56 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

76/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Some acquirability indicators.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102

Positive net assets

Net assets £23,857

Net assets shrinking

Down £20,131 YoY

Cash draining

Cash down 66% YoY

Cash YoY

-66%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£2k

↓ 66% YoY

Net Worth

£24k

↓ 46% YoY

Current Assets

£90k

↑ 6.9% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102

Metric	2025-03-31	2024-03-31
Total assets	£23.9k	£44.0k
Current assets	£90.3k	£84.4k
Cash	£2.0k	£5.9k
Debtors	£58.8k	£50.8k
Net assets	£23.9k	£44.0k

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

Recent activity

Last 30 days

filings

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (29 events)Click to expand

2025-12-23
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-12-30
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-11-27
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-12-08
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-12-28
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2020-12-14
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2019-12-09
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2018-12-17
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2017-10-02
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2016-12-15
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2016-05-05
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-12-23
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2015-05-08
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-05-08
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2015-05-07
📄
appoint-person-director-company-with-name
officers · AP01
2015-05-04
➕
SURTEES, Samantha Louise appointed
secretary
2015-05-04
➕
SURTEES, Samantha Louise appointed
director
2015-05-04
➖
PERRIAM, Joseph John, Dr resigned
secretary
2007-04-20
➖
FORM 10 SECRETARIES FD LTD resigned
corporate-nominee-secretary
2007-04-20
➖
FORM 10 DIRECTORS FD LTD resigned
corporate-nominee-director
2007-04-19
🏢
Company incorporated
As ALEXANDER OPTOMETRISTS LTD
2007-04-19
➕
SURTEES, Alexander James Graham appointed
director
2007-04-19
➕
PERRIAM, Joseph John, Dr appointed
secretary
2007-04-19
➕
SURTEES, Alexander James Graham appointed
secretary
2007-04-19
➖
SURTEES, Alexander James Graham resigned
secretary
2007-04-19
➕
FORM 10 SECRETARIES FD LTD appointed
corporate-nominee-secretary
2007-04-19
➕
PERRIAM, Joseph John, Dr appointed
director
2007-04-19
➖
PERRIAM, Joseph John, Dr resigned
director
2007-04-19
➕
FORM 10 DIRECTORS FD LTD appointed
corporate-nominee-director

Owner dependency

76/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

+Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
+Long-tenure founder: Senior director has been in place 19 years — deep operational knowledge concentrated in one person.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

59/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
secondary12+ year tenure: Director in role 19 years.
secondaryStable-but-static management: Company is 19 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

Name	Shares	Voting rights	Nature of control	Notified
Mr Alexander James Graham Surtees Individual · British · DOB 09/1971 · age 55	50–75%	—	50-75% shares	06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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BUCKINGHAMSHIRE ORTHOPAEDIC SURGERY LIMITED→ 12713130 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
C.E.M.G CONSULTANCY LIMITED→ 15093556 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
CARE MATTERS (MIDDLESBROUGH) LIMITED→ 11901542 · est 2019 · no financials extracted	—	—	—	—	7y	—	—
CAREVANTAGE LTD→ 12733074 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
CENTRE FOR SPORTS INJURY SURGERY LIMITED→ 07048081 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
CHANGING STEP (NORTH EAST) C.I.C.→ 09549212 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
CHARLOTTE LOUISE MORTON LIMITED→ 11866587 · est 2019 · no financials extracted	—	—	—	—	7y	—	—
CJ THERAPEUTIC PRODUCTIONS LTD→ 16213536 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
COGNISTA CONSULTING LTD→ 16992517 · est 2026 · no financials extracted	—	—	—	—	—	—	—
COLLIN & CO. LIMITED→ 08682331 · est 2013 · no financials extracted	—	—	—	—	12y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

6 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.

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Company details

Statusactive

Typeltd

Incorporated2007-04-19

Jurisdictionengland-wales

Primary SIC86900 — Other human health activities

Registered office

145-146 High Street

Northallerton

North Yorkshire

DL7 8PE

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-05-03

Last: 2026-04-19

Officers (3 active · 5 resigned)

SURTEES, Samantha Louise→

secretary · appointed 2015-05-04

View their other companies + combined net worth →

Active

SURTEES, Alexander James Graham→

director · ~55y · appointed 2007-04-19

View their other companies + combined net worth →

Active

SURTEES, Samantha Louise→

director · ~55y · appointed 2015-05-04

View their other companies + combined net worth →

Active

PERRIAM, Joseph John, Dr→

secretary · appointed 2007-04-19 · resigned 2015-05-04

Resigned

SURTEES, Alexander James Graham→

secretary · appointed 2007-04-19 · resigned 2007-04-19

Resigned

FORM 10 SECRETARIES FD LTD→

corporate-nominee-secretary · appointed 2007-04-19 · resigned 2007-04-20

Resigned

PERRIAM, Joseph John, Dr→

director · ~55y · appointed 2007-04-19 · resigned 2007-04-19

Resigned

FORM 10 DIRECTORS FD LTD→

corporate-nominee-director · appointed 2007-04-19 · resigned 2007-04-20

Resigned

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