APPLETHWAITE LODGES LIMITED

🌳Matureactive
07037734 · ltd · incorporated 2009-10-12
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
—
book net assets
Opportunity
79/100
Strong
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What this business does
Primary activity: Other holiday and other collective accommodation
Sector: Accommodation & food service
Investor take
Pursue
Active trading company with a 71-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 71). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (79/100)

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
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
6 officers (4 active, 6 linked, 5 with DOB)
87
Ownership & PSC
3 active PSC(s) of 4 total, 4 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
52 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
82
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 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
Average employees2100

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

🔒Filing-note intelligence

1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
  1. 2025-12-02
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-12-12
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-10-23
    📄
    change-person-director-company-with-change-date
    officers · CH01
  4. 2024-10-23
    📄
    change-person-director-company-with-change-date
    officers · CH01
  5. 2024-10-22
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  6. 2024-10-22
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  7. 2024-10-22
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  8. 2024-10-22
    📄
    change-person-secretary-company-with-change-date
    officers · CH03
  9. 2024-10-22
    📄
    change-person-director-company-with-change-date
    officers · CH01
  10. 2024-10-22
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  11. 2023-08-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2022-12-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2021-12-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2021-10-25
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  15. 2020-11-12
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  16. 2019-09-24
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  17. 2019-09-24
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  18. 2019-08-09
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  19. 2019-08-07
    ➕
    HODGSON, Michael James appointed
    director
  20. 2019-01-22
    ➖
    HODGSON, Betty resigned
    director
  21. 2009-10-12
    🏢
    Company incorporated
    As APPLETHWAITE LODGES LIMITED
  22. 2009-10-12
    ➕
    HODGSON, Catherine appointed
    secretary
  23. 2009-10-12
    ➕
    HODGSON, Catherine appointed
    director
  24. 2009-10-12
    ➕
    HODGSON, Sharon Ann appointed
    director
  25. 2009-10-12
    ➕
    HODGSON, Betty appointed
    director
  26. 2009-10-12
    ➕
    KAHAN, Barbara appointed
    director
  27. 2009-10-12
    ➖
    KAHAN, Barbara resigned
    director

Owner dependency

83/100
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
  • +Long-tenure founder: Senior director has been in place 17 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

83/100
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.
  • secondary12+ year tenure: Director in role 17 years.
  • secondaryStable-but-static management: Company is 17 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

1 low
Multiple registered office changes
low

Multiple address changes in a short period can indicate operational instability or admin disorder.

Shareholders & ownership

3 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Michael James Hodgson
Individual · British · DOB 11/1955 · age 71
25–50%
—25-50% shares01/02/2021
Mrs Catherine Hodgson
Individual · British · DOB 02/1964 · age 62
25–50%
—25-50% shares06/04/2016
Mrs Sharon Ann Hodgson
Individual · British · DOB 06/1968 · age 58
25–50%
—25-50% shares06/04/2016
1 historic (ceased) PSC
  • Mrs Betty Hodgsonceased 22/01/2019· 25-50% shares

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
Incorporated2009-10-12
Jurisdictionengland-wales
Primary SIC55209 — Other holiday and other collective accommodation

Registered office

High Borrans Farm
High Borrans
Windermere
LA23 1JS
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-10-26
Last: 2025-10-12

Officers (4 active · 2 resigned)

HODGSON, Catherine→
secretary · appointed 2009-10-12
View their other companies + combined net worth →
Active
HODGSON, Catherine→
director · ~62y · appointed 2009-10-12
View their other companies + combined net worth →
Active
HODGSON, Michael James→
director · ~71y · appointed 2019-08-07
View their other companies + combined net worth →
Active
HODGSON, Sharon Ann→
director · ~58y · appointed 2009-10-12
View their other companies + combined net worth →
Active
HODGSON, Betty→
director · ~98y · appointed 2009-10-12 · resigned 2019-01-22
Resigned
KAHAN, Barbara→
director · ~95y · appointed 2009-10-12 · resigned 2009-10-12
Resigned

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

Recent filings (52 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2025-12-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-24
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-12
change-person-director-company-with-change-date
officers · CH01
2024-10-23
change-person-director-company-with-change-date
officers · CH01
2024-10-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-22
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-10-22
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-10-22
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-10-22
change-person-secretary-company-with-change-date
officers · CH03
2024-10-22
change-person-director-company-with-change-date
officers · CH01
2024-10-22
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-10-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-10-25
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-31
accounts-with-accounts-type-micro-entity
accounts · AA
2022-12-16