ABACUS WEALTH LIMITED
🌳Matureactive
07553290 · ltd · incorporated 2011-03-07
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
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
£11.2k
book net assets
Opportunity
82/100
Exceptional
What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
Investor take
PursueAsset-holding vehicle with a 67-year-old founder — textbook succession opportunity.
Opportunity 82/100 (exceptional), bankability 85/100. Strong seller-intent signal (83/100, director aged 67). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
1 live charge · oldest 10.0y
45/100
under pressure
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 10.0 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Cashflow trend is negative — lender view likely cautious.
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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
49 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 declaredPositive net assets
Net assets £11,213
Net assets shrinking
Down £431 YoY
Cash YoY
-26%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£27k
↓ 26% YoY
Net Worth
£11k
↓ 3.7% YoY
Current Assets
£28k
↓ 74% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £17.7k | £28.3k |
| Current assets | £27.7k | £108.2k |
| Cash | £26.7k | £36.0k |
| Debtors | £1.0k | £72.2k |
| Net assets | £11.2k | £11.6k |
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
1
filing
- • 1 accounts
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2026-03-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-03-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-10-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2023-08-17✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-08-09📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2023-08-09📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-12-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-12-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-12-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-06-03📄mortgage-satisfy-charge-fullmortgage · MR04
- 2019-06-03🔓Charge satisfied #1
- 2018-12-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-12-04📄appoint-person-director-company-with-name-dateofficers · AP01
- 2018-11-28📄capital-alter-shares-subdivisioncapital · SH02
- 2018-11-28📄capital-name-of-class-of-sharescapital · SH08
- 2018-11-28📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2018-11-28📄resolutionresolution · RESOLUTIONS
- 2018-11-20➕PATON, Daniel Michael appointeddirector
- 2016-05-12🔒Charge registered #1Lender: Metro Bank PLC
- 2011-03-07🏢Company incorporatedAs ABACUS WEALTH LIMITED
- 2011-03-07➕ROUND, Nigel Peter Louis appointeddirector
Owner dependency
88/100
Critical — business is the founderThe 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 15 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 67 — succession pressure is live.
- +No director turnover: Company is 15 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
79/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondary12+ year tenure: Director in role 15 years.
- secondaryStable-but-static management: Company is 15 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Abacus Wealth Services Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Abacus Wealth Services Limited
Corporate parent · holds 75-100% shares · board control
⬇
ABACUS WEALTH LIMITED
This company · 07553290
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Abacus Wealth Services Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 31/07/2023 |
1 historic (ceased) PSC
- Mr Nigel Peter Louis Roundceased 31/07/2023· 50-75% shares · 50-75% voting · board control
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 →Similar companies
Active · Professional services · DY postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 11929306 LIMITED→ 11929306 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| 2020 FUTURES LTD→ 11334847 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| 29-05 LTD→ 15223198 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| 90210 LTD→ 13679812 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| A AND C INFLATABLES LTD→ 14469209 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| A B OWEN LIMITED→ 04635991 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
| A.C.GUY - BUILDING ENVELOPE SOLUTIONS LIMITED→ 09033712 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| A1 RENTALS LIMITED→ 02994090 · est 1994 · no financials extracted | — | — | — | — | 31y | — | — |
| A2E CONSULTING LTD→ 16368253 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| A2Z WEALTH MANAGEMENT LIMITED→ 14657138 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| AA ACCOUNTANCY (MIDLANDS) LTD→ 11331604 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AA PROPERTIES & DEVELOPMENTS LTD→ 14912394 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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
Incorporated2011-03-07
Jurisdictionengland-wales
Primary SIC70221 — Financial management
Registered office
Polymer Court
Hope Street
Dudley
West Midlands
DY2 8RS
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-09-20
Last: 2025-09-06
Officers (2 active · 0 resigned)
PATON, Daniel Michael→
Activedirector · ~53y · appointed 2018-11-20
View their other companies + combined net worth →
ROUND, Nigel Peter Louis→
Activedirector · ~67y · appointed 2011-03-07
View their other companies + combined net worth →
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
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Metro Bank Metro Bank PLC | A registered charge | 1 property | 12/05/2016 | 03/06/2019 |
Recent filings (49 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-03-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-21
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-10-05
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-05
certificate-change-of-name-company
change-of-name · CERTNM
2023-08-17
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-08-09
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-08-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-12-14