AD AND SA LTD
🌳Matureactive
08584383 · ltd · incorporated 2013-06-25
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
80/100
Exceptional
What this business does
Primary activity: SIC 51102
Sector: Transportation & storage
Investor take
PursueStrong opportunity: active trading company with exceptional profile and bankable structure.
Opportunity 80/100 (exceptional), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
1 live charge · oldest 1.1y
50/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Newest facility, 1.1 years old — likely still in initial term.
- · 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
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
40 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
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
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
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 |
|---|---|---|
| Average employees | 0 | 0 |
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
1
filing
- • 1 persons-with-significant-control
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2026-01-06📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2025-10-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-09-16📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-05-13📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2025-05-13📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2025-05-13📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-04-22📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2025-04-14🔒Charge registered #1Lender: Lgt Bank LTD
- 2024-10-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-10-19✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-10-16➕BALL, Susan Ann appointeddirector
- 2023-10-16📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-12-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-08-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-06-29📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-06-17📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2019-08-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2015-01-23➖WILSON, David Paul resigneddirector
- 2014-12-09➕BALL, Andrew Derek, Dr appointeddirector
- 2013-06-25🏢Company incorporatedAs AD AND SA LTD
- 2013-06-25➕WILSON, David Paul appointeddirector
Owner dependency
74/100
High — earn-out structure requiredMaterial 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.
- +Senior director age: Director aged approximately 64 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
61/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 64. Approaching typical UK retirement age — succession thinking likely.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- 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
Bacon Butty (Holdings) Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Bacon Butty (Holdings) Ltd
Corporate parent · holds 75-100% shares
⬇
AD AND SA LTD
This company · 08584383
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 |
|---|---|---|---|---|
Bacon Butty (Holdings) Ltd Corporate entity | 75–100% | 75–100% | 75-100% shares · 75-100% voting | 15/10/2024 |
2 historic (ceased) PSCs
- Mrs Susan Ballceased 16/09/2025· 25-50% shares · 25-50% voting
- Mr Andrew Ballceased 15/10/2024· 75-100% shares · 75-100% voting
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 · Transport & logistics · BD postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 24/7 AUTO RESCUE LTD→ 16811499 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| A & I TRADING (YS) LIMITED→ 14157487 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| A1 RIDES LTD→ 16215062 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ABUZARKH LTD→ 16725252 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ACTIVE DELIVERY'S LTD→ 16636515 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AD&H TRANSPORT LIMITED→ 09947838 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| ADAM TRANSPORT LTD→ 16302523 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ADAMSVENTURESHQ LIMITED→ 17049680 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ADIL TRANSPORT LTD→ 14283741 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ADRIAN MIHAI ION LTD→ 16199083 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ADY DTS LTD→ 17011976 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| AERO ENGINE LOGISTICS LTD→ 13150042 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
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.
See pricing →Company details
Statusactive
Typeltd
Incorporated2013-06-25
Jurisdictionengland-wales
Primary SIC51102 — SIC 51102
Registered office
Knowles Lodge
Appletreewick
Skipton
BD23 6DQ
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-09-30
Last: 2025-09-16
Officers (2 active · 1 resigned)
BALL, Andrew Derek, Dr→
Activedirector · ~64y · appointed 2014-12-09
View their other companies + combined net worth →
BALL, Susan Ann→
Activedirector · ~64y · appointed 2023-10-16
View their other companies + combined net worth →
WILSON, David Paul→
Resigneddirector · ~68y · appointed 2013-06-25 · resigned 2015-01-23
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Lgt Bank Lgt Bank LTD | A registered charge | 1 property | 14/04/2025 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (40 total)
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2026-01-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-10-21
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-16
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-09-16
confirmation-statement-with-updates
confirmation-statement · CS01
2025-05-13
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-05-13
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-05-13
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-05-13
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-04-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-10-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-22
certificate-change-of-name-company
change-of-name · CERTNM
2023-10-19
appoint-person-director-company-with-name-date
officers · AP01
2023-10-16
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-16