ADD WEALTH ESTATE PLANNING LIMITED
💤Zombieactive
08870174 · ltd · incorporated 2014-01-30
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Jan 2025
Net worth
—
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
PursueActive trading company with a 68-year-old founder — textbook succession opportunity.
Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 68). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).
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
Confirmed no charges registered
85
Directors & officers
2 officers (1 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
29 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
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 · FRS 102| Metric | 2025-01-31 | 2024-01-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
- 2025-10-23📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-10-25📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-10-17📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-10-19📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-10-28📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-01-26📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-03-23📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2019-10-28📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-10-30📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-02-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-02-05📄change-person-director-company-with-change-dateofficers · CH01
- 2017-10-31📄accounts-with-accounts-type-dormantaccounts · AA
- 2016-10-28📄accounts-with-accounts-type-dormantaccounts · AA
- 2016-02-15📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2015-10-29📄accounts-with-accounts-type-dormantaccounts · AA
- 2014-01-30🏢Company incorporatedAs ADD WEALTH ESTATE PLANNING LIMITED
- 2014-01-30➕COOPER, Denis William appointeddirector
- 2014-01-30➕HOLDER, Michael appointeddirector
- 2014-01-30➖HOLDER, Michael resigneddirector
Owner dependency
90/100
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
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder age: Director aged approximately 68 — succession pressure is live.
Succession & seller-readiness
78/100
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 68. Approaching typical UK retirement age — succession thinking likely.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 12 years.
- 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.)
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Denis William Cooper Individual · British · DOB 01/1958 · age 68 | 75–100% | — | 75-100% shares | 06/04/2016 |
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 · Other · CR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A.J.HOLLANDS & SON LIMITED→ 00475570 · est 1949 · no financials extracted | — | — | — | — | 76y | — | — |
| ABERDEEN HOUSE RESIDENTS LIMITED→ 02347059 · est 1989 · no financials extracted | — | — | — | — | 37y | — | — |
| ACACIA GARDENING MAINTENANCE SERVICES LLP→ OC416805 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| ACCOUNTANCY DIVISIONS (CITY) LLP→ OC338112 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| ACE BLITZ CLEAN SERVICES LIMITED→ 14272334 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ACORN FERTILITY LTD→ 13837405 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| ACRE MILLS (UK) LIMITED→ 00356992 · est 1939 · no financials extracted | — | — | — | — | 86y | — | — |
| ADDISON GRACE LIMITED→ 15356863 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ADEOLA ABENI LABODE LIMITED→ 13472353 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ADOMAH HOLDINGS LLP→ OC448501 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| AERO AND DEFENCE SOLUTIONS LIMITED→ 08564274 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| AERODROME SAFETY ASSESSMENT PARTNERSHIP LTD→ 17059544 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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
Incorporated2014-01-30
Jurisdictionengland-wales
Primary SIC99999 — SIC 99999
Registered office
18-24 Brighton Road
South Croydon
CR2 6AA
England
Filing status
Accounts
Next due: 2026-10-31
Last made up to: 2025-01-31
Confirmation statement
Next due: 2027-02-13
Last: 2026-01-30
Officers (1 active · 1 resigned)
COOPER, Denis William→
Activedirector · ~68y · appointed 2014-01-30
View their other companies + combined net worth →
HOLDER, Michael→
Resigneddirector · ~65y · appointed 2014-01-30 · resigned 2014-01-30
Click a director name to see their full track record across all companies.
Recent filings (29 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-16
accounts-with-accounts-type-dormant
accounts · AA
2025-10-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-25
accounts-with-accounts-type-dormant
accounts · AA
2024-10-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-02
accounts-with-accounts-type-dormant
accounts · AA
2023-10-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-29
accounts-with-accounts-type-dormant
accounts · AA
2022-10-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-04
accounts-with-accounts-type-dormant
accounts · AA
2021-10-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-06
accounts-with-accounts-type-dormant
accounts · AA
2021-01-26
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-03-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-02-03
accounts-with-accounts-type-dormant
accounts · AA
2019-10-28