CEO FINANCE LTD
Opportunity 73/100 (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: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (78/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-10-31 | 2023-10-31 |
|---|---|---|
| Average employees | 100 | 100 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 1 confirmation-statement
- • 1 confirmation-statement
Corporate timeline (19 events)Click to expand
- 2025-09-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-07-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-07-09📄gazette-filings-brought-up-to-dategazette · DISS40
- 2025-07-01📄gazette-notice-compulsorygazette · GAZ1
- 2024-07-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-04-26📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-04-26📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-10-10📄change-person-director-company-with-change-dateofficers · CH01
- 2023-10-10📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-10-10📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-07-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-05-17✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-05-16📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-09-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-07-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-07-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-07-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2015-10-02🏢Company incorporatedAs CEO FINANCE LTD
- 2015-10-02➕TRELIVING, Jonathan appointeddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +No director turnover: Company is 11 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Jonathan Treliving Individual · British · DOB 05/1979 · age 47 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 01/10/2016 |
1 historic (ceased) PSC
- Mrs Lisa Claire Trelivingceased 11/04/2024· 25-50% shares · 25-50% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · BR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BACA LTD→ 10444135 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| BROOKLANDS COMMERCIAL FINANCE LIMITED→ 04980852 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| BSH FINANCIAL LIMITED→ 11895000 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| BUGGY-INV LTD→ 13148893 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| CANNON BRIDGE PORTFOLIO LIMITED→ 09544482 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| CENTAUR FINANCING LTD→ 09566158 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| CHARTER CONSULTANCY LIMITED→ 03220288 · est 1996 · no financials extracted | — | — | — | — | 29y | — | — |
| CITYMARK LTD→ 06763545 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| CLAIRVOYANCE ACTUARIAL LTD→ 09260986 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| CLARITY MORTGAGES LIMITED→ 06350624 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| CLAYTON LOANS LIMITED→ 11515779 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| CLEAR FINANCIAL ADVICE LIMITED→ 04339620 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
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 →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
Registered office
Filing status
Officers (1 active · 0 resigned)
Click a director name to see their full track record across all companies.