BETHANY HOME LTD

🌳Matureactive

09972817 · ltd · incorporated 2016-01-27

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

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 10.3y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

£787.3k

book net assets

Opportunity

78/100

Strong

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What this business does

Primary activity: Residential care activities for the elderly and disabled

Sector: Human health & social work

Investor take

Pursue

Active trading company with a 70-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 70). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

4 live charges · 2 lenders · oldest 10.3y

70/100

ready

Refinance conversation should be productive — structure clean and timing right.

· Oldest live charge is 10.3 years old — likely at or near maturity.
· Two lenders — manageable, but coordination required.
· Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (78/100)

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

Lenders & charges

4 charges (4/4 with lender, 4/4 with type)

Directors & officers

3 officers (3 active, 3 linked, 3 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

Network not yet resolved

Filing history

28 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £787,335

Cash YoY

+8%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£289k

↑ 8.3% YoY

Net Worth

£787k

↑ 9.8% YoY

Current Assets

£426k

↑ 35% 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	£1.10M	£1.08M
Current assets	£425.6k	£314.5k
Cash	£289.3k	£267.1k
Debtors	£134.3k	£45.4k
Net assets	£787.3k	£716.9k

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

filings

Last 90 days

filings

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (25 events)Click to expand

2025-12-22
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-21
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-02
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-01
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-12-23
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-12-12
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-01-02
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2018-12-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-10-27
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2016-12-08
📄
change-account-reference-date-company-current-extended
accounts · AA01
2016-10-11
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2016-10-06
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2016-10-04
📄
mortgage-satisfy-charge-full
mortgage · MR04
2016-10-04
📄
mortgage-satisfy-charge-full
mortgage · MR04
2016-10-04
🔓
Charge satisfied #2
2016-10-04
🔓
Charge satisfied #1
2016-09-30
🔒
Charge registered #4
Lender: Barclays Bank PLC
2016-09-30
🔒
Charge registered #3
Lender: Barclays Bank PLC
2016-06-30
🔒
Charge registered #2
Lender: Hsbc Bank PLC
2016-04-18
🔒
Charge registered #1
Lender: Hsbc Bank PLC
2016-01-27
🏢
Company incorporated
As BETHANY HOME LTD
2016-01-27
➕
PHELPS, Adam David appointed
director
2016-01-27
➕
PHELPS, Robert James appointed
director
2016-01-27
➕
PHELPS, Royston Michael appointed
director

Owner dependency

73/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

+Founder age: Director aged approximately 70 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

65/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 70 years old. Natural succession window is now.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Mr Royston Michael Phelps Individual · British · DOB 11/1956 · age 70	25–50%	25–50%	25-50% shares · 25-50% voting	01/07/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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BEAM DENTI SPA LIMITED→ 11542195 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
BERNADETTE DAVIES LIMITED→ 08609524 · est 2013 · no financials extracted	—	—	—	—	12y	—	—
BERNARDO LTD→ 09654273 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
BETTER AND BETTER CYF.→ 16274302 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
BEYNONS DENTAL SURGERY LTD→ 06888963 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
BEYOND QUALITY LIMITED→ 06054412 · est 2007 · no financials extracted	—	—	—	—	19y	—	—
BIZENIA ENTERPRISE LTD→ 16177836 · est 2025 · no financials extracted	—	—	—	—	1y	—	—

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

Incorporated2016-01-27

Jurisdictionengland-wales

Primary SIC87300 — Residential care activities for the elderly and disabled

Registered office

Dewstow Manor

Caerwent

Caldicot

Monmouthshire

NP26 5AJ

Wales

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-02-09

Last: 2026-01-26

Officers (3 active · 0 resigned)

PHELPS, Adam David→

director · ~33y · appointed 2016-01-27

View their other companies + combined net worth →

Active

PHELPS, Robert James→

director · ~39y · appointed 2016-01-27

View their other companies + combined net worth →

Active

PHELPS, Royston Michael→

director · ~70y · appointed 2016-01-27

View their other companies + combined net worth →

Active

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

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:4 of 4 shown

		Type	Properties
outstanding	Barclays Barclays Bank PLC	A registered charge	1 property	30/09/2016	—
outstanding	Barclays Barclays Bank PLC	A registered charge	—	30/09/2016	—
satisfied	HSBC Hsbc Bank PLC	A registered charge	1 property	30/06/2016	04/10/2016
satisfied	HSBC Hsbc Bank PLC	A registered charge	1 property	18/04/2016	04/10/2016

Click column headers to sort. Use filters above to narrow by status and lender.