CUMBRIA FORKLIFTS LTD
- · Thesis: well-run, low negotiation leverage
Opportunity 79/100 (strong), bankability 75/100. 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).
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 | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 200 | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 1 confirmation-statement
- • 1 confirmation-statement
Corporate timeline (13 events)Click to expand
- 2025-09-30📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2024-11-15📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2023-10-05📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2022-10-04📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-08-25📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2020-09-07📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2019-06-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-07-03📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-06-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2016-03-18🏢Company incorporatedAs CUMBRIA FORKLIFTS LTD
- 2016-03-18➕STABLES, Keith appointeddirector
- 2016-03-18➕STABLES, Toni appointeddirector
- 2016-03-18📄incorporation-companyincorporation · NEWINC
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Senior director age: Director aged approximately 63 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +No director turnover: Company is 10 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- primaryFounder aged 63+: Senior director is approximately 63. 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
cleanShareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Keith Stables Individual · English · DOB 06/1963 · age 63 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 06/04/2016 |
Mrs Toni Stables Individual · English · DOB 07/1977 · age 49 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Manufacturing · CA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ANDREW LOWDEN PLANT & AGRICULTURAL REPAIRS LTD→ 07191225 · est 2010 · no financials extracted | — | — | — | — | 16y | — | — |
| CG SERVICES LIMITED→ 09466667 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| CLASSIC RESTORATION AND REPAIR LTD→ 12041424 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CONTRAST KITCHENS LIMITED→ 05943002 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| CREATIVE JOINERY + DESIGN CARLISLE LTD→ 10300598 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| CROGLIN LTD→ 10627257 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| CROWN WOODWORKS LTD→ 13631927 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| CSS ENGINEERING SOLUTIONS LIMITED→ 11254189 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| CUMBRIA CARAVANS LIMITED→ 11770151 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| CUMBRIA CONCRETE PRODUCTS LIMITED→ 04222041 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
| CUMBRIA ELECTROPLATING LTD→ 16467743 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CUMBRIA GRANITE MEMORIALS LIMITED→ 14890139 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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 →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 (2 active · 0 resigned)
Click a director name to see their full track record across all companies.