BARN & BROOK OF MORETON-IN-MARSH LTD
🏛️Establishedactive
10731228 · ltd · incorporated 2017-04-20
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 Aug 2025
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
PursueActive trading company with a 67-year-old founder — textbook succession opportunity.
Opportunity 77/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 67). 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.
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 (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
35 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
75
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 | 2025-08-31 | 2024-08-31 |
|---|
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
5
filings
- • 2 persons-with-significant-control
- • 1 accounts
- • 1 confirmation-statement
Last 180 days
5
filings
- • 2 persons-with-significant-control
- • 1 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
- 2026-05-22📄accounts-with-accounts-type-dormantaccounts · AA
- 2026-05-11📄change-person-director-company-with-change-dateofficers · CH01
- 2026-05-11📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-05-11📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-05-22📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-03-12📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-03-29📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-05-10📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-04-01📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-10-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-10-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-10-14📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-10-14📄change-person-director-company-with-change-dateofficers · CH01
- 2020-10-14📄change-person-director-company-with-change-dateofficers · CH01
- 2020-09-01📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2020-09-01📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-09-01📄change-person-director-company-with-change-dateofficers · CH01
- 2020-09-01📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-09-01📄change-person-director-company-with-change-dateofficers · CH01
- 2017-04-20🏢Company incorporatedAs BARN & BROOK OF MORETON-IN-MARSH LTD
- 2017-04-20➕DAVIES, Sonia Gail appointeddirector
- 2017-04-20➕FORSTER, Craig Robert appointeddirector
Owner dependency
78/100
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.
- +Founder age: Director aged approximately 67 — succession pressure is live.
- +No director turnover: Company is 9 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
56/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
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
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Craig Robert Forster Individual · British · DOB 04/1964 · age 62 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 20/04/2017 |
Ms Sonia Gail Davies Individual · British · DOB 11/1959 · age 67 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 20/04/2017 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Other · GL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BERKELEY ENERGY SYSTEMS LTD→ 13922026 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| BESTAYZ LTD→ 14160698 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BIRA (UK) LIMITED→ 07047406 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| BMW HISTORIC MOTOR CLUB (UK) LTD→ 05960606 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| BOBS CARS DORCHESTER LIMITED→ 11695951 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| BORN-BRANDS INTERNATIONAL LTD→ 12421720 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| BRAMBLECREST TRUSTEE LIMITED→ 14691540 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| BRANDIZE UK LIMITED→ 04689111 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
| BRISTOL STONE SUPPLIES LIMITED→ 09016244 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| BRITISH APPROVALS FOR FIRE EQUIPMENT LIMITED→ 16671429 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BROADBEAN DIGITAL LTD→ 07955784 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| BROADWATER GROUP LTD→ 09884965 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
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
Incorporated2017-04-20
Jurisdictionengland-wales
Primary SIC99999 — SIC 99999
Registered office
Unit 10 Fosseway Business Park
Stratford Road
Moreton-In-Marsh
Gloucestershire
GL56 9NQ
United Kingdom
Filing status
Accounts
Next due: 2027-05-31
Last made up to: 2025-08-31
Confirmation statement
Next due: 2027-05-21
Last: 2026-05-07
Officers (2 active · 0 resigned)
DAVIES, Sonia Gail→
Activedirector · ~67y · appointed 2017-04-20
View their other companies + combined net worth →
FORSTER, Craig Robert→
Activedirector · ~62y · appointed 2017-04-20
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (35 total)
accounts-with-accounts-type-dormant
accounts · AA
2026-05-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-05-11
change-person-director-company-with-change-date
officers · CH01
2026-05-11
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-11
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-22
accounts-with-accounts-type-dormant
accounts · AA
2025-05-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-23
accounts-with-accounts-type-dormant
accounts · AA
2024-03-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-11
accounts-with-accounts-type-dormant
accounts · AA
2023-03-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-16
accounts-with-accounts-type-dormant
accounts · AA
2022-05-10
confirmation-statement-with-updates
confirmation-statement · CS01
2021-05-12
accounts-with-accounts-type-dormant
accounts · AA
2021-04-01