ALAN FORRESTER & CO LTD

💤Zombieactive
11270017 · ltd · incorporated 2018-03-22
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 Mar 2025
Net worth
book net assets
Opportunity
74/100
Strong
🔔
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What this business does
Primary activity: Accounting and auditing activities
Sector: Professional, scientific & technical
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 74/100 (strong), bankability 85/100. 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: share sale to pe / searcher (58/100).

🏦

Refinance opportunity

1 live charge · oldest 1.8y

10/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Newest facility, 1.8 years old — likely still in initial term.
  • · Single lender — cleanest path to refinance.
  • · Distress signals active — lender appetite narrows.

Data confidence

Overall: medium (75/100)

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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
6 officers (1 active, 6 linked, 6 with DOB)
90
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
30 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Key financials

1 year extracted from filed iXBRL accounts
Cash
Net Worth
Current Assets
Current Liabilities

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-31
Average employees700

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals 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
0
filings
Last 90 days
2
filings
  • 1 confirmation-statement
  • 1 mortgage
Last 180 days
3
filings
  • 1 confirmation-statement
  • 1 mortgage
  • 1 accounts
Counts from Companies House filing history.
Corporate timeline (31 events)Click to expand
  1. 2026-03-30
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  2. 2026-03-30
    🔓
    Charge satisfied #1
  3. 2026-01-12
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  4. 2025-12-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2025-04-07
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  6. 2025-04-07
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  7. 2025-04-07
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  8. 2025-01-31
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  9. 2025-01-30
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  10. 2024-09-23
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  11. 2024-09-02
    AGARWAL, Sumit appointed
    director
  12. 2024-09-02
    LUKIES, Simon Michael resigned
    director
  13. 2024-09-02
    🔒
    Charge registered #1
    Lender: Christine Melanie Lukies and Simon Michael Lukies
  14. 2024-07-25
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  15. 2023-08-17
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  16. 2022-09-07
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  17. 2021-12-20
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  18. 2021-04-09
    ROGERS, Sadie Jayne resigned
    director
  19. 2021-04-09
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  20. 2021-04-09
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  21. 2021-03-31
    FORRESTER, Alan David resigned
    director
  22. 2021-03-18
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  23. 2019-12-17
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  24. 2018-05-11
    FORRESTER, Alan David appointed
    director
  25. 2018-05-11
    ROGERS, Sadie Jayne appointed
    director
  26. 2018-04-18
    FORRESTER, Alan David resigned
    director
  27. 2018-04-18
    ROGERS, Sadie Jayne resigned
    director
  28. 2018-03-22
    🏢
    Company incorporated
    As ALAN FORRESTER & CO LTD
  29. 2018-03-22
    FORRESTER, Alan David appointed
    director
  30. 2018-03-22
    LUKIES, Simon Michael appointed
    director
  31. 2018-03-22
    ROGERS, Sadie Jayne appointed
    director

Owner dependency

75/100
High — earn-out structure required

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

FACTORS
  • +Sole director: Only one active director — all governance concentrated on one person.

Succession & seller-readiness

45/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Pinksalt Partners Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Pinksalt Partners Ltd
Corporate parent · holds 75-100% shares
ultimate parent
ALAN FORRESTER & CO LTD
This company · 11270017

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Pinksalt Partners Ltd
Corporate entity
75100%
75–100%75-100% shares · 75-100% voting02/09/2024
2 historic (ceased) PSCs
  • Christine Melanie Lukiesceased 02/09/2024· 25-50% shares · 25-50% voting
  • Mr Simon Michael Lukiesceased 02/09/2024· 25-50% shares · 25-50% voting

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 →

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04181461 · est 2001 · no financials extracted
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07870368 · est 2011 · no financials extracted
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06215141 · est 2007 · no financials extracted
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12453338 · est 2020 · no financials extracted
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16169624 · est 2025 · no financials extracted
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15807678 · est 2024 · no financials extracted
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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
Incorporated2018-03-22
Jurisdictionengland-wales
Primary SIC69201 — Accounting and auditing activities

Registered office

75 Mutley Plain
Plymouth
Devon
PL4 6JJ
England

Filing status

Accounts
Next due: 2026-07-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-04-04
Last: 2026-03-21

Officers (1 active · 5 resigned)

AGARWAL, Sumit
director · ~48y · appointed 2024-09-02
View their other companies + combined net worth →
Active
FORRESTER, Alan David
director · ~83y · appointed 2018-05-11 · resigned 2021-03-31
Resigned
FORRESTER, Alan David
director · ~83y · appointed 2018-03-22 · resigned 2018-04-18
Resigned
LUKIES, Simon Michael
director · ~56y · appointed 2018-03-22 · resigned 2024-09-02
Resigned
ROGERS, Sadie Jayne
director · ~59y · appointed 2018-05-11 · resigned 2021-04-09
Resigned
ROGERS, Sadie Jayne
director · ~59y · appointed 2018-03-22 · resigned 2018-04-18
Resigned

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

Mortgages & charges

1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
satisfied
Christine Melanie Lukies and Simon Michael Lukies
A registered charge1 property02/09/202430/03/2026

Recent filings (30 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-01
mortgage-satisfy-charge-full
mortgage · MR04
2026-03-30
change-account-reference-date-company-previous-shortened
accounts · AA01
2026-01-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-24
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-04-07
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-04-07
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-04-07
confirmation-statement-with-updates
confirmation-statement · CS01
2025-04-07
termination-director-company-with-name-termination-date
officers · TM01
2025-01-31
appoint-person-director-company-with-name-date
officers · AP01
2025-01-30
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-09-23
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-07-25
confirmation-statement-with-updates
confirmation-statement · CS01
2024-03-28
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-08-17
confirmation-statement-with-updates
confirmation-statement · CS01
2023-03-22