AD VALOREM RESEARCH AND DEVELOPMENT LIMITED
🏛️Establishedactive
11357362 · ltd · incorporated 2018-05-11
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 Dec 2025
Net worth
£3.6k
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Tax consultancy
Sector: Professional, scientific & technical
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
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 (65/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 2.2y
35/100
too messy
Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.
- · Newest facility, 2.2 years old — likely still in initial term.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: high (83/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
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
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
3 officers (3 active, 3 linked, 2 with DOB)
83
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
17 connected companies via shared directors
90
Filing history
36 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
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
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £3,577
Cash YoY
+3%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£585
↑ 3.2% YoY
Net Worth
£4k
~ YoY
Current Assets
£411k
↑ 1.2% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Total assets | £3.6k | £3.6k |
| Current assets | £411.5k | £406.6k |
| Cash | £585 | £567 |
| Debtors | £410.9k | £335.9k |
| Net assets | £3.6k | £3.6k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
1
filing
- • 1 accounts
Last 90 days
1
filing
- • 1 accounts
Last 180 days
2
filings
- • 1 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (25 events)Click to expand
- 2026-07-07📄accounts-with-accounts-type-smallaccounts · AA
- 2025-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-08-19📄mortgage-satisfy-charge-fullmortgage · MR04
- 2025-08-19🔓Charge satisfied #1
- 2025-05-12📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2025-05-12🔒Charge registered #2Lender: Df Capital Bank Limited
- 2025-02-28📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2025-02-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-02-27📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2025-02-27📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2024-08-08📄change-account-reference-date-company-current-shortenedaccounts · AA01
- 2024-04-24📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2024-04-24🔒Charge registered #1Lender: Satago Financial Solutions LTD
- 2024-02-09📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-02-01📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-09-22📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2022-09-22📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-01-28📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-11-13📄capital-return-purchase-own-sharescapital · SH03
- 2020-11-12📄capital-cancellation-sharescapital · SH06
- 2020-10-15📄capital-cancellation-sharescapital · SH06
- 2018-05-11🏢Company incorporatedAs AD VALOREM RESEARCH AND DEVELOPMENT LIMITED
- 2018-05-11➕ADAMS, Nicola appointedsecretary
- 2018-05-11➕ADAMS, Nicola Theresa appointeddirector
- 2018-05-11➕ADAMS, Nigel Anthony appointeddirector
Owner dependency
74/100
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.
- +Senior director age: Director aged approximately 63 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
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 63. 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.)
Group structure
Ad Valorem Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Ad Valorem Group Limited
Corporate parent · holds 75-100% shares · board control
⬇
AD VALOREM RESEARCH AND DEVELOPMENT LIMITED
This company · 11357362
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%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Ad Valorem Group Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 15/02/2022 |
1 historic (ceased) PSC
- Mr Nigel Anthony Adamsceased 15/02/2022· 50-75% shares · 50-75% voting · board control
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 →Similar companies
Active · Professional services · MK postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ACCUMULATION CONSULTING LIMITED→ 15659866 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ACHIEVEGOOD LTD→ 07190831 · est 2010 · no financials extracted | — | — | — | — | 16y | — | — |
| ACKSION LTD→ 17032873 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ACORN COMMUNICATION CONSULTANCY LIMITED→ 06363566 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| ACTIVE WITH POWER LIMITED→ 15450295 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| AD VALOREM AUDIT SERVICES LIMITED→ 06839979 · est 2009 · no financials extracted | — | — | — | — | 17y | — | — |
| AD VALOREM GROUP LIMITED→ 12154854 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ADAM ACCOUNTING SERVICES LTD→ 07466209 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| ADAM JOSEPH BLAKE LTD→ 08507604 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| ADAM TAHIR WILLS LTD→ 15898673 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ADAMS CUNDELL HOLDINGS LIMITED→ 09682099 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| ADAPT IT RECRUITMENT LIMITED→ 03836170 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
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 →🔒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
Incorporated2018-05-11
Jurisdictionengland-wales
Primary SIC69203 — Tax consultancy
Registered office
2 Manor Farm Court
Old Wolverton
Milton Keynes
Buckinghamshire
MK12 5NN
United Kingdom
Filing status
Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2027-03-01
Last: 2026-02-15
Officers (3 active · 0 resigned)
Active
ADAMS, Nicola Theresa→
Activedirector · ~60y · appointed 2018-05-11
View their other companies + combined net worth →
ADAMS, Nigel Anthony→
Activedirector · ~63y · appointed 2018-05-11
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
1
Outstanding
1
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Df Capital Bank Df Capital Bank Limited | A registered charge | 1 property | 12/05/2025 | — | |
| satisfied | Satago Financial Solutions Satago Financial Solutions LTD | A registered charge | 1 property | 24/04/2024 | 19/08/2025 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (36 total)
accounts-with-accounts-type-small
accounts · AA
2026-07-07
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-30
mortgage-satisfy-charge-full
mortgage · MR04
2025-08-19
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-05-12
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-02-28
accounts-with-accounts-type-micro-entity
accounts · AA
2025-02-28
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-02-27
change-account-reference-date-company-current-extended
accounts · AA01
2025-02-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-26
change-account-reference-date-company-current-shortened
accounts · AA01
2024-08-08
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-04-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-29
accounts-with-accounts-type-micro-entity
accounts · AA
2024-02-09
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-15