A D ACCOUNTS LIMITED
🏛️Establishedactive
12018813 · ltd · incorporated 2019-05-28
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 Jul 2025
Net worth
£172.3k
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Accounting and auditing activities
Sector: Professional, scientific & technical
ALSO REGISTERED FOR
- 69203Tax consultancy
Investor take
PursueAsset-holding vehicle with a 68-year-old founder — textbook succession opportunity.
Opportunity 77/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 68). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 2 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
2 connected companies via shared directors
51
Filing history
15 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.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £172,330
Net assets shrinking
Down £16,033 YoY
Cash YoY
+25%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£150k
↑ 25% YoY
Net Worth
£172k
↓ 8.5% YoY
Current Assets
£320k
↑ 28% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-07-31 | 2024-07-31 |
|---|---|---|
| Total assets | £176.6k | £202.8k |
| Current assets | £320.3k | £250.4k |
| Cash | £150.0k | £120.0k |
| Debtors | £145.1k | £99.5k |
| Net assets | £172.3k | £188.4k |
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
1
filing
- • 1 accounts
Last 90 days
1
filing
- • 1 accounts
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (12 events)Click to expand
- 2026-04-23📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2025-09-02📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-09-01➕JONES, Samuel Lee appointeddirector
- 2025-04-23📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2024-02-21📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2023-06-21📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2022-04-25📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-05-19📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-04-09📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2019-05-28🏢Company incorporatedAs A D ACCOUNTS LIMITED
- 2019-05-28➕DAVIES, Allan James appointeddirector
- 2019-05-28📄incorporation-companyincorporation · NEWINC
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 68 — succession pressure is live.
- +No director turnover: Company is 7 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 68. 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 Allan James Davies Individual · British · DOB 04/1958 · age 68 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 28/05/2019 |
Dr Dorothy Mary Davies Individual · British · DOB 10/1960 · age 66 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 28/05/2019 |
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 · HR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A D ACCOUNTS (TRUSTS) LIMITED→ 12543519 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| ABACUS GLOBAL ASSOCIATES LIMITED→ 13772400 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ABOUTMYWILL LTD→ 12047609 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ABOVE AND BEYOND MARKETING SERVICES LTD→ 15207849 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ABT LOADMAC LIMITED→ 07750099 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| AC06 CONSULTING LTD→ 14397008 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ACCASION MARQUEES LIMITED→ 06198762 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| ACCELERATING BRANDS PLUS LTD→ 16826776 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ACCOUNTS & ADVICE BUREAU LTD→ 14700173 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| ACCOUNTS4PROBATE LTD→ 15621028 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ACCRETION ACCOUNTANCY LTD→ 10621269 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| ACE GLOBAL CONSULTANCY GROUP LTD→ 16364161 · 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
Incorporated2019-05-28
Jurisdictionengland-wales
Primary SIC69201 — Accounting and auditing activities
Registered office
59 Hampton Park Road
Hereford
HR1 1TJ
United Kingdom
Filing status
Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2026-05-31
Last: 2025-05-17
Officers (2 active · 0 resigned)
DAVIES, Allan James→
Activedirector · ~68y · appointed 2019-05-28
View their other companies + combined net worth →
JONES, Samuel Lee→
Activedirector · ~37y · appointed 2025-09-01
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (15 total)
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2026-04-23
appoint-person-director-company-with-name-date
officers · AP01
2025-09-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-27
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-04-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-29
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-02-21
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-06-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-17
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-04-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-29
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-05-19
change-account-reference-date-company-previous-extended
accounts · AA01
2021-04-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-06-01
incorporation-company
incorporation · NEWINC
2019-05-28