ADD BALANCE LIMITED
🏛️Establishedactive
12493084 · ltd · incorporated 2020-03-02
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 Mar 2025
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
ALSO REGISTERED FOR
- 70229Management consultancy activities other than financial management
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 77/100 (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: 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
14 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 | 2025-03-31 | 2024-03-31 |
|---|
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
1
filing
- • 1 confirmation-statement
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (11 events)Click to expand
- 2025-12-17📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-11-20📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-12-13📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-11-17📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-02-02📄gazette-filings-brought-up-to-dategazette · DISS40
- 2022-02-01📄gazette-notice-compulsorygazette · GAZ1
- 2022-01-31📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-03-02🏢Company incorporatedAs ADD BALANCE LIMITED
- 2020-03-02➕BENNETT, Margaret Mary Therese appointeddirector
- 2020-03-02➕BENNETT, Matthew appointeddirector
- 2020-03-02📄incorporation-companyincorporation · NEWINC
Owner dependency
79/100
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.
- +No director turnover: Company is 6 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 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.)
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Matthew Bennett Individual · British · DOB 11/1977 · age 49 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 02/03/2020 |
Mrs Margaret Mary Therese Bennett Individual · British · DOB 05/1963 · age 63 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 02/03/2020 |
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 · RH postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A G SAFETY SERVICES LIMITED→ 05546522 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| AE ACCOUNTAX LTD→ 09200361 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| AEC HOLDINGS LTD→ 11571667 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AEGIS WILLS LIMITED→ 05066331 · est 2004 · no financials extracted | — | — | — | — | 22y | — | — |
| AEROSPACE X LIMITED→ 12426052 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| AFFINITY MARKETING LIMITED→ 04333529 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
| AFFINITY WILLS SERVICES LTD→ 03749743 · est 1999 · no financials extracted | — | — | — | — | 27y | — | — |
| AFIYF LIMITED→ 15581078 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| AGILE ROSE MARKETING LIMITED→ 08530875 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| AGILE TALENT MANAGEMENT LIMITED→ 06550439 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| AGJ ASSOCIATES LIMITED→ 08404651 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| AGNON ASSOCIATES LIMITED→ 16112470 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
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
Incorporated2020-03-02
Jurisdictionengland-wales
Primary SIC70221 — Financial management
Registered office
The Old Wheel House 31-37 Church Street
Reigate
RH2 0AD
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-07
Last: 2026-02-21
Officers (2 active · 0 resigned)
BENNETT, Margaret Mary Therese→
Activedirector · ~63y · appointed 2020-03-02
View their other companies + combined net worth →
BENNETT, Matthew→
Activedirector · ~49y · appointed 2020-03-02
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (14 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-10
accounts-with-accounts-type-dormant
accounts · AA
2025-12-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-27
accounts-with-accounts-type-dormant
accounts · AA
2024-11-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-21
accounts-with-accounts-type-dormant
accounts · AA
2023-12-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-02
accounts-with-accounts-type-dormant
accounts · AA
2022-11-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-08
gazette-filings-brought-up-to-date
gazette · DISS40
2022-02-02
gazette-notice-compulsory
gazette · GAZ1
2022-02-01
accounts-with-accounts-type-dormant
accounts · AA
2022-01-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-29
incorporation-company
incorporation · NEWINC
2020-03-02