BEAUMONT B&B WINDERMERE LIMITED
🌿Early-stageactive
13736990 · ltd · incorporated 2021-11-11
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 4.6y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
72/100
Strong
What this business does
Primary activity: Hotels and similar accommodation
Sector: Accommodation & food service
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 72/100 (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 (58/100).
🏦
Refinance opportunity
1 live charge · oldest 4.6y
75/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Charge age ~4.6 years — mid-life; refi window approaching.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
15 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
72/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
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
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 |
|---|---|---|
| Average employees | 300 | 300 |
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
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (15 events)Click to expand
- 2025-12-23📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-12-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-07-01📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-08-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-06-09📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2022-11-08📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-11-08📄change-person-director-company-with-change-dateofficers · CH01
- 2022-11-08📄change-person-director-company-with-change-dateofficers · CH01
- 2022-01-12📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2022-01-05🔒Charge registered #1Lender: National Westminster Bank PLC
- 2021-12-06📄change-person-director-company-with-change-dateofficers · CH01
- 2021-11-11🏢Company incorporatedAs BEAUMONT B&B WINDERMERE LIMITED
- 2021-11-11➕IORESCU, Simona appointeddirector
- 2021-11-11➕IORESCU, Sorinel Manix appointeddirector
- 2021-11-11📄incorporation-companyincorporation · NEWINC
Owner dependency
66/100
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.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
36/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
SIGNALS
- 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
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Ms Simona Iorescu Individual · British · DOB 10/1980 · age 46 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 11/11/2021 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Hospitality · LA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BLEA TARN FARMHOUSE B&B LTD→ 16294679 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| BOWLAND HOT FOODS LIMITED→ 06827897 · est 2009 · no financials extracted | — | — | — | — | 17y | — | — |
| BOWNESS PUB COMPANY LTD→ 16701111 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BRATHAY ENTERTAINMENT LTD→ 13250403 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| BRECK CARAVAN PARK LTD→ 11299280 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| BRITORIAN INTERNATIONAL LIMITED→ 13634885 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| BRITTLESTAR LIMITED→ 12393412 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| BRIZZOLARI'S BAR LTD→ 13444246 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| BROCK STREET BARS LIMITED→ 16592105 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BROWNS FARM HOLIDAY PARK LTD→ 15831312 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BRUNCH IN WINDERMERE LIMITED→ 16675885 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BRUNCH. BARROW LIMITED→ 15299983 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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
Incorporated2021-11-11
Jurisdictionengland-wales
Primary SIC55100 — Hotels and similar accommodation
Registered office
Jackson And Graham
Lake Road
Windermere
LA23 2JJ
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-11-15
Last: 2025-11-01
Officers (2 active · 0 resigned)
IORESCU, Simona→
Activedirector · ~46y · appointed 2021-11-11
View their other companies + combined net worth →
IORESCU, Sorinel Manix→
Activedirector · ~53y · appointed 2021-11-11
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | National Westminster Bank National Westminster Bank PLC | A registered charge | — | 05/01/2022 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (15 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-15
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-07-01
confirmation-statement-with-updates
confirmation-statement · CS01
2023-11-11
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-07
change-account-reference-date-company-previous-extended
accounts · AA01
2023-06-09
confirmation-statement-with-updates
confirmation-statement · CS01
2022-11-25
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-11-08
change-person-director-company-with-change-date
officers · CH01
2022-11-08
change-person-director-company-with-change-date
officers · CH01
2022-11-08
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2022-01-12
change-person-director-company-with-change-date
officers · CH01
2021-12-06
incorporation-company
incorporation · NEWINC
2021-11-11