CBS REAL ESTATE GROUP LTD
🌿Early-stageactive
14101720 · ltd · incorporated 2022-05-11
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.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£22.2k
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
ALSO REGISTERED FOR
- 82990Other business support service activities n.e.c.
Investor take
PursueAsset-holding vehicle. Family succession underway — not a classic acquisition target.
Opportunity 76/100 (strong), bankability 70/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (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
3 officers (3 active, 3 linked, 2 with DOB)
83
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
12 connected companies via shared directors
81
Filing history
9 filings
60
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
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 £22,246
Cash YoY
-27%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£14k
↓ 27% YoY
Net Worth
£22k
↑ 2.6% YoY
Current Assets
£22k
↓ 8.8% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £22.2k | £21.7k |
| Current assets | £22.4k | £24.5k |
| Cash | £13.8k | £18.9k |
| Debtors | £8.6k | £5.6k |
| Net assets | £22.2k | £21.7k |
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
0
filings
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (9 events)Click to expand
- 2025-12-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-12-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-11-09📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-11-09📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2022-05-11🏢Company incorporatedAs CBS REAL ESTATE GROUP LTD
- 2022-05-11➕DUNN, Charlotte Louise Anderson appointedsecretary
- 2022-05-11➕DUNN, Charlotte Louise Anderson appointeddirector
- 2022-05-11➕DUNN, Steven James appointeddirector
- 2022-05-11📄incorporation-companyincorporation · NEWINC
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 59 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
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 Steven James Dunn Individual · British · DOB 12/1967 · age 59 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 11/05/2022 |
Mrs Charlotte Louise Anderson Dunn Individual · British · DOB 04/1979 · age 47 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 11/05/2022 |
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 · Financial services · SP postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CCMA PROPERTY FINANCE LIMITED→ 10571504 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| CFICO LIMITED→ 13248773 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| CG WEALTH MANAGEMENT LIMITED→ 14323306 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| CH PROPERTY TRUSTEE A LYONS LIMITED→ 12036974 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CH PROPERTY TRUSTEE AHMED LIMITED→ 11327642 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| CH PROPERTY TRUSTEE AK TRUST LIMITED→ 06135939 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| CH PROPERTY TRUSTEE AYERS HODGES LIMITED→ 07627235 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| CH PROPERTY TRUSTEE BAKER LIMITED→ 11514568 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| CH PROPERTY TRUSTEE BAYLISS LIMITED→ 12154151 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CH PROPERTY TRUSTEE BINNS AND LA TROBE LIMITED→ 09092522 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| CH PROPERTY TRUSTEE BROOKES LIMITED→ 09075671 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| CH PROPERTY TRUSTEE BROOKES NO2 LIMITED→ 09075715 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
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
Incorporated2022-05-11
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
Unit 14, Enterprise House
Cherry Orchard Lane
Salisbury
Wiltshire
SP2 7LD
United Kingdom
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-12-11
Last: 2025-11-27
Officers (3 active · 0 resigned)
DUNN, Charlotte Louise Anderson→
Activesecretary · appointed 2022-05-11
View their other companies + combined net worth →
DUNN, Charlotte Louise Anderson→
Activedirector · ~47y · appointed 2022-05-11
View their other companies + combined net worth →
DUNN, Steven James→
Activedirector · ~59y · appointed 2022-05-11
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (9 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-10
confirmation-statement-with-updates
confirmation-statement · CS01
2023-11-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-09
change-account-reference-date-company-previous-shortened
accounts · AA01
2023-11-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-24
incorporation-company
incorporation · NEWINC
2022-05-11