BARRETT COACHING AND TRAINING LTD

🌿Early-stageactive
14723484 · ltd · incorporated 2023-03-12
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
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Turnover
year to Mar 2025
Net worth
£11.3k
book net assets
Opportunity
75/100
Strong
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What this business does
Primary activity: Other education n.e.c.
Sector: Education
ALSO REGISTERED FOR
  • 96090Other service activities n.e.c.
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and acceptable with review structure.

Opportunity 75/100 (strong), bankability 70/100. 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).

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, 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, 3 with DOB)
90
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
Network not yet resolved
30
Filing history
10 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
60
Adequate — check latest filings for context.
Acquirability
70
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 · FRS 105 (micro)
Positive net assets
Net assets £11,274
Net assets shrinking
Down £4,329 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
£11k
↓ 28% YoY
Current Assets
£25k
↑ 13% YoY
Current Liabilities
£0£5k£10k£15k£20k£25kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2025-03-312024-03-31
Total assets£11.3k£16.6k
Current assets£24.8k£21.9k
Net assets£11.3k£15.6k

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 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (11 events)Click to expand
  1. 2025-07-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-08-13
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-07-04
    📄
    memorandum-articles
    incorporation · MA
  4. 2024-07-04
    📄
    resolution
    resolution · RESOLUTIONS
  5. 2024-07-03
    📄
    capital-name-of-class-of-shares
    capital · SH08
  6. 2023-08-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  7. 2023-03-12
    🏢
    Company incorporated
    As BARRETT COACHING AND TRAINING LTD
  8. 2023-03-12
    BARRETT, Esther, Dr appointed
    director
  9. 2023-03-12
    BARRETT, Lewis Joseph Owen appointed
    director
  10. 2023-03-12
    WILLIAMS, Gerwyn appointed
    director
  11. 2023-03-12
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

81/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Founder name in company name: Company name contains director surname "BARRETT" — strong identity link between founder and business.
  • +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

50/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

3 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Lewis Joseph Owen Barrett
Individual · Welsh · DOB 10/1998 · age 28
2550%
25–50%25-50% shares · 25-50% voting12/03/2023
Mr Gerwyn Williams
Individual · Welsh · DOB 08/1963 · age 63
2550%
25–50%25-50% shares · 25-50% voting12/03/2023
Dr Esther Barrett
Individual · English · DOB 10/1967 · age 59
2550%
25–50%board control25-50% shares · 25-50% voting · board control12/03/2023

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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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
Incorporated2023-03-12
Jurisdictionwales
Primary SIC85590 — Other education n.e.c.

Registered office

1b Heol Daniel
Cwmllynfell
Swansea
SA9 2GJ
Wales

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-06
Last: 2026-02-20

Officers (3 active · 0 resigned)

BARRETT, Esther, Dr
director · ~59y · appointed 2023-03-12
View their other companies + combined net worth →
Active
BARRETT, Lewis Joseph Owen
director · ~28y · appointed 2023-03-12
View their other companies + combined net worth →
Active
WILLIAMS, Gerwyn
director · ~63y · appointed 2023-03-12
View their other companies + combined net worth →
Active

Click a director name to see their full track record across all companies.

Recent filings (10 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-21
accounts-with-accounts-type-micro-entity
accounts · AA
2025-07-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-11
accounts-with-accounts-type-micro-entity
accounts · AA
2024-08-13
memorandum-articles
incorporation · MA
2024-07-04
resolution
resolution · RESOLUTIONS
2024-07-04
capital-name-of-class-of-shares
capital · SH08
2024-07-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-11
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-08-23
incorporation-company
incorporation · NEWINC
2023-03-12