ACORN TO OAKS FINANCIAL SERVICES EOT LTD
Opportunity 76/100 (strong), bankability 65/100. 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: medium (57/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Recent activity
- • 1 incorporation
- • 1 resolution
Corporate timeline (7 events)Click to expand
- 2025-12-01📄memorandum-articlesincorporation · MA
- 2025-12-01📄resolutionresolution · RESOLUTIONS
- 2024-10-02🏢Company incorporatedAs ACORN TO OAKS FINANCIAL SERVICES EOT LTD
- 2024-10-02➕OAKLEY, Zach George appointedsecretary
- 2024-10-02➕OAKLEY, Claire appointeddirector
- 2024-10-02➕OAKLEY, Zach George appointeddirector
- 2024-10-02📄incorporation-companyincorporation · NEWINC
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +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.
- +Young company: Only 1.6 years old — management layer unlikely to be developed.
Red flags
cleanShareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Claire Oakley Individual · British · DOB 08/1967 · age 59 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 02/10/2024 |
Mr Zach George Oakley Individual · British · DOB 02/1996 · age 30 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 02/10/2024 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
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See pricing →Company details
Registered office
Filing status
Officers (3 active · 0 resigned)
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