BURTON & SONS WEALTH MANAGEMENT LIMITED
Opportunity 70/100 (strong), bankability 65/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (55/100)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 incorporation
Corporate timeline (4 events)Click to expand
- 2026-03-05🏢Company incorporatedAs BURTON & SONS WEALTH MANAGEMENT LIMITED
- 2026-03-05➕BURTON, Kerrie Louise appointeddirector
- 2026-03-05➕BURTON, Michael Kenneth appointeddirector
- 2026-03-05📄incorporation-companyincorporation · NEWINC
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "BURTON" — strong identity link between founder and business.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +Young company: Only 0.2 years old — management layer unlikely to be developed.
Succession & seller-readiness
Limited succession signal. Not a near-term off-market candidate.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanShareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Michael Kenneth Burton Individual · British · DOB 03/1981 · age 45 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 05/03/2026 |
Mrs Kerrie Louise Burton Individual · British · DOB 07/1975 · age 51 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 05/03/2026 |
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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Registered office
Filing status
Officers (2 active · 0 resigned)
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