BALGERSHO FARMS LIMITED

🌳Matureactive

SC208640 · ltd · incorporated 2000-06-29

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

83/100

Exceptional

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What this business does

Primary activity: Growing of cereals (except rice), leguminous crops and oil seeds

Sector: Agriculture, forestry & fishing

Investor take

Pursue

Active trading company. Family succession underway — not a classic acquisition target.

Opportunity 83/100 (exceptional), bankability 57/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

4 live charges · 3 lenders · oldest 14.1y

35/100

too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

· Oldest live charge is 14.1 years old — likely at or near maturity.
· 3 lenders named — inter-creditor friction likely.
· Legal-friction score 25/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (55/100)

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

No iXBRL financials extracted

Lenders & charges

4 charges (4/4 with lender, 4/4 with type)

Directors & officers

10 officers (5 active, 10 linked, 7 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

Network not yet resolved

Filing history

102 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

83/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filing

• 1 accounts

Last 90 days

filing

• 1 accounts

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (39 events)Click to expand

2026-04-16
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-04
📄
capital-name-of-class-of-shares
capital · SH08
2025-09-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-09-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-09-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-09-02
📄
memorandum-articles
incorporation · MA
2025-09-02
📄
resolution
resolution · RESOLUTIONS
2025-08-18
➕
MORRIS, Michele Gillian appointed
director
2025-08-18
➕
MORRIS, Rosie Cramond appointed
director
2025-08-18
➕
MORRIS, Suzannah Mcara appointed
director
2025-02-24
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-25
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-19
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-12-19
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2023-12-18
➕
MORRIS, Tom Patrick appointed
director
2023-12-18
➖
MORRIS, Michael Robert resigned
secretary
2023-12-18
➖
MORRIS, Michael Robert resigned
director
2023-12-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-09-28
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-05-02
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-03-23
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-03-22
🔒
Charge registered #4
Lender: Balance Energy 14 LTD
2022-06-08
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2022-06-06
🔒
Charge registered #3
Lender: Coupar Two Limited (The Developer)
2022-05-03
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-04-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-04-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2012-04-30
🔒
Charge registered #2
Lender: Bank of Scotland PLC
2012-04-03
🔒
Charge registered #1
Lender: Bank of Scotland PLC
2008-11-28
➖
MORRIS, Neil Fraser resigned
director
2000-07-25
➕
MORRIS, Stuart Cramond appointed
director
2000-07-25
➕
MORRIS, Michael Robert appointed
secretary
2000-07-25
➖
OSWALDS OF EDINBURGH LIMITED resigned
corporate-nominee-secretary
2000-07-25
➕
MORRIS, Michael Robert appointed
director
2000-07-25
➕
MORRIS, Neil Fraser appointed
director
2000-07-25
➖
JORDANS (SCOTLAND) LIMITED resigned
corporate-nominee-director
2000-06-29
🏢
Company incorporated
As BALGERSHO FARMS LIMITED
2000-06-29
➕
OSWALDS OF EDINBURGH LIMITED appointed
corporate-nominee-secretary
2000-06-29
➕
JORDANS (SCOTLAND) LIMITED appointed
corporate-nominee-director

Owner dependency

66/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 26 years — deep operational knowledge concentrated in one person.
+Senior director age: Director aged approximately 58 — approaching natural succession window.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

20/100

No succession signal

No meaningful acquirability indicators from public data.

SIGNALS

primaryFamily succession underway: Not a takeover target — MORRIS, Rosie Cramond (same surname) appointed 2025-08-18. Pattern consistent with intra-family handover.
secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
primary20+ year tenure: Director in role 26 years. Very long tenure is a classic succession signal.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

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

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Mr Stuart Cramond Morris Individual · British · DOB 11/1968 · age 58	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	01/07/2016

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.

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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.

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Company details

Statusactive

Typeltd

Incorporated2000-06-29

Jurisdictionscotland

Primary SIC01110 — Growing of cereals (except rice), leguminous crops and oil seeds

Registered office

West Balgersho Farm

Coupar Angus

Perthshire

PH13 9LW

Filing status

Accounts

Next due: 2027-04-30

Last made up to: 2025-07-31

Confirmation statement

Next due: 2026-07-13

Last: 2025-06-29