KIRRIEMUIR HERITAGE TRUST

🌳Matureactive
SC399876 · private-limited-guarant-nsc-limited-exemption · incorporated 2011-05-19
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to May 2025
Net worth
£0
book net assets
Opportunity
76/100
Strong
🔔
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What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
Pursue
Active trading company with a 78-year-old founder — textbook succession opportunity.

Opportunity 76/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 78). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (69/100)

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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
13 officers (2 active, 13 linked, 11 with DOB)
87
Ownership & PSC
No PSCs filed (unusual — worth investigating)
35
Director network
Network not yet resolved
30
Filing history
47 filings on record
85
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
70
Active, clean filings, stable charge profile.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£0
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0May 2024May 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-05-312024-05-31
Total assets£0—
Net assets£0—

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
4
filings
  • • 2 officers
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (40 events)Click to expand
  1. 2026-02-12
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2026-02-12
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  3. 2026-02-12
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  4. 2026-02-01
    ➖
    PROCTOR, Roland Joseph Weitman Bunch resigned
    director
  5. 2026-02-01
    ➖
    VISOCCHI, Michael Antony resigned
    director
  6. 2025-01-30
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  7. 2024-02-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2023-02-15
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  9. 2022-01-31
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  10. 2020-09-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2019-07-18
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  12. 2018-07-01
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  13. 2017-06-28
    📄
    notification-of-a-person-with-significant-control-statement
    persons-with-significant-control · PSC08
  14. 2017-06-22
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  15. 2017-03-08
    📄
    annual-return-company-with-made-up-date-no-member-list
    annual-return · AR01
  16. 2017-03-08
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  17. 2017-03-08
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  18. 2016-06-06
    ➖
    MACKINTOSH, Ian resigned
    secretary
  19. 2016-06-06
    ➖
    MACKINTOSH, Ian resigned
    director
  20. 2013-11-06
    ➖
    ORR, David Gibson resigned
    director
  21. 2012-11-07
    ➖
    FINDLAY, Heidi Margaret resigned
    secretary
  22. 2012-10-17
    ➕
    MACKINTOSH, Ian appointed
    secretary
  23. 2012-10-17
    ➕
    MACKINTOSH, Ian appointed
    director
  24. 2012-01-18
    ➖
    SARGENT, Robert Kenneth resigned
    director
  25. 2011-11-16
    ➖
    AFFLECK, May Alexandra resigned
    director
  26. 2011-05-20
    ➕
    FINDLAY, Heidi Margaret appointed
    director
  27. 2011-05-20
    ➖
    FINDLAY, Heidi Margaret resigned
    director
  28. 2011-05-20
    ➖
    MACLEAN, Jeannie Winifred Ogilvy resigned
    director
  29. 2011-05-20
    ➖
    MOUNTFORD, Elizabeth Mary resigned
    director
  30. 2011-05-19
    🏢
    Company incorporated
    As KIRRIEMUIR HERITAGE TRUST
  31. 2011-05-19
    ➕
    HENDERSON, Duncan Stewart appointed
    director
  32. 2011-05-19
    ➕
    FINDLAY, Heidi Margaret appointed
    secretary
  33. 2011-05-19
    ➕
    AFFLECK, May Alexandra appointed
    director
  34. 2011-05-19
    ➕
    FINDLAY, Heidi Margaret appointed
    director
  35. 2011-05-19
    ➕
    MACLEAN, Jeannie Winifred Ogilvy appointed
    director
  36. 2011-05-19
    ➕
    MOUNTFORD, Elizabeth Mary appointed
    director
  37. 2011-05-19
    ➕
    ORR, David Gibson appointed
    director
  38. 2011-05-19
    ➕
    PROCTOR, Roland Joseph Weitman Bunch appointed
    director
  39. 2011-05-19
    ➕
    SARGENT, Robert Kenneth appointed
    director
  40. 2011-05-19
    ➕
    VISOCCHI, Michael Antony appointed
    director

Owner dependency

73/100
High — earn-out structure required

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

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder age: Director aged approximately 78 — succession pressure is live.

Succession & seller-readiness

79/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 78 years old. Natural succession window is now.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 15 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·
2 director resignations in last 12 months
medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: PROCTOR, Roland Joseph Weitman Bunch resigned 2026-02-01; VISOCCHI, Michael Antony resigned 2026-02-01

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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
Typeprivate-limited-guarant-nsc-limited-exemption
Incorporated2011-05-19
Jurisdictionscotland
Primary SIC99999 — SIC 99999

Registered office

61 Forfar Road
Kirriemuir
Angus
DD8 5BX

Filing status

Accounts
Next due: 2027-02-28
Last made up to: 2025-05-31
Confirmation statement
Next due: 2027-02-13
Last: 2026-01-30

Officers (2 active · 11 resigned)

FINDLAY, Heidi Margaret→
director · ~78y · appointed 2011-05-20
View their other companies + combined net worth →
Active
HENDERSON, Duncan Stewart→
director · ~78y · appointed 2011-05-19
View their other companies + combined net worth →
Active
FINDLAY, Heidi Margaret→
secretary · appointed 2011-05-19 · resigned 2012-11-07
Resigned
MACKINTOSH, Ian→
secretary · appointed 2012-10-17 · resigned 2016-06-06
Resigned
AFFLECK, May Alexandra→
director · ~83y · appointed 2011-05-19 · resigned 2011-11-16
Resigned
FINDLAY, Heidi Margaret→
director · ~78y · appointed 2011-05-19 · resigned 2011-05-20
Resigned
MACKINTOSH, Ian→
director · ~80y · appointed 2012-10-17 · resigned 2016-06-06
Resigned
MACLEAN, Jeannie Winifred Ogilvy→
director · ~74y · appointed 2011-05-19 · resigned 2011-05-20
Resigned
MOUNTFORD, Elizabeth Mary→
director · ~76y · appointed 2011-05-19 · resigned 2011-05-20
Resigned
ORR, David Gibson→
director · ~78y · appointed 2011-05-19 · resigned 2013-11-06
Resigned
PROCTOR, Roland Joseph Weitman Bunch→
director · ~81y · appointed 2011-05-19 · resigned 2026-02-01
Resigned
SARGENT, Robert Kenneth→
director · ~88y · appointed 2011-05-19 · resigned 2012-01-18
Resigned
VISOCCHI, Michael Antony→
director · ~78y · appointed 2011-05-19 · resigned 2026-02-01
Resigned

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

Recent filings (47 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-02-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-12
termination-director-company-with-name-termination-date
officers · TM01
2026-02-12
termination-director-company-with-name-termination-date
officers · TM01
2026-02-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-18
accounts-with-accounts-type-dormant
accounts · AA
2025-01-30
accounts-with-accounts-type-micro-entity
accounts · AA
2024-02-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-12
accounts-with-accounts-type-dormant
accounts · AA
2023-02-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-07-08
accounts-with-accounts-type-dormant
accounts · AA
2022-01-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-29
accounts-with-accounts-type-micro-entity
accounts · AA
2020-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-08-27