CITIZENS ADVICE DIRECT LIMITED
Opportunity 78/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: medium (76/100)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.
Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-08-31 | 2023-08-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Corporate timeline (21 events)Click to expand
- 2025-06-24📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-11-06📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-09-29📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-06-13📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-08-09📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-06-08📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-07-15📄accounts-with-accounts-type-dormantaccounts · AA
- 2019-05-03📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-08-01📄gazette-filings-brought-up-to-dategazette · DISS40
- 2018-07-31📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-07-31📄gazette-notice-compulsorygazette · GAZ1
- 2017-05-17📄accounts-with-accounts-type-dormantaccounts · AA
- 2016-07-15📄accounts-with-accounts-type-dormantaccounts · AA
- 2015-08-28📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2015-06-23📄accounts-with-accounts-type-dormantaccounts · AA
- 2014-03-31➕BARTLETT, Andrew David appointeddirector
- 2014-03-31➖CONVEY, James resignedsecretary
- 2014-03-31➖CONVEY, James Patrick resigneddirector
- 2012-08-09🏢Company incorporatedAs CITIZENS ADVICE DIRECT LIMITED
- 2012-08-09➕CONVEY, James appointedsecretary
- 2012-08-09➕CONVEY, James Patrick appointeddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Senior director age: Director aged approximately 63 — approaching natural succession window.
Succession & seller-readiness
Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
- primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 12 years.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Andrew David Bartlett Individual · British · DOB 09/1963 · age 63 | 75–100% | — | 75-100% shares | 07/04/2016 |
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.
Available from the Pro tier upwards.
See pricing →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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Registered office
Filing status
Officers (1 active · 2 resigned)
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