K V SHEPHERD & SON LTD
Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 68). 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 (78/100)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.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-05-31 | 2024-05-31 |
|---|---|---|
| Total assets | £797.9k | — |
| Current assets | £452.9k | — |
| Cash | £54.4k | — |
| Debtors | £398.5k | — |
| Net assets | £592.7k | — |
| Average employees | — | 1000 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.
Available from the Pro tier upwards.
See pricing →Recent activity
- • 1 accounts
- • 1 persons-with-significant-control
- • 1 accounts
- • 1 persons-with-significant-control
- • 1 accounts
- • 1 persons-with-significant-control
Corporate timeline (23 events)Click to expand
- 2026-04-23📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2026-04-17📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2025-06-11📄legacymiscellaneous · RPCH01
- 2025-02-11📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2024-02-19📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2022-11-11📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2022-08-25📄capital-allotment-sharescapital · SH01
- 2022-08-25📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-12-10📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-05-07📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2020-03-10📄legacymiscellaneous · RP04CS01
- 2020-02-04📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2019-02-20➖SHEPHERD, Jessie Mary resigneddirector
- 2019-02-20➖SHEPHERD, Kenneth Victor resigneddirector
- 2019-02-20📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2019-02-20📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2019-02-20📄termination-director-company-with-name-termination-dateofficers · TM01
- 2019-02-20📄termination-director-company-with-name-termination-dateofficers · TM01
- 2018-08-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2015-05-06🏢Company incorporatedAs K V SHEPHERD & SON LTD
- 2015-05-06➕SHEPHERD, Kenneth John appointeddirector
- 2015-05-06➕SHEPHERD, Jessie Mary appointeddirector
- 2015-05-06➕SHEPHERD, Kenneth Victor 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.
- +Founder name in company name: Company name contains director surname "SHEPHERD" — strong identity link between founder and business.
- +Founder age: Director aged approximately 68 — succession pressure is live.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- primaryFounder aged 63+: Senior director is approximately 68. Approaching typical UK retirement age — succession thinking likely.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanShareholders & ownership
2 active beneficial owners · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Kenneth John Shepherd Individual · British · DOB 01/1958 · age 68 | 75–100% | — | 75-100% shares | 06/04/2016 |
Mrs Donna Shepherd Individual · Scottish · DOB 08/1973 · age 53 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 01/04/2026 |
2 historic (ceased) PSCs
- Mrs Jessie Mary Shepherdceased 20/02/2019· 25-50% shares
- Mr Kenneth Victor Shepherdceased 20/02/2019· 25-50% shares
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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8 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.
Available from the Pro tier upwards.
See pricing →Company details
Registered office
Filing status
Officers (1 active · 2 resigned)
Click a director name to see their full track record across all companies.