J & S MCKENZIE GROUP LIMITED

🏛️Establishedactive
SC600655 · ltd · incorporated 2018-06-21
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.
Why now
Window closing · medium confidence
Getting harder to buy cheaply — 2 signals strengthening over the last 30 days.
  • · Deal-killer verdict: clean → workable
  • · Refinance opportunity: under_pressure → ready
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 7.3y old — refinance window within 12 months
What changed my view
Last 30 days

Picture improved over the last 30 days — 2 positive signals vs 0 negative.

  • ↑Deal-killer verdict: clean → workable
  • ↑Refinance opportunity: under_pressure → ready
Last 90 days

Picture improved over the last 90 days — 2 positive signals vs 0 negative.

  • ↑Deal-killer verdict: clean → workable
  • ↑Refinance opportunity: under_pressure → ready
Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2025
Net worth
£203.5k
book net assets
Opportunity
78/100
Strong
🔔
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What this business does
Primary activity: Activities of other holding companies n.e.c.
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 78-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 85/100. Strong seller-intent signal (60/100, director aged 78). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

🏦

Refinance opportunity

1 live charge · oldest 7.3y

85/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Oldest live charge is 7.3 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: high (88/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
3 years of iXBRL accounts extracted + narrative notes parsed
95
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
9 connected companies via shared directors
72
Filing history
39 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation

Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.

Available from the Pro tier upwards.

See pricing →
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
65
Adequate — check latest filings for context.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Positive net assets
Net assets £203,515
Net assets shrinking
Down £999,417 YoY
Cash YoY
+125%
Year on year

Key financials

3 years extracted from filed iXBRL accounts
Cash
£428
↑ 125% YoY
Net Worth
£204k
↓ 83% YoY
Current Assets
£205k
↓ 83% YoY
Current Liabilities
—
£0£658k£1.3m£2.0m£2.6m£3.3mDec 2023Dec 2024Dec 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-12-312024-12-312023-12-31
Total assets£203.5k£1.20M£3.28M
Current assets£204.7k£1.20M£3.29M
Cash£428£190£130.2k
Debtors£204.3k£1.20M£3.16M
Net assets£203.5k£1.20M£3.28M

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

🔒Filing-note intelligence

3 signals 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

Last 30 days
0
filings
Last 90 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
  1. 2026-06-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-07-07
    📄
    second-filing-of-confirmation-statement-with-made-up-date
    confirmation-statement · RP04CS01
  3. 2025-05-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2025-03-25
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  5. 2025-03-25
    📄
    withdrawal-of-a-person-with-significant-control-statement
    persons-with-significant-control · PSC09
  6. 2024-07-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2024-03-20
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  8. 2024-03-20
    🔓
    Charge satisfied #1
  9. 2023-11-22
    📄
    notification-of-a-person-with-significant-control-statement
    persons-with-significant-control · PSC08
  10. 2023-11-22
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  11. 2023-11-22
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  12. 2023-11-17
    📄
    capital-cancellation-shares
    capital · SH06
  13. 2023-11-17
    📄
    capital-return-purchase-own-shares
    capital · SH03
  14. 2023-10-27
    ➖
    VOSE, Terence Louis resigned
    director
  15. 2023-10-27
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  16. 2023-10-04
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  17. 2023-09-29
    📄
    accounts-with-accounts-type-group
    accounts · AA
  18. 2022-12-22
    📄
    accounts-with-accounts-type-group
    accounts · AA
  19. 2022-08-31
    📄
    memorandum-articles
    incorporation · MA
  20. 2022-08-31
    📄
    resolution
    resolution · RESOLUTIONS
  21. 2021-12-02
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  22. 2021-09-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  23. 2019-04-26
    ➕
    VOSE, Terence Louis appointed
    director
  24. 2019-04-26
    🔒
    Charge registered #1
    Lender: The Royal Bank of Scotland PLC
  25. 2018-06-21
    🏢
    Company incorporated
    As J & S MCKENZIE GROUP LIMITED
  26. 2018-06-21
    ➕
    MCKENZIE, John Macfarlane appointed
    director
  27. 2018-06-21
    ➕
    MCKENZIE, Steven John appointed
    director

Owner dependency

96/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +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 "MCKENZIE" — strong identity link between founder and business.
  • +Founder age: Director aged approximately 78 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

66/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

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.

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
NameSharesVoting rightsNature of controlNotified
Mr John Macfarlane Mckenzie
Individual · British · DOB 05/1948 · age 78
25–50%
25–50%25-50% shares · 25-50% voting25/03/2025
2 historic (ceased) PSCs
  • Mr Steven John Mckenzieceased 21/11/2023· 25-50% shares · 25-50% voting · board control
  • Mr John Macfarlane Mckenzieceased 21/11/2023· 25-50% shares · 25-50% voting · board control

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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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
Typeltd
Incorporated2018-06-21
Jurisdictionscotland
Primary SIC64209 — Activities of other holding companies n.e.c.

Registered office

Dunvorist Station Road
Murthly
Perth
PH1 4EL
Scotland

Filing status

Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2027-07-04
Last: 2026-06-20

Officers (2 active · 1 resigned)

MCKENZIE, John Macfarlane→
director · ~78y · appointed 2018-06-21
View their other companies + combined net worth →
Active
MCKENZIE, Steven John→
director · ~52y · appointed 2018-06-21
View their other companies + combined net worth →
Active
VOSE, Terence Louis→
director · ~64y · appointed 2019-04-26 · resigned 2023-10-27
Resigned

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

Mortgages & charges

1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
satisfied
Lloyds Banking Group
The Royal Bank of Scotland PLC
A registered charge—26/04/201920/03/2024

Recent filings (39 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-07-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-06-17
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2025-07-07
confirmation-statement-with-updates
confirmation-statement · CS01
2025-07-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-22
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-03-25
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2025-03-25
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-09
confirmation-statement-with-updates
confirmation-statement · CS01
2024-06-20
mortgage-satisfy-charge-full
mortgage · MR04
2024-03-20
notification-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC08
2023-11-22
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-11-22
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-11-22
capital-cancellation-shares
capital · SH06
2023-11-17
capital-return-purchase-own-shares
capital · SH03
2023-11-17