JAKE MONTGOMERY SERVICES LIMITED

🏛️Establishedactive
SC631633 · ltd · incorporated 2019-05-28
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 Jun 2025
Net worth
£211.2k
book net assets
Opportunity
77/100
Strong
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
What this business does
Primary activity: Management consultancy activities other than financial management
Sector: Professional, scientific & technical
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 77/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: high (81/100)

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

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
7 connected companies via shared directors
66
Filing history
15 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £211,159

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£211k
↑ 23% YoY
Current Assets
£194k
↑ 41% YoY
Current Liabilities
—
£0£42k£84k£127k£169k£211kJun 2024Jun 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-06-302024-06-30
Total assets£211.2k£172.2k
Current assets£194.4k£137.8k
Net assets£211.2k£172.2k

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
1
filing
  • • 1 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (12 events)Click to expand
  1. 2026-03-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-03-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-02-18
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2023-02-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2021-09-03
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2020-10-04
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2020-10-04
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  8. 2019-08-13
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2019-08-01
    ➕
    MCCRAE, Una Paula appointed
    director
  10. 2019-05-28
    🏢
    Company incorporated
    As JAKE MONTGOMERY SERVICES LIMITED
  11. 2019-05-28
    ➕
    MCCRAE, David appointed
    director
  12. 2019-05-28
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

79/100
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.
  • +Senior director age: Director aged approximately 59 — approaching natural succession window.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
  • +No director turnover: Company is 7 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

46/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
  • 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

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr David Mccrae
Individual · British · DOB 04/1969 · age 57
25–50%
25–50%board control25-50% shares · 25-50% voting · board control28/05/2019
Mrs Una Paula Mccrae
Individual · Irish · DOB 08/1967 · age 59
25–50%
25–50%board control25-50% shares · 25-50% voting · board control28/05/2019

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 →

Similar companies

Active · Professional services · FK postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
INGLE ACCOUNTS SERVICES LTD→
SC602828 · est 2018 · no financials extracted
————7y——
INPHORMATIC LTD→
SC700095 · est 2021 · no financials extracted
————4y——
INTEGRATED GRAPHENE HOLDING LIMITED→
SC613131 · est 2018 · no financials extracted
————7y——
JAC INSPECTION SOLUTIONS LTD→
SC769269 · est 2023 · no financials extracted
————2y——
JARVIE PLANT GROUP LIMITED→
SC090531 · est 1984 · no financials extracted
————41y——
JOMACON LTD→
SC600840 · est 2018 · no financials extracted
————7y——
JP ACCOMMODATION LIMITED→
SC710715 · est 2021 · no financials extracted
————4y——
JP POWER RENTALS LIMITED→
SC405540 · est 2011 · no financials extracted
————14y——
JWSA CONSULTANCY LIMITED→
SC798227 · est 2024 · no financials extracted
————2y——
KERSEHILL LIMITED→
SC455758 · est 2013 · no financials extracted
————12y——
KEVIN MORTON LIMITED→
SC880865 · est 2026 · no financials extracted
———————
KEY FACILITIES MANAGEMENT LTD.→
SC218355 · est 2001 · no financials extracted
————24y——
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

6 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
Incorporated2019-05-28
Jurisdictionscotland
Primary SIC70229 — Management consultancy activities other than financial management

Registered office

35 Doune Road
Dunblane
FK15 9HR
Scotland

Filing status

Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2026-06-10
Last: 2025-05-27

Officers (2 active · 0 resigned)

MCCRAE, David→
director · ~57y · appointed 2019-05-28
View their other companies + combined net worth →
Active
MCCRAE, Una Paula→
director · ~59y · appointed 2019-08-01
View their other companies + combined net worth →
Active

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

Recent filings (15 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-03-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-27
accounts-with-accounts-type-micro-entity
accounts · AA
2025-03-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-10
accounts-with-accounts-type-micro-entity
accounts · AA
2024-02-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-31
accounts-with-accounts-type-micro-entity
accounts · AA
2023-02-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-08
accounts-with-accounts-type-micro-entity
accounts · AA
2021-09-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-30
accounts-with-accounts-type-micro-entity
accounts · AA
2020-10-04
change-account-reference-date-company-previous-extended
accounts · AA01
2020-10-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-06-04
appoint-person-director-company-with-name-date
officers · AP01
2019-08-13
incorporation-company
incorporation · NEWINC
2019-05-28