NEWLANDS FINANCIAL PLANNING LTD
Opportunity 72/100 (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: strategic trade sale (65/100).
Data confidence
Overall: low (50/100)Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Corporate timeline (5 events)Click to expand
- 2024-10-10➕CROOKS, Alison appointedsecretary
- 2022-12-20➖CROOKS, Alison resigneddirector
- 2019-11-11➕CROOKS, Alison appointeddirector
- 2019-10-01🏢Company incorporatedAs NEWLANDS FINANCIAL PLANNING LTD
- 2019-10-01➕CROOKS, Graeme appointeddirector
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanShareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Alison Crooks Individual · British · DOB 05/1971 · age 55 | 25–50% | — | 25-50% shares | 28/02/2023 |
Mr Graeme Crooks Individual · British · DOB 01/1972 · age 54 | 25–50% | — | 25-50% shares | 01/10/2019 |
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.
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Registered office
Filing status
Officers (2 active · 1 resigned)
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