JOHN LAWRIE (TILLYRIE) LIMITED
🌳Matureactive
SC084011 · ltd · incorporated 1983-07-20
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
- · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Jul 2025
Net worth
£509.2k
book net assets
Opportunity
80/100
Exceptional
What this business does
Primary activity: SIC 01500
Sector: Agriculture, forestry & fishing
Investor take
PursueActive trading company. Family succession underway — not a classic acquisition target.
Opportunity 80/100 (exceptional), bankability 67/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).
🏦
Refinance opportunity
4 live charges · 3 lenders · oldest 41.8y
15/100
under pressure
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 41.8 years old — likely at or near maturity.
- · 3 lenders named — inter-creditor friction likely.
- · Cashflow trend is negative — lender view likely cautious.
Data confidence
Overall: medium (78/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
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
4 charges (4/4 with lender, 4/4 with type)
90
Directors & officers
8 officers (4 active, 8 linked, 7 with DOB)
88
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
117 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional
Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
75
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 · accounting standard not declaredPositive net assets
Net assets £509,210
Net assets shrinking
Down £200,501 YoY
Cash draining
Cash down 88% YoY
Cash YoY
-88%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£8k
↓ 88% YoY
Net Worth
£509k
↓ 28% YoY
Current Assets
£331k
↑ 5.9% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-07-31 | 2024-07-31 |
|---|---|---|
| Total assets | £516.2k | £725.2k |
| Current assets | £331.2k | £312.8k |
| Cash | £8.1k | £67.6k |
| Debtors | £14.0k | £11.9k |
| Net assets | £509.2k | £709.7k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
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
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 accounts
Last 180 days
2
filings
- • 1 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (35 events)Click to expand
- 2026-02-09📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2025-10-01📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2025-10-01📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-07-21➕THOMSON, Fiona appointeddirector
- 2025-07-21➕THOMSON, Rebecca appointeddirector
- 2025-07-21📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-07-21📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-07-16📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-02-15➖THOMSON, Dorothy resigneddirector
- 2025-02-14📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2025-02-11📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2025-02-11📄withdrawal-of-a-person-with-significant-control-statementpersons-with-significant-control · PSC09
- 2024-08-19📄mortgage-charge-part-release-with-charge-numbermortgage · MR05
- 2024-08-09📄memorandum-articlesincorporation · MA
- 2024-08-09📄resolutionresolution · RESOLUTIONS
- 2024-08-09📄capital-cancellation-sharescapital · SH06
- 2024-08-09📄capital-name-of-class-of-sharescapital · SH08
- 2024-08-09📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-07-30➖MCGREGOR, Jean Catherine resigneddirector
- 2024-02-05📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2023-03-22📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2022-02-04📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-02-08📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2020-02-04➕THOMSON, Mark John appointeddirector
- 2020-02-04➕MCGREGOR, Jean Catherine appointeddirector
- 2020-02-03➖THOMSON, John resigneddirector
- 2013-02-20🔓Charge satisfied #4
- 2006-11-15🔒Charge registered #4Lender: Muir Homes Limited
- 2004-02-06🔓Charge satisfied #1
- 2004-01-23➕THOMSON, John appointeddirector
- 1999-07-31➖THOMSON, John Mark resigneddirector
- 1998-08-26🔒Charge registered #3Lender: The Governor and Company of the Bank of Scotland
- 1998-07-01🔒Charge registered #2Lender: The Governor and Company of the Bank of Scotland
- 1984-07-19🔒Charge registered #1Lender: Clydesdale Bank Public Limited Company
- 1983-07-20🏢Company incorporatedAs JOHN LAWRIE (TILLYRIE) LIMITED
Owner dependency
66/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Senior director age: Director aged approximately 60 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Red flags
cleanNo 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| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr John Thomson Individual · British · DOB 07/1942 · age 84 | 25–50% | — | 25-50% shares | 12/09/2025 |
Mrs Dorothy Thomson Individual · British · DOB 09/1942 · age 84 | 25–50% | — | 25-50% shares | 20/07/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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
Incorporated1983-07-20
Jurisdictionscotland
Primary SIC01500 — SIC 01500
Registered office
Tillyrie Farm
Milnathort
Kinross
Kinross-Shire
KY13 0RW
Filing status
Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2026-12-28
Last: 2025-12-14
Officers (4 active · 4 resigned)
Active
THOMSON, Fiona→
Activedirector · ~28y · appointed 2025-07-21
View their other companies + combined net worth →
THOMSON, Mark John→
Activedirector · ~60y · appointed 2020-02-04
View their other companies + combined net worth →
THOMSON, Rebecca→
Activedirector · ~30y · appointed 2025-07-21
View their other companies + combined net worth →
MCGREGOR, Jean Catherine→
Resigneddirector · ~58y · appointed 2020-02-04 · resigned 2024-07-30
THOMSON, Dorothy→
Resigneddirector · ~84y · resigned 2025-02-15
THOMSON, John→
Resigneddirector · ~84y · appointed 2004-01-23 · resigned 2020-02-03
THOMSON, John Mark→
Resigneddirector · ~60y · resigned 1999-07-31
Click a director name to see their full track record across all companies.
Mortgages & charges
4
Total charges
2
Outstanding
1
Active lenders
Status:Lender:4 of 4 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Muir Homes Muir Homes Limited | Standard security | 1 property | 15/11/2006 | 20/02/2013 | |
| outstanding | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 26/08/1998 | — | |
| outstanding | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Floating charge | 1 property | 01/07/1998 | — | |
| satisfied | Virgin Money Clydesdale Bank Public Limited Company | Standard security | 1 property | 19/07/1984 | 06/02/2004 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (117 total)
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2026-02-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-22
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-10-01
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-10-01
appoint-person-director-company-with-name-date
officers · AP01
2025-07-21
appoint-person-director-company-with-name-date
officers · AP01
2025-07-21
termination-director-company-with-name-termination-date
officers · TM01
2025-07-16
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-02-14
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-02-11
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2025-02-11
confirmation-statement-with-updates
confirmation-statement · CS01
2024-12-17
mortgage-charge-part-release-with-charge-number
mortgage · MR05
2024-08-19
memorandum-articles
incorporation · MA
2024-08-09
resolution
resolution · RESOLUTIONS
2024-08-09
capital-cancellation-shares
capital · SH06
2024-08-09