FORTEVIOT FARMS LIMITED

🌳Matureactive
SC173082 · ltd · incorporated 1997-02-28
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 Mar 2025
Net worth
£6.20M
book net assets
Opportunity
78/100
Strong
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What this business does
Primary activity: SIC 01500
Sector: Agriculture, forestry & fishing
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 78/100 (strong), bankability 85/100. 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 (58/100).

🏦

Refinance opportunity

1 live charge · oldest 2.0y

50/100
clean up first

Refinance viable after a tidy-up — address the highlighted items first.

  • · Newest facility, 2.0 years old — likely still in initial term.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (73/100)

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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
9 officers (2 active, 9 linked, 6 with DOB)
83
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
7 connected companies via shared directors
66
Filing history
88 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
65
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £6,196,104

Key financials

1 year extracted from filed iXBRL accounts
Cash
£153k
Net Worth
£6.2m
Current Assets
—
Current Liabilities
—

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-31
Cash£153.1k
Net assets£6.20M

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
2
filings
  • • 1 confirmation-statement
  • • 1 officers
Last 180 days
3
filings
  • • 1 confirmation-statement
  • • 1 officers
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (35 events)Click to expand
  1. 2026-02-12
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  2. 2026-02-09
    ➖
    DEWAR, John James Evelyn, 4th Lord Forteviot resigned
    director
  3. 2025-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2025-09-10
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  5. 2025-03-03
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2024-11-30
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  7. 2024-11-30
    🔓
    Charge satisfied #1
  8. 2024-05-20
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  9. 2024-05-01
    🔒
    Charge registered #1
    Lender: Donald Bruce Mackie
  10. 2024-02-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2023-03-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2023-03-07
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  13. 2023-03-01
    ➕
    DEWAR, Donryn Belinda appointed
    director
  14. 2022-03-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2022-02-28
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  16. 2021-03-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2020-08-04
    📄
    change-person-director-company-with-change-date
    officers · CH01
  18. 2020-08-04
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  19. 2020-02-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  20. 2019-02-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2009-10-06
    ➕
    DEWAR, Alexander John Edward, The Honourable appointed
    director
  22. 2008-10-06
    ➖
    SMITH, James Murray resigned
    secretary
  23. 1997-04-23
    ➖
    CLARK, Ian Robert resigned
    director
  24. 1997-03-19
    ➕
    CLARK, Ian Robert appointed
    director
  25. 1997-03-11
    ➕
    SMITH, James Murray appointed
    secretary
  26. 1997-03-11
    ➖
    D.W. COMPANY SERVICES LIMITED resigned
    corporate-nominee-secretary
  27. 1997-03-11
    ➖
    COUTTS, Maureen Sheila resigned
    nominee-director
  28. 1997-03-11
    ➕
    DEWAR, John James Evelyn, 4th Lord Forteviot appointed
    director
  29. 1997-03-11
    ➖
    POLSON, Michael Buchanan resigned
    nominee-director
  30. 1997-03-11
    ➕
    ROSE, Kenneth Charles appointed
    director
  31. 1997-03-11
    ➖
    ROSE, Kenneth Charles resigned
    director
  32. 1997-02-28
    🏢
    Company incorporated
    As FORTEVIOT FARMS LIMITED
  33. 1997-02-28
    ➕
    D.W. COMPANY SERVICES LIMITED appointed
    corporate-nominee-secretary
  34. 1997-02-28
    ➕
    COUTTS, Maureen Sheila appointed
    nominee-director
  35. 1997-02-28
    ➕
    POLSON, Michael Buchanan appointed
    nominee-director

Owner dependency

76/100
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.
  • +Long-tenure founder: Senior director has been in place 17 years — deep operational knowledge concentrated in one person.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

59/100
Strong succession signal

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

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 17 years.
  • secondaryStable-but-static management: Company is 29 years old and no new directors in the last 3 years — succession not yet being planned internally.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

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 · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
The Honourable Alexander John Edward Dewar
Individual · British · DOB 03/1971 · age 55
75–100%
75–100%board control75-100% shares · 75-100% voting · board control · trust interest01/07/2016

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

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
Incorporated1997-02-28
Jurisdictionscotland
Primary SIC01500 — SIC 01500

Registered office

Dupplin Estate Office
Dupplin
By Perth
PH2 0PY

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-13
Last: 2026-02-27

Officers (2 active · 7 resigned)

DEWAR, Alexander John Edward, The Honourable→
director · ~55y · appointed 2009-10-06
View their other companies + combined net worth →
Active
DEWAR, Donryn Belinda→
director · ~55y · appointed 2023-03-01
View their other companies + combined net worth →
Active
SMITH, James Murray→
secretary · appointed 1997-03-11 · resigned 2008-10-06
Resigned
D.W. COMPANY SERVICES LIMITED→
corporate-nominee-secretary · appointed 1997-02-28 · resigned 1997-03-11
Resigned
CLARK, Ian Robert→
director · ~65y · appointed 1997-03-19 · resigned 1997-04-23
Resigned
COUTTS, Maureen Sheila→
nominee-director · appointed 1997-02-28 · resigned 1997-03-11
Resigned
DEWAR, John James Evelyn, 4th Lord Forteviot→
director · ~88y · appointed 1997-03-11 · resigned 2026-02-09
Resigned
POLSON, Michael Buchanan→
nominee-director · ~62y · appointed 1997-02-28 · resigned 1997-03-11
Resigned
ROSE, Kenneth Charles→
director · ~63y · appointed 1997-03-11 · resigned 1997-03-11
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
Donald Bruce Mackie
A registered charge1 property01/05/202430/11/2024

Recent filings (88 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2026-03-02
termination-director-company-with-name-termination-date
officers · TM01
2026-02-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-22
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-09-10
confirmation-statement-with-updates
confirmation-statement · CS01
2025-03-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-03
mortgage-satisfy-charge-full
mortgage · MR04
2024-11-30
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-05-20
confirmation-statement-with-updates
confirmation-statement · CS01
2024-02-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-03-09
appoint-person-director-company-with-name-date
officers · AP01
2023-03-07
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-04
confirmation-statement-with-updates
confirmation-statement · CS01
2022-02-28