ACCOUNTING & TAXATION SERVICE LTD

🌳Matureactive

SC360357 · ltd · incorporated 2009-05-28

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

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 9.4y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

83/100

Exceptional

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What this business does

Primary activity: Accounting and auditing activities

Sector: Professional, scientific & technical

Investor take

Pursue

Strong opportunity: active trading company with exceptional profile and bankable structure.

Opportunity 83/100 (exceptional), bankability 80/100. 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 (65/100).

🏦

Refinance opportunity

1 live charge · oldest 9.4y

85/100

ready

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

· Oldest live charge is 9.4 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (58/100)

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

No iXBRL financials extracted

Lenders & charges

1 charges (1/1 with lender, 1/1 with type)

Directors & officers

3 officers (3 active, 3 linked, 3 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

3 connected companies via shared directors

Filing history

38 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

83/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 1 accounts
• 1 confirmation-statement

Last 180 days

filings

• 1 accounts
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (20 events)Click to expand

2026-02-10
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-02-10
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-23
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-02-09
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-02-07
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-02-22
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-01-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-02-07
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2018-02-07
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2017-02-14
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2016-12-19
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2016-12-12
🔒
Charge registered #1
Lender: The Royal Bank of Scotland PLC
2016-06-06
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2016-02-12
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2015-06-01
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-01-14
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2009-05-28
🏢
Company incorporated
As ACCOUNTING & TAXATION SERVICE LTD
2009-05-28
➕
BURNSIDE, Heather appointed
director
2009-05-28
➕
WILSON, Hazel appointed
director
2009-05-28
➕
WILSON, Robert appointed
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

+Long-tenure founder: Senior director has been in place 17 years — deep operational knowledge concentrated in one person.
+Senior director age: Director aged approximately 58 — approaching natural succession window.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

63/100

Strong succession signal

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

SIGNALS

secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
secondary12+ year tenure: Director in role 17 years.
secondaryStable-but-static management: Company is 17 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%

Name	Shares	Voting rights	Nature of control	Notified
Mrs Heather Burnside Individual · British · DOB 08/1968 · age 58	75–100%	—	75-100% shares	06/04/2016

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.

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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.

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🔒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.

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Company details

Statusactive

Typeltd

Incorporated2009-05-28

Jurisdictionscotland

Primary SIC69201 — Accounting and auditing activities

Registered office

29a Whitehill Village

Dalkeith

Midlothian

EH22 2QD

Filing status

Accounts

Next due: 2027-02-28

Last made up to: 2025-05-31

Confirmation statement

Next due: 2027-02-16

Last: 2026-02-02

Officers (3 active · 0 resigned)

BURNSIDE, Heather→

director · ~58y · appointed 2009-05-28

View their other companies + combined net worth →

Active

WILSON, Hazel→

director · ~52y · appointed 2009-05-28

View their other companies + combined net worth →

Active

WILSON, Robert→

director · ~52y · appointed 2009-05-28

View their other companies + combined net worth →

Active

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

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:1 of 1 shown

			Type	Properties
	outstanding	Lloyds Banking Group The Royal Bank of Scotland PLC	A registered charge	—	12/12/2016	—

Click column headers to sort. Use filters above to narrow by status and lender.