LEGACY PLANNING SOLUTIONS LIMITED
Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 72). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -59% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: high (82/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Signals from accounts
Derived from iXBRL accounts · FRS 102Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Total assets | £-40.3k | £-38.6k |
| Current assets | £3.2k | £15.4k |
| Cash | £3.2k | £7.7k |
| Debtors | — | £7.7k |
| Net assets | £-40.3k | £-38.6k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 1 accounts
- • 1 accounts
Corporate timeline (18 events)Click to expand
- 2026-02-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-03-12📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-03-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-02-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-03-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-04-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-03-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-02-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-03-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-03-28📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-11-07📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2016-09-18📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2016-08-25📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2016-07-20📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-05-30📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2016-04-21📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2012-05-24🏢Company incorporatedAs LEGACY PLANNING SOLUTIONS LIMITED
- 2012-05-24➕THOMSON, William Russell appointeddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder age: Director aged approximately 72 — succession pressure is live.
- +No director turnover: Company is 14 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
- primaryFounder aged 70+: Senior director is approximately 72 years old. Natural succession window is now.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 14 years.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanShareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr William Russell Thomson Individual · Scottish · DOB 06/1954 · age 72 | 25–50% | — | 25-50% shares | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
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8 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 →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
Registered office
Filing status
Officers (1 active · 0 resigned)
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