ORGANIC WELLTREE LTD
- · Oldest live charge 6.5y old — refinance window within 12 months
- 55209Other holiday and other collective accommodation
- 55900Other accommodation
Opportunity 74/100 (strong), 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 (58/100).
Refinance opportunity
2 live charges · oldest 6.5y
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 6.5 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: medium (78/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-11-30 | 2023-11-30 |
|---|---|---|
| Total assets | £76.7k | — |
| Current assets | £219 | — |
| Net assets | £208.5k | — |
| Average employees | — | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 1 confirmation-statement
- • 1 confirmation-statement
- • 1 accounts
Corporate timeline (21 events)Click to expand
- 2025-11-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-11-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-11-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-11-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-03-11📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2022-03-02🔒Charge registered #2Lender: Tsb Bank PLC
- 2021-11-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-05-17📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-05-15📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-05-15📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-05-15📄change-person-director-company-with-change-dateofficers · CH01
- 2021-05-15📄change-person-director-company-with-change-dateofficers · CH01
- 2020-11-23📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-03-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2019-10-22📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2019-10-18🔒Charge registered #1Lender: Tsb Bank PLC
- 2019-08-06📄accounts-with-accounts-type-dormantaccounts · AA
- 2019-03-25➕GOEKE, Sabine Gisela appointeddirector
- 2019-03-25📄appoint-person-director-company-with-name-dateofficers · AP01
- 2016-10-20🏢Company incorporatedAs ORGANIC WELLTREE LTD
- 2016-10-20➕GOEKE, Gundula Christel appointeddirector
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +No director turnover: Company is 10 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Limited succession signal. Not a near-term off-market candidate.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanShareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Ms Gundula Christel Goeke Individual · German · DOB 05/1975 · age 51 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 20/10/2016 |
Ms Sabine Gisela Goeke Individual · German · DOB 07/1972 · age 54 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 20/10/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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 →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 (2 active · 0 resigned)
Click a director name to see their full track record across all companies.
Mortgages & charges
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Lloyds Banking Group Tsb Bank PLC | A registered charge | 1 property | 02/03/2022 | — | |
| outstanding | Lloyds Banking Group Tsb Bank PLC | A registered charge | — | 18/10/2019 | — |