ORGANIC WELLTREE LTD

🏛️Establishedactive
SC548235 · ltd · incorporated 2016-10-20
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 6.5y old — refinance window within 12 months
🔒Estimated value
Upgrade to see
Turnover
year to Nov 2024
Net worth
£208.5k
book net assets
Opportunity
74/100
Strong
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What this business does
Primary activity: SIC 10390
Sector: Manufacturing
ALSO REGISTERED FOR
  • 55209Other holiday and other collective accommodation
  • 55900Other accommodation
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

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

85/100
ready

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.

Company profile
address, 3 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
32 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
55
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 £208,527

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
£209k
Current Assets
£219
Current Liabilities
£0£42k£83k£125k£167k£209kNov 2023Nov 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-11-302023-11-30
Total assets£76.7k
Current assets£219
Net assets£208.5k
Average employees200

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days
0
filings
Last 90 days
1
filing
  • 1 confirmation-statement
Last 180 days
2
filings
  • 1 confirmation-statement
  • 1 accounts
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
  1. 2025-11-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-11-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-11-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-11-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-03-11
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  6. 2022-03-02
    🔒
    Charge registered #2
    Lender: Tsb Bank PLC
  7. 2021-11-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2021-05-17
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  9. 2021-05-15
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  10. 2021-05-15
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  11. 2021-05-15
    📄
    change-person-director-company-with-change-date
    officers · CH01
  12. 2021-05-15
    📄
    change-person-director-company-with-change-date
    officers · CH01
  13. 2020-11-23
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2020-03-04
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  15. 2019-10-22
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  16. 2019-10-18
    🔒
    Charge registered #1
    Lender: Tsb Bank PLC
  17. 2019-08-06
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  18. 2019-03-25
    GOEKE, Sabine Gisela appointed
    director
  19. 2019-03-25
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  20. 2016-10-20
    🏢
    Company incorporated
    As ORGANIC WELLTREE LTD
  21. 2016-10-20
    GOEKE, Gundula Christel appointed
    director

Owner dependency

71/100
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.
  • +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

36/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

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

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Ms Gundula Christel Goeke
Individual · German · DOB 05/1975 · age 51
2550%
25–50%25-50% shares · 25-50% voting20/10/2016
Ms Sabine Gisela Goeke
Individual · German · DOB 07/1972 · age 54
2550%
25–50%25-50% shares · 25-50% voting20/10/2016

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 →
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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.

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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
Incorporated2016-10-20
Jurisdictionscotland
Primary SIC10390 — SIC 10390

Registered office

Kirklands
St. Martins
Perth
PH2 6AL
Scotland

Filing status

Accounts
Next due: 2026-08-31
Last made up to: 2024-11-30
Confirmation statement
Next due: 2027-01-30
Last: 2026-01-16

Officers (2 active · 0 resigned)

GOEKE, Gundula Christel
director · ~51y · appointed 2016-10-20
View their other companies + combined net worth →
Active
GOEKE, Sabine Gisela
director · ~54y · appointed 2019-03-25
View their other companies + combined net worth →
Active

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

Mortgages & charges

2
Total charges
2
Outstanding
1
Active lenders
Status:Lender:2 of 2 shown
TypeProperties
outstanding
Lloyds Banking Group
Tsb Bank PLC
A registered charge1 property02/03/2022
outstanding
Lloyds Banking Group
Tsb Bank PLC
A registered charge18/10/2019
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (32 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-02
accounts-with-accounts-type-micro-entity
accounts · AA
2025-11-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-11-30
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2022-03-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-01-17
accounts-with-accounts-type-micro-entity
accounts · AA
2021-11-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-05-17
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-05-15
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-05-15
change-person-director-company-with-change-date
officers · CH01
2021-05-15