FOREST FARM DAIRY LTD
🏛️Establishedactive
SC662363 · ltd · incorporated 2020-05-27
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 4.4y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: SIC 46330
Sector: Wholesale & retail
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 79/100 (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 (65/100).
🏦
Refinance opportunity
1 live charge · oldest 4.4y
75/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Charge age ~4.4 years — mid-life; refi window approaching.
- · 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, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
3 officers (3 active, 3 linked, 3 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
19 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 3200 | 3400 |
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
0
filings
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
- 2025-12-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-06-10📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2025-06-10📄capital-name-of-class-of-sharescapital · SH08
- 2025-06-10📄memorandum-articlesincorporation · MA
- 2025-06-10📄resolutionresolution · RESOLUTIONS
- 2024-12-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-08-19📄gazette-filings-brought-up-to-dategazette · DISS40
- 2023-08-15📄gazette-notice-compulsorygazette · GAZ1
- 2022-11-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-01📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2021-11-26🔒Charge registered #1Lender: Lydesdale Bank PLC (Trading as Both Clydesdale and Yorkshire Bank) (Company Number SC001111)
- 2021-04-01📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2020-05-27🏢Company incorporatedAs FOREST FARM DAIRY LTD
- 2020-05-27➕WILLIS, Angus Robert appointeddirector
- 2020-05-27➕WILLIS, Elizabeth Anne appointeddirector
- 2020-05-27➕WILLIS, William Edward James appointeddirector
- 2020-05-27📄incorporation-companyincorporation · NEWINC
Owner dependency
73/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Founder age: Director aged approximately 68 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
50/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 68. Approaching typical UK retirement age — succession thinking likely.
Red flags
cleanNo 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| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Angus Robert Willis Individual · British · DOB 06/1988 · age 38 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 27/05/2020 |
William Edward James Willis Individual · British · DOB 10/1984 · age 42 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 27/05/2020 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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|---|---|---|---|---|---|---|---|
| AOSS LIMITED→ SC555542 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
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| FIDELIS SCOTLAND LIMITED→ SC375372 · est 2010 · no financials extracted | — | — | — | — | 16y | — | — |
| FIFTEEN93 LIMITED→ SC778197 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| FORKS CORKS LTD→ SC864660 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| G & J JACK SEAFOODS LIMITED→ SC111952 · est 1988 · no financials extracted | — | — | — | — | 37y | — | — |
| GAULD'S FRUIT & VEG LTD.→ SC236213 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
| GEORGE DONALD (WAREHOUSEMAN) LIMITED→ SC031200 · est 1955 · no financials extracted | — | — | — | — | 70y | — | — |
| GRANITE CITY WHISKEYS LTD→ SC661099 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| GROSVENOR(GB) LTD→ SC522441 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| H & I CHEMICALS LIMITED→ SC202652 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
| HALCYON SPIRITS LTD→ SC660078 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
7 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
Incorporated2020-05-27
Jurisdictionscotland
Primary SIC46330 — SIC 46330
Registered office
Mains Of Glasgoforest
Glasgoforest
Kinellar
Aberdeenshire
AB21 0SH
Scotland
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-06-05
Last: 2025-05-22
Officers (3 active · 0 resigned)
WILLIS, Angus Robert→
Activedirector · ~38y · appointed 2020-05-27
View their other companies + combined net worth →
WILLIS, Elizabeth Anne→
Activedirector · ~68y · appointed 2020-05-27
View their other companies + combined net worth →
WILLIS, William Edward James→
Activedirector · ~42y · appointed 2020-05-27
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Virgin Money Lydesdale Bank PLC (Trading as Both Clydesdale and Yorkshire Bank) (Company Number SC001111) | A registered charge | — | 26/11/2021 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (19 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-16
capital-variation-of-rights-attached-to-shares
capital · SH10
2025-06-10
capital-name-of-class-of-shares
capital · SH08
2025-06-10
memorandum-articles
incorporation · MA
2025-06-10
resolution
resolution · RESOLUTIONS
2025-06-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-20
gazette-filings-brought-up-to-date
gazette · DISS40
2023-08-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-17
gazette-notice-compulsory
gazette · GAZ1
2023-08-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-11-04
confirmation-statement-with-updates
confirmation-statement · CS01
2022-06-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-20