BALI & SONS LIMITED

🏛️Establishedactive
SC693401 · ltd · incorporated 2021-03-24
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.
🔒Estimated value
Upgrade to see
Turnover
year to Mar 2025
Net worth
book net assets
Opportunity
63/100
Worth a look
🔔
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What this business does
Primary activity: Residents property management
Sector: Activities of households
Investor take
Pass (distressed without resilience)
Distressed asset-holding vehicle — structural issues outweigh the discount.

Opportunity 63/100 (worth a look), bankability 65/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Confirmation statement overdue. Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal. Most likely exit: share sale to pe / searcher (58/100).

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
Confirmed no charges registered
85
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
15 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
63/100Worth a look
PassWatchWorth a lookStrongExceptional 

Mixed signal. Worth opening the full target workup before deciding to pursue.

Business quality
55
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
67
Some moderate concerns — review flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
Current Assets
Current Liabilities
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Average employees200200

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 (14 events)Click to expand
  1. 2025-12-09
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-03-26
    📄
    change-person-director-company-with-change-date
    officers · CH01
  3. 2025-03-26
    📄
    change-person-director-company-with-change-date
    officers · CH01
  4. 2025-03-26
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  5. 2025-03-26
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  6. 2024-12-23
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2023-12-20
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2022-12-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2022-05-06
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  10. 2022-05-06
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  11. 2021-03-24
    🏢
    Company incorporated
    As BALI & SONS LIMITED
  12. 2021-03-24
    BALI, Neeraj appointed
    director
  13. 2021-03-24
    BALI, Sumira appointed
    director
  14. 2021-03-24
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

86/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder name in company name: Company name contains director surname "BALI" — strong identity link between founder and business.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
  • +No director turnover: Company is 5 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

1 high ·
Confirmation statement overdue
high

Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.

Evidence: Next due: 2026-04-06

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Neeraj Bali
Individual · British · DOB 06/1979 · age 47
2550%
25–50%sig. influence25-50% shares · 25-50% voting · significant influence24/03/2021
Mrs Sumira Bali
Individual · British · DOB 02/1981 · age 45
2550%
25–50%sig. influence25-50% shares · 25-50% voting · significant influence24/03/2021

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 →
🔒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
Incorporated2021-03-24
Jurisdictionscotland
Primary SIC98000 — Residents property management

Registered office

Easter Ross Dental Care
Albany Road
Invergordon
IV18 0HA
Scotland

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-04-06OVERDUE
Last: 2025-03-23

Officers (2 active · 0 resigned)

BALI, Neeraj
director · ~47y · appointed 2021-03-24
View their other companies + combined net worth →
Active
BALI, Sumira
director · ~45y · appointed 2021-03-24
View their other companies + combined net worth →
Active

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

Recent filings (15 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2025-12-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-04
change-person-director-company-with-change-date
officers · CH01
2025-03-26
change-person-director-company-with-change-date
officers · CH01
2025-03-26
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-03-26
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-03-26
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-02
accounts-with-accounts-type-micro-entity
accounts · AA
2023-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-27
accounts-with-accounts-type-micro-entity
accounts · AA
2022-12-22
confirmation-statement-with-updates
confirmation-statement · CS01
2022-05-06
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-05-06
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-05-06
incorporation-company
incorporation · NEWINC
2021-03-24