HEATHER LODGE CIC

🌿Early-stageactive

SC747935 · private-limited-guarant-nsc · incorporated 2022-10-20

Investment thesis

Growth-phase business — story-led; valuation sensitive to momentum.

Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.

Why risky: Price often leads fundamentals; dependency on founder often high.

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

76/100

Strong

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What this business does

Primary activity: Other human health activities

Sector: Human health & social work

ALSO REGISTERED FOR

93130Fitness facilities

Investor take

Pursue

Strong opportunity: active trading company with strong profile and acceptable with review structure.

Opportunity 76/100 (strong), bankability 70/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (55/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 2 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

10 officers (6 active, 10 linked, 9 with DOB)

Ownership & PSC

2 active PSC(s) of 2 total, 2 with control declared

Director network

Network not yet resolved

Filing history

19 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

76/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Adequate — check latest filings for context.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filings

Counts from Companies House filing history.

Corporate timeline (31 events)Click to expand

2025-06-18
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-16
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-04-04
➖
BARKER, Gloria Elizabeth resigned
director
2025-02-07
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-02-05
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-02-04
➖
GODOLPHIN, Katie resigned
director
2025-01-28
➕
JEFFRIES, Jill appointed
director
2024-10-18
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-08-08
➖
BLACKLEY, Natalie resigned
director
2024-07-26
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-05-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-05-29
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2024-05-29
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-05-28
➕
KERR, Malcolm Macfarlane, Dr appointed
secretary
2024-05-28
➕
BARKER, Gloria Elizabeth appointed
director
2024-05-28
➖
KERR, Malcolm Macfarlane, Dr resigned
director
2024-04-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-04-23
➕
ARCHER, Susan Caroline appointed
director
2024-03-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-21
➕
GODOLPHIN, Katie appointed
director
2023-07-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-06-29
➕
BLACKLEY, Natalie appointed
director
2022-12-07
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2022-10-27
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2022-10-27
📄
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2022-10-20
🏢
Company incorporated
As HEATHER LODGE CIC
2022-10-20
➕
ATTKINS, Christopher Graham appointed
director
2022-10-20
➕
ATTKINS, Janis appointed
director
2022-10-20
➕
KNOX, Susan Jean appointed
director
2022-10-20
➕
KERR, Malcolm Macfarlane, Dr appointed
director
2022-10-20
📄
incorporation-community-interest-company
incorporation · CICINC

Owner dependency

63/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 77 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

60/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 77 years old. Natural succession window is now.

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

Name	Shares	Voting rights	Nature of control	Notified
Ms Janis Attkins Individual · British · DOB 10/1950 · age 76	—	—	sig. influencesignificant influence	07/12/2022
Dr Malcolm Macfarlane Kerr Individual · Scottish · DOB 05/1953 · age 73	—	—	sig. influencesignificant influence	27/10/2022

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

Similar companies

Active · Healthcare & medical · KA postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
GRACELAND NURSING HOME LIMITED→ SC196946 · est 1999 · no financials extracted	—	—	—	—	26y	—	—
GSC SHAWLANDS LTD→ SC864449 · est 2025 · no financials extracted	—	—	—	—	—	—	—
HAMISH SIMPSON LTD→ SC691507 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
HANSEL FOUNDATION→ SC038440 · est 1963 · no financials extracted	—	—	—	—	63y	—	—
INAMO LIMITED→ SC076251 · est 1981 · no financials extracted	—	—	—	—	44y	—	—
JAN DE VRIES HEALTHCARE (BLYTHSWOOD) LTD→ SC519589 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
JENNY LAURENS THERAPIST LTD→ SC873693 · est 2025 · no financials extracted	—	—	—	—	—	—	—
JMC DIETETICS LIMITED→ SC849090 · est 2025 · no financials extracted	—	—	—	—	—	—	—
JOLLY JUNGLE LIMITED→ SC773549 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
KA CARE LIMITED→ SC856522 · est 2025 · no financials extracted	—	—	—	—	—	—	—
KELBURN WIND FARM COMMUNITY INITIATIVE LIMITED→ SC421131 · est 2012 · no financials extracted	—	—	—	—	14y	—	—
KIRSTY LAMBERT PHYSIOTHERAPY LIMITED→ SC802563 · est 2024 · no financials extracted	—	—	—	—	2y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

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 →

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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

Typeprivate-limited-guarant-nsc

Incorporated2022-10-20

Jurisdictionscotland

Primary SIC86900 — Other human health activities

Registered office

Heather Lodge

Brodick

Isle Of Arran

KA27 8AJ

Scotland

Filing status

Accounts

Next due: 2026-07-31

Last made up to: 2024-10-31

Confirmation statement

Next due: 2026-10-18

Last: 2025-10-04