joseph w. burley & partners (uk) ltdEstimated Valuation
£2.3m
Pomanda estimates the enterprise value of JOSEPH W. BURLEY & PARTNERS (UK) LTD at £2.3m based on a Turnover of £3.8m and 0.6x industry multiple (adjusted for size and gross margin).
joseph w. burley & partners (uk) ltdEstimated Valuation
£279.5k
Pomanda estimates the enterprise value of JOSEPH W. BURLEY & PARTNERS (UK) LTD at £279.5k based on an EBITDA of £44.2k and a 6.32x industry multiple (adjusted for size and gross margin).
joseph w. burley & partners (uk) ltdEstimated Valuation
£838.4k
Pomanda estimates the enterprise value of JOSEPH W. BURLEY & PARTNERS (UK) LTD at £838.4k based on Net Assets of £532.3k and 1.58x industry multiple (adjusted for liquidity).
Edit your figures and get a professional valuation report.
Joseph W. Burley & Partners (uk) LtdOverview
Joseph W. Burley & Partners (uk) Ltd is a live company located in crewe, CW1 6EG with a Companies House number of 03668469. It operates in the non-life insurance sector, SIC Code 65120. Founded in November 1998, it's largest shareholder is
joseph burley holdings limited
with a 100% stake. Joseph W. Burley & Partners (uk) Ltd is a mature,
small sized company, Pomanda has estimated its turnover at
£3.8m with
healthy
growth in recent years.
Pomanda's financial health check has awarded Joseph W. Burley & Partners (Uk) Ltd a 4.5 rating. We use a traffic light system to show it exceeds the industry average on 6 measures and has 3 areas for improvement. Company Health Check FAQs
Health Rating4.5out of 5
6 Strong
2 Regular
3 Weak
Size
annual sales of £3.8m, make it larger than the average company (£2.2m)
£3.8m - Joseph W. Burley & Partners (uk) Ltd
£2.2m - Industry AVG
Growth
3 year (CAGR) sales growth of 14%, show it is growing at a faster rate (10.2%)
14% - Joseph W. Burley & Partners (uk) Ltd
10.2% - Industry AVG
Production
with a gross margin of 96%, this company has a comparable cost of product (100%)
96% - Joseph W. Burley & Partners (uk) Ltd
100% - Industry AVG
Profitability
an operating margin of -1.5% make it less profitable than the average company (19.1%)
-1.5% - Joseph W. Burley & Partners (uk) Ltd
19.1% - Industry AVG
Employees
with 64 employees, this is above the industry average (25)
64 - Joseph W. Burley & Partners (uk) Ltd
25 - Industry AVG
Pay Structure
on an average salary of £61.1k, the company has an equivalent pay structure (£61.1k)
£61.1k - Joseph W. Burley & Partners (uk) Ltd
£61.1k - Industry AVG
Efficiency
resulting in sales per employee of £59.6k, this is less efficient (£149.2k)
£59.6k - Joseph W. Burley & Partners (uk) Ltd
£149.2k - Industry AVG
Debtor Days
it gets paid by customers after 8 days, this is earlier than average (198 days)
8 days - Joseph W. Burley & Partners (uk) Ltd
198 days - Industry AVG
Creditor Days
its suppliers are paid after 69 days, this is quicker than average (230 days)
69 days - Joseph W. Burley & Partners (uk) Ltd
230 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Joseph W. Burley & Partners (uk) Ltd
- - Industry AVG
Cash Balance
has cash to cover current liabilities
for 32 weeks, this is more cash available to meet short term requirements (19 weeks)
32 weeks - Joseph W. Burley & Partners (uk) Ltd
19 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 68.3%, this is a lower level of debt than the average (77.4%)
68.3% - Joseph W. Burley & Partners (uk) Ltd
77.4% - Industry AVG
JOSEPH W. BURLEY & PARTNERS (UK) LTD financials
EXPORT
Joseph W. Burley & Partners (Uk) Ltd's latest turnover from March 2024 is £3.8 million and the company has net assets of £532.3 thousand. According to their latest financial statements, Joseph W. Burley & Partners (Uk) Ltd has 64 employees and maintains cash reserves of £568.1 thousand as reported in the balance sheet.
Data source:Companies House, Pomanda Estimates
Mar 2024
Mar 2023
Mar 2022
Mar 2021
Mar 2020
Oct 2019
Oct 2018
Oct 2017
Oct 2016
Oct 2015
Oct 2014
Oct 2013
Oct 2012
Oct 2011
Oct 2010
Oct 2009
Turnover
3,812,060
3,669,807
3,302,456
2,600,073
935,717
2,528,307
1,860,790
1,496,291
2,306,044
2,227,090
2,737,070
2,272,353
1,743,894
1,613,831
1,943,897
Other Income Or Grants
Cost Of Sales
153,490
141,426
103,087
89,950
33,592
115,613
482,172
450,730
807,831
1,168,873
1,524,424
1,367,027
1,026,787
934,819
1,054,330
Gross Profit
3,658,570
3,528,381
3,199,369
2,510,123
902,125
2,412,694
1,378,618
1,045,561
1,498,213
1,058,216
1,212,645
905,327
717,107
679,013
889,567
Admin Expenses
3,717,752
3,673,122
2,947,495
2,314,476
977,708
1,591,586
1,245,554
1,039,187
1,491,463
993,135
1,191,930
866,406
715,152
631,820
792,751
92,117
Operating Profit
-59,182
-144,741
251,874
195,647
-75,583
821,108
133,064
6,374
6,750
65,081
20,715
38,921
1,955
47,193
96,816
-92,117
Interest Payable
124
8,892
14,080
41,811
16,692
56,272
7,665
1,318
3,480
4,907
2,745
Interest Receivable
33,743
20,412
358
1,435
2,651
9,705
7,337
2,388
2,519
4,279
3,641
3,914
3,042
2,234
1,994
897
Pre-Tax Profit
-25,563
-133,221
238,152
155,271
-89,624
774,541
132,736
8,762
9,269
69,360
24,356
42,835
3,679
45,947
93,903
-93,965
Tax
3,040
4,811
-99,992
-28,377
351
-160,791
-25,220
-1,665
-1,854
-13,872
-5,115
-9,852
-883
-11,946
-26,293
Profit After Tax
-22,523
-128,410
138,160
126,894
-89,273
613,750
107,516
7,097
7,415
55,488
19,241
32,983
2,796
34,001
67,610
-93,965
Dividends Paid
Retained Profit
-22,523
-128,410
138,160
126,894
-89,273
613,750
107,516
7,097
7,415
55,488
19,241
32,983
2,796
34,001
67,610
-93,965
Employee Costs
3,910,220
3,399,249
2,583,534
2,188,139
1,803,552
1,465,843
1,734,942
1,602,642
1,574,547
445,379
496,571
428,226
338,563
329,649
385,624
Number Of Employees
64
62
47
42
36
28
32
31
31
9
10
9
7
7
9
EBITDA*
44,204
-56,025
333,206
256,965
-50,421
886,858
190,283
35,171
38,258
96,140
52,838
69,639
32,199
75,037
127,417
-55,875
* Earnings Before Interest, Tax, Depreciation and Amortisation
Mar 2024
Mar 2023
Mar 2022
Mar 2021
Mar 2020
Oct 2019
Oct 2018
Oct 2017
Oct 2016
Oct 2015
Oct 2014
Oct 2013
Oct 2012
Oct 2011
Oct 2010
Oct 2009
Tangible Assets
59,173
83,098
50,460
40,177
15,012
16,514
15,763
50,275
69,848
91,678
82,250
100,426
113,036
129,313
133,101
139,873
Intangible Assets
275,768
341,954
408,141
474,328
435,734
40,265
43,141
46,017
48,893
55,553
65,763
Investments & Other
458,853
1,031,927
Debtors (Due After 1 year)
6,167
182,490
111,089
Total Fixed Assets
334,941
425,052
458,601
514,505
450,746
475,367
1,047,690
90,540
112,989
143,862
131,143
338,469
289,888
129,313
133,101
139,873
Stock & work in progress
3,602
4,448
9,958
25,131
30,317
41,690
38,057
33,757
Trade Debtors
91,853
38,319
110,378
73,386
55,441
64,378
1,114,602
959,874
1,763,719
1,676,140
1,898,212
1,576,464
1,139,593
1,044,283
1,197,973
1,514,603
Group Debtors
446,227
422,040
434,219
408,851
408,460
413,039
326,134
311,010
249,142
Misc Debtors
237,169
307,790
302,178
272,244
118,012
99,949
75,620
213,404
239,000
49,537
Cash
568,128
687,882
568,258
421,293
353,998
181,663
1,002,261
954,203
956,161
1,059,080
652,667
803,764
761,965
454,746
438,864
358,705
misc current assets
total current assets
1,343,377
1,456,031
1,415,033
1,175,774
935,911
759,029
2,518,617
2,442,093
3,212,470
2,735,220
2,560,837
2,405,359
1,931,875
1,540,719
1,674,894
1,956,602
total assets
1,678,318
1,881,083
1,873,634
1,690,279
1,386,657
1,234,396
3,566,307
2,532,633
3,325,459
2,879,082
2,691,980
2,743,828
2,221,763
1,670,032
1,807,995
2,096,475
Bank overdraft
49,237
Bank loan
Trade Creditors
29,309
61,411
33,688
15,086
37,303
97,500
1,805,397
1,743,812
2,557,087
2,428,312
2,242,197
2,279,477
1,762,085
1,207,421
1,372,513
1,711,582
Group/Directors Accounts
438,195
383,029
364,573
399,083
148,178
115,358
other short term finances
hp & lease commitments
7,855
46,591
79,153
52,623
50,966
other current liabilities
428,521
630,959
531,825
480,359
524,943
481,248
646,894
280,438
150,939
total current liabilities
896,025
1,075,399
930,086
894,528
718,279
625,339
2,580,681
2,076,873
2,874,350
2,428,312
2,242,197
2,279,477
1,762,085
1,207,421
1,372,513
1,711,582
loans
250,000
250,000
250,000
250,000
250,000
177,873
40,561
66,516
84,458
hp & lease commitments
Accruals and Deferred Income
other liabilities
101,055
246,667
2,446
7,295
62,500
95,000
124,099
87,766
74,421
73,500
provisions
868
10,322
685
206
557
2,190
2,190
4,417
3,713
5,026
4,237
5,738
total long term liabilities
250,000
250,868
260,322
250,685
250,206
101,612
424,540
2,190
4,636
11,712
66,213
100,026
128,336
134,065
140,937
157,958
total liabilities
1,146,025
1,326,267
1,190,408
1,145,213
968,485
726,951
3,005,221
2,079,063
2,878,986
2,440,024
2,308,410
2,379,503
1,890,421
1,341,486
1,513,450
1,869,540
net assets
532,293
554,816
683,226
545,066
418,172
507,445
561,086
453,570
446,473
439,058
383,570
364,325
331,342
328,546
294,545
226,935
total shareholders funds
532,293
554,816
683,226
545,066
418,172
507,445
561,086
453,570
446,473
439,058
383,570
364,325
331,342
328,546
294,545
226,935
Mar 2024
Mar 2023
Mar 2022
Mar 2021
Mar 2020
Oct 2019
Oct 2018
Oct 2017
Oct 2016
Oct 2015
Oct 2014
Oct 2013
Oct 2012
Oct 2011
Oct 2010
Oct 2009
Operating Activities
Operating Profit
-59,182
-144,741
251,874
195,647
-75,583
821,108
133,064
6,374
6,750
65,081
20,715
38,921
1,955
47,193
96,816
-92,117
Depreciation
37,200
22,529
15,145
4,309
2,043
9,867
16,954
25,921
28,632
28,183
25,463
28,008
30,244
27,844
30,601
36,242
Amortisation
66,186
66,187
66,187
57,009
23,119
55,883
40,265
2,876
2,876
2,876
6,660
2,710
Tax
3,040
4,811
-99,992
-28,377
351
-160,791
-25,220
-1,665
-1,854
-13,872
-5,115
-9,852
-883
-11,946
-26,293
Stock
-3,602
-846
4,448
-9,958
-15,173
-5,186
-11,373
3,633
4,300
33,757
Debtors
7,100
-78,626
92,294
172,568
4,547
-938,990
32,068
-767,573
569,554
-215,905
139,258
508,272
206,399
-153,690
-366,167
1,564,140
Creditors
-32,102
27,723
18,602
-22,217
-60,197
-1,707,897
61,585
-813,275
128,775
186,115
-37,280
517,392
554,664
-165,092
-339,069
1,711,582
Accruals and Deferred Income
-202,438
99,134
51,466
-44,584
43,695
-165,646
366,456
129,499
150,939
Deferred Taxes & Provisions
-868
-9,454
9,637
479
-351
557
-2,190
-2,227
704
-1,313
789
-1,501
5,738
Cash flow from operations
-195,264
144,815
220,625
-10,302
-71,470
-207,929
562,448
118,149
-260,111
494,950
-114,955
74,882
389,453
53,794
123,922
57,810
Investing Activities
capital expenditure
-13,275
-55,167
-25,428
-125,077
-459,394
-66,501
17,558
-6,802
-37,611
-7,287
-7,898
-79,730
-24,056
-23,829
-176,115
Change in Investments
-458,853
-573,074
1,031,927
cash flow from investments
-13,275
-55,167
-25,428
-125,077
-541
506,573
-1,014,369
-6,802
-37,611
-7,287
-7,898
-79,730
-24,056
-23,829
-176,115
Financing Activities
Bank loans
Group/Directors Accounts
55,166
18,456
-34,510
250,905
148,178
-115,358
115,358
Other Short Term Loans
Long term loans
250,000
-177,873
177,873
-40,561
-25,955
-17,942
84,458
Hire Purchase and Lease Commitments
-7,855
-38,736
-32,562
26,530
1,657
50,966
other long term liabilities
-101,055
-145,612
246,667
-2,446
-4,849
-55,205
-32,500
-29,099
36,333
13,345
921
73,500
share issue
-667,391
4
320,900
interest
33,619
11,520
-13,722
-40,376
-14,041
-46,567
-328
2,388
2,519
4,279
3,641
3,914
1,724
-1,246
-2,913
-1,848
cash flow from financing
88,785
29,976
-48,232
202,674
244,346
-1,070,005
450,742
-113,759
163,994
-50,926
-28,855
-25,185
-2,504
-13,856
-19,934
477,010
cash and cash equivalents
cash
-119,754
119,624
146,965
67,295
172,335
-820,598
48,058
-1,958
-102,919
406,413
-151,097
41,799
307,219
15,882
80,159
358,705
overdraft
-49,237
49,237
change in cash
-119,754
119,624
146,965
67,295
172,335
-771,361
-1,179
-1,958
-102,919
406,413
-151,097
41,799
307,219
15,882
80,159
358,705
joseph w. burley & partners (uk) ltd Credit Report and Business Information
Very Low Risk70 - 100
Low Risk50 - 70
Moderate Risk30 - 50
High Risk20 - 30
Very High Risk0 - 20
Get a comprehensive credit check for joseph w. burley & partners (uk) ltd. Get real-time insights into joseph w. burley & partners (uk) ltd's credit score, group structure and payment trends.
Joseph W. Burley & Partners (uk) Ltd Competitor Analysis
Perform a competitor analysis for joseph w. burley & partners (uk) ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in CW1 area or any other competitors across 12 key performance metrics.
joseph w. burley & partners (uk) ltd Ownership
JOSEPH W. BURLEY & PARTNERS (UK) LTD group structure
Joseph W. Burley & Partners (Uk) Ltd has 1 subsidiary company.
The sole shareholder of Joseph W. Burley & Partners (Uk) Ltd is Joseph Burley Holdings Limited.
joseph burley holdings limited
100%
joseph w. burley & partners (uk) ltd directors
Joseph W. Burley & Partners (Uk) Ltd currently has 2 directors.
The longest serving directors include
Mr William Holmes (Oct 2019) and
Mr Simon Cowley (Mar 2024).
eurocard centre herald park, herald drive, crewe, CW1 6EG
Bank
YORKSHIRE BANK PLC
Legal Advisor
-
joseph w. burley & partners (uk) ltd Charges & Mortgages
A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.
We found 3 charges/mortgages relating to joseph w. burley & partners (uk) ltd. Currently there are 0 open charges and 3 have been satisfied in the past.
joseph w. burley & partners (uk) ltd Capital Raised & Share Issues BETA
When a company issues new shares, e.g. to new investors following a funding round, it is required to notify Companies House within one month of making an allotment of shares.
Click to start generating capital raising & share issue transactions for JOSEPH W. BURLEY & PARTNERS (UK) LTD. This can take several minutes, an email will notify you when this has completed.
joseph w. burley & partners (uk) ltdCompanies House Filings - See Documents
