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What matters now
- "named president"phrase found
Succession language on website (inference): "He became Executive Vice President in 2003 and was named President in 2013."
The sentence is dated history (2013): it describes a handover already made, not one pending. It does not say the company is for sale.
Inferencecompany website, a•••.com/about, read 13 Sep 2026For Independent sponsors, search fundsOpen the page → - $1.7M to $6.3Mprobable EBITDA
Probable EBITDA $1.7M to $6.3M on revenue of $17M to $31.4M, estimated from 131 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 80dealability of 100
Why it fits: operating tenure +20, 34 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +4.9, $98,427 retirement assets per participant suggests a long-tenured workforce.
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 23 Sep 2026 - 96data confidence of 100
How sure the record is: 3 independent sources; latest effective observation 13 Sep 2026; size estimate at 55% confidence.
How much of this page rests on independent sources rather than on our estimates.
Measuredcount of sources and dates on the record
••• Locked
- +40S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +4.9W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $17.0M to $31.4M Estimate
- Probable EBITDA
- $1.7M to $6.3M Estimate
- Workforce proxy
- 114 plan participants
- Estimate computed on
- 131 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +40S•••••••••Fact3 independent source(s)
- +29.6F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Sep 13, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) a•••.com
No named leader on the record yet: the company's site did not list one where we read it.
- Founded
- benefit plan since Dec 1, 1992 (age floor 33 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 131 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $4.0M | Estimate | 2026-09-13 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $4.0M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $4.0M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Woburn, MA | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 541600 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $12.9M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $11.7M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $9.7M | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1992-12-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 114 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 143 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 101 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 117 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Management consulting | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Succession language | named president | Fact | 2003-01-01 | Company websites (about, team, news pages) | ••• Locked |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets |