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C• P••••••• L••
What matters now
- "retire"phrase found
Succession language on website (inference): "Read More been my partner for six years, and will continue to be until I retire." "They knew there needed to be a better way for business owners to get the service and attention they deserved."
It is benefits language (a retirement plan), not ownership. It does not say the company is for sale.
Inferencecompany website, c•••••••••.com, read 13 Sep 2026For Independent sponsors, search fundsOpen the page → - $2.6M to $9.3Mprobable EBITDA
Probable EBITDA $2.6M to $9.3M on revenue of $17.2M to $31M, estimated from 172 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 73dealability of 100
Why it fits: operating tenure +18, 18 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior).
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
- +18O•••••••••Fact••• Locked
- +15S•••••••••Inference••• Locked
- +5S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $17.2M to $31.0M Estimate
- Probable EBITDA
- $2.6M to $9.3M Estimate
- Workforce proxy
- 191 plan participants
- Estimate computed on
- 172 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
- Jan 1, 2024plan year 2024Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from C••••••••• L•• to C• P••••••• L••DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 11, 2026
- Every dated event
- Sep 13, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) c•••••••••.com
- Jan 1, 2024Plan sponsor name changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2024Entered the Form 5500 recordFactRecord entry••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
No named leader on the record yet: the company's site did not list one where we read it.
- Founded
- benefit plan since Oct 1, 2008 (age floor 17 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 172 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $5.9M | Estimate | 2026-09-13 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $5.9M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $5.9M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Foxboro, MA | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 541214 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $5.7M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.3M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $2.9M | 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 | 2008-10-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 191 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 187 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 133 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 143 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 90 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 116 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Sponsor signed by | Gretchen E Ozerities | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Accounting bookkeeping | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Succession language | retire | Fact | 2024-03-01 | Company websites (about, team, news pages) | ••• Locked |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Inference | 2026-09-12 | DFX model output (scores, estimates, matches) | ••• Locked |
| Years in business claim | 15 | Fact | Company websites (about, team, news pages) | ••• Locked |