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W•••••••• C•••••••• T••••••••• S•••••••• I•••
What matters now
- "retired"phrase found
Succession language on website (inference): "He is a co-founder of W•••••••• C•••••••• S•••••••, a retired co-director, and is currently an active clinician and shareholder."
Owner-run companies publish a transition before they announce a sale: read the sentence and judge it. It does not say the company is for sale.
Inferencecompany website, w•••••••••.org/88-basic-attendance-relationships-that-invite-health-team-leaders, read 21 Sep 2026For Independent sponsors, search fundsOpen the page → - $0.2M to $0.5Mprobable EBITDA
Probable EBITDA $0.2M to $0.5M on revenue of $2M to $3.3M, estimated from 37 employees.
Outside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 29dealability of 100
Why it fits: operating tenure +8.8, 9 years since earliest plan effective date (floor on age); sector demand +10.6, healthcare services: sponsor demand index 0.70 (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
- +10S•••••••••Estimate••• Locked
- +8.8O•••••••••Fact••• Locked
- +10.6S•••••••••Inference••• Locked
- +5S•••••••••Ownership event
- +19.9O•••••••••Succession
- +8S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $2.0M to $3.3M Estimate
- Probable EBITDA
- $163,000 to $533,000 Estimate
- Workforce proxy
- 52 plan participants
- Estimate computed on
- 37 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +40S•••••••••Fact3 independent sources
- +29.6F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Jan 1, 2025plan year 2025Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from W•••••••• C•••••••• S•••••••• I••• to W•••••••• C•••••••• T••••••••• S•••••••• I•••DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 23, 2026
- Jan 1, 2024plan year 2024Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from W•••••••• C•••••••• S•••••••• I••• to W•••••••• C•••••••• T••••••••• S•••••••• I•••DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 11, 2026
- Every dated event
- Sep 21, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) w•••••••••.org
- Jan 1, 2025Plan sponsor name changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- 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 Nov 27, 2017 (age floor 8 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 37 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $348,000 | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $348,000 | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Boulder, CO | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Location count | 1 | Fact | Company websites (about, team, news pages) | Earle Shugerman, MD | |
| Naics code | 621610 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $818,885 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $641,819 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2017-11-27 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 52 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 54 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Home health | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Succession language | retired | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Vertical | Healthcare services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Inference | 2026-09-13 | DFX model output (scores, estimates, matches) | ••• Locked |
| Years in business claim | 33 | Fact | Company websites (about, team, news pages) | ••• Locked |