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What matters now
- $1.1M to $4.5Mprobable EBITDA
Probable EBITDA $1.1M to $4.5M on revenue of $7.5M to $15M, estimated from 50 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 83dealability of 100
Why it fits: operating tenure +20, 43 years since founding; sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +7.8, $156,979 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•••••••••Fact43 years since founding
- +7.8W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $7.5M to $15.0M Estimate
- Probable EBITDA
- $1.1M to $4.5M Estimate
- Workforce proxy
- 76 plan participants
- Estimate computed on
- 50 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
No dated events on file.
No named leader on the record yet: the company's site did not list one where we read it.
- Founded
- 1983 (43 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 50 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Ebitda band | $2.8M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $2.8M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Founded year | 1983 | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Hq location | Houston, TX | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524290 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $7.8M | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $6.9M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $6.2M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $5.4M | 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 | 1992-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 76 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 74 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 82 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 80 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Inference | 2026-09-13 | DFX model output (scores, estimates, matches) | ••• Locked |