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What matters now
- $4M to $16.2Mprobable EBITDA
Probable EBITDA $4M to $16.2M on revenue of $27M to $54M, estimated from 180 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 62dealability of 100
Why it fits: sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); operating tenure +5.5, 5 years since earliest plan effective date (floor on age); benefit plans +5, 4 benefit plans on file (a professionalised employer).
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 23 Sep 2026 - 76data confidence of 100
How sure the record is: 2 independent sources; latest effective observation 12 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
Business services (Insurance agencies brokerage) employer in Phoenix, AZ, with 101 benefit plan participants on its latest filing, and a benefit plan in place since 2021. No website description has been captured yet.
- +36S•••••••••Estimate••• Locked
- +5.5O•••••••••Fact••• Locked
- +5B•••••••••Fact••• Locked
- +15S•••••••••Inference••• Locked
- +8S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $27.0M to $54.0M Estimate
- Probable EBITDA
- $4.0M to $16.2M Estimate
- Workforce proxy
- 101 plan participants
- Estimate computed on
- 180 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +30S•••••••••Fact2 independent source(s)
- +29.6F••••••••Factlatest effective observation 2026-09-12
- +16.5S•••••••••Estimate••• Locked
- Jan 1, 2025Plan sponsor name changedFactOwnership event••• 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 Apr 1, 2021 (age floor 5 years)
- Ownership
- not observed
- Plans on file
- 4
| Predicate | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 180 | Fact | 2024-04-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $10.1M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Phoenix, AZ | Fact | 2024-04-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524290 | Fact | 2024-04-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $870,064 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 4 | Fact | 2024-04-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2021-04-01 | Fact | 2024-04-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 101 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 158 | Fact | 2024-04-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 139 | Fact | 2023-04-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 101 | Fact | 2022-04-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-04-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-04-01 | DOL EFAST2 Form 5500 datasets |