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What matters now
- $0.9M to $3.2Mprobable EBITDA
Probable EBITDA $0.9M to $3.2M on revenue of $8.6M to $15.8M, estimated from 66 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 79dealability of 100
Why it fits: operating tenure +16.7, 17 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +10, $213,938 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: 4 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
- +37.5S•••••••••Estimate••• Locked
- +16.7O•••••••••Fact••• Locked
- +10W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $8.6M to $15.8M Estimate
- Probable EBITDA
- $858,000 to $3.2M Estimate
- Workforce proxy
- 109 plan participants
- Estimate computed on
- 66 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +40S•••••••••Fact4 independent sources
- +29.6F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Mar 17, 2022announcedConfirmed transactionFactStrategic acquisitionconfidence 90%Strategic acquisition by A••••• L••DFX analyst research (General-assisted, every claim URL-cited) capricecapital.com · last verified Sep 12, 2026
- Mar 17, 2022Strategic acquisitionconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) capricecapital.com
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
- benefit plan since Jan 1, 2010 (age floor 16 years)
- Ownership
- Employee owned
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 66 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Ebitda band | $2.0M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $2.0M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Reston, VA | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Location count | 1 | Fact | 2026-09-13 | Company websites (about, team, news pages) | Reston, VA |
| Naics code | 541600 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ownership type | Employee owned | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Plan assets eoy usd | $14.5M | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $14.1M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $11.3M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $9.0M | 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 | 2010-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 109 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 113 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 121 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 82 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Sponsor signed by | Jeff Danielson | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Management consulting | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Transaction language | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Fact | 2022-03-17 | DFX analyst research (General-assisted, every claim URL-cited) | ••• Locked |
| Years in business claim | 150 | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |