B••••• H••••• P•••

What matters now

1. "retirement"

   and 1 more phrase

   Succession language on website (inference): "Wealth Management The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate…"

   Nothing in the sentence ties it to an owner or leader of this company. It does not say the company is for sale.

   Inferencecompany website, b••••.com, read 13 Sep 2026For Independent sponsors, search fundsOpen the page →
2. $1.1M to $4.1M

   probable EBITDA

   Probable EBITDA $1.1M to $4.1M on revenue of $7.6M to $13.7M, estimated from 76 employees.

   Inside the $1M to $15M EBITDA range most independent sponsors state they buy.

   InferenceDFX estimate from headcount on Form 5500, 55% confidence
3. 85

   dealability of 100

   Why it fits: operating tenure +20, 39 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, $307,430 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
4. 96

   data 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