DFX Intelligence
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Last verified May 6, 2026
2 sources · 14 observations · 3 events
Scored not yet
What matters now
- "succession"and 2 more phrases
Succession language on website (inference): "ESEND EXCHANGE QUICK BOOKS TAX PLANNING GUIDE ARIZONA TAX CREDITS Inventory Control System BUSINESS SUCCESSION PLANNING ORGANIZATIONAL MANAGEMENT BUDGET-FORECASTING ACCOUNTING STRATEGIC PLANNING DENTAL PRACTICE…" "After my last CPA retired, I was referred to James Westfall."
It is benefits language (a retirement plan), not ownership. It does not say the company is for sale.
Inferencecompany website, p••••••••.com, read 13 Sep 2026For Independent sponsors, search fundsOpen the page →
Dealability
n/a
not scored
Sponsor fit
n/a
not scored
Transition readiness
n/a
not scored
Urgency
n/a
not scored
Data confidence
n/a
not scored
Opportunity
n/a
ranking only
What is it
••• Locked
Why does it fit
no components
Why now
no components
How large is it
No size estimate: no workforce proxy on file.
How certain are we
no components
What changed
Ownership and transition activity
How the four classes are defined- Jun 1, 2026closedConfirmed transactionFactAdd-on acquisitionconfidence 90%Add on by A••••DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com · last verified Sep 13, 2026
Announced transactions
- May 6, 2026Add onconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Every dated event
- Sep 13, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) p••••••••.com
- Sep 13, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) p••••••••.com
- Sep 13, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) p••••••••.com
Decision makers
- P•••• K•••
Profile
- Founded
- 1967 (59 years)
- Ownership
- not observed
- Plans on file
- n/a
What is the evidenceAbout the evidenceEvery observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Description | ••• Locked | Fact | 2026-05-06 | DFX analyst research (General-assisted, every claim URL-cited) | |
| Employee count | 40 | Fact | 2026-05-06 | DFX analyst research (General-assisted, every claim URL-cited) | stated in the announcement |
| Founded year | 1967 | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Hq location | Phoenix, AZ | Fact | 2026-05-06 | DFX analyst research (General-assisted, every claim URL-cited) | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Location count | 1 | Fact | Company websites (about, team, news pages) | Phoenix, AZ | |
| Record status | unfiled | Inference | 2026-05-06 | DFX analyst research (General-assisted, every claim URL-cited) | ••• Locked |
| Succession language | succession | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Succession language | retired | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Succession language | retirement | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Vertical | Business services | Fact | 2026-05-06 | DFX analyst research (General-assisted, every claim URL-cited) | ••• Locked |
| Website | ••• Locked | Fact | 2026-05-06 | DFX analyst research (General-assisted, every claim URL-cited) | ••• Locked |
| Years in business claim | 20 | Fact | Company websites (about, team, news pages) | ••• Locked |