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Company

B••••••••• I•••

Cave Creek, AZ·Business services / Management consulting·NAICS 541600·b•••••••••.com
Last verified Sep 13, 2026
4 sources · 23 observations · 1 event
Scored 6 days ago
Contact decision makerFind lenders for this size
More
Borrowers in this sector

What matters now

  1. $0.2M to $0.7M
    probable EBITDA

    Probable EBITDA $0.2M to $0.7M on revenue of $1.8M to $3.4M, estimated from 14 employees.

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

    InferenceDFX estimate from headcount on Form 5500, 55% confidence
  2. 50
    dealability of 100

    Why it fits: operating tenure +20, 23 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); benefit plans +5, 2 benefit plans on file (a professionalised employer).

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 17 Sep 2026
  3. 96
    data 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
Dealability
50
elevated
Sponsor fit
75
high
Transition readiness
0
low
Urgency
0
low
Data confidence
96
high
Opportunity
17
ranking only
What is it

••• Locked

Why does it fit
  • +10S•••••••••
    Estimate••• Locked
  • +20O•••••••••
    Fact••• Locked
  • +5B•••••••••
    Fact••• Locked
  • +15S•••••••••
    Inference••• Locked
Why now
  • -47.3P•••••••••Possibly resolved
    Fact••• LockedJan 1, 2025efast.dol.gov
  • +10M•••••••••M•••••••••
    Inference••• Locked
How large is it
Probable revenue
$1.8M to $3.4M Estimate
Probable EBITDA
$182,000 to $672,000 Estimate
Workforce proxy
22 plan participants
Estimate computed on
14 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
55%
How certain are we
  • +40S•••••••••
    Fact4 independent sources
  • +29.8F••••••••
    Factlatest effective observation 2026-09-13
  • +16.5S•••••••••
    Estimate••• Locked
What changed
Ownership and transition activity
How the four classes are defined
  1. Jan 1, 2025plan year 2025Company transitionFactFinal filing, next year unpublishedconfidence 80%
    Final Form 5500 for 1 plan; the following plan year is not yet on the record
    Rule: On the 2022 and 2023 tapes, 79 to 80% of sponsors that marked a return final were absent from the RAW Form 5500 record the following plan year (any size, any industry, EIN and successor), against 1.8 to 2.1% of sponsors that did not; that is next-year absence, not a sale rate
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 13, 2026
  2. Nov 14, 2024announcedConfirmed transactionFactAdd-on acquisitionconfidence 90%
    Add on by D••• H•••• C••••••••• G••••
    Buyer: D••• H•••• C••••••••• G••••
    DFX analyst research (General-assisted, every claim URL-cited) abacusfinance.com · last verified Sep 13, 2026
Announced transactions
  1. Nov 14, 2024Add onconfidence 90%
    D••• H•••• C••••••••• G•••• acquired B••••••••• I••• (Cave Creek, AZ)
    G••••••• • S•••••• P• · CounselA••••• F•••••• G••••• L•• · Lender
    ••• Locked
    DFX analyst research (General-assisted, every claim URL-cited) abacusfinance.com
  1. Every dated event
  2. Jan 1, 2025Final benefit plan filingFactTransaction preparation
    ••• Locked
    DOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers
Profile
Founded
benefit plan since Jan 1, 2004 (age floor 22 years)
Ownership
not observed
Plans on file
2
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants14Fact2025-01-01DOL EFAST2 Form 5500 datasets
Description••• LockedFactCompany websites (about, team, news pages)••• Locked
Ebitda band$427,000Estimate2026-09-13DFX model output (scores, estimates, matches)
no URL
••• Locked
Hq locationCave Creek, AZFact2025-01-01DOL EFAST2 Form 5500 datasets
Leadership title••• LockedFactCompany websites (about, team, news pages)••• Locked
Leadership title••• LockedFactCompany websites (about, team, news pages)••• Locked
Naics code541600Fact2025-01-01DOL EFAST2 Form 5500 datasets
Naics conflict••• LockedInference2025-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$5,101Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$13.1MFact2023-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$10.1MFact2022-01-01DOL EFAST2 Form 5500 datasets
Plan count2Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2004-01-01Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan participants22Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan participants21Fact2023-01-01DOL EFAST2 Form 5500 datasets
Plan participants16Fact2022-01-01DOL EFAST2 Form 5500 datasets
SubsectorManagement consultingFact2025-01-01DOL EFAST2 Form 5500 datasets
VerticalBusiness servicesFact2025-01-01DOL EFAST2 Form 5500 datasets
Website••• LockedFact2024-11-14DFX analyst research (General-assisted, every claim URL-cited)••• Locked
Years in business claim20FactCompany websites (about, team, news pages)••• Locked
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