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What matters now
- $1M to $4.4Mprobable EBITDA
Probable EBITDA $1M to $4.4M on revenue of $12.2M to $24.4M, estimated from 122 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 45% confidence - 83dealability of 100
Why it fits: operating tenure +20, 32 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, 13 Sep 2026 - 53data confidence of 100
How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 45% confidence.
How much of this page rests on independent sources rather than on our estimates.
Measuredcount of sources and dates on the record
••• Locked
- +39.7S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +5B•••••••••Fact••• Locked
- +3.3W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- -47.3P•••••••••Possibly resolved
- +9.6M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $12.2M to $24.4M Estimate
- Probable EBITDA
- $976,000 to $4.4M Estimate
- Workforce proxy
- 154 plan participants
- Estimate computed on
- 122 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 45%
- +30S•••••••••Fact2 independent sources
- +9.4F••••••••Factlatest effective observation 2026-09-12
- +13.5S•••••••••Estimate••• Locked
- 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 recordRule: 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 rateDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 11, 2026
- Every dated event
- Jan 1, 2025Final benefit plan filingFactTransaction preparation••• 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 Jan 1, 1995 (age floor 31 years)
- Ownership
- not observed
- Plans on file
- 2
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 122 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $2.7M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $2.7M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Tallahassee, FL | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Location count | 1 | Fact | Company websites (about, team, news pages) | Atlanta, GA | |
| Naics code | 541990 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $8.1M | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $7.1M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 2 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1995-01-01 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 154 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 129 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 97 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 139 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Other professional services | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Transaction language | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Vertical | Business services | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Inference | 2026-09-12 | DFX model output (scores, estimates, matches) | ••• Locked |