This company

Healthcare services / Optometry· Bella Collina, FL
NAICS 621320
As of · 2 sources, 15 observations, 0 events; scored 13 days ago

The company's name

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. $0.4M to $1.2M
    probable EBITDA

    Probable EBITDA $0.4M to $1.2M on revenue of $3.9M to $6.2M, estimated from 39 employees.

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

    InferenceDFX estimate from headcount on Form 5500, 55% confidence
  2. 43
    dealability of 100

    Why it fits: operating tenure +15.7, 16 years since earliest plan effective date (floor on age); sector demand +10.6, healthcare services: sponsor demand index 0.70 (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
  3. 56
    data confidence of 100

    How sure the record is: 2 independent sources; latest effective observation 12 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
43
elevated
Sponsor fit
72
high
Transition readiness
10
low
Data confidence
56
elevated
Opportunity
15
ranking only
What is it

Healthcare services (Optometry) employer in Bella Collina, FL, with 69 benefit plan participants on its latest filing, and a benefit plan in place since 2011. No website description has been captured yet.

Why does it fit
  • +11.6
    Estimate
  • +15.7
    Fact
  • +5
    Fact
  • +10.6
    Inference
Why now

No dated ownership-transition signal has been observed for this company. The transition score below rests on tenure and market pull only, which is not evidence of a sale. Do not read it as one.

  • +10
    Inference
What its own filings say
  1. 2022 to 2024Workforce on the planrisingmoderate weightFact
    Form 5500 · read Sep 17, 2026
How large is it
Probable revenue
$3.9M to $6.2M Estimate
Probable EBITDA
$390,000 to $1.2M Estimate
Workforce proxy
69 plan participants
Estimate computed on
39 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
  • +30
    Fact2 independent sources
  • +9.4
    Factlatest effective observation 2026-09-12
  • +16.5
    Estimate
What changed

No dated events on file.

Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since Jan 1, 2011 (age floor 15 years)
Ownership
not observed
Plans on file
2
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants39Fact2024-01-01DOL EFAST2 Form 5500 datasets
Ebitda band$819,000Estimate2026-09-12DFX model output (scores, estimates, matches)
no URL
Ebitda band$819,000Estimate2026-09-11DFX model output (scores, estimates, matches)
no URL
Hq locationBella Collina, FLFact2024-01-01DOL EFAST2 Form 5500 datasets
Naics code621320Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$1.4MFact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$1.5MFact2023-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$1.2MFact2022-01-01DOL EFAST2 Form 5500 datasets
Plan count2Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2011-01-01Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants69Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants63Fact2023-01-01DOL EFAST2 Form 5500 datasets
Plan participants60Fact2022-01-01DOL EFAST2 Form 5500 datasets
SubsectoroptometryFact2024-01-01DOL EFAST2 Form 5500 datasets
VerticalHealthcare servicesFact2024-01-01DOL EFAST2 Form 5500 datasets