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What matters now
- $3.8M to $15Mprobable EBITDA
Probable EBITDA $3.8M to $15M on revenue of $25.1M to $50.1M, estimated from 167 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 80dealability of 100
Why it fits: operating tenure +20, 22 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 - 44data confidence of 100
How sure the record is: 1 independent source; latest effective observation 1 Oct 2024; 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
Business services (Insurance agencies brokerage) employer in Southlake, TX, with 189 benefit plan participants on its latest filing, and a benefit plan in place since 2005. No website description has been captured yet.
- +39.9S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +5B•••••••••Fact••• Locked
- +15S•••••••••Inference••• Locked
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $25.1M to $50.1M Estimate
- Probable EBITDA
- $3.8M to $15.0M Estimate
- Workforce proxy
- 189 plan participants
- Estimate computed on
- 167 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +15S•••••••••Fact1 independent source(s)
- +12F••••••••Factlatest effective observation 2024-10-01
- +16.5S•••••••••Estimate••• Locked
No dated events on file.
No named leader on the record yet: the company's site did not list one where we read it.
- Founded
- benefit plan since Feb 1, 2005 (age floor 21 years)
- Ownership
- not observed
- Plans on file
- 2
| Predicate | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 167 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $9.4M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Southlake, TX | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524290 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 2 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2005-02-01 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 189 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 185 | Fact | 2023-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 174 | Fact | 2022-10-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets |