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M••••••• H•••••• C••••
What matters now
- $0.7M to $2.4Mprobable EBITDA
Probable EBITDA $0.7M to $2.4M on revenue of $6.5M to $12M, estimated from 50 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 82dealability of 100
Why it fits: operating tenure +20, 41 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, 23 Sep 2026 - 96data confidence of 100
How sure the record is: 3 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
••• Locked
- +32S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +5B•••••••••Fact••• Locked
- +10W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $6.5M to $12.0M Estimate
- Probable EBITDA
- $650,000 to $2.4M Estimate
- Workforce proxy
- 65 plan participants
- Estimate computed on
- 50 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +40S•••••••••Fact3 independent sources
- +29.6F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
No dated events on file.
- J••••• R••••••
- T•• S•••••••
- E••••• H• M•••••
- Founded
- benefit plan since Jan 1, 1986 (age floor 40 years)
- Ownership
- Employee owned
- Plans on file
- 2
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 50 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $1.5M | Estimate | 2026-09-13 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $1.5M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $1.5M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Falls Church, VA | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Naics code | 541600 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ownership type | Employee owned | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Plan assets eoy usd | $18.1M | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $16.4M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $17.5M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $17.3M | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 2 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1986-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 65 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 67 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 66 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 60 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 66 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 59 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Sponsor signed by | J••••• R•••••• | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Management consulting | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Inference | 2026-09-13 | DFX model output (scores, estimates, matches) | ••• Locked |
| Years in business claim | 50 | Fact | Company websites (about, team, news pages) | ••• Locked |