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B•••• G••••• • C••••••• P•••
What matters now
- "retired"and 1 more phrase
Succession language on website (inference): "Morgan, CPA, CVA, CFF Retired Shareholder Ryan Simmons, CPA Manager Michael Sloan, CPA Vice-President, Shareholder Taryn Sloan, CPA…"
Owner-run companies publish a transition before they announce a sale: read the sentence and judge it. It does not say the company is for sale.
Inferencecompany website, b••••••.com/our-team, read 13 Sep 2026For Independent sponsors, search fundsOpen the page → - $1.1M to $4Mprobable EBITDA
Probable EBITDA $1.1M to $4M on revenue of $7.4M to $13.3M, estimated from 74 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 84dealability of 100
Why it fits: operating tenure +20, 34 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +9.1, $181,047 retirement assets per participant suggests a long-tenured workforce.
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 24 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
- +40S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +9.1W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +19.7O•••••••••Succession
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $7.4M to $13.3M Estimate
- Probable EBITDA
- $1.1M to $4.0M Estimate
- Workforce proxy
- 113 plan participants
- Estimate computed on
- 74 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
- Sep 13, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) b••••••.com
- Sep 13, 2026Succession language on websiteFactSuccession••• LockedCompany websites (about, team, news pages) b••••••.com
No named leader on the record yet: the company's site did not list one where we read it.
- Founded
- 1955 (71 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 74 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $2.6M | Estimate | 2026-09-13 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $2.6M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $2.6M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Founded year | 1955 | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Hq location | Amarillo, TX | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 541211 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $13.4M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $11.2M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $9.7M | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1993-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 113 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 112 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 99 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Accounting bookkeeping | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Succession language | retirement | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Succession language | retired | Fact | Company websites (about, team, news pages) | ••• Locked | |
| 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 |