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What matters now
- $0.4M to $1.7Mprobable EBITDA
Probable EBITDA $0.4M to $1.7M on revenue of $4.6M to $9.2M, estimated from 46 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 45% confidence - 45dealability of 100
Why it fits: sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); operating tenure +6.7, 7 years since earliest plan effective date (floor on age); workforce stability +2.9, $58,475 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, 19 Sep 2026 - 93data confidence of 100
How sure the record is: 4 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
- +20.4S•••••••••Estimate••• Locked
- +6.7O•••••••••Fact••• Locked
- +2.9W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $4.6M to $9.2M Estimate
- Probable EBITDA
- $368,000 to $1.7M Estimate
- Workforce proxy
- 56 plan participants
- Estimate computed on
- 46 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 45%
- +40S•••••••••Fact4 independent sources
- +29.7F••••••••Factlatest effective observation 2026-09-12
- +13.5S•••••••••Estimate••• Locked
- Nov 21, 2022announcedConfirmed transactionFactPlatform acquisitionconfidence 90%Platform acquisition by L•••••••• C••••••DFX analyst research (General-assisted, every claim URL-cited) abacusfinance.com · last verified Sep 12, 2026
- Nov 21, 2022Platform acquisitionconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) abacusfinance.com
- Every dated event
- Jan 1, 2024Entered the Form 5500 recordFactRecord entry••• 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, 2020 (age floor 6 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 46 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $1.0M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $1.0M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | San Antonio, TX | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Legal name | S••••• C••••••• R•••••••• L•• | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Location count | 1 | Fact | Company websites (about, team, news pages) | San Antonio, TX | |
| Naics code | 541990 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $2.7M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2020-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 56 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Other professional services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Fact | 2022-11-21 | DFX analyst research (General-assisted, every claim URL-cited) | ••• Locked |