Bowers & Company, CPAS, PLLC
What matters now
- $1.8M to $6.3Mprobable EBITDA
Probable EBITDA $1.8M to $6.3M on revenue of $11.7M to $21.1M, estimated from 117 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 95dealability of 100
Why it fits: operating tenure +20, 23 years since earliest plan effective date (floor on age); ownership +10, founder owned (from research); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior).
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 26 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
It is part of our culture to answer the phone and reply to emails promptly. That’s part of why we’re such good partners to our clients. We believe clear communication and education help our clients make the best business decisions.
- +40Size band fitEstimate
- +20Operating tenureFact
- +10Workforce stabilityInference
- +15Sector demandInference
- +10Ownership typeFactfounder owned (from research)
- +10Market pullMarket pullInference
- 2022 to 2024Workforce on the planrisingmoderate weightFactCovered headcount grew 23% between 2022 to 2024, from 113 to 139 people on the plan.Form 5500 · read Sep 17, 2026
- 2024Who signsmoderate weightFactGregg Goettel signed the company's 2024 federal benefit filing.Form 5500 · read Sep 17, 2026
- Probable revenue
- $11.7M to $21.1M Estimate
- Probable EBITDA
- $1.8M to $6.3M Estimate
- Workforce proxy
- 139 plan participants
- Estimate computed on
- 117 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +40Source breadthFact3 independent sources
- +29.5FreshnessFactlatest effective observation 2026-09-13
- +16.5Size estimate qualityEstimate
- Sep 13, 2026Succession language on websiteFactSuccessionCompany website carries succession language: "retirement"Company websites (about, team, news pages) bcpllc.com
- Sep 13, 2026Succession language on websiteFactSuccessionCompany website carries succession language: "succession"Company websites (about, team, news pages) bcpllc.com
- Joe Mocciaro
- Founded
- benefit plan since Jan 1, 2004 (age floor 22 years)
- Ownership
- Founder owned
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 117 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| EBITDA band | $4.0M | Estimate | 2026-09-13 | DFX model output (scores, estimates, matches) no URL | |
| EBITDA band | $4.0M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | |
| EBITDA band | $4.0M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | |
| HQ location | Syracuse, NY | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Location count | 3 | Fact | Company websites (about, team, news pages) no URL | Baldwinsville, NY; Syracuse, NY; Watertown, NY | |
| NAICS code | 541211 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ownership type | Family owned | Fact | Company websites (about, team, news pages) no URL | ||
| Ownership type | Founder owned | Fact | Company websites (about, team, news pages) no URL | ||
| Plan assets eoy | $24.6M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy | $21.2M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy | $16.9M | 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 | Jan 1, 2004 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 139 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 130 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 113 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Sponsor signed by | Gregg Goettel | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Accounting bookkeeping | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Succession language | succession | Fact | Company websites (about, team, news pages) no URL | ||
| Succession language | retirement | Fact | Company websites (about, team, news pages) no URL | ||
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Years in business claim | 30 | Fact | Company websites (about, team, news pages) no URL |
Investors it fits
- score 100confidence 90%Why: observed vertical; direct propensity; recent deployment; classificationWatch: no check size
- score 100confidence 90%Why: observed vertical; direct propensity; recent deployment; classificationWatch: no check size
- score 85confidence 90%Why: observed vertical; direct propensity; recent deployment; classification
+22 more investors it fits
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.