2006 Pinnacle Holdings, LLC
How we got $4.3M
Based on its 8 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 4% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Employees over time
▼ 38% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 8 | $2.7M |
| 2020 | Form 5500 | 8 | $2.7M |
| 2021 | Form 5500 | 7 | $2.3M |
| 2022 | Form 5500 | 6 | $2.0M |
| 2023 | Form 5500 | 6 | $2.0M |
| 2024 | Form 5500 | 5 | $1.7M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| 2006 PINNACLE HOLDINGS, LLC this business | $3.6M | — |
| FINANCIAL SOLUTIONS, INC. Tulsa · 2 employees | $1.1M | 0.2 mi |
| CR CONSULTANTS LLC Tulsa · 1 employees | $610K | 0.3 mi |
| BCS CAPITAL SERVICES INC Tulsa · 11 employees | $5.0M | 0.3 mi |
| GWARTNEY FINANCIAL Tulsa · 2 employees | $835K | 0.4 mi |
| INVESTMENT PLANNING SOLUTIONS Tulsa · 1 employees | $869K | 0.5 mi |
| WR CAPITAL, LLC Tulsa · 1 employees | $767K | 0.5 mi |
The full calculation
| Employees reported to the SBA | 8 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $3.0M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $3.4M |
| Estimate: the two combined (geometric mean) | $3.6M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $1.3M |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $4.3M |
| Multiple for this size and industry | 3.4× |
| Value range | $2.3M – $5.9M |
| Revenue range | $2.4M – $4.1M |
| EBITDA range | $840K – $1.5M |
| Industry (NAICS) | Other financial investment activities (523930) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
History & advisors
Advisors
- BankingOklahoma Capital BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| Oklahoma Capital Bank PPP 2020 | All 45 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/13/2020 | first | $138K | 8 |
About 2006 Pinnacle Holdings, LLC
2006 Pinnacle Holdings, LLC is a financial advisors company in Tulsa, Oklahoma. Its estimated annual revenue is about $3.6M, with roughly $1.3M of EBITDA. It has about 5 employees. Its estimated business value is $4.3M (likely range $2.3M–$5.9M).
Common questions
- Who owns 2006 Pinnacle Holdings, LLC?
- The owner of 2006 Pinnacle Holdings, LLC isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does 2006 Pinnacle Holdings, LLC make?
- SeeBITDA estimates 2006 Pinnacle Holdings, LLC's annual revenue at about $3.6M (likely between $2.4M and $4.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is 2006 Pinnacle Holdings, LLC worth?
- About $4.3M, roughly 3.4× its estimated EBITDA of $1.3M, typical for a financial advisors company its size. Likely range: $2.3M–$5.9M.
- How many employees does 2006 Pinnacle Holdings, LLC have?
- About 5, from its 2024 retirement-plan filing.