Access Advisory Group, LLC
How we got $3.7M
Based on 7 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.
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
▼ 71% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 7 | $2.3M |
| 2020 | Form 5500 | 8 | $2.7M |
| 2021 | Form 5500 | 8 | $2.7M |
| 2022 | Form 5500 | 8 | $2.7M |
| 2023 | Form 5500 | 2 | $667K |
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 |
|---|---|---|
| ACCESS ADVISORY GROUP, LLC this business | $3.1M | — |
| VIKASA CAPITAL LLC Nichols Hills · 3 employees | $960K | 0.1 mi |
| B. D. EDDIE ENTERPRISES, LLC Oklahoma City · 6 employees | $3.5M | 0.3 mi |
| SWISHER FINANCIAL SERVICES LLC Nichols Hills · 1 employees | $488K | 0.7 mi |
| AEMS, LLC Oklahoma City · 8 employees | $5.7M | 0.8 mi |
| VALENDO PRIVATE ASSET MANAGEMENT INC Nichols Hills · 2 employees | $912K | 0.8 mi |
| KEYSTONE TRAVEL LLC Oklahoma City · 1 employees | $609K | 1.1 mi |
The full calculation
| Employees reported to the SBA | 7 |
| Industry revenue per employee | $333K |
| Revenue = employees × revenue per employee | $3.1M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $1.1M |
| Cross-check: revenue implied by PPP payroll | $813K |
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 | $3.7M |
| Multiple for this size and industry | 3.4× |
| Value range | $1.8M – $5.3M |
| Revenue range | $1.8M – $3.6M |
| EBITDA range | $646K – $1.3M |
| Industry (NAICS) | Other financial investment activities (523930) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
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
People & advisors
Leadership
- JJJames J OplotnikSigned for the company · 2022 retirement-plan filing (Form 5500)
Advisors
- BankingMidFirst 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
| MidFirst Bank PPP 2020, PPP 2021 | All 2,403 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/29/2020 | first | $34K | 3 |
| 1/20/2021 | second | $42K | 7 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Access Advisory Group, LLC
Access Advisory Group, LLC is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $3.1M, with roughly $1.1M of EBITDA. It has about 2 employees. Its estimated business value is $3.7M (likely range $1.8M–$5.3M).
Common questions
- Who owns Access Advisory Group, LLC?
- The owner of Access Advisory Group, 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 Access Advisory Group, LLC make?
- SeeBITDA estimates Access Advisory Group, LLC's annual revenue at about $3.1M (likely between $1.8M and $3.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Access Advisory Group, LLC worth?
- About $3.7M, roughly 3.4× its estimated EBITDA of $1.1M, typical for a financial advisors company its size. Likely range: $1.8M–$5.3M.
- How many employees does Access Advisory Group, LLC have?
- About 2, from its 2023 retirement-plan filing.