Access Financial Group Inc
How we got $1.8M
Based on its 6 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale High sell likelihood
- In business 44 years (since 1982)
- Founder still runs it after 44 years
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
What they do
Access Financial Group provides comprehensive financial planning, including estate, retirement, risk, cash management, tax and asset allocation services, guided by its advisors.
From the company's website. Industry: Financial advisors.
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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| ACCESS FINANCIAL GROUP INC this business | $1.8M | — |
| SPIRIT OF THE WEST FINANCIAL CORPORATION Oklahoma City · 11 employees | $4.4M | 2.2 mi |
| ADVANCE FINANCIAL LIGHTHOUSE INC. Oklahoma City · 3 employees | $1.3M | 2.6 mi |
| THE CONNECT GROUP, LLC Oklahoma City · 1 employees | $502K | 2.7 mi |
| INTELOGIC INVESTMENT CORP Oklahoma City · 3 employees | $1.5M | 2.7 mi |
| NEXT LEVEL ACQUISITIONS, INC. Oklahoma City · 15 employees | $13.7M | 2.9 mi |
| RONSON LLC Oklahoma City · 1 employees | $433K | 2.9 mi |
The full calculation
| Employees reported to the SBA | 6 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $2.2M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.2M |
| Estimate: the two combined (geometric mean) | $1.8M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $651K |
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 | $1.8M |
| Multiple for this size and industry | 2.8× |
| Value range | $959K – $2.5M |
| Revenue range | $1.2M – $2.1M |
| EBITDA range | $428K – $742K |
| 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
People & advisors
“AFG was founded in 1982 by John G. Gillespie who started the firm when he directed his passion toward the financial services industry.”
Leadership
- MSMark SachseChairman | Advisor · Company website · source
- TSTiffany SachseCFO · Company website · source
- GMGarrett M PoolVice President | Advisor · Company website · source
Advisors
- BankingByline 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
| Byline Bank PPP 2020 | All 12 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/10/2020 | first | $48K | 6 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Access Financial Group Inc
Access Financial Group Inc is a financial advisors company in Bethany, Oklahoma, in business since 1982. It is owned by John G. Gillespie (Founder). Its estimated annual revenue is about $1.8M, with roughly $651K of EBITDA. It has about 6 employees. Its estimated business value is $1.8M (likely range $959K–$2.5M).
Common questions
- Who owns Access Financial Group Inc?
- Access Financial Group Inc is owned by John G. Gillespie (Founder), according to public sources such as the company's website or filings.
- How much revenue does Access Financial Group Inc make?
- SeeBITDA estimates Access Financial Group Inc's annual revenue at about $1.8M (likely between $1.2M and $2.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Access Financial Group Inc worth?
- About $1.8M, roughly 2.8× its estimated EBITDA of $651K, typical for a financial advisors company its size. Likely range: $959K–$2.5M.
- How many employees does Access Financial Group Inc have?
- About 6, as reported on its PPP loan.
- When was Access Financial Group Inc founded?
- Access Financial Group Inc has been in business since 1982.
- Is Access Financial Group Inc for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 44 years (since 1982); founder still runs it after 44 years; no family successor named on its website.