Access Financial Resources, Inc.
How we got $11.7M
Based on its 11 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 25% 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
▼ 9% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 11 | $5.9M |
| 2020 | Form 5500 | 9 | $4.9M |
| 2021 | Form 5500 | 9 | $4.9M |
| 2022 | Form 5500 | 9 | $4.9M |
| 2023 | Form 5500 | 9 | $4.9M |
| 2024 | Form 5500 | 10 | $5.4M |
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 FINANCIAL RESOURCES, INC. this business | $10.0M | — |
| T.S. PHILLIPS INVESTMENTS, INC Oklahoma City · 7 employees | $4.1M | 0.3 mi |
| CMM FINANCIAL SERVICES, INC. Oklahoma City · 3 employees | $1.0M | 0.5 mi |
| NEXT LEVEL ACQUISITIONS, INC. Oklahoma City · 15 employees | $13.7M | 0.5 mi |
| RONSON LLC Oklahoma City · 1 employees | $432K | 0.5 mi |
| INTELOGIC INVESTMENT CORP Oklahoma City · 3 employees | $1.5M | 0.7 mi |
| REMINGTON MANAGEMENT LLC Oklahoma City · 9 employees | $3.6M | 0.9 mi |
The full calculation
| Employees reported to the SBA | 11 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $13.7M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $5.7M |
| Estimate: the two combined (geometric mean) | $10.0M |
| EBITDA margin (industry, adjusted for size) | 28% |
| EBITDA = revenue × margin | $2.9M |
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 | $11.7M |
| Multiple for this size and industry | 4.1× |
| Value range | $6.2M – $16.0M |
| Revenue range | $6.6M – $11.4M |
| EBITDA range | $1.9M – $3.3M |
| Industry (NAICS) | Miscellaneous Financial Investment Activities (523999) |
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. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Advisors
- BankingLegacy 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
| Legacy Bank PPP 2020 | All 727 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/4/2020 | first | $154K | 11 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Access Financial Resources, Inc.
Access Financial Resources, Inc. is a financial advisors company in Oklahoma City, Oklahoma. It is owned by Troy Jones (Founder, Shareholder). Its estimated annual revenue is about $10.0M, with roughly $2.9M of EBITDA. It has about 10 employees. Its estimated business value is $11.7M (likely range $6.2M–$16.0M).
Common questions
- Who owns Access Financial Resources, Inc.?
- Access Financial Resources, Inc. is owned by Troy Jones (Founder, Shareholder), according to public sources such as the company's website or filings.
- How much revenue does Access Financial Resources, Inc. make?
- SeeBITDA estimates Access Financial Resources, Inc.'s annual revenue at about $10.0M (likely between $6.6M and $11.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Access Financial Resources, Inc. worth?
- About $11.7M, roughly 4.1× its estimated EBITDA of $2.9M, typical for a financial advisors company its size. Likely range: $6.2M–$16.0M.
- How many employees does Access Financial Resources, Inc. have?
- About 10, from its 2024 retirement-plan filing.