Benefit Planning Inc.
How we got $399K
Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 30% 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 |
|---|---|---|
| BENEFIT PLANNING INC. this business | $346K | — |
| MATTHEW JANTZEN, LLC Edmond · 1 employees | $274K | 0.6 mi |
| Flagstone Insurance Group Edmond | $806K | 0.7 mi |
| THOMPSON & ASSOCIATES INSURANCE AGENCY, LLC Edmond · 1 employees | $222K | 0.7 mi |
| Thomas Webber Edmond | $806K | 1.4 mi |
| Seeman Holtz Property & Casualty Healthcare Division Edmond | $806K | 1.8 mi |
| Shelter Insurance - Andrew Ruiz Oklahoma City | $806K | 1.8 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $207K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $443K |
| Estimate: the two combined (geometric mean) | $346K |
| EBITDA margin (industry, adjusted for size) | 38% |
| EBITDA = revenue × margin | $133K |
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 | $399K |
| Multiple for this size and industry | 3× |
| Value range | $210K – $545K |
| Revenue range | $227K – $394K |
| EBITDA range | $87K – $151K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
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
Advisors
- BankingCross River Bank, Customers 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 Roles are as stated there and may be out of date.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
| Cross River Bank PPP 2020 | All 589 borrowers → |
| Customers Bank PPP 2021 | All 220 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 | $15K | 1 |
| 2/11/2021 | second | $14K | 1 |
About Benefit Planning Inc.
Benefit Planning Inc. is an insurance agencies company in Edmond, Oklahoma. Its estimated annual revenue is about $346K, with roughly $133K of EBITDA. It has about 1 employees. Its estimated business value is $399K (likely range $210K–$545K).
Common questions
- Who owns Benefit Planning Inc.?
- The owner of Benefit Planning Inc. 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 Benefit Planning Inc. make?
- SeeBITDA estimates Benefit Planning Inc.'s annual revenue at about $346K (likely between $227K and $394K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Benefit Planning Inc. worth?
- About $399K, roughly 3× its estimated EBITDA of $133K, typical for a insurance agencies company its size. Likely range: $210K–$545K.
- How many employees does Benefit Planning Inc. have?
- About 1, as reported on its PPP loan.