Bernardi Insurance Inc.
How we got $1.6M
Based on 5 employees reported for PPP in 2020, grown 8% a year since.
Estimated value over time
▲ 103% 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.
What we know
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| BERNARDI INSURANCE INC. this business | $1.5M | — |
| Payne Insurance Agency Moore | $815K | 0.1 mi |
| DOYLE-CROW & ASSOCIATES Oklahoma City · 6 employees | $2.0M | 0.1 mi |
| Jessica P Max: Allstate Insurance Moore | $815K | 0.2 mi |
| Broadway Insurance Group Moore | $815K | 0.3 mi |
| Discount Car Insurance | Lowered Rates of Moore Moore | $815K | 0.3 mi |
| Wolf Insurance Ok Llc Moore | $815K | 0.3 mi |
Ranges & sources
| Revenue range | $1.1M – $1.9M |
| EBITDA range | $325K – $563K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
| Value range | $936K – $2.4M |
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
- BankingFirst United Bank and Trust CompanyPPP / 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 Roles are as stated there and may be out of date.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
| First United Bank and Trust Company PPP 2020 | All 2,229 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/9/2020 | first | $62K | 5 |
About Bernardi Insurance Inc.
Bernardi Insurance Inc. is an insurance agencies company in Moore, Oklahoma. Its estimated annual revenue is about $1.5M, with roughly $433K of EBITDA. It has about 5 employees. Its estimated business value is $1.6M (likely range $936K–$2.4M).
Common questions
- Who owns Bernardi Insurance Inc.?
- The owner of Bernardi Insurance 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 Bernardi Insurance Inc. make?
- SeeBITDA estimates Bernardi Insurance Inc.'s annual revenue at about $1.5M (likely between $1.1M and $1.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Bernardi Insurance Inc. worth?
- About $1.6M, roughly 3.6× its estimated EBITDA of $433K, typical for a insurance agencies company its size. Likely range: $936K–$2.4M.
- How many employees does Bernardi Insurance Inc. have?
- About 5, as reported on its PPP loan.