Bivin & Associates, Inc.
How we got $2.4M
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 Some signs of a sale
- In business 25 years (since 2001)
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
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 |
|---|---|---|
| BIVIN & ASSOCIATES, INC. this business | $2.4M | — |
| MIRES CONSULTING GROUP L.L.C. Ponca City · 4 employees | $1.9M | 0.7 mi |
| HARBOR WEALTH MANAGEMENT LLC Ponca City · 3 employees | $1.4M | 0.7 mi |
| FERGUSON, MULLIGAN & POET, LLC Ponca City | $2.4M | 4.5 mi |
| NICHOLAS HOLLRAH LLC Stillwater · 1 employees | $636K | 39.8 mi |
| HAWKINS FINANCIAL GROUP, INC Stillwater · 5 employees | $3.5M | 40.4 mi |
| MILBURN J TOMSON Stillwater · 1 employees | $682K | 41.9 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) | $2.0M |
| Estimate: the two combined (geometric mean) | $2.4M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $856K |
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 | $2.4M |
| Multiple for this size and industry | 2.8× |
| Value range | $1.3M – $3.3M |
| Revenue range | $1.6M – $2.8M |
| EBITDA range | $563K – $976K |
| 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
Leadership
- JBJulie Brown, CRPC®, FPQP®Wealth Advisor · Company website · source
- DPDavid P. Reynolds, CFP®, ChFC®, AAMS®Managing Partner · Company website · source
- CLCarl Larimore, CFP®, AEP®Partner · Company website · source
- GBGeorge BruneauRegional Vice President · Company website · source
- JMJohn Mazzei, CFP®Regional Vice President · Company website · source
- LTLaura ThompsonSr. Director, Client Development · Company website · source
- SLShanon LeeClient Service Specialist · Company website · source
Advisors
- BankingRCB 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
| RCB Bank PPP 2020 | All 1,690 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 | $83K | 6 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Bivin & Associates, Inc.
Bivin & Associates, Inc. is a financial advisors company in Ponca City, Oklahoma, in business since 2001. It is owned by Mercer Advisors. Its estimated annual revenue is about $2.4M, with roughly $856K of EBITDA. It has about 6 employees. Its estimated business value is $2.4M (likely range $1.3M–$3.3M).
Common questions
- Who owns Bivin & Associates, Inc.?
- Bivin & Associates, Inc. is owned by Mercer Advisors, according to public sources such as the company's website or filings.
- How much revenue does Bivin & Associates, Inc. make?
- SeeBITDA estimates Bivin & Associates, Inc.'s annual revenue at about $2.4M (likely between $1.6M and $2.8M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Bivin & Associates, Inc. worth?
- About $2.4M, roughly 2.8× its estimated EBITDA of $856K, typical for a financial advisors company its size. Likely range: $1.3M–$3.3M.
- How many employees does Bivin & Associates, Inc. have?
- About 6, as reported on its PPP loan.
- When was Bivin & Associates, Inc. founded?
- Bivin & Associates, Inc. has been in business since 2001.