Bracken Insurance & Financial Services, Inc.
How we got $312K
Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Unlikely to sell soon
- In business 16 years (since 2010)
From public records and the company's website, not a statement that it's for sale.
What they do
Bracken Business Insurance is an independent insurance agency in Tulsa, OK, serving local business owners and families with commercial and personal insurance, working with multiple carrier partners.
From the company's website. Industry: Insurance agencies.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- MAZZIO'S LLC · Tulsa, 2 mi · $80.0M
- REW III LLC · Tulsa, 2 mi · $70.4M
- HIDEAWAY- 2 INC · Tulsa, 7 mi · $63.9M
- SJK, LLC · Broken Arrow, 6 mi · $48.1M
- WICHITA SDI, LLC · Prague, 63 mi · $46.7M
- FOLDS OF HONOR FOUNDATION · Owasso, 12 mi · $75.9M
- ROMAN CATHOLIC DIOCESE OF TULSA · Broken Arrow, 5 mi · $67.1M
- WILLIE GEORGE MINISTRIES, INC · Tulsa, 5 mi · $58.5M
- VICTORY CHRISTIAN CENTER INC · Tulsa, 6 mi · $55.8M
- THE CHURCH AT BATTLECREEK INC. · Broken Arrow, 3 mi · $44.8M
- SJCO HOLDINGS, LLC · Tulsa, 4 mi · $62.0M
- ACRON 2 PORSCHE DRIVE, ATLANTA LLC · Tulsa, 5 mi · $56.3M
- STAN JOHNSON SERVICES, INC. · Tulsa, 4 mi · $53.6M
- SANFORD BROTHERS CO., INC. & SUBSIDIARIES · Tulsa, 8 mi · $46.1M
- MCGRAW DAVISSON STEWART, LLC · Tulsa, 6 mi · $42.5M
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 |
|---|---|---|
| BRACKEN INSURANCE & FINANCIAL SERVICES, INC. this business | $270K | — |
| GARY W. LEHRMAN INSURANCE AGENCY, INC. Tulsa · 4 employees | $730K | 0.0 mi |
| Farmers Insurance - Teena Hillburn Tulsa | $806K | 0.0 mi |
| BUCHANAN INSURANCE AGENCY INC Tulsa · 4 employees | $893K | 0.1 mi |
| PRIMECO CLAIMS GROUP Tulsa · 8 employees | $2.7M | 0.1 mi |
| Fedrated Insurance Tulsa | $806K | 0.1 mi |
| Guy Landes Tulsa | $806K | 0.1 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $208K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $271K |
| Estimate: the two combined (geometric mean) | $270K |
| EBITDA margin (industry, adjusted for size) | 38% |
| EBITDA = revenue × margin | $104K |
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 | $312K |
| Multiple for this size and industry | 3× |
| Value range | $164K – $427K |
| Revenue range | $178K – $308K |
| EBITDA range | $68K – $118K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
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
- BankingAmerican Express National 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
| American Express National Bank PPP 2020 | All 12 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 |
|---|---|---|---|
| 4/30/2020 | first | $9K | 1 |
| 2/19/2021 | second | $9K | 1 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Bracken Insurance & Financial Services, Inc.
Bracken Insurance & Financial Services, Inc. is an insurance agencies company in Tulsa, Oklahoma, in business since 2010. Its estimated annual revenue is about $270K, with roughly $104K of EBITDA. It has about 1 employees. Its estimated business value is $312K (likely range $164K–$427K).
Common questions
- Who owns Bracken Insurance & Financial Services, Inc.?
- The owner of Bracken Insurance & Financial Services, 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 Bracken Insurance & Financial Services, Inc. make?
- SeeBITDA estimates Bracken Insurance & Financial Services, Inc.'s annual revenue at about $270K (likely between $178K and $308K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Bracken Insurance & Financial Services, Inc. worth?
- About $312K, roughly 3× its estimated EBITDA of $104K, typical for a insurance agencies company its size. Likely range: $164K–$427K.
- How many employees does Bracken Insurance & Financial Services, Inc. have?
- About 1, as reported on its PPP loan.
- When was Bracken Insurance & Financial Services, Inc. founded?
- Bracken Insurance & Financial Services, Inc. has been in business since 2010.