Brian Morgan Insurance Agency LLC
How we got $689K
Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.
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.
Employees over time
▼ 67% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 3 | $538K |
| 2021 | Form 5500 | 1 | $179K |
| 2022 | Form 5500 | 1 | $179K |
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.
What we know
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| BRIAN MORGAN INSURANCE AGENCY LLC this business | $598K | — |
| Jordan Morgan - Shelter Insurance Oklahoma City | $815K | 0.1 mi |
| BRUCE SHOOK AGENCY INC. Oklahoma City · 5 employees | $922K | 0.1 mi |
| Allied Dealer Services Midwest City | $815K | 0.1 mi |
| UNITED RISK MANAGERS OF OKLAHOMA, LLC Oklahoma City · 2 employees | $553K | 0.4 mi |
| Robert Bennett: Allstate Insurance Midwest City | $815K | 0.5 mi |
| Leslie Callen Midwest City | $815K | 0.5 mi |
Ranges & sources
| Revenue range | $393K – $681K |
| EBITDA range | $151K – $262K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
| Value range | $363K – $943K |
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
- BankingValor 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 Roles are as stated there and may be out of date.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
| Valor Bank PPP 2020 | All 81 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 | 3 |
About Brian Morgan Insurance Agency LLC
Brian Morgan Insurance Agency LLC is an insurance agencies company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $598K, with roughly $230K of EBITDA. It has about 1 employees. Its estimated business value is $689K (likely range $363K–$943K).
Common questions
- Who owns Brian Morgan Insurance Agency LLC?
- The owner of Brian Morgan Insurance Agency LLC 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 Brian Morgan Insurance Agency LLC make?
- SeeBITDA estimates Brian Morgan Insurance Agency LLC's annual revenue at about $598K (likely between $393K and $681K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Brian Morgan Insurance Agency LLC worth?
- About $689K, roughly 3× its estimated EBITDA of $230K, typical for a insurance agencies company its size. Likely range: $363K–$943K.
- How many employees does Brian Morgan Insurance Agency LLC have?
- About 1, from its 2022 retirement-plan filing.