SeeBITDAOklahoma

Buwick Benefits & Insurance Group, LLC

Direct Health and Medical Insurance Carriers
  • 3100 S. Berry Rd., Suite 200B, Norman, OK
  • Since 2012
Estimated valueMedium confidence
$6.4M
$3.4Mlikely range$8.8M
About 4.5× its yearly profit, typical for a company this size in its industry.
Revenue
$5.3M
a year
Profit (EBITDA)
$1.4M
27% of revenue
Employees
4
reported in 2020
Greg Buwick
President · source
Unlikely to sell soon

How we got $6.4M

Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.

4 employees × $1.5M each$6.0M
PPP payroll ÷ payroll's usual share of revenue$3.6M
Shown toward the top of its range×1.14
Revenue$5.3M
× 27% profit margin$1.4M
× 4.5 sale multiple = value$6.4M

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
Company website
Owner named

Signs of a sale Unlikely to sell soon

  • Family in the business (Bryce Buwick, VP of Sales & account Management)

From public records and the company's website, not a statement that it's for sale.

What they do

Buwick Group is a boutique financial firm in Norman, OK offering personalized insurance and investment services to employer groups and individuals. It says it has provided service to its community for more than 20 years.

Products & services
Group BenefitsIndividual health PlansMedicare SupplementsLife InsuranceInvestment ServicesTraditional & Roth IRAsCompany Retirement PlansRetirement PlanningInvestment Management Services
Markets served
employer groupsindividuals
Service area
Norman, OK
Certifications
Check the background of this firm on FINRA's BrokerCheck

From the company's website. Industry: Direct Health and Medical Insurance Carriers.

Estimated value over time

▲ 53% since 2020
$0$3.7M$7.4M20202026

Today'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

BusinessEst. revenueEst. profitDistance
BUWICK BENEFITS & INSURANCE GROUP, LLC
this business
$5.3M$1.4M—
SHADOWLAKE BENEFITS INC
Norman · 4 employees
$7.1M$1.7M0.0 mi
J.D. JOHNSON AGENCY LLC
Norman · 2 employees
$1.4M$454K1.3 mi
SERENITY WELLNESS LLC
Norman · 19 employees
$33.7M$7.5M1.5 mi
AWARD DEALER SERVICES, INC.
Norman · 5 employees
$3.1M$910K1.8 mi
INSURANCE NETWORK OF OKLAHOMA LLC
Norman · 6 employees
$6.6M$1.6M2.4 mi
LAREAU & ASSOCIATES, INC
Norman · 2 employees
$3.9M$1.0M2.4 mi

The full calculation

Employees reported to the SBA4
Revenue from headcount (employees × revenue per employee for companies this size)$6.0M
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$3.6M
Estimate: the two combined (geometric mean)$5.3M
EBITDA margin (industry, adjusted for size)27%
EBITDA = revenue × margin$1.4M

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$6.4M
Multiple for this size and industry4.5×
Value range$3.4M – $8.8M
Revenue range$3.5M – $6.0M
EBITDA range$938K – $1.6M
Industry (NAICS)Direct Health and Medical Insurance Carriers (524114)

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

  • TW
    Tracey Wines
    VP of Client Services · Company website · source
  • BB
    Bryce Buwick
    VP of Sales & account Management · Company website · source

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

ApprovedDrawAmountForgivenJobsLender
4/8/2020first$40K$40K4First United Bank and Trust Company

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Buwick Benefits & Insurance Group, LLC

Buwick Benefits & Insurance Group, LLC is a direct health and medical insurance carriers company in Norman, Oklahoma, in business since 2012. It is owned by Greg Buwick (President). Its estimated annual revenue is about $5.3M, with roughly $1.4M of EBITDA. It has about 4 employees. Its estimated business value is $6.4M (likely range $3.4M–$8.8M).

Common questions

Who owns Buwick Benefits & Insurance Group, LLC?
Buwick Benefits & Insurance Group, LLC is owned by Greg Buwick (President), according to public sources such as the company's website or filings.
How much revenue does Buwick Benefits & Insurance Group, LLC make?
SeeBITDA estimates Buwick Benefits & Insurance Group, LLC's annual revenue at about $5.3M (likely between $3.5M and $6.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Buwick Benefits & Insurance Group, LLC worth?
About $6.4M, roughly 4.5× its estimated EBITDA of $1.4M, typical for a direct health and medical insurance carriers company its size. Likely range: $3.4M–$8.8M.
How many employees does Buwick Benefits & Insurance Group, LLC have?
About 4, as reported on its PPP loan.
When was Buwick Benefits & Insurance Group, LLC founded?
Buwick Benefits & Insurance Group, LLC has been in business since 2012.