Cardinal Financial Planning, LLC
How we got $847K
Based on its 2 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
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 |
|---|---|---|
| CARDINAL FINANCIAL PLANNING, LLC this business | $940K | — |
| K/H FINANCIAL LLC Enid · 6 employees | $2.6M | 0.3 mi |
| SELECT WEALTH MANAGEMENT PC Enid · 35 employees | $24.4M | 2.8 mi |
| MECKLENBURG CAPITAL MANAGEMENT INC Kingfisher · 1 employees | $624K | 37.2 mi |
| LGC BORELLI INVESTMENTS LLC Kingfisher · 4 employees | $3.0M | 37.5 mi |
| LBC BORELLI INVESTMENTS LLC Kingfisher · 4 employees | $3.0M | 38.0 mi |
| VICTORUM CAPITAL CLUB LLC Cashion · 4 employees | $2.8M | 40.9 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $824K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $824K |
| Estimate: the two combined (geometric mean) | $940K |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $368K |
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 | $847K |
| Multiple for this size and industry | 2.3× |
| Value range | $446K – $1.2M |
| Revenue range | $618K – $1.1M |
| EBITDA range | $242K – $420K |
| 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
Advisors
- BankingFirst Command 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 Roles are as stated there and may be out of date.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
| First Command Bank PPP 2020 | All 5 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/28/2020 | first | $25K | 2 |
About Cardinal Financial Planning, LLC
Cardinal Financial Planning, LLC is a financial advisors company in Enid, Oklahoma. Its estimated annual revenue is about $940K, with roughly $368K of EBITDA. It has about 2 employees. Its estimated business value is $847K (likely range $446K–$1.2M).
Common questions
- Who owns Cardinal Financial Planning, LLC?
- The owner of Cardinal Financial Planning, 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 Cardinal Financial Planning, LLC make?
- SeeBITDA estimates Cardinal Financial Planning, LLC's annual revenue at about $940K (likely between $618K and $1.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Cardinal Financial Planning, LLC worth?
- About $847K, roughly 2.3× its estimated EBITDA of $368K, typical for a financial advisors company its size. Likely range: $446K–$1.2M.
- How many employees does Cardinal Financial Planning, LLC have?
- About 2, as reported on its PPP loan.