SeeBITDAOklahoma

Carlton Insurance Co., LLC

  • 500 Riverwalk Terrace STE 160, Jenks, OK
Estimated valueMedium confidence
$971K
$511Klikely range$1.3M
About 3.6× its yearly profit, typical for a company this size in its industry.
Revenue
$823K
a year
Profit (EBITDA)
$270K
33% of revenue
Employees
4
reported in 2020
Owner not found yet
We haven't found the owner in public records

How we got $971K

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

4 employees × $208K each$830K
PPP payroll ÷ payroll's usual share of revenue$627K
Shown toward the top of its range×1.14
Revenue$823K
× 33% profit margin$270K
× 3.6 sale multiple = value$971K

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
No website found
Owner not found

Estimated value over time

▲ 30% since 2020
$0$559K$1.1M20202026

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
CARLTON INSURANCE CO., LLC
this business
$823K$270K—
HBI Insurance
Jenks
$806K$310K0.1 mi
CANUCK VENTURES LLC
Jenks · 1 employees
$280K$108K0.2 mi
Acicp Insurance
Jenks
$806K$310K0.2 mi
STRONG FAMILY FINANCIAL
Jenks · 6 employees
$1.3M$413K0.2 mi
REAL GOOD COMPANY LLC
Jenks · 1 employees
$316K$121K0.3 mi
SCOTT W BAKER INSURANCE AGENCY INC
Jenks · 2 employees
$398K$153K0.3 mi

The full calculation

Employees reported to the SBA4
Revenue from headcount (employees × revenue per employee for companies this size)$830K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$627K
Estimate: the two combined (geometric mean)$823K
EBITDA margin (industry, adjusted for size)33%
EBITDA = revenue × margin$270K

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$971K
Multiple for this size and industry3.6×
Value range$511K – $1.3M
Revenue range$541K – $938K
EBITDA range$177K – $308K
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

  • BankingProsperity 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

Prosperity Bank
PPP 2020
All 748 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/15/2020first$21K$21K4Prosperity Bank

About Carlton Insurance Co., LLC

Carlton Insurance Co., LLC is an insurance agencies company in Jenks, Oklahoma. Its estimated annual revenue is about $823K, with roughly $270K of EBITDA. It has about 4 employees. Its estimated business value is $971K (likely range $511K–$1.3M).

Common questions

Who owns Carlton Insurance Co., LLC?
The owner of Carlton Insurance Co., 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 Carlton Insurance Co., LLC make?
SeeBITDA estimates Carlton Insurance Co., LLC's annual revenue at about $823K (likely between $541K and $938K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Carlton Insurance Co., LLC worth?
About $971K, roughly 3.6× its estimated EBITDA of $270K, typical for a insurance agencies company its size. Likely range: $511K–$1.3M.
How many employees does Carlton Insurance Co., LLC have?
About 4, as reported on its PPP loan.