Chappelwood Financial Services
How we got $1.9M
Based on its 4 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 24 years (since 2002)
From public records and the company's website, not a statement that it's for sale.
What they do
ChappelWood Financial Services is a financial planning firm in Edmond, OK that develops customized retirement strategies for millionaires and aspiring millionaires, with limited exceptions for individuals and families with at least $500,000 in investable assets saved for retirement.
From the company's website. Industry: Financial advisors.
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.
Employees over time
▼ 75% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 4 | $1.3M |
| 2021 | Form 5500 | 3 | $1.0M |
| 2022 | Form 5500 | 3 | $1.0M |
| 2023 | Form 5500 | 1 | $333K |
| 2024 | Form 5500 | 1 | $333K |
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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| CHAPPELWOOD FINANCIAL SERVICES this business | $1.8M | — |
| MARBET LLC Edmond · 2 employees | $1.5M | 0.1 mi |
| RED DIRT FINANCIAL LLC Edmond · 2 employees | $975K | 0.4 mi |
| PARAMOUNT LAND COMPANY LLC Edmond · 1 employees | $944K | 0.4 mi |
| CONKIN FINANCIAL GROUP, INC. Edmond · 1 employees | $551K | 0.5 mi |
| JOHN D MITCHELL & ASSOC Edmond · 3 employees | $1.4M | 0.5 mi |
| AIRBORNE INVESTMENTS Edmond · 2 employees | $1.7M | 0.8 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.6M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.4M |
| Estimate: the two combined (geometric mean) | $1.8M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $687K |
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 | $1.9M |
| Multiple for this size and industry | 2.8× |
| Value range | $1.0M – $2.6M |
| Revenue range | $1.2M – $2.0M |
| EBITDA range | $452K – $783K |
| 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
“Your story dictates ours, because ChappelWood Financial was founded on the principle that we are who you need us to be.”
Leadership
- MWMeg WeistDirector of Client Services · Company website · source
- DKDamon King, CFP®Investment Advisor & Wealth Manager · Company website · source
- LJLeah JolliffFirst Impression Manager · Company website · source
- WDWeston DePriestInvestment Advisor & Wealth Manager · Company website · source
Advisors
- BankingCrossFirst 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
| CrossFirst Bank PPP 2020 | All 299 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/11/2020 | first | $43K | 4 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Chappelwood Financial Services
Chappelwood Financial Services is a financial advisors company in Edmond, Oklahoma, in business since 2002. It is owned by Victoria Woods (CEO & Chief Investment Advisor). Its estimated annual revenue is about $1.8M, with roughly $687K of EBITDA. It has about 1 employees. Its estimated business value is $1.9M (likely range $1.0M–$2.6M).
Common questions
- Who owns Chappelwood Financial Services?
- Chappelwood Financial Services is owned by Victoria Woods (CEO & Chief Investment Advisor), according to public sources such as the company's website or filings.
- How much revenue does Chappelwood Financial Services make?
- SeeBITDA estimates Chappelwood Financial Services's annual revenue at about $1.8M (likely between $1.2M and $2.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Chappelwood Financial Services worth?
- About $1.9M, roughly 2.8× its estimated EBITDA of $687K, typical for a financial advisors company its size. Likely range: $1.0M–$2.6M.
- How many employees does Chappelwood Financial Services have?
- About 1, from its 2024 retirement-plan filing.
- When was Chappelwood Financial Services founded?
- Chappelwood Financial Services has been in business since 2002.