SeeBITDAOklahoma

Commission Based Financial Consulting Inc

  • 2 East 11TH ST, Edmond, OK
  • Since 2018
Estimated valueMedium confidence
$239K
$126Klikely range$326K
About 2.5× its yearly profit, typical for a company this size in its industry.
Revenue
$411K
a year
Profit (EBITDA)
$95K
23% of revenue
Employees
1
reported in 2020

How we got $239K

Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.

1 employees × $352K each$352K
PPP payroll ÷ payroll's usual share of revenue$369K
Shown toward the top of its range×1.14
Revenue$411K
× 23% profit margin$95K
× 2.5 sale multiple = value$239K

· Own this business? Correct these figures

What we know

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

What they do

CBFC is a tax and financial advisory firm that offers tax planning, bookkeeping, payroll and related services for 1099 CRNAs (certified registered nurse anesthetists) and independent anesthesiologists.

Products & services
Bookkeepings-corp & C-Corp payrollPersonal and corporate tax returnstax planning/end of yearadvisory hoursunlimited audit defenseEstate Planning
Markets served
1099 CRNAsCRNA communityindependent anesthesiologists
Certifications
IRS Enrolled AgentsCPA'sTax Attorney'slicensed team members

From the company's website. Industry: Consulting.

Estimated value over time

▲ 42% since 2020
$0$137K$274K20202026

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
COMMISSION BASED FINANCIAL CONSULTING INC
this business
$411K$95K—
T-3 PROMOTIONS LLC
Edmond · 3 employees
$1.1M$199K0.3 mi
REESE ENERGY CONSULTING, INC.
Edmond · 4 employees
$1.6M$309K0.4 mi
EARTH RESOURCE NETWORK INC
Edmond · 1 employees
$525K$122K0.5 mi
LSG SOLUTIONS LLC
Edmond · 4 employees
$1.7M$312K0.5 mi
WEHAGEN ENTERPRISES, LLC
Edmond · 80 employees
$26.6M$3.6M0.7 mi
HALL-N-HALL LLC
Edmond · 6 employees
$1.5M$272K0.7 mi

The full calculation

Employees reported to the SBA1
Revenue from headcount (employees × revenue per employee for companies this size)$352K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$369K
Estimate: the two combined (geometric mean)$411K
EBITDA margin (industry, adjusted for size)23%
EBITDA = revenue × margin$95K

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$239K
Multiple for this size and industry2.5×
Value range$126K – $326K
Revenue range$270K – $468K
EBITDA range$63K – $109K
Industry (NAICS)Administrative Management and General Management Consulting Services (541611)

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

  • BankingChickasaw Community Bank, Live Oak Banking 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

Chickasaw Community Bank
PPP 2020
All 317 borrowers →
Live Oak Banking Company
7(a) 2021, 7(a) 2022
All 75 borrowers →

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

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/16/2020first$12K$12K1Chickasaw Community Bank

Public records

SBA loans
2 since 2020
Jan 20227(a)$65KLive Oak Banking Company
Aug 20217(a)$725KLive Oak Banking Company

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

About Commission Based Financial Consulting Inc

Commission Based Financial Consulting Inc is a consulting company in Edmond, Oklahoma, in business since 2018. It is owned by Levi Carter (Managing Partner). Its estimated annual revenue is about $411K, with roughly $95K of EBITDA. It has about 1 employees. Its estimated business value is $239K (likely range $126K–$326K).

Common questions

Who owns Commission Based Financial Consulting Inc?
Commission Based Financial Consulting Inc is owned by Levi Carter (Managing Partner), according to public sources such as the company's website or filings.
How much revenue does Commission Based Financial Consulting Inc make?
SeeBITDA estimates Commission Based Financial Consulting Inc's annual revenue at about $411K (likely between $270K and $468K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Commission Based Financial Consulting Inc worth?
About $239K, roughly 2.5× its estimated EBITDA of $95K, typical for a consulting company its size. Likely range: $126K–$326K.
How many employees does Commission Based Financial Consulting Inc have?
About 1, as reported on its PPP loan.
When was Commission Based Financial Consulting Inc founded?
Commission Based Financial Consulting Inc has been in business since 2018.