Concierge Benefit Services, LLC.
How we got $8.1M
Based on its 6 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 53% 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
▲ 417% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 6 | $7.7M |
| 2020 | Form 5500 | 8 | $10.2M |
| 2021 | Form 5500 | 7 | $8.9M |
| 2022 | Form 5500 | 13 | $16.6M |
| 2023 | Form 5500 | 24 | $30.6M |
| 2024 | Form 5500 | 31 | $39.6M |
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 |
|---|---|---|
| CONCIERGE BENEFIT SERVICES, LLC. this business | $7.5M | — |
| ZAC HENDERSON INS. AGENCY, INC. Bartlesville · 3 employees | $2.3M | 0.2 mi |
| MATT SPENCE INSURANCE AGENCY INC Bartlesville · 4 employees | $2.8M | 0.2 mi |
| WASEMILLER INSURANCE AGENCY INC Bartlesville · 2 employees | $2.1M | 0.3 mi |
| DUNCAN FAMILY INSURANCE LLC Bartlesville · 3 employees | $2.4M | 0.9 mi |
| DAGENAIS & ASSOCIATES MEDICAL CLINIC, LLC Pawhuska · 3 employees | $5.3M | 20.7 mi |
| STEVE MOYER INSURANCE INC Skiatook · 2 employees | $1.9M | 26.4 mi |
The full calculation
| Employees reported to the SBA | 6 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $9.0M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $4.8M |
| Estimate: the two combined (geometric mean) | $7.5M |
| EBITDA margin (industry, adjusted for size) | 24% |
| EBITDA = revenue × margin | $1.8M |
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 | $8.1M |
| Multiple for this size and industry | 4.5× |
| Value range | $4.2M – $11.0M |
| Revenue range | $4.9M – $8.6M |
| EBITDA range | $1.2M – $2.0M |
| 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
Advisors
- BankingAccess 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
| Access 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 |
|---|---|---|---|
| 4/5/2020 | first | $54K | 6 |
About Concierge Benefit Services, LLC.
Concierge Benefit Services, LLC. is a direct health and medical insurance carriers company in Bartlesville, Oklahoma. Its estimated annual revenue is about $7.5M, with roughly $1.8M of EBITDA. It has about 31 employees. Its estimated business value is $8.1M (likely range $4.2M–$11.0M).
Common questions
- Who owns Concierge Benefit Services, LLC.?
- The owner of Concierge Benefit Services, 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 Concierge Benefit Services, LLC. make?
- SeeBITDA estimates Concierge Benefit Services, LLC.'s annual revenue at about $7.5M (likely between $4.9M and $8.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Concierge Benefit Services, LLC. worth?
- About $8.1M, roughly 4.5× its estimated EBITDA of $1.8M, typical for a direct health and medical insurance carriers company its size. Likely range: $4.2M–$11.0M.
- How many employees does Concierge Benefit Services, LLC. have?
- About 31, from its 2024 retirement-plan filing.