Conkin Financial Group, Inc.
How we got $471K
Based on its 1 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
Conkin Financial Group, Inc. is a Registered Investment Advisor in Edmond, Oklahoma that offers financial and retirement planning services. The site says its services begin with understanding each client's needs and goals.
From the company's website. Industry: Financial advisors.
Estimated value over time
▲ 36% 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 |
|---|---|---|
| CONKIN FINANCIAL GROUP, INC. this business | $551K | — |
| JOHN D MITCHELL & ASSOC Edmond · 3 employees | $1.4M | 0.0 mi |
| CHAPPELWOOD FINANCIAL SERVICES Edmond · 4 employees | $1.8M | 0.5 mi |
| MARBET LLC Edmond · 2 employees | $1.5M | 0.7 mi |
| PARAMOUNT LAND COMPANY LLC Edmond · 1 employees | $944K | 0.7 mi |
| RED DIRT FINANCIAL LLC Edmond · 2 employees | $975K | 0.8 mi |
| AIRBORNE INVESTMENTS Edmond · 2 employees | $1.7M | 1.3 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $556K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $420K |
| Estimate: the two combined (geometric mean) | $551K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $248K |
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 | $471K |
| Multiple for this size and industry | 1.9× |
| Value range | $248K – $644K |
| Revenue range | $362K – $628K |
| EBITDA range | $163K – $283K |
| Industry (NAICS) | Other financial investment activities (523920) |
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 Fidelity 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 Fidelity Bank PPP 2020 | All 940 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 | $12K | 1 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Conkin Financial Group, Inc.
Conkin Financial Group, Inc. is a financial advisors company in Edmond, Oklahoma, in business since 2002. It is owned by Steve Conkin (President/Owner/Financial Advisor). Its estimated annual revenue is about $551K, with roughly $248K of EBITDA. It has about 1 employees. Its estimated business value is $471K (likely range $248K–$644K).
Common questions
- Who owns Conkin Financial Group, Inc.?
- Conkin Financial Group, Inc. is owned by Steve Conkin (President/Owner/Financial Advisor), according to public sources such as the company's website or filings.
- How much revenue does Conkin Financial Group, Inc. make?
- SeeBITDA estimates Conkin Financial Group, Inc.'s annual revenue at about $551K (likely between $362K and $628K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Conkin Financial Group, Inc. worth?
- About $471K, roughly 1.9× its estimated EBITDA of $248K, typical for a financial advisors company its size. Likely range: $248K–$644K.
- How many employees does Conkin Financial Group, Inc. have?
- About 1, as reported on its PPP loan.
- When was Conkin Financial Group, Inc. founded?
- Conkin Financial Group, Inc. has been in business since 2002.