Conklin, Gilpin & Wertz, PLLC
How we got $2.6M
Based on its 13 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Some signs of a sale
- In business 63 years (since 1963)
From public records and the company's website, not a statement that it's for sale.
What they do
A Tulsa, Oklahoma CPA firm providing accounting, assurance, consulting, tax, financial planning and estate planning services to Oklahoma businesses and residents since 1963.
From the company's website. Industry: Accounting & tax.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- SJCO HOLDINGS, LLC · Tulsa, 2 mi · $62.0M
- ACRON 2 PORSCHE DRIVE, ATLANTA LLC · Tulsa, 3 mi · $56.3M
- STAN JOHNSON SERVICES, INC. · Tulsa, 2 mi · $53.6M
- SANFORD BROTHERS CO., INC. & SUBSIDIARIES · Tulsa, 6 mi · $46.1M
- MCGRAW DAVISSON STEWART, LLC · Tulsa, 2 mi · $42.5M
- Laredo Petroleum · Tulsa, 5 mi · $1.95B
- Aaon, Inc. · Tulsa, 5 mi · $1.44B
- JCL SAFETY SERVICES, LLC · Tulsa, 6 mi · $1.02B
- XCALIBER INTERNATIONAL, LTD · Pryor, 41 mi · $615.3M
- KELVION INC. · Catoosa, 15 mi · $614.3M
Estimated value over time
▲ 30% 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
▼ 8% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 13 | $2.2M |
| 2020 | Form 5500 | 12 | $2.0M |
| 2021 | Form 5500 | 12 | $2.0M |
| 2022 | Form 5500 | 12 | $2.0M |
| 2023 | Form 5500 | 11 | $1.8M |
| 2024 | Form 5500 | 12 | $2.0M |
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 |
|---|---|---|
| CONKLIN, GILPIN & WERTZ, PLLC this business | $3.7M | — |
| Graham Melissa A CPA Tulsa | $736K | 0.0 mi |
| TAX & FINANCIAL SERVICES LLP Tulsa · 1 employees | $245K | 0.1 mi |
| Get Better Bookkeeping Tulsa | $736K | 0.3 mi |
| ROMAN TAX ACCOUNTING LLC Tulsa · 1 employees | $205K | 0.3 mi |
| Oak Grove Inns Tulsa | $736K | 0.4 mi |
| BURKEEN & ASSOCIATES, PC Tulsa · 1 employees | $155K | 0.4 mi |
The full calculation
| Employees reported to the SBA | 13 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $2.4M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $4.5M |
| Estimate: the two combined (geometric mean) | $3.7M |
| EBITDA margin (industry, adjusted for size) | 16% |
| EBITDA = revenue × margin | $609K |
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 | $2.6M |
| Multiple for this size and industry | 4.3× |
| Value range | $1.4M – $3.6M |
| Revenue range | $2.4M – $4.2M |
| EBITDA range | $401K – $695K |
| Industry (NAICS) | Offices of Certified Public Accountants (541211) |
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
“Ostrander, Sugg & York, Inc. was the successor firm to a long line of practices going back to 1963.”
Leadership
- SBShaun B. Wertz, CPAPartner · Company website · source
- TDTaylor D. Gilpin, CPAPartner · Company website · source
- DBD. Brent Allison, CPA, CMAPartner · Company website · source
- SPSeth P. Carr, CPAPartner · Company website · source
- TGTaylor GilpinSigned for the company · 2024 retirement-plan filing (Form 5500)
Advisors
- BankingArvest 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
| Arvest Bank PPP 2020 | All 5,114 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/28/2020 | first | $264K | 13 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Conklin, Gilpin & Wertz, PLLC
Conklin, Gilpin & Wertz, PLLC is an accounting & tax company in Tulsa, Oklahoma, in business since 1963. Its estimated annual revenue is about $3.7M, with roughly $609K of EBITDA. It has about 12 employees. Its estimated business value is $2.6M (likely range $1.4M–$3.6M).
Common questions
- Who owns Conklin, Gilpin & Wertz, PLLC?
- The owner of Conklin, Gilpin & Wertz, PLLC 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 Conklin, Gilpin & Wertz, PLLC make?
- SeeBITDA estimates Conklin, Gilpin & Wertz, PLLC's annual revenue at about $3.7M (likely between $2.4M and $4.2M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Conklin, Gilpin & Wertz, PLLC worth?
- About $2.6M, roughly 4.3× its estimated EBITDA of $609K, typical for a accounting & tax company its size. Likely range: $1.4M–$3.6M.
- How many employees does Conklin, Gilpin & Wertz, PLLC have?
- About 12, from its 2024 retirement-plan filing.
- When was Conklin, Gilpin & Wertz, PLLC founded?
- Conklin, Gilpin & Wertz, PLLC has been in business since 1963.