SeeBITDAOklahoma

Donna Potter Insurance Agency, Inc

  • 3696 S STATE HIGHWAY 97, Sand Springs, OK
  • Since 2020
Estimated valueMedium confidence
$1.1M
$568Klikely range$1.5M
About 3.6× its yearly profit, typical for a company this size in its industry.
Revenue
$914K
a year
Profit (EBITDA)
$300K
33% of revenue
Employees
3
reported in 2020
Owner not found yet
We haven't found the owner in public records

How we got $1.1M

Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.

3 employees × $207K each$622K
PPP payroll ÷ payroll's usual share of revenue$1.0M
Shown toward the top of its range×1.14
Revenue$914K
× 33% profit margin$300K
× 3.6 sale multiple = value$1.1M

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
Company website
Owner not found

What they do

Donna Potter Insurance Agency is a State Farm agency in Sand Springs, Oklahoma, offering insurance for individuals, families and businesses. It says it helps families and individuals in Sand Springs and surrounding areas with their insurance needs.

Products & services
AutoHomeownersCondoRentersPersonal ArticlesBusinessLifeHealthPetBanking
Service area
Sand SpringsSand Springs and surrounding areas
Certifications
State Farm® Insurance AgentLicense #159437License #40083388

From the company's website. Industry: Insurance agencies.

Customers & suppliers

Suppliers & brands

  • State Farm · brand it sells or installs

Estimated value over time

▲ 30% since 2020
$0$620K$1.2M20202026

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
DONNA POTTER INSURANCE AGENCY, INC
this business
$914K$300K—
Farmers Insurance - Kelly Smith
Sand Springs
$806K$310K0.0 mi
Edward Jones - Financial Advisor: Kelly Scott
Sand Springs
$806K$310K0.0 mi
Hutchison Agency - Farmers Insurance
Sand Springs
$806K$310K0.2 mi
Rupesh Parekh
Sand Springs
$806K$310K0.6 mi
ADVANTAGE INSURANCE AGENCY, INC
Sand Springs · 4 employees
$898K$295K0.6 mi
Shelter Insurance - Megan Gunn
Sand Springs
$1.6M$528K0.8 mi

The full calculation

Employees reported to the SBA3
Revenue from headcount (employees × revenue per employee for companies this size)$622K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$1.0M
Estimate: the two combined (geometric mean)$914K
EBITDA margin (industry, adjusted for size)33%
EBITDA = revenue × margin$300K

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$1.1M
Multiple for this size and industry3.6×
Value range$568K – $1.5M
Revenue range$601K – $1.0M
EBITDA range$197K – $342K
Industry (NAICS)Insurance Agencies and Brokerages (524210)

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

Leadership

  • DP
    Donna Potter
    State Farm Insurance agent · Company website · source
  • JH
    Jennifer Hammock
    Office Manager · Company website · source
  • AP
    Adam Potter
    Customer Service Manager · Company website · source

Advisors

  • BankingBOKF, National AssociationPPP / 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

BOKF, National Association
PPP 2020
All 2,399 borrowers →

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

PPP loans

ApprovedDrawAmountForgivenJobsLender
5/6/2020first$35K$35K3BOKF, National Association

Public records

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

About Donna Potter Insurance Agency, Inc

Donna Potter Insurance Agency, Inc is an insurance agencies company in Sand Springs, Oklahoma, in business since 2020. Its estimated annual revenue is about $914K, with roughly $300K of EBITDA. It has about 3 employees. Its estimated business value is $1.1M (likely range $568K–$1.5M).

Common questions

Who owns Donna Potter Insurance Agency, Inc?
The owner of Donna Potter Insurance Agency, Inc 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 Donna Potter Insurance Agency, Inc make?
SeeBITDA estimates Donna Potter Insurance Agency, Inc's annual revenue at about $914K (likely between $601K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Donna Potter Insurance Agency, Inc worth?
About $1.1M, roughly 3.6× its estimated EBITDA of $300K, typical for a insurance agencies company its size. Likely range: $568K–$1.5M.
How many employees does Donna Potter Insurance Agency, Inc have?
About 3, as reported on its PPP loan.
When was Donna Potter Insurance Agency, Inc founded?
Donna Potter Insurance Agency, Inc has been in business since 2020.