Epic Wealth Management
How we got $264K
Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 42% 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
▲ 200% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 1 | $183K |
| 2020 | Form 5500 | 3 | $548K |
| 2021 | Form 5500 | 3 | $548K |
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 |
|---|---|---|
| EPIC WEALTH MANAGEMENT this business | $454K | — |
| 4RAVA LLC Oklahoma City · 1 employees | $563K | 0.0 mi |
| EYETEC ENTERPRISES, LLC Oklahoma City · 1 employees | $581K | 0.1 mi |
| THE VESPER GROUP, LLC Nichols Hills · 2 employees | $709K | 0.3 mi |
| AWB CONSULTING LLC Oklahoma City · 1 employees | $408K | 0.3 mi |
| SIMON CONSULTING LLC Oklahoma City · 1 employees | $283K | 0.4 mi |
| BARBARA GOODWIN, LLC Oklahoma City · 1 employees | $445K | 0.5 mi |
The full calculation
| Employees reported to the SBA | 1 |
| 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) | $451K |
| Estimate: the two combined (geometric mean) | $454K |
| EBITDA margin (industry, adjusted for size) | 23% |
| EBITDA = revenue × margin | $106K |
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 | $264K |
| Multiple for this size and industry | 2.5× |
| Value range | $139K – $361K |
| Revenue range | $299K – $517K |
| EBITDA range | $69K – $120K |
| 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
History & advisors
Advisors
- BankingValliance 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
| Valliance Bank PPP 2020 | All 439 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 | $14K | 1 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Epic Wealth Management
Epic Wealth Management is a consulting company in Oklahoma City, Oklahoma, in business since 2017. Its estimated annual revenue is about $454K, with roughly $106K of EBITDA. It has about 3 employees. Its estimated business value is $264K (likely range $139K–$361K).
Common questions
- Who owns Epic Wealth Management?
- The owner of Epic Wealth Management 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 Epic Wealth Management make?
- SeeBITDA estimates Epic Wealth Management's annual revenue at about $454K (likely between $299K and $517K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Epic Wealth Management worth?
- About $264K, roughly 2.5× its estimated EBITDA of $106K, typical for a consulting company its size. Likely range: $139K–$361K.
- How many employees does Epic Wealth Management have?
- About 3, from its 2021 retirement-plan filing.
- When was Epic Wealth Management founded?
- Epic Wealth Management has been in business since 2017.