SeeBITDAOklahoma

Family Legacy & Wealth Counsel, PLLC

Other Individual and Family Services
  • 7633 E 63RD PL, STE 450, Tulsa, OK
  • 2 locations
Estimated valueMedium confidence
$93K
$49Klikely range$127K
About 2.5× its yearly profit, typical for a company this size in its industry.
Revenue
$220K
a year
Profit (EBITDA)
$37K
17% of revenue
Employees
1
reported in 2020
Owner not found yet
We haven't found the owner in public records

How we got $93K

Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.

1 employees × $176K each$176K
PPP payroll ÷ payroll's usual share of revenue$211K
Shown toward the top of its range×1.14
Revenue$220K
× 17% profit margin$37K
× 2.5 sale multiple = value$93K

· Own this business? Correct these figures

What we know

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

Estimated value over time

▲ 47% since 2020
$0$54K$107K20202026

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
FAMILY LEGACY & WEALTH COUNSEL, PLLC
this business
$220K$37K—
Actionsteps Counseling
Tulsa
$683K$99K0.8 mi
YOUTH AT HEART
Tulsa · 20 employees
$1.2M$155K0.9 mi
LET'S TALK,LLC
Tulsa · 8 employees
$735K$106K0.9 mi
SHIC, INC.: ASIAN HEALTH SERVICES EXCHANGE
Tulsa · 4 employees
$65K$11K1.0 mi
VOLUNTEERS OF AMERICA OKLAHOMA, INC.
Tulsa · 250 employees
$275K$47K1.1 mi
RONALD MCDONALD HOUSE CHARITIES OF TULSA, INC.
Tulsa · 7 employees
$1.3M$168K1.4 mi

The full calculation

Employees reported to the SBA1
Revenue from headcount (employees × revenue per employee for companies this size)$176K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$211K
Estimate: the two combined (geometric mean)$220K
EBITDA margin (industry, adjusted for size)17%
EBITDA = revenue × margin$37K

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$93K
Multiple for this size and industry2.5×
Value range$49K – $127K
Revenue range$145K – $251K
EBITDA range$25K – $42K
Industry (NAICS)Other Individual and Family Services (624190)

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

  • BankingGrand 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

Grand Bank
PPP 2020, PPP 2021
All 407 borrowers →

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

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/5/2020first$9K$9K1Grand Bank
1/16/2021second$8K$8K1Grand Bank

2 locations

7633 E 63RD PL, STE 450TulsaThis listing
1616 S Main StTulsaView

Revenue, profit and value are for the whole company.

About Family Legacy & Wealth Counsel, PLLC

Family Legacy & Wealth Counsel, PLLC is an other individual and family services company in Tulsa, Oklahoma. Its estimated annual revenue is about $220K, with roughly $37K of EBITDA. It has about 1 employees. Its estimated business value is $93K (likely range $49K–$127K). It has 2 locations.

Common questions

Who owns Family Legacy & Wealth Counsel, PLLC?
The owner of Family Legacy & Wealth Counsel, 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 Family Legacy & Wealth Counsel, PLLC make?
SeeBITDA estimates Family Legacy & Wealth Counsel, PLLC's annual revenue at about $220K (likely between $145K and $251K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Family Legacy & Wealth Counsel, PLLC worth?
About $93K, roughly 2.5× its estimated EBITDA of $37K, typical for a other individual and family services company its size. Likely range: $49K–$127K.
How many employees does Family Legacy & Wealth Counsel, PLLC have?
About 1, as reported on its PPP loan.