Family Tree Investments LLC
How we got $783K
Based on 1 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.
What we know
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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| FAMILY TREE INVESTMENTS LLC this business | $869K | — |
| J MOORE INVESTMENTS INC Sapulpa · 1 employees | $299K | 2.0 mi |
| TCLWM LLC Sand Springs · 5 employees | $2.1M | 2.4 mi |
| RETIREMENT BENEFIT ADVISORS LLC Sand Springs · 3 employees | $1.1M | 4.7 mi |
| VERANO INVESTMENTS LLC Tulsa · 2 employees | $1.5M | 6.9 mi |
| SBC INVESTMENTS LLC Tulsa · 1 employees | $767K | 7.5 mi |
| SCB INVESTMENTS, LLC Tulsa · 2 employees | $1.3M | 7.5 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Industry revenue per employee | $399K |
| Revenue = employees × revenue per employee | $869K |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $340K |
| Cross-check: revenue implied by PPP payroll | $121K |
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 | $783K |
| Multiple for this size and industry | 2.3× |
| Value range | $370K – $1.1M |
| Revenue range | $514K – $1.0M |
| EBITDA range | $201K – $403K |
| Industry (NAICS) | Miscellaneous Intermediation (523910) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
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
- 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 Roles are as stated there and may be out of date.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 | $3K | 1 |
About Family Tree Investments LLC
Family Tree Investments LLC is a financial advisors company in Sand Springs, Oklahoma. Its estimated annual revenue is about $869K, with roughly $340K of EBITDA. It has about 1 employees. Its estimated business value is $783K (likely range $370K–$1.1M).
Common questions
- Who owns Family Tree Investments LLC?
- The owner of Family Tree Investments LLC 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 Tree Investments LLC make?
- SeeBITDA estimates Family Tree Investments LLC's annual revenue at about $869K (likely between $514K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Family Tree Investments LLC worth?
- About $783K, roughly 2.3× its estimated EBITDA of $340K, typical for a financial advisors company its size. Likely range: $370K–$1.1M.
- How many employees does Family Tree Investments LLC have?
- About 1, as reported on its PPP loan.