Financial Advisor Tree LLC
How we got $422K
Based on its 3 employees and its payroll, both reported for PPP in 2021 and brought up to date.
What we know
Estimated value over time
▲ 60% since 2021Today'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 |
|---|---|---|
| FINANCIAL ADVISOR TREE LLC this business | $850K | — |
| ELITE APPOINTMENT SETTING SERVICES, LLC Edmond · 2 employees | $835K | 0.0 mi |
| PRIDEMORE CONSULTING, LLC Edmond · 1 employees | $517K | 0.2 mi |
| THE GIDEON GROUP, LLC Edmond · 1 employees | $581K | 0.3 mi |
| LEEDR CONSULTING GROUP, LLC Edmond · 3 employees | $1.1M | 0.5 mi |
| C&M CONSULTING, INC. Edmond · 1 employees | $455K | 0.7 mi |
| BIG WORLD ENTERPRISES, LLC Edmond · 1 employees | $567K | 0.9 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.2M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $471K |
| Estimate: the two combined (geometric mean) | $850K |
| EBITDA margin (industry, adjusted for size) | 20% |
| EBITDA = revenue × margin | $169K |
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 | $422K |
| Multiple for this size and industry | 2.5× |
| Value range | $222K – $577K |
| Revenue range | $559K – $969K |
| EBITDA range | $111K – $192K |
| Industry (NAICS) | Marketing Consulting Services (541613) |
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
People & advisors
Advisors
- BankingChickasaw Community 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 Roles are as stated there and may be out of date.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
| Chickasaw Community Bank PPP 2021 | All 317 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 2/9/2021 | first | $13K | 3 |
| 4/9/2021 | second | $15K | 3 |
About Financial Advisor Tree LLC
Financial Advisor Tree LLC is a consulting company in Edmond, Oklahoma. Its estimated annual revenue is about $850K, with roughly $169K of EBITDA. It has about 3 employees. Its estimated business value is $422K (likely range $222K–$577K).
Common questions
- Who owns Financial Advisor Tree LLC?
- The owner of Financial Advisor Tree 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 Financial Advisor Tree LLC make?
- SeeBITDA estimates Financial Advisor Tree LLC's annual revenue at about $850K (likely between $559K and $969K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Financial Advisor Tree LLC worth?
- About $422K, roughly 2.5× its estimated EBITDA of $169K, typical for a consulting company its size. Likely range: $222K–$577K.
- How many employees does Financial Advisor Tree LLC have?
- About 3, as reported on its PPP loan.