Financial Design Group, Inc.
How we got $1.1M
Based on its 2 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 25% 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 |
|---|---|---|
| FINANCIAL DESIGN GROUP, INC. this business | $1.2M | — |
| WARNER HOLDINGS LLC Tulsa · 1 employees | $546K | 0.6 mi |
| RICE INVESTMENTS LLC Tulsa · 1 employees | $869K | 0.9 mi |
| TAYLOR BASDEN & ASSOCIATES, LLC Tulsa · 3 employees | $1.4M | 1.0 mi |
| BURK HOLDINGS LLC Tulsa · 3 employees | $1.0M | 1.0 mi |
| THE WALKER FIRM INC Tulsa · 2 employees | $887K | 1.2 mi |
| JAY HENDERSON FINANCIAL LLC Tulsa · 1 employees | $486K | 1.2 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.3M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $840K |
| Estimate: the two combined (geometric mean) | $1.2M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $468K |
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 industry | 2.3× |
| Value range | $567K – $1.5M |
| Revenue range | $786K – $1.4M |
| EBITDA range | $308K – $534K |
| Industry (NAICS) | Miscellaneous Financial Investment Activities (523999) |
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. 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
- BankingUnion State 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 Roles are as stated there and may be out of date.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
| Union State Bank PPP 2020 | All 15 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 | $25K | 2 |
2 locations
| 11122 YALE AVE SUITE G | Tulsa | This listing |
| 8556 E 101st St | Tulsa | View |
Revenue, profit and value are for the whole company.
About Financial Design Group, Inc.
Financial Design Group, Inc. is a financial advisors company in Tulsa, Oklahoma. Its estimated annual revenue is about $1.2M, with roughly $468K of EBITDA. It has about 2 employees. Its estimated business value is $1.1M (likely range $567K–$1.5M). It has 2 locations.
Common questions
- Who owns Financial Design Group, Inc.?
- The owner of Financial Design Group, 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 Financial Design Group, Inc. make?
- SeeBITDA estimates Financial Design Group, Inc.'s annual revenue at about $1.2M (likely between $786K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Financial Design Group, Inc. worth?
- About $1.1M, roughly 2.3× its estimated EBITDA of $468K, typical for a financial advisors company its size. Likely range: $567K–$1.5M.
- How many employees does Financial Design Group, Inc. have?
- About 2, as reported on its PPP loan.