SeeBITDAOklahoma

Foundation Management Inc

  • 1024 E BRITTON RD STE 200, Oklahoma City, OK
  • 2 locations
  • Since 2008
Estimated valueMedium confidence
$2.2M
$1.2Mlikely range$3.0M
About 3.8× its yearly profit, typical for a company this size in its industry.
Revenue
$3.3M
a year
Profit (EBITDA)
$587K
18% of revenue
Employees
8
reported in 2020
Kari Blakley
Chief Executive Officer · source
Unlikely to sell soon

How we got $2.2M

Based on its 8 employees and its payroll, both reported for PPP in 2020 and brought up to date.

8 employees × $291K each$2.3M
PPP payroll ÷ payroll's usual share of revenue$3.5M
Shown toward the top of its range×1.14
Revenue$3.3M
× 18% profit margin$587K
× 3.8 sale multiple = value$2.2M

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
Company website
Owner named
2 locations found

Signs of a sale Unlikely to sell soon

  • In business 18 years (since 2008)

From public records and the company's website, not a statement that it's for sale.

What they do

Foundation Management, Inc. is an Oklahoma-based company that serves private foundations across the United States, helping them with policy development, administrative processes, strategic and succession planning, board development, and foundation start-up.

Products & services
policy developmentadministrative processesstrategic and succession planningboard developmentfacilitated conversationsfoundation start-up
Markets served
private foundationshospital conversion foundations
Service area
United StatesOklahoma City, OKMontanaTulsa, OklahomaSouth Central OklahomaOklahoma City, Norman, and Enid, OklahomaArdmore, OKNorman and Oklahoma City, Oklahoma

From the company's website. Industry: Consulting.

Customers & suppliers

Customers

  • The Browning Kimball Foundation · named on its website
  • The Cresap Family Foundation · named on its website
  • The Cuesta Foundation · named on its website
  • The Goddard Foundation · named on its website
  • The Harris Foundation · named on its website
  • The McGraw Family Foundation · named on its website
  • The Merrick Foundation · named on its website
  • The Philip Boyle Foundation · named on its website
  • The Ragland Family Education Foundation · named on its website
  • The Shaw Family Foundation · named on its website
  • The Wegener Foundation · named on its website
  • The William Barry Love Foundation · named on its website
  • City of Muskogee Foundation · named on its website
  • Valley View Foundation · named on its website

Estimated value over time

▲ 42% since 2020
$0$1.3M$2.6M20202026

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
FOUNDATION MANAGEMENT INC
this business
$3.3M$587K—
ACME REMEDIATION, LLC
Oklahoma City · 10 employees
$3.2M$578K1.6 mi
GREYSTONE ENVIRONMENTAL SERVICES, INC.
Oklahoma City · 2 employees
$651K$151K1.6 mi
PROFESSIONAL INSURORS II AGENCY, L.L.C.
Oklahoma City · 20 employees
$5.7M$938K1.8 mi
CARITAS MANAGEMENT LLC
Oklahoma City · 1 employees
$551K$128K1.8 mi
SKINNER CONSULTING LLC
Oklahoma City · 2 employees
$871K$173K1.9 mi
OKLAHOMA CENTER FOR NONPROFITS INC
Oklahoma City · 25 employees
$5.1M$731K2.0 mi

The full calculation

Employees reported to the SBA8
Revenue from headcount (employees × revenue per employee for companies this size)$2.3M
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$3.5M
Estimate: the two combined (geometric mean)$3.3M
EBITDA margin (industry, adjusted for size)18%
EBITDA = revenue × margin$587K

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$2.2M
Multiple for this size and industry3.8×
Value range$1.2M – $3.0M
Revenue range$2.2M – $3.7M
EBITDA range$386K – $669K
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

People & advisors

Leadership

  • CJ
    Christian J. Boone
    Grants Manager · Company website · source
  • NE
    Nancy E. Gaden, CPA
    Chief Financial Officer · Company website · source
  • CH
    Christina Hightower
    Office Manager · Company website · source
  • RK
    Randy K. Macon
    Chief Internal Officer · Company website · source
  • CW
    Cathy Witte
    City of Muskogee Foundation Grants & Office Manager · Company website · source
  • EB
    Emily Brunelle
    Browning Kimball Foundation Grants Manager · Company website · source
  • LW
    Leslie Wegener
    Wegener Foundation Grants Manager · Company website · source

Advisors

  • BankingBancFirstPPP / 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

BancFirst
PPP 2020
All 7,048 borrowers →

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

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/11/2020first$134K$135K8BancFirst

2 locations

1024 E BRITTON RD STE 200Oklahoma CityThis listing
2932 NW 122nd StOklahoma CityView

Revenue, profit and value are for the whole company.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Foundation Management Inc

Foundation Management Inc is a consulting company in Oklahoma City, Oklahoma, in business since 2008. It is owned by Kari Blakley (Chief Executive Officer). Its estimated annual revenue is about $3.3M, with roughly $587K of EBITDA. It has about 8 employees. Its estimated business value is $2.2M (likely range $1.2M–$3.0M). It has 2 locations.

Common questions

Who owns Foundation Management Inc?
Foundation Management Inc is owned by Kari Blakley (Chief Executive Officer), according to public sources such as the company's website or filings.
How much revenue does Foundation Management Inc make?
SeeBITDA estimates Foundation Management Inc's annual revenue at about $3.3M (likely between $2.2M and $3.7M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Foundation Management Inc worth?
About $2.2M, roughly 3.8× its estimated EBITDA of $587K, typical for a consulting company its size. Likely range: $1.2M–$3.0M.
How many employees does Foundation Management Inc have?
About 8, as reported on its PPP loan.
When was Foundation Management Inc founded?
Foundation Management Inc has been in business since 2008.