SeeBITDAOklahoma

Grace Financial Planning LLC

  • 300 N HARRISON STE A, Cushing, OK
Estimated valueLow confidence
$837K
$440Klikely range$1.1M
About 2.3× its yearly profit, typical for a company this size in its industry.
Revenue
$928K
a year
Profit (EBITDA)
$364K
39% of revenue
Employees
3
reported in 2020
Owner not found yet
We haven't found the owner in public records

How we got $837K

Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.

3 employees × $412K each$1.2M
PPP payroll ÷ payroll's usual share of revenue$536K
Shown toward the top of its range×1.14
Revenue$928K
× 39% profit margin$364K
× 2.3 sale multiple = value$837K

· 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

Estimated value over time

▲ 4% since 2020
$0$481K$962K20202026

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
GRACE FINANCIAL PLANNING LLC
this business
$928K$364K—
STRATEGIC CONSULTING GROUP, LLC
Tryon · 1 employees
$609K$274K12.4 mi
BETH PATE LLC
Perkins · 1 employees
$929K$364K14.5 mi
HAWKINS FINANCIAL GROUP, INC
Stillwater · 5 employees
$3.5M$1.2M18.5 mi
MILBURN J TOMSON
Stillwater · 1 employees
$682K$307K19.3 mi
THUNDERHAWK RESOURCES LLC
Stillwater · 1 employees
$682K$307K19.3 mi
NICHOLAS HOLLRAH LLC
Stillwater · 1 employees
$636K$286K19.9 mi

The full calculation

Employees reported to the SBA3
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)$536K
Estimate: the two combined (geometric mean)$928K
EBITDA margin (industry, adjusted for size)39%
EBITDA = revenue × margin$364K

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$837K
Multiple for this size and industry2.3×
Value range$440K – $1.1M
Revenue range$611K – $1.1M
EBITDA range$239K – $415K
Industry (NAICS)Other financial investment activities (523930)

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

  • 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
4/28/2020first$16K$16K3BancFirst

About Grace Financial Planning LLC

Grace Financial Planning LLC is a financial advisors company in Cushing, Oklahoma. Its estimated annual revenue is about $928K, with roughly $364K of EBITDA. It has about 3 employees. Its estimated business value is $837K (likely range $440K–$1.1M).

Common questions

Who owns Grace Financial Planning LLC?
The owner of Grace Financial Planning 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 Grace Financial Planning LLC make?
SeeBITDA estimates Grace Financial Planning LLC's annual revenue at about $928K (likely between $611K and $1.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Grace Financial Planning LLC worth?
About $837K, roughly 2.3× its estimated EBITDA of $364K, typical for a financial advisors company its size. Likely range: $440K–$1.1M.
How many employees does Grace Financial Planning LLC have?
About 3, as reported on its PPP loan.