Holt Insurance Agency Inc
How we got $721K
Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.
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.
What we know
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| HOLT INSURANCE AGENCY INC this business | $732K | — |
| WOMACK AGENCY INC Perry · 3 employees | $741K | 0.0 mi |
| Farmers Insurance - Steve Womack Perry | $815K | 0.0 mi |
| SCHIEFFER AND SCHIEFFER INC Perry · 3 employees | $516K | 0.1 mi |
| Sheryl Mandeville Perry | $815K | 0.3 mi |
| Farmers Insurance - Erin Trotter Stillwater | $815K | 13.8 mi |
| Allegiant Insurance Stillwater Stillwater | $815K | 15.0 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $623K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $663K |
| Estimate: the two combined (geometric mean) | $732K |
| EBITDA margin (industry, adjusted for size) | 33% |
| EBITDA = revenue × margin | $240K |
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 | $721K |
| Multiple for this size and industry | 3× |
| Value range | $379K – $986K |
| Revenue range | $482K – $835K |
| EBITDA range | $158K – $274K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
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
- BankingExchange Bank and Trust CompanyPPP / 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 Roles are as stated there and may be out of date.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
| Exchange Bank and Trust Company PPP 2020, PPP 2021 | All 217 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/6/2020 | first | $22K | 3 |
| 1/16/2021 | second | $19K | 3 |
About Holt Insurance Agency Inc
Holt Insurance Agency Inc is an insurance agencies company in Perry, Oklahoma. Its estimated annual revenue is about $732K, with roughly $240K of EBITDA. It has about 3 employees. Its estimated business value is $721K (likely range $379K–$986K).
Common questions
- Who owns Holt Insurance Agency Inc?
- The owner of Holt Insurance Agency 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 Holt Insurance Agency Inc make?
- SeeBITDA estimates Holt Insurance Agency Inc's annual revenue at about $732K (likely between $482K and $835K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Holt Insurance Agency Inc worth?
- About $721K, roughly 3× its estimated EBITDA of $240K, typical for a insurance agencies company its size. Likely range: $379K–$986K.
- How many employees does Holt Insurance Agency Inc have?
- About 3, as reported on its PPP loan.