Horizon Planning Group LLC
How we got $414K
Based on its 2 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 |
|---|---|---|
| HORIZON PLANNING GROUP LLC this business | $720K | — |
| HORIZON CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS PLC Tulsa · 11 employees | $2.3M | 0.0 mi |
| DP FINANCIAL & TAX INC Tulsa · 21 employees | $1.6M | 0.1 mi |
| WILLIAMS, JARRETT, SMITH & CO. Tulsa · 9 employees | $1.7M | 0.1 mi |
| WILLIAMS, PARTNERS & AFFILIATES, LTD Tulsa · 13 employees | $2.6M | 0.1 mi |
| WILLIAMS, RICE, WYATT & CO PLLC Tulsa · 7 employees | $1.3M | 0.1 mi |
| AMC ACCOUNTING L.L.C. Tulsa · 1 employees | $235K | 0.2 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $415K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $960K |
| Estimate: the two combined (geometric mean) | $720K |
| EBITDA margin (industry, adjusted for size) | 20% |
| EBITDA = revenue × margin | $143K |
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 | $414K |
| Multiple for this size and industry | 2.9× |
| Value range | $218K – $566K |
| Revenue range | $474K – $821K |
| EBITDA range | $94K – $163K |
| Industry (NAICS) | Offices of Certified Public Accountants (541211) |
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
History & advisors
Advisors
- BankingVast Bank, National AssociationPPP / 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 Roles are as stated there and may be out of date.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
| Vast Bank, National Association PPP 2020, PPP 2021 | All 359 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/14/2020 | first | $42K | 2 |
| 1/25/2021 | second | $42K | 2 |
About Horizon Planning Group LLC
Horizon Planning Group LLC is an accounting & tax company in Tulsa, Oklahoma. Its estimated annual revenue is about $720K, with roughly $143K of EBITDA. It has about 2 employees. Its estimated business value is $414K (likely range $218K–$566K).
Common questions
- Who owns Horizon Planning Group LLC?
- The owner of Horizon Planning Group 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 Horizon Planning Group LLC make?
- SeeBITDA estimates Horizon Planning Group LLC's annual revenue at about $720K (likely between $474K and $821K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Horizon Planning Group LLC worth?
- About $414K, roughly 2.9× its estimated EBITDA of $143K, typical for a accounting & tax company its size. Likely range: $218K–$566K.
- How many employees does Horizon Planning Group LLC have?
- About 2, as reported on its PPP loan.