Inovest Inc
How we got $2.1M
Based on its 3 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 |
|---|---|---|
| INOVEST INC this business | $2.1M | — |
| HUGHES WARREN INC Oklahoma City · 4 employees | $2.1M | 0.3 mi |
| TRISTAR PENSION, LTD. Oklahoma City · 12 employees | $4.2M | 0.3 mi |
| LEGACY FINANCIAL ADVISORS LLC Oklahoma City · 1 employees | $610K | 0.4 mi |
| ELF SHOE CAPITAL INC Oklahoma City · 2 employees | $1.6M | 0.7 mi |
| HALIFIN, LLC Oklahoma City · 1 employees | $604K | 1.0 mi |
| TRAILHEAD FINANCIAL ADVISORS Oklahoma City · 3 employees | $1.2M | 1.2 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $2.0M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.7M |
| Estimate: the two combined (geometric mean) | $2.1M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $745K |
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 | $2.1M |
| Multiple for this size and industry | 2.8× |
| Value range | $1.1M – $2.9M |
| Revenue range | $1.4M – $2.4M |
| EBITDA range | $490K – $850K |
| 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
- BankingCitibank, N.A.PPP / 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 Roles are as stated there and may be out of date.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
| Citibank, N.A. PPP 2020 | All 9 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/29/2020 | first | $52K | 3 |
About Inovest Inc
Inovest Inc is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $2.1M, with roughly $745K of EBITDA. It has about 3 employees. Its estimated business value is $2.1M (likely range $1.1M–$2.9M).
Common questions
- Who owns Inovest Inc?
- The owner of Inovest 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 Inovest Inc make?
- SeeBITDA estimates Inovest Inc's annual revenue at about $2.1M (likely between $1.4M and $2.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Inovest Inc worth?
- About $2.1M, roughly 2.8× its estimated EBITDA of $745K, typical for a financial advisors company its size. Likely range: $1.1M–$2.9M.
- How many employees does Inovest Inc have?
- About 3, as reported on its PPP loan.