Integrated Financial Concepts, Inc
How we got $654K
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 |
|---|---|---|
| INTEGRATED FINANCIAL CONCEPTS, INC this business | $567K | — |
| STOUT INSURANCE OF OKLAHOMA, INC. Catoosa · 5 employees | $744K | 0.0 mi |
| Gary Tomlinson Farmers Insurance Agent Catoosa | $815K | 0.1 mi |
| CHRIS COLE Catoosa · 4 employees | $809K | 0.1 mi |
| COLE INSURANCE AGENCY LLC Catoosa · 4 employees | $908K | 0.1 mi |
| PHILLIP BRISSEY ENTERPRISES INC. Catoosa · 1 employees | $223K | 1.4 mi |
| ANCHOR HOME AND AUTO INSURANCE SERVICES, INC. Catoosa · 13 employees | $3.2M | 1.5 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) | $595K |
| Estimate: the two combined (geometric mean) | $567K |
| EBITDA margin (industry, adjusted for size) | 38% |
| EBITDA = revenue × margin | $218K |
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 | $654K |
| Multiple for this size and industry | 3× |
| Value range | $344K – $894K |
| Revenue range | $373K – $646K |
| EBITDA range | $143K – $248K |
| 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
- BankingSecurity State Bank of OklahomaPPP / 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 Roles are as stated there and may be out of date.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
| Security State Bank of Oklahoma PPP 2020 | All 154 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/28/2020 | first | $20K | 2 |
About Integrated Financial Concepts, Inc
Integrated Financial Concepts, Inc is an insurance agencies company in Catoosa, Oklahoma. Its estimated annual revenue is about $567K, with roughly $218K of EBITDA. It has about 2 employees. Its estimated business value is $654K (likely range $344K–$894K).
Common questions
- Who owns Integrated Financial Concepts, Inc?
- The owner of Integrated Financial Concepts, 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 Integrated Financial Concepts, Inc make?
- SeeBITDA estimates Integrated Financial Concepts, Inc's annual revenue at about $567K (likely between $373K and $646K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Integrated Financial Concepts, Inc worth?
- About $654K, roughly 3× its estimated EBITDA of $218K, typical for a insurance agencies company its size. Likely range: $344K–$894K.
- How many employees does Integrated Financial Concepts, Inc have?
- About 2, as reported on its PPP loan.