Investment Concepts and Financial Planning Services, Inc.
How we got $1.5M
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
▲ 4% 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 |
|---|---|---|
| INVESTMENT CONCEPTS AND FINANCIAL PLANNING SERVICES, INC. this business | $1.4M | — |
| NITHMAN FINANCIAL GROUP, INC Oklahoma City · 3 employees | $2.1M | 0.4 mi |
| SWEENEY ASSET MANAGEMENT LLC Oklahoma City · 1 employees | $720K | 0.7 mi |
| FINANCIAL PLANNING CENTER, INC Oklahoma City · 6 employees | $2.8M | 1.0 mi |
| LEGACY ASSET MANAGEMENT, INC. Oklahoma City · 3 employees | $1.5M | 1.0 mi |
| NORICK INVESMENT COMPANY, LLC Oklahoma City · 2 employees | $1.3M | 1.1 mi |
| REMINGTON MANAGEMENT LLC Oklahoma City · 9 employees | $3.6M | 1.3 mi |
The full calculation
| Employees reported to the SBA | 3 |
| 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) | $1.2M |
| Estimate: the two combined (geometric mean) | $1.4M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $539K |
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 | $1.5M |
| Multiple for this size and industry | 2.8× |
| Value range | $794K – $2.1M |
| Revenue range | $905K – $1.6M |
| EBITDA range | $354K – $614K |
| Industry (NAICS) | Other financial investment activities (523930) |
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
- BankingInterBankPPP / 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 Roles are as stated there and may be out of date.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
| InterBank PPP 2020 | All 585 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 | $35K | 3 |
2 locations
| 2525 NW EXPRESSWAY SUITE 216 | Oklahoma City | This listing |
| 13919 Quail Point Dr | Oklahoma City | View |
Revenue, profit and value are for the whole company.
About Investment Concepts and Financial Planning Services, Inc.
Investment Concepts and Financial Planning Services, Inc. is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $1.4M, with roughly $539K of EBITDA. It has about 3 employees. Its estimated business value is $1.5M (likely range $794K–$2.1M). It has 2 locations.
Common questions
- Who owns Investment Concepts and Financial Planning Services, Inc.?
- The owner of Investment Concepts and Financial Planning Services, 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 Investment Concepts and Financial Planning Services, Inc. make?
- SeeBITDA estimates Investment Concepts and Financial Planning Services, Inc.'s annual revenue at about $1.4M (likely between $905K and $1.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Investment Concepts and Financial Planning Services, Inc. worth?
- About $1.5M, roughly 2.8× its estimated EBITDA of $539K, typical for a financial advisors company its size. Likely range: $794K–$2.1M.
- How many employees does Investment Concepts and Financial Planning Services, Inc. have?
- About 3, as reported on its PPP loan.