Legacy Financial Advisors LLC
How we got $632K
Based on its 1 employees and its payroll, both reported for PPP in 2021 and brought up to date.
Estimated value over time
▼ 1% since 2021Today'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 |
|---|---|---|
| LEGACY FINANCIAL ADVISORS LLC this business | $610K | — |
| INOVEST INC Oklahoma City · 3 employees | $2.1M | 0.4 mi |
| HUGHES WARREN INC Oklahoma City · 4 employees | $2.1M | 0.6 mi |
| TRISTAR PENSION, LTD. Oklahoma City · 12 employees | $4.2M | 0.6 mi |
| TRAILHEAD FINANCIAL ADVISORS Oklahoma City · 3 employees | $1.2M | 0.8 mi |
| ELF SHOE CAPITAL INC Oklahoma City · 2 employees | $1.6M | 1.0 mi |
| EXCHANGE TRADED CONCEPTS LLC Oklahoma City · 15 employees | $8.9M | 1.0 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $412K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $695K |
| Estimate: the two combined (geometric mean) | $610K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $275K |
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 | $632K |
| Multiple for this size and industry | 2.3× |
| Value range | $332K – $864K |
| Revenue range | $401K – $696K |
| EBITDA range | $181K – $313K |
| 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
- BankingRegent BankPPP / 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 Roles are as stated there and may be out of date.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
| Regent Bank 504 2021, PPP 2021 | All 726 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 1/30/2021 | first | $21K | 1 |
Public records
| Aug 2021 | 504 | $226K |
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Legacy Financial Advisors LLC
Legacy Financial Advisors LLC is a financial advisors company in Oklahoma City, Oklahoma, in business since 2016. Its estimated annual revenue is about $610K, with roughly $275K of EBITDA. It has about 1 employees. Its estimated business value is $632K (likely range $332K–$864K).
Common questions
- Who owns Legacy Financial Advisors LLC?
- The owner of Legacy Financial Advisors 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 Legacy Financial Advisors LLC make?
- SeeBITDA estimates Legacy Financial Advisors LLC's annual revenue at about $610K (likely between $401K and $696K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Legacy Financial Advisors LLC worth?
- About $632K, roughly 2.3× its estimated EBITDA of $275K, typical for a financial advisors company its size. Likely range: $332K–$864K.
- How many employees does Legacy Financial Advisors LLC have?
- About 1, as reported on its PPP loan.
- When was Legacy Financial Advisors LLC founded?
- Legacy Financial Advisors LLC has been in business since 2016.