Melia Advisory Group LLC
How we got $943K
Based on its 9 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
What they do
Melia Group is an independent Registered Investment Adviser offering retirement planning and wealth management, focused on income-oriented strategies for clients seeking retirement income.
From the company's website. Industry: Accounting & tax.
Estimated value over time
▲ 24% 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.
Employees over time
▲ 122% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 9 | $422K |
| 2020 | Form 5500 | 8 | $375K |
| 2021 | Form 5500 | 10 | $469K |
| 2022 | Form 5500 | 14 | $657K |
| 2023 | Form 5500 | 16 | $751K |
| 2024 | Form 5500 | 21 | $985K |
| 2025 | Form 5500 | 20 | $938K |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| MELIA ADVISORY GROUP LLC this business | $1.4M | — |
| Reed Bookkeeping & Tax Service Tulsa | $736K | 0.1 mi |
| TC LLC TRELLA MAE CARTER SOLE MBR Tulsa · 1 employees | $270K | 0.5 mi |
| Ornelas & Morris CPA's P.C. Tulsa | $736K | 0.5 mi |
| Thomas W Jablonski Cpa Tulsa | $736K | 0.7 mi |
| East Tulsa Dodge Tulsa | $736K | 0.8 mi |
| B R Accounting and Consulting Services Tulsa | $736K | 0.8 mi |
The full calculation
| Employees reported to the SBA | 9 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $717K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $2.0M |
| Estimate: the two combined (geometric mean) | $1.4M |
| EBITDA margin (industry, adjusted for size) | 20% |
| EBITDA = revenue × margin | $270K |
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 | $943K |
| Multiple for this size and industry | 3.5× |
| Value range | $496K – $1.3M |
| Revenue range | $894K – $1.5M |
| EBITDA range | $177K – $307K |
| Industry (NAICS) | Tax Preparation Services (541213) |
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
People & advisors
Leadership
- BTBret TravisSigned for the company · 2022 retirement-plan filing (Form 5500)
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 PPP 2020 | All 726 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 | $79K | 9 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Melia Advisory Group LLC
Melia Advisory Group LLC is an accounting & tax company in Tulsa, Oklahoma, in business since 2014. Its estimated annual revenue is about $1.4M, with roughly $270K of EBITDA. It has about 20 employees. Its estimated business value is $943K (likely range $496K–$1.3M).
Common questions
- Who owns Melia Advisory Group LLC?
- The owner of Melia Advisory 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 Melia Advisory Group LLC make?
- SeeBITDA estimates Melia Advisory Group LLC's annual revenue at about $1.4M (likely between $894K and $1.5M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Melia Advisory Group LLC worth?
- About $943K, roughly 3.5× its estimated EBITDA of $270K, typical for a accounting & tax company its size. Likely range: $496K–$1.3M.
- How many employees does Melia Advisory Group LLC have?
- About 20, from its 2025 retirement-plan filing.
- When was Melia Advisory Group LLC founded?
- Melia Advisory Group LLC has been in business since 2014.