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How we got $1.9M
Based on 12 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.
What we know
What they do
Oath is an estate planning law firm that helps individuals and families build plans for protecting assets and providing for loved ones, including wills, trusts, powers of attorney, healthcare directives, beneficiary reviews, and asset alignment. It also offers financial planning through Oath Financial.
From the company's website. Industry: Law firms.
Estimated value over time
▲ 26% 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
▼ 42% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 12 | $3.3M |
| 2025 | Form 5500 | 7 | $1.9M |
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 |
|---|---|---|
| OATH PLANNING, LLC this business | $4.1M | — |
| BRANDES & YANCY, PLLC Tulsa · 2 employees | $848K | 0.0 mi |
| RTY LAW , PC Tulsa · 24 employees | $9.2M | 0.0 mi |
| Rtylaw Tulsa | $943K | 0.0 mi |
| Heflin Law Firm Tulsa | $943K | 0.0 mi |
| Smith Barkett Law Group Tulsa | $943K | 0.0 mi |
| Paramount Law Tulsa | $1.9M | 0.0 mi |
The full calculation
| Employees reported to the SBA | 12 |
| Industry revenue per employee | $278K |
| Revenue = employees × revenue per employee | $4.1M |
| EBITDA margin (industry, adjusted for size) | 16% |
| EBITDA = revenue × margin | $678K |
| Cross-check: revenue implied by PPP payroll | $386K |
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 | $1.9M |
| Multiple for this size and industry | 2.8× |
| Value range | $899K – $2.7M |
| Revenue range | $2.4M – $4.9M |
| EBITDA range | $401K – $802K |
| Industry (NAICS) | Offices of Lawyers (541110) |
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. 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
- BankingTriad Bank, National AssociationPPP / 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
| Triad Bank, National Association PPP 2020 | All 138 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/5/2020 | first | $19K | 12 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Oath Planning, LLC
Oath Planning, LLC is a law firms company in Tulsa, Oklahoma, in business since 2018. It is owned by Rod Yancy (Founder & CEO). Its estimated annual revenue is about $4.1M, with roughly $678K of EBITDA. It has about 7 employees. Its estimated business value is $1.9M (likely range $899K–$2.7M).
Common questions
- Who owns Oath Planning, LLC?
- Oath Planning, LLC is owned by Rod Yancy (Founder & CEO), according to public sources such as the company's website or filings.
- How much revenue does Oath Planning, LLC make?
- SeeBITDA estimates Oath Planning, LLC's annual revenue at about $4.1M (likely between $2.4M and $4.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Oath Planning, LLC worth?
- About $1.9M, roughly 2.8× its estimated EBITDA of $678K, typical for a law firms company its size. Likely range: $899K–$2.7M.
- How many employees does Oath Planning, LLC have?
- About 7, from its 2025 retirement-plan filing.
- When was Oath Planning, LLC founded?
- Oath Planning, LLC has been in business since 2018.