SeeBITDAOklahoma

Oklahoma Senior Planning Solutions

Direct Health and Medical Insurance Carriers
Estimated valueLow confidence
$2.0M
$948Klikely range$2.8M
About 3.8× its yearly profit, typical for a company this size in its industry.
Revenue
$1.8M
a year
Profit (EBITDA)
$527K
30% of revenue
Employees
1
reported in 2021
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $2.0M

Based on 1 employees reported for PPP in 2021, grown at the industry's Oklahoma rate since.

1 employees × $1.5M each$1.5M
Shown toward the top of its range×1.18
Revenue$1.8M
× 30% profit margin$527K
× 3.8 sale multiple = value$2.0M

· Own this business? Correct these figures

Estimated value over time

▲ 46% since 2021
$0$1.2M$2.3M20212026

Today'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

PPP loan, 2021
No 401(k) filing
No reported financials
No website found
Owner not found

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
OKLAHOMA SENIOR PLANNING SOLUTIONS
this business
$1.8M$527K—
Mid Continent Title
Tulsa
$966K$309K1.0 mi
MAL COURY INSURANCE AGENCY, INC.
Tulsa · 2 employees
$3.1M$933K1.3 mi
THE STUMPFF CORPORATION
Tulsa · 37 employees
$72.2M$16.0M1.5 mi
Humana
Tulsa
$815K$313K1.5 mi
Firstitle & Abstract Service
Tulsa
$966K$309K1.7 mi
Titan Title & Closing, LLC - Commercial Division
Tulsa
$966K$309K1.8 mi

The full calculation

Employees reported to the SBA1
Industry revenue per employee$1.3M
Revenue = employees × revenue per employee$1.8M
EBITDA margin (industry, adjusted for size)30%
EBITDA = revenue × margin$527K
Cross-check: revenue implied by PPP payroll$358K

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$2.0M
Multiple for this size and industry3.8×
Value range$948K – $2.8M
Revenue range$1.1M – $2.1M
EBITDA range$312K – $624K
Industry (NAICS)Direct Health and Medical Insurance Carriers (524114)

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

History & advisors

Advisors

  • BankingRed Crown FCUPPP / 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

Red Crown FCU
PPP 2021
All 73 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
2/12/2021first$4K$4K1Red Crown FCU

About Oklahoma Senior Planning Solutions

Oklahoma Senior Planning Solutions is a direct health and medical insurance carriers company in Tulsa, Oklahoma. Its estimated annual revenue is about $1.8M, with roughly $527K of EBITDA. It has about 1 employees. Its estimated business value is $2.0M (likely range $948K–$2.8M).

Common questions

Who owns Oklahoma Senior Planning Solutions?
The owner of Oklahoma Senior Planning Solutions 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 Oklahoma Senior Planning Solutions make?
SeeBITDA estimates Oklahoma Senior Planning Solutions's annual revenue at about $1.8M (likely between $1.1M and $2.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Oklahoma Senior Planning Solutions worth?
About $2.0M, roughly 3.8× its estimated EBITDA of $527K, typical for a direct health and medical insurance carriers company its size. Likely range: $948K–$2.8M.
How many employees does Oklahoma Senior Planning Solutions have?
About 1, as reported on its PPP loan.