SeeBITDAOklahoma

Mesa Advisory, Pllc

  • 6301 N Western Ave Ste 210, Oklahoma City, OK
  • Since 2020
Estimated valueLow confidence
$496K
$144Klikely range$829K
About 2.9× its yearly profit, typical for a company this size in its industry.
Revenue
$736K
a year
Profit (EBITDA)
$171K
23% of revenue
Employees
—
not reported
Jacob R. Reynolds
Partner · source

How we got $496K

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical accounting & tax business in Oklahoma$736K
Revenue$736K
× 23% profit margin$171K
× 2.9 sale multiple = value$496K

· Own this business? Correct these figures

What we know

No PPP loan
401(k) filing, 2025
No reported financials
Company website
Owner named

What they do

Mesa Advisory is a two-partner CPA firm in Oklahoma City that works exclusively with small business owners and complex individual scenarios, including high net worth families, offering tax, accounting and advisory services.

Products & services
TaxAccountingAdvisoryQuarterly tax planningRecurring monthly reviews
Markets served
small businesshigh net worth familiesfamily businessesoil & gas
Service area
Oklahoma City
Certifications
CPAAICPAOSCPACFP

From the company's website. Industry: Accounting & tax.

Customers & suppliers

Possible customers nearby

The largest businesses within about 60 miles in the markets its website says it serves.

Oil & gas

Employees over time

▲ 0% since 2022
0510202220232024202544
401(k) / retirement-plan participants
Show as table
YearSourceEmployeesEst. revenueEst. EBITDA
2022Form 55004$460K$107K
2023Form 55005$575K$134K
2024Form 55005$575K$134K
2025Form 55004$460K$107K

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

BusinessEst. revenueEst. profitDistance
Mesa Advisory, Pllc
this business
$736K$171K—
K. S. RAMCHAND CPA INC
Oklahoma City · 1 employees
$360K$84K0.2 mi
Moran & Reed Cpa
Nichols Hills
$736K$171K0.2 mi
Police Pay
Nichols Hills
$736K$171K0.2 mi
SD CPA PLLC
Oklahoma City · 1 employees
$194K$45K0.2 mi
TM JOHNSTON & CO PC
Oklahoma City · 2 employees
$595K$138K0.2 mi
WEDEL RAHILL & ASSOCIATES, CPAS, PLC
Oklahoma City · 15 employees
$3.8M$686K0.2 mi

The full calculation

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$496K
Multiple for this size and industry2.9×
Value range$144K – $829K

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Accounting, Tax Preparation, Bookkeeping, and Payroll Services businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (23%). Treat these as a rough guide.

Revenue range$267K – $1.0M
EBITDA range$62K – $238K
Industry (NAICS)Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

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. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Mesa Advisory, Pllc

Mesa Advisory, Pllc is an accounting & tax company in Oklahoma City, Oklahoma, in business since 2020. It is owned by Jacob R. Reynolds (Partner). Its estimated annual revenue is about $736K, with roughly $171K of EBITDA. It has about 4 employees. Its estimated business value is $496K (likely range $144K–$829K).

Common questions

Who owns Mesa Advisory, Pllc?
Mesa Advisory, Pllc is owned by Jacob R. Reynolds (Partner), according to public sources such as the company's website or filings.
How much revenue does Mesa Advisory, Pllc make?
SeeBITDA estimates Mesa Advisory, Pllc's annual revenue at about $736K (likely between $267K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Mesa Advisory, Pllc worth?
About $496K, roughly 2.9× its estimated EBITDA of $171K, typical for a accounting & tax company its size. Likely range: $144K–$829K.
How many employees does Mesa Advisory, Pllc have?
About 4, from its 2025 retirement-plan filing.
When was Mesa Advisory, Pllc founded?
Mesa Advisory, Pllc has been in business since 2020.