Chisholm Trail Wealth Planning
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Chisholm Trail Wealth Planning this business | $1.1M | — |
| Hometown Insurance - Dodd Agency Edmond | $806K | 0.0 mi |
| Edward Jones - Financial Advisor: Logan D Long Edmond | $1.1M | 0.1 mi |
| MidFirst Bank Edmond | $1.9M | 0.1 mi |
| Oklahoma Medicare Oklahoma City | $806K | 0.1 mi |
| Bison Capital Group Edmond | $1.1M | 0.1 mi |
| Gordon Chandler - AMC Mortgage Oklahoma City | $1.1M | 0.1 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 | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Finance and insurance (52) |
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 Chisholm Trail Wealth Planning
Chisholm Trail Wealth Planning is a finance and insurance company in Edmond, Oklahoma, in business since 2020. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Chisholm Trail Wealth Planning?
- The owner of Chisholm Trail Wealth Planning 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 Chisholm Trail Wealth Planning make?
- SeeBITDA estimates Chisholm Trail Wealth Planning's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Chisholm Trail Wealth Planning worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- When was Chisholm Trail Wealth Planning founded?
- Chisholm Trail Wealth Planning has been in business since 2020.