Adaptation Financial
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- Headcount down 53% since 2021 (retirement plan filings)
From public records and the company's website, not a statement that it's for sale.
Employees over time
▼ 53% since 2021Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2021 | Form 5500 | 15 | $6.0M |
| 2022 | Form 5500 | 14 | $5.6M |
| 2023 | Form 5500 | 14 | $5.6M |
| 2024 | Form 5500 | 7 | $2.8M |
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 |
|---|---|---|
| Adaptation Financial this business | $1.1M | — |
| Rockgate Financial Group Oklahoma City | $806K | 0.0 mi |
| MaryJane Insurance & Consulting Oklahoma City | $806K | 0.0 mi |
| American Income Life: Henderson - Locker Oklahoma City | $1.1M | 0.0 mi |
| Integrated Planning Strategies Oklahoma City | $1.1M | 0.0 mi |
| Burns Advisory Group Oklahoma City | $1.1M | 0.1 mi |
| Fair Path Homes 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
About Adaptation Financial
Adaptation Financial is a finance and insurance company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 7 employees. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Adaptation Financial?
- The owner of Adaptation Financial 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 Adaptation Financial make?
- SeeBITDA estimates Adaptation Financial'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 Adaptation Financial 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.
- How many employees does Adaptation Financial have?
- About 7, from its 2024 retirement-plan filing.