SeeBITDAOklahoma
Estimated valueLow confidence
$423K
$105Klikely range$756K
About 2.5× its yearly profit, typical for a company this size in its industry.
Revenue
$1.3M
a year
Profit (EBITDA)
$169K
14% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records
Unlikely to sell soon

How we got $423K

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

A typical financial advisors business in Oklahoma$1.3M
Revenue$1.3M
× 14% profit margin$169K
× 2.5 sale multiple = value$423K

· Own this business? Correct these figures

What we know

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

Signs of a sale Unlikely to sell soon

  • In business 17 years (since 2009)

From public records and the company's website, not a statement that it's for sale.

What they do

Waypoint Private Capital is a boutique investment banking firm providing M&A advisory and capital sourcing services to U.S. middle-market business owners across a wide variety of industries. It was founded in 2009 and works with business owners and management teams of privately held businesses.

Products & services
M&A Advisory — Sell a BusinessM&A Advisory — Buy a BusinessCapital Sourcing — Debt RaiseCapital Sourcing — Equity RaiseBusiness Valuations
Markets served
AerospaceAutomotiveBusiness ServicesChemical ProcessingConstruction and EngineeringConsumer Products and ServicesDistribution and LogisticsFinancial Services
Service area
Anywhere in the U.SCharlotte, NCChicago, ILDenver, COKansas City, KSMadison, WIMilwaukee, WINorthwest AR
Certifications
Securities offered through Waypoint Securities LLC, Member FINRA | SIPC

From the company's website. Industry: Financial advisors.

Customers & suppliers

Customers

  • Mako Steel · named on its website

Possible customers nearby

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

Engineering & architecture

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Waypoint Private Capital
this business
$1.3M$169K—
ACCOUNTING AND EXECUTIVE SEARCH LLC
Tulsa · 1 employees
$442K$67K0.0 mi
Planning Design Group
Tulsa
$935K$121K0.0 mi
Momentum3
Tulsa
$1.3M$169K0.0 mi
Stratus Building Solutions of Tulsa
Tulsa
$935K$121K0.1 mi
Fox Plaza
Tulsa
$1.1M$147K0.1 mi
WAN SECURITY LLC
Tulsa · 140 employees
$8.4M$792K0.1 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$423K
Multiple for this size and industry2.5×
Value range$105K – $756K

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Miscellaneous Intermediation businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (14%). Treat these as a rough guide.

Revenue range$389K – $1.9M
EBITDA range$53K – $252K
Industry (NAICS)Miscellaneous Intermediation (523910)

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 Waypoint Private Capital

Waypoint Private Capital is a financial advisors company in Tulsa, Oklahoma, in business since 2009. Its estimated annual revenue is about $1.3M, with roughly $169K of EBITDA. Its estimated business value is $423K (likely range $105K–$756K).

Common questions

Who owns Waypoint Private Capital?
The owner of Waypoint Private Capital 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 Waypoint Private Capital make?
SeeBITDA estimates Waypoint Private Capital's annual revenue at about $1.3M (likely between $389K and $1.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Waypoint Private Capital worth?
About $423K, roughly 2.5× its estimated EBITDA of $169K, typical for a financial advisors company its size. Likely range: $105K–$756K.
When was Waypoint Private Capital founded?
Waypoint Private Capital has been in business since 2009.