Sooner Retirement
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Sooner Retirement is a financial planning firm using a Virtual Family Office model to coordinate tax planning, investments, retirement income, risk management and estate planning. It says it works with business owners, high-income earners and pre-retirees.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Sooner Retirement this business | $1.1M | — |
| Country Club Bank- Capital Markets Group Tulsa | $2.1M | 0.0 mi |
| Kimberly Quintanar - Financial Advisor, Ameriprise Financial Services Tulsa | $1.1M | 0.0 mi |
| QUIKTRIP #0093 Tulsa | $1.1M | 0.0 mi |
| Western Union Tulsa | $1.1M | 0.1 mi |
| ERock Health Solutions Tulsa | $815K | 0.1 mi |
| Sandman Wealth Management Tulsa | $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 | $435K – $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 | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| 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 Sooner Retirement
Sooner Retirement is a finance and insurance company in Tulsa, Oklahoma, in business since 2016. It is owned by James Ault (Owner and CEO). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Sooner Retirement?
- Sooner Retirement is owned by James Ault (Owner and CEO), according to public sources such as the company's website or filings.
- How much revenue does Sooner Retirement make?
- SeeBITDA estimates Sooner Retirement's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Sooner Retirement worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Sooner Retirement founded?
- Sooner Retirement has been in business since 2016.