SeeBITDAOklahoma

Country Financial

Insurance agencies
  • 2005 South Elm Pl Ste 107, Broken Arrow, OK
  • Since 1925
Estimated valueLow confidence
$1.1M
$411Klikely range$1.7M
About 3.6× its yearly profit, typical for a company this size in its industry.
Revenue
$806K
a year
Profit (EBITDA)
$310K
38% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records
Some signs of a sale
advisors.countryfinancial.comLinkedIn
Contact
Find the owner on RocketReach Request removal or correction

How we got $1.1M

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

A typical insurance agencies business in Oklahoma$806K
Revenue$806K
× 38% profit margin$310K
× 3.6 sale multiple = value$1.1M

· 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 Some signs of a sale

  • In business 101 years (since 1925)

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

What they do

Jon Grossi is a COUNTRY Financial financial advisor and insurance agent in Broken Arrow, OK, offering insurance, investment, retirement and college savings services to local friends and neighbors.

Products & services
Car insuranceHome insuranceLife insuranceFarm insuranceBusiness insuranceRetirement planningCollege savings optionsAnnuitiesPet InsuranceLivestock insuranceWorkers' Compensation ClaimsIRAs
Markets served
Business ownersFarm familiesBusiness
Service area
Broken Arrow, OKAlabamaGeorgia
Certifications
Registered Representative of COUNTRY Capital Management CompanyFinancial Advisor of COUNTRY Trust BankForbes' #1 life insurance provider in the U.S

From the company's website. Industry: Insurance agencies.

Customers & suppliers

Suppliers & brands

  • COUNTRY Trust Bank · brand it sells or installs
  • COUNTRY Capital Management Company · brand it sells or installs
  • COUNTRY Financial · brand it sells or installs

Possible customers nearby

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

Farms & ranches

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Country Financial
this business
$806K$310K—
Jon Grossi
Broken Arrow
$806K$310K0.1 mi
Harmon Insurance
Broken Arrow
$806K$310K0.2 mi
Lighthouse Insurance
Broken Arrow
$806K$310K0.7 mi
Ron Henderson: Allstate Insurance
Broken Arrow
$1.6M$529K0.7 mi
HBI LLC
Broken Arrow · 1 employees
$361K$139K0.7 mi
THE ROBERT RAMSEY AGENCY LLC
Broken Arrow · 3 employees
$734K$241K0.8 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$1.1M
Multiple for this size and industry3.6×
Value range$411K – $1.7M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (38%). Treat these as a rough guide.

Revenue range$371K – $1.0M
EBITDA range$143K – $387K
Industry (NAICS)Agencies, brokerages, and other insurance related activities (5242)

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

People & advisors

Founded 1925
“COUNTRY Financial was founded by farmers and has been protecting farm families since 1925, nearly 100 years.”

Leadership

  • JG
    Jon Grossi
    Financial Advisor · Company website · source
  • JG
    Jennifer Grossi
    Team member · Company website · source
  • ND
    Naomi Demmons
    Team member · Company website · source
  • KC
    Karen Contreras
    Team member · Company website · source

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

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

About Country Financial

Country Financial is an insurance agencies company in Broken Arrow, Oklahoma, in business since 1925. Its estimated annual revenue is about $806K, with roughly $310K of EBITDA. Its estimated business value is $1.1M (likely range $411K–$1.7M).

Common questions

Who owns Country Financial?
The owner of Country 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 Country Financial make?
SeeBITDA estimates Country Financial's annual revenue at about $806K (likely between $371K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Country Financial worth?
About $1.1M, roughly 3.6× its estimated EBITDA of $310K, typical for a insurance agencies company its size. Likely range: $411K–$1.7M.
When was Country Financial founded?
Country Financial has been in business since 1925.