Wealth And Legacy 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 |
|---|---|---|
| Wealth And Legacy Planning this business | $1.1M | — |
| Oklahoma Employers Safety Association Oklahoma City | $815K | 0.0 mi |
| The Beckman Company Oklahoma City | $815K | 0.1 mi |
| Kirkpatrick Bank - Northwest Oklahoma City Oklahoma City | $1.8M | 0.1 mi |
| Columbia Trust Co Llc Oklahoma City | $1.1M | 0.1 mi |
| AEMS, LLC Oklahoma City · 8 employees | $5.7M | 0.1 mi |
| Employee Benefit Professionals Oklahoma City | $815K | 0.2 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
About Wealth And Legacy Planning
Wealth And Legacy Planning is a finance and insurance company in Oklahoma City, Oklahoma. 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 Wealth And Legacy Planning?
- The owner of Wealth And Legacy 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 Wealth And Legacy Planning make?
- SeeBITDA estimates Wealth And Legacy Planning'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 Wealth And Legacy Planning 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.