The Planning Center
- Brett J LeeExecutive Team · Company website
- Amy TessmerExecutive Team · Company website
- Matt MercerExecutive Team · Company website
- Eric KiesExecutive Team · Company website
How we got $1.0M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 27 years (since 1999)
From public records and the company's website, not a statement that it's for sale.
What they do
The Planning Center is a fee-only financial planning firm that provides financial planning to individuals and families through a team of credentialed financial advisors.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| The Planning Center this business | $1.1M | — |
| INVESTMENT PLANNING SOLUTIONS Tulsa · 1 employees | $869K | 0.1 mi |
| GWARTNEY FINANCIAL Tulsa · 2 employees | $835K | 0.4 mi |
| FORTYSIX VENTURE CAPITAL LLC Tulsa | $4.3M | 0.5 mi |
| FINANCIAL SOLUTIONS, INC. Tulsa · 2 employees | $1.1M | 0.5 mi |
| BCS CAPITAL SERVICES INC Tulsa · 11 employees | $5.0M | 0.5 mi |
| 2006 PINNACLE HOLDINGS, LLC Tulsa · 8 employees | $3.6M | 0.5 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 | $1.0M |
| Multiple for this size and industry | 2.3× |
| Value range | $334K – $1.6M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice 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) | Portfolio Management and Investment Advice (523940) |
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 The Planning Center
The Planning Center is a financial advisors company in Tulsa, Oklahoma, in business since 1999. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.0M (likely range $334K–$1.6M).
Common questions
- Who owns The Planning Center?
- The owner of The Planning Center 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 The Planning Center make?
- SeeBITDA estimates The Planning Center'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 The Planning Center worth?
- About $1.0M, roughly 2.3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $334K–$1.6M.
- When was The Planning Center founded?
- The Planning Center has been in business since 1999.