Accord Insurance Group
- Lisa FortenberrySenior Benefits Specialist · Company website
How we got $1.1M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- In business 15 years (since 2011)
From public records and the company's website, not a statement that it's for sale.
What they do
Accord Insurance Group is an insurance and financial planning firm offering health, Medicare, retirement, and employee benefits services across the United States.
From the company's website. Industry: Insurance agencies.
Customers & suppliers
Suppliers & brands
- AFLAC · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Accord Insurance Group this business | $815K | — |
| GARRETT CRAIN Yukon · 1 employees | $385K | 1.8 mi |
| Owens Insurance Yukon | $815K | 1.8 mi |
| RLM INSURANCE LLC Piedmont · 2 employees | $469K | 2.6 mi |
| J&j Medicare Solutions Piedmont | $815K | 2.7 mi |
| PARAGON INSURANCE LLC Piedmont · 2 employees | $447K | 2.7 mi |
| BP CONSULTING, INC. Yukon · 1 employees | $141K | 3.3 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 industry | 3.6× |
| Value range | $415K – $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 | $374K – $1.0M |
| EBITDA range | $144K – $392K |
| 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
History & advisors
“Kristy Ward founded Accord Insurance Group in 2011 with a heartfelt commitment to helping people feel supported, informed, and confident as they make important health and retirement decisions.”
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 Accord Insurance Group
Accord Insurance Group is an insurance agencies company in Yukon, Oklahoma, in business since 2011. It is owned by Kristy Ward (Owner & Senior Benefits Specialist). Its estimated annual revenue is about $815K, with roughly $313K of EBITDA. Its estimated business value is $1.1M (likely range $415K–$1.7M).
Common questions
- Who owns Accord Insurance Group?
- Accord Insurance Group is owned by Kristy Ward (Owner & Senior Benefits Specialist), according to public sources such as the company's website or filings.
- How much revenue does Accord Insurance Group make?
- SeeBITDA estimates Accord Insurance Group's annual revenue at about $815K (likely between $374K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Accord Insurance Group worth?
- About $1.1M, roughly 3.6× its estimated EBITDA of $313K, typical for a insurance agencies company its size. Likely range: $415K–$1.7M.
- When was Accord Insurance Group founded?
- Accord Insurance Group has been in business since 2011.