SeeBITDAOklahoma

Cbfc

Accounting & tax
  • 2232 Bridgeview Blvd, Edmond, OK
Estimated valueLow confidence
$496K
$144Klikely range$829K
About 2.9× its yearly profit, typical for a company this size in its industry.
Revenue
$736K
a year
Profit (EBITDA)
$171K
23% of revenue
Employees
—
not reported
Levi Carter
Managing Partner · source
cbfc.coLinkedIn
Contact
Find Levi Carter on RocketReach Request removal or correction

How we got $496K

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

A typical accounting & tax business in Oklahoma$736K
Revenue$736K
× 23% profit margin$171K
× 2.9 sale multiple = value$496K

· Own this business? Correct these figures

What we know

No PPP loan
401(k) filing, 2025
No reported financials
Company website
Owner named

What they do

CBFC is a tax planning and accounting firm for 1099 CRNAs (certified registered nurse anesthetists) and independent anesthesiologists, offering bookkeeping, payroll, tax returns and tax planning.

Products & services
Bookkeepings-corp & C-Corp payrollPersonal and corporate tax returnstax planning/end of yearadvisory hoursunlimited audit defense
Markets served
1099 CRNAsCRNA communityindependent anesthesiologists
Certifications
IRS Enrolled AgentsCPATax Attorney

From the company's website. Industry: Accounting & tax.

Employees over time

▲ 40% since 2021
05102021202220232024202557
401(k) / retirement-plan participants
Show as table
YearSourceEmployeesEst. revenueEst. EBITDA
2021Form 55005$575K$134K
2022Form 55005$575K$134K
2023Form 55006$690K$160K
2024Form 55005$575K$134K
2025Form 55007$805K$187K

Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Cbfc
this business
$736K$171K—
JOSHUA JENSON CPA PC
Edmond · 4 employees
$1.1M$225K0.0 mi
CRAIG D. CARTER & ASSOCIATES, P.C.
Edmond · 8 employees
$1.9M$341K0.1 mi
ACCOUNTING BY CHANNING LLC
Edmond · 1 employees
$167K$39K0.5 mi
CPA Plus
Edmond
$736K$171K0.8 mi
RALPH B RICHEY CPA PC
Edmond · 4 employees
$668K$155K1.0 mi
FRANKIE DANEL, LLC
Edmond · 1 employees
$282K$66K1.0 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$496K
Multiple for this size and industry2.9×
Value range$144K – $829K

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Accounting, Tax Preparation, Bookkeeping, and Payroll Services businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (23%). Treat these as a rough guide.

Revenue range$267K – $1.0M
EBITDA range$62K – $238K
Industry (NAICS)Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

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

Leadership

  • LH
    LIBBI HEINTZ
    TAX & ACCOUNTING MANAGER · Company website · source
  • LC
    LEVI CARTER, EA
    MANAGING PARTNER · Company website · source
  • VS
    VICTOR STACY, JD
    TAX ATTORNEY · Company website · source
  • GB
    GREG BRIDGES, CPA
    SENIOR ACCOUNTANT · Company website · source
  • PW
    PATRICK WILSON, MBA
    SENIOR ACCOUNTANT · Company website · source
  • SD
    SAM DOBERENZ, CPA
    SENIOR ACCOUNTANT · Company website · source
  • LC
    LAURA CAMPBELL
    EXECUTIVE ASSISTANT · Company website · source
  • KU
    KATE UPTON
    PAYROLL SPECIALIST · 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 Cbfc

Cbfc is an accounting & tax company in Edmond, Oklahoma. It is owned by Levi Carter (Managing Partner). Its estimated annual revenue is about $736K, with roughly $171K of EBITDA. It has about 7 employees. Its estimated business value is $496K (likely range $144K–$829K).

Common questions

Who owns Cbfc?
Cbfc is owned by Levi Carter (Managing Partner), according to public sources such as the company's website or filings.
How much revenue does Cbfc make?
SeeBITDA estimates Cbfc's annual revenue at about $736K (likely between $267K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Cbfc worth?
About $496K, roughly 2.9× its estimated EBITDA of $171K, typical for a accounting & tax company its size. Likely range: $144K–$829K.
How many employees does Cbfc have?
About 7, from its 2025 retirement-plan filing.