SeeBITDAOklahoma

Primerica Regional Vice President Lynne Carlson

Finance and insurance
  • 5712 NW 132nd St, Oklahoma City, OK
  • Since 1977
  • NAICS 52
Estimated valueLow confidence
$1.3M
$435Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$435K
41% of revenue
Employees
—
not reported
Leadership
Arthur L. Williams Jr.
Founder · source
High sell likelihood
Has a management team. Someone besides the owner runs part of the business, which buyers pay more for.

How we got $1.3M

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

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$435K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

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

Signs of a sale High sell likelihood

  • In business 49 years (since 1977)
  • Founder still runs it after 49 years
  • No family successor named on its website

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

What they do

Lynne Carlson is a Primerica Regional Vice-President in Oklahoma City, OK, offering investment, term life insurance, mortgage loan and auto and homeowners insurance referral services to Main Street families.

Products & services
Investments & Savings (US)Term Life Insurance (US)Mortgage LoansAuto & Homeowners Insurance Referral Program (US)Life Insurance Representative (US)Investment Adviser Representative
Markets served
Main Street familiesWomen in Primerica
Service area
OklahomaArkansasCaliforniaColoradoIowaKansasKentuckyMinnesota
Certifications
NMLS ID #2162225KS License#: LO.0055662OK License#: MLO25499FINRA's BrokerCheckPFS Investments Inc. Registered RepresentativeOklahoma Mortgage Broker License # MB013617

From the company's website. Industry: Finance and insurance.

Customers & suppliers

Suppliers & brands

  • Primerica · brand it sells or installs
  • PFS Investments Inc · brand it sells or installs
  • Primerica Mortgage, LLC · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Primerica Regional Vice President Lynne Carlson
this business
$1.1M$435K—
DUBBELL AND ASSOCIATES, INC.
Oklahoma City · 2 employees
$1.0M$24K0.0 mi
WINDLE WEALTH, LLC
Oklahoma City · 4 employees
$1.8M$41K0.0 mi
Larry K Anderson PC, Certified Public Accountant
Oklahoma City
$1.1M$435K0.1 mi
Levi C Wade, CFP
Oklahoma City
$815K$313K0.1 mi
Insurance Care Associates
Oklahoma City
$815K$313K0.1 mi
IP Financial Advisors
Oklahoma City
$1.1M$435K0.1 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 industry3×
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

History & advisors

Founded 1977
“In 1977, we were founded on a simple idea: Just do what's right.”

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 Primerica Regional Vice President Lynne Carlson

Primerica Regional Vice President Lynne Carlson is a finance and insurance company in Oklahoma City, Oklahoma, in business since 1977. It is owned by Arthur L. Williams Jr. (Founder). 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 Primerica Regional Vice President Lynne Carlson?
Primerica Regional Vice President Lynne Carlson is owned by Arthur L. Williams Jr. (Founder), according to public sources such as the company's website or filings.
How much revenue does Primerica Regional Vice President Lynne Carlson make?
SeeBITDA estimates Primerica Regional Vice President Lynne Carlson'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 Primerica Regional Vice President Lynne Carlson 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.
When was Primerica Regional Vice President Lynne Carlson founded?
Primerica Regional Vice President Lynne Carlson has been in business since 1977.
Is Primerica Regional Vice President Lynne Carlson for sale?
There's no public listing, but it shows signs that often come before a sale: in business 49 years (since 1977); founder still runs it after 49 years; no family successor named on its website.