SeeBITDAOklahoma

Citadel Benefits

  • 202 E 2nd Ave Ste 106, Owasso, OK
  • Since 2022
  • Family-owned
Estimated valueLow confidence
$1.1M
$411Klikely range$1.7M
About 3.6× its yearly profit, typical for a company this size in its industry.
Revenue
$806K
a year
Profit (EBITDA)
$310K
38% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records

How we got $1.1M

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

A typical insurance agencies business in Oklahoma$806K
Revenue$806K
× 38% profit margin$310K
× 3.6 sale multiple = value$1.1M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

What they do

Citadel Benefits is an insurance business that helps employers find employee benefits packages, including health, life, dental and vision coverage. It says it will work with any size business.

Products & services
Health InsuranceLife InsuranceDental InsuranceVision Insuranceretirement plans
Markets served
small businessany size business

From the company's website. Industry: Insurance agencies.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Citadel Benefits
this business
$806K$310K—
Edward Jones - Financial Advisor: Jeffrey L Stumpff
Owasso
$806K$310K0.0 mi
Extra Mile Insurance Solutions
Owasso
$806K$310K0.0 mi
OWATUSI INC
Owasso · 1 employees
$173K$67K0.1 mi
Shelter Insurance
Owasso
$806K$310K0.1 mi
Keith Tew - HomeTown Insurance Agency
Owasso
$806K$310K0.1 mi
Michael D Watson: Allstate Insurance
Owasso
$806K$310K0.7 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 industry3.6×
Value range$411K – $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$371K – $1.0M
EBITDA range$143K – $387K
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

People & advisors

Family-owned

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 Citadel Benefits

Citadel Benefits is a family-owned insurance agencies company in Owasso, Oklahoma, in business since 2022. Its estimated annual revenue is about $806K, with roughly $310K of EBITDA. Its estimated business value is $1.1M (likely range $411K–$1.7M).

Common questions

Who owns Citadel Benefits?
The owner of Citadel Benefits 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 Citadel Benefits make?
SeeBITDA estimates Citadel Benefits's annual revenue at about $806K (likely between $371K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Citadel Benefits worth?
About $1.1M, roughly 3.6× its estimated EBITDA of $310K, typical for a insurance agencies company its size. Likely range: $411K–$1.7M.
When was Citadel Benefits founded?
Citadel Benefits has been in business since 2022.