SeeBITDAOklahoma

Mariner

Insurance agencies
  • 4200 E Skelly Dr Ste 950, Tulsa, OK
  • Since 2006
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
Marty Bicknell
Chief Executive Officer · source
Unlikely to sell soon
marinerwealthadvisors.comLinkedIn
Contact
Find Marty Bicknell on RocketReach Request removal or correction

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 named

Signs of a sale Unlikely to sell soon

  • In business 20 years (since 2006)

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

What they do

Mariner is a nationally recognized financial services firm offering wealth planning, investment management, tax, estate, trust and insurance services to individuals and businesses, with advisors serving professionals such as executives, athletes, dentists, business owners and medical professionals.

Products & services
Wealth PlanningInvestment ManagementTax Planning and PreparationEstate PlanningRisk AdvisoryTrust ServicesInsurance SolutionsMariner InstitutionalFinancial WellnessExecutive Financial PlanningSpecialty Tax ServicesInstitutional Cash Management
Markets served
IndividualsBusinessesExecutivesProfessional AthletesDental ProfessionalsBusiness OwnersMedical Professionals
Service area
across the country

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

Customers & suppliers

Possible customers nearby

The largest businesses within about 60 miles in the markets its website says it serves.

Dentists

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Mariner
this business
$806K$310K—
Team Insurance Group, Inc.
Tulsa
$806K$310K0.0 mi
Inspire Benefit Consultants, Llc
Tulsa
$806K$310K0.0 mi
Inspire Insurance Group
Tulsa
$806K$310K0.0 mi
Axa Equitable
Tulsa
$806K$310K0.0 mi
Kelly Goza
Tulsa
$806K$310K0.1 mi
Insuranceoklahoma.com
Tulsa
$806K$310K0.1 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$1.1M
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

Leadership

  • CB
    Cheryl Bicknell, JD, LL.M.
    Chief Operating Officer & Chief Strategy Officer · Company website · source
  • BR
    Brad Rollins, CFA
    Chief Investment Officer · Company website · source
  • JP
    Jeff Poe
    Chief Financial Officer · Company website · source
  • JK
    Jeff Krumpelman, CFA
    Chief Investment Strategist & Head of Equities · Company website · source
  • WG
    William Greiner, CFA
    Chief Economist · Company website · source
  • KP
    Kenny Pointer
    Chief Innovation Officer · Company website · source
  • MW
    Mike Welker, CFA
    Head of Enterprise Development · Company website · source
  • TR
    Tony Roberts, CFA
    Head of Wealth Management · Company website · source
  • KC
    Kevin Corbett
    Managing Director, Advisor Attraction · Company website · source
  • LZ
    Leora Zach, CFA
    Managing Director, Investment Banking · Company website · source
  • ML
    Matt Lovejoy
    National Managing Director, Advisor Attraction · 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 Mariner

Mariner is an insurance agencies company in Tulsa, Oklahoma, in business since 2006. It is owned by Marty Bicknell (Chief Executive Officer). 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 Mariner?
Mariner is owned by Marty Bicknell (Chief Executive Officer), according to public sources such as the company's website or filings.
How much revenue does Mariner make?
SeeBITDA estimates Mariner'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 Mariner 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 Mariner founded?
Mariner has been in business since 2006.