Davidson Collins Financial Services
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale High sell likelihood
- In business 41 years (since 1985)
- Founder still runs it after 41 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
Davidson Collins Financial Services is a Perry, Oklahoma financial services firm offering investment, retirement, estate planning and life insurance services to local families. It was founded by Gerald W. Davidson as a public accounting firm in 1985 and his daughter Haleigh A. Collins joined in 2019.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Avantax · brand it sells or installs
- EMoney · brand it sells or installs
- Invesco · brand it sells or installs
- Ohio Life · brand it sells or installs
- Wealthscape · brand it sells or installs
- American Funds · brand it sells or installs
- Putnam · brand it sells or installs
- Jackson Square Partners · brand it sells or installs
- Jackson National · brand it sells or installs
- MFS · brand it sells or installs
- Allianz · brand it sells or installs
- Delaware Life · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Davidson Collins Financial Services this business | $1.1M | — |
| Farmers Insurance - Steve Womack Perry | $806K | 0.0 mi |
| HOLT INSURANCE AGENCY INC Perry · 3 employees | $732K | 0.0 mi |
| WOMACK AGENCY INC Perry · 3 employees | $740K | 0.0 mi |
| Union Financial Advisors Perry | $1.1M | 0.0 mi |
| Exchange Bank Perry | $1.9M | 0.1 mi |
| First Bank and Trust Company Perry | $15.8M | 0.1 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 industry | 3× |
| Value range | $437K – $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 | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| 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
People & advisors
“Gerald W. Davidson founded his public accounting firm in Perry, Oklahoma in 1985 and diligently served his clients for over 30 years.”
Leadership
- HAHaleigh A. CollinsAttorney / Investment Rep · Company website · source
- JPJenne PoolAssistant · 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 Davidson Collins Financial Services
Davidson Collins Financial Services is a family-owned finance and insurance company in Perry, Oklahoma, in business since 1985. It is owned by Gerald W. Davidson (Founder & Owner). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Davidson Collins Financial Services?
- Davidson Collins Financial Services is owned by Gerald W. Davidson (Founder & Owner), according to public sources such as the company's website or filings.
- How much revenue does Davidson Collins Financial Services make?
- SeeBITDA estimates Davidson Collins Financial Services's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Davidson Collins Financial Services worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- When was Davidson Collins Financial Services founded?
- Davidson Collins Financial Services has been in business since 1985.
- Is Davidson Collins Financial Services for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 41 years (since 1985); founder still runs it after 41 years; no family successor named on its website.