Plangroup
How we got $422K
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- In business 23 years (since 2003)
From public records and the company's website, not a statement that it's for sale.
What they do
PlanGroup describes itself as an outsourced family office providing custom investment management and wealth planning for families, individuals, and other financial service providers. It says it serves high-net worth, ultra high-net worth and other financial institutions.
From the company's website. Industry: Administrative and support and waste management and remediation services.
Customers & suppliers
Suppliers & brands
- Charles SCHWAB · brand it sells or installs
- Fidelity · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Plangroup this business | $1.3M | — |
| Jiffy Clean Carpet & Uphlsty Oklahoma City | $935K | 0.3 mi |
| DUCT SQUAD INC. Oklahoma City · 7 employees | $1.3M | 0.4 mi |
| Broadway Flex Oklahoma City | $1.1M | 0.5 mi |
| All Superior Services Oklahoma City | $935K | 0.5 mi |
| NATURA PEST CONTROL LLC Oklahoma City · 5 employees | $843K | 0.5 mi |
| Boss Av Oklahoma City | $1.3M | 0.5 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 | $422K |
| Multiple for this size and industry | 2.5× |
| Value range | $105K – $755K |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Administrative and support and waste management and remediation services businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (14%). Treat these as a rough guide.
| Revenue range | $389K – $1.9M |
| EBITDA range | $53K – $252K |
| Industry (NAICS) | Administrative and support and waste management and remediation services (56) |
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
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Plangroup
Plangroup is an administrative and support and waste management and remediation services company in Oklahoma City, Oklahoma, in business since 2003. It is owned by Doug Claycomb (CEO & Owner). Its estimated annual revenue is about $1.3M, with roughly $169K of EBITDA. Its estimated business value is $422K (likely range $105K–$755K).
Common questions
- Who owns Plangroup?
- Plangroup is owned by Doug Claycomb (CEO & Owner), according to public sources such as the company's website or filings.
- How much revenue does Plangroup make?
- SeeBITDA estimates Plangroup's annual revenue at about $1.3M (likely between $389K and $1.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Plangroup worth?
- About $422K, roughly 2.5× its estimated EBITDA of $169K, typical for a administrative and support and waste management and remediation services company its size. Likely range: $105K–$755K.
- When was Plangroup founded?
- Plangroup has been in business since 2003.