Legacy & Succession
How we got $2.0M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Legacy & Succession is a wealth advisory firm that helps families and business owners with business, wealth, and multi-generational planning. It serves entrepreneurs and families through succession, estate, tax, and family governance guidance.
From the company's website. Industry: Banks & credit unions.
Customers & suppliers
Customers
- Builder's Collective · named on its website
- Luckinbill Construction · named on its website
- EnerQuest Oil and Gas · named on its website
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Legacy & Succession this business | $2.0M | — |
| Rose Rock Bank Oklahoma City | $984K | 0.0 mi |
| First National Bank of Oklahoma Oklahoma City | $62.2M | 0.0 mi |
| BancFirst Oklahoma City | $984K | 0.9 mi |
| CU Service Center Oklahoma City | $984K | 0.9 mi |
| First Fidelity Bank - Quail Creek Oklahoma City | $52.2M | 0.9 mi |
| Bank Of Oklahoma Oklahoma City | $984K | 1.0 mi |
The full calculation
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Depository credit intermediation businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (45%). Treat these as a rough guide.
| Revenue range | $886K – $4.4M |
| EBITDA range | $399K – $2.0M |
| Industry (NAICS) | Depository credit intermediation (5221) |
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
“For over three generations, our team of family wealth advisors have been working alongside families and business owners to bring clarity to complex decisions.”
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 Roles are as stated there and may be out of date.
2 locations
| 10900 Hefner Pointe Dr | Oklahoma City | This listing |
| 3030 Northwest Expy | Oklahoma City | View |
Revenue, profit and value are for the whole company.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Legacy & Succession
Legacy & Succession is a banks & credit unions company in Oklahoma City, Oklahoma, in business since 2022. It is owned by In Memoriam (Founder). Its estimated annual revenue is about $2.0M, with roughly $885K of EBITDA. It has 2 locations.
Common questions
- Who owns Legacy & Succession?
- Legacy & Succession is owned by In Memoriam (Founder), according to public sources such as the company's website or filings.
- How much revenue does Legacy & Succession make?
- SeeBITDA estimates Legacy & Succession's annual revenue at about $2.0M (likely between $886K and $4.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- When was Legacy & Succession founded?
- Legacy & Succession has been in business since 2022.