Well Preserved Advisory Group
- Mia MunnerlynDirector of Media · Company website
- Patrick MunnerlynInvestment Advisor Representative · Company website
- Elisa CurryIndependent Insurance Advisor · Company website
- Hunter MorganInvestment Advisor Associate · Company website
- Vickie MaciasHealth Care Advisor · Company website
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 Some signs of a sale
- In business 23 years (since 2003)
- Founder still runs it after 23 years
From public records and the company's website, not a statement that it's for sale.
What they do
Independent Medicare, insurance and retirement advisors in Oklahoma City serving Oklahoma families and retirees, with a weekly senior-focused radio show and a Pay Back Saturday nonprofit giving program.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Motiv8 Investments, LLC · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Well Preserved Advisory Group this business | $1.1M | — |
| PD MUNNERLYN INSURANCE AND INVESTMENTS Oklahoma City · 1 employees | $330K | 0.0 mi |
| Eunice Khoury Insurance Oklahoma City | $815K | 0.0 mi |
| BOB STOCKTON INSURANCE AGENCY, INC Oklahoma City · 4 employees | $1.0M | 0.1 mi |
| InterBank Oklahoma City | $369.1M | 0.1 mi |
| Horizon Investment Group Inc Oklahoma City | $1.1M | 0.1 mi |
| Royalty Roofing Oklahoma City | $1.1M | 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 | $435K – $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 | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| 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
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Well Preserved Advisory Group
Well Preserved Advisory Group is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2003. It is owned by Eunice Khoury (Founder). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Well Preserved Advisory Group?
- Well Preserved Advisory Group is owned by Eunice Khoury (Founder), according to public sources such as the company's website or filings.
- How much revenue does Well Preserved Advisory Group make?
- SeeBITDA estimates Well Preserved Advisory Group's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Well Preserved Advisory Group worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Well Preserved Advisory Group founded?
- Well Preserved Advisory Group has been in business since 2003.