Peak Financial Llc
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Peak Financial is an independent financial services firm in Tulsa, OK that helps individuals create retirement strategies using a variety of insurance products.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Peak Financial Llc this business | $1.1M | — |
| Gallagher Franchise Solutions Tulsa | $1.6M | 0.0 mi |
| Cfr Tulsa | $806K | 0.0 mi |
| Benefit Plan Strategies Tulsa | $806K | 0.0 mi |
| Commerce Trust Company Tulsa | $1.1M | 0.0 mi |
| Integrity Insurance Group, LLC. Tulsa | $806K | 0.1 mi |
| Transworld Business Advisors Of Tulsa Tulsa | $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 | $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
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Peak Financial Llc
Peak Financial Llc is a finance and insurance company in Tulsa, Oklahoma, in business since 2022. It is owned by Gregory F. Brinkman (President). 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 Peak Financial Llc?
- Peak Financial Llc is owned by Gregory F. Brinkman (President), according to public sources such as the company's website or filings.
- How much revenue does Peak Financial Llc make?
- SeeBITDA estimates Peak Financial Llc'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 Peak Financial Llc 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 Peak Financial Llc founded?
- Peak Financial Llc has been in business since 2022.