SeeBITDAOklahoma

CT Legacy Insurance

  • 105 N Broadway St, Walters, OK
  • Since 2026
Estimated valueLow confidence
$1.1M
$411Klikely range$1.7M
About 3.6× its yearly profit, typical for a company this size in its industry.
Revenue
$806K
a year
Profit (EBITDA)
$310K
38% of revenue
Employees
—
not reported
Bailee Hart
Owner · source
Unlikely to sell soon

How we got $1.1M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical insurance agencies business in Oklahoma$806K
Revenue$806K
× 38% profit margin$310K
× 3.6 sale multiple = value$1.1M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named

Signs of a sale Unlikely to sell soon

  • Family in the business (Gage Hart, Producer-Owner)

From public records and the company's website, not a statement that it's for sale.

What they do

Hart Legacy Insurance LLC (formerly CT Legacy Insurance) is a full-service independent insurance agency in Walters, OK, offering personal, commercial, and health and life coverage. It says it works for its clients rather than the insurance companies.

Products & services
Personal lines coverageCommercial InsuranceHealth & Life InsuranceHomeownersAutoSpecialty DwellingPowersportsBoatFloodCondoEarthquakeMotorcycle
Markets served
Oil & GasContractorsTruckingsmall and large commercial accountshomeowners
Service area
Walters, OK

From the company's website. Industry: Insurance agencies.

Customers & suppliers

Possible customers nearby

The largest businesses within about 60 miles in the markets its website says it serves.

Oil & gas
Trucking & freight
Accounting & tax

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
CT Legacy Insurance
this business
$806K$310K—
Farmers Insurance - Katy Kinder
Walters
$806K$310K0.1 mi
Angela E Schertle - 212 N Broadway St
Walters
$806K$310K0.1 mi
SCHERLER INSURANCE AGENCY, LLC
Walters · 1 employees
$262K$101K0.3 mi
MCINTYRE INSURANCE AGENCY GP
Temple · 10 employees
$2.0M$588K7.3 mi
Farmers Insurance - Crystal Santos
Lawton
$806K$310K16.4 mi
Daremy Gleaves Farmers Insurance Agent
Lawton
$806K$310K16.9 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$1.1M
Multiple for this size and industry3.6×
Value range$411K – $1.7M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (38%). Treat these as a rough guide.

Revenue range$371K – $1.0M
EBITDA range$143K – $387K
Industry (NAICS)Agencies, brokerages, and other insurance related activities (5242)

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

“CT Legacy Insurance has officially rebranded to Hart Legacy Insurance.”

Leadership

  • CT
    Christian Thomas
    Commercial COO · Company website · source
  • LP
    Laura Pennington
    Commercial Account Current Manager · Company website · source
  • LJ
    Lindsey James
    Personal Account Manager/Producer · Company website · source
  • SS
    Samantha Scott
    Commercial Admin Support · Company website · source
  • CT
    Choice Thomas Jr.
    Producer · Company website · source
  • HH
    Halle Hanson
    Marketing Manager · Company website · source
  • GH
    Gage Hart
    Producer-Owner · 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 CT Legacy Insurance

CT Legacy Insurance is an insurance agencies company in Walters, Oklahoma, in business since 2026. It is owned by Bailee Hart. Its estimated annual revenue is about $806K, with roughly $310K of EBITDA. Its estimated business value is $1.1M (likely range $411K–$1.7M).

Common questions

Who owns CT Legacy Insurance?
CT Legacy Insurance is owned by Bailee Hart, according to public sources such as the company's website or filings.
How much revenue does CT Legacy Insurance make?
SeeBITDA estimates CT Legacy Insurance's annual revenue at about $806K (likely between $371K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is CT Legacy Insurance worth?
About $1.1M, roughly 3.6× its estimated EBITDA of $310K, typical for a insurance agencies company its size. Likely range: $411K–$1.7M.
When was CT Legacy Insurance founded?
CT Legacy Insurance has been in business since 2026.