Ironhorse Investments and Estate Planning
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 Unlikely to sell soon
- In business 15 years (since 2011)
From public records and the company's website, not a statement that it's for sale.
What they do
Family-owned fiduciary registered investment advisor offering coordinated investment, tax, retirement income and estate planning for professionals, busy families, retirees and families navigating a settlement, with offices in Edmond, Oklahoma and Minneapolis, Minnesota, and virtual service nationwide.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Saxony Securities, Inc · brand it sells or installs
- Saxony Capital Management, LLC · brand it sells or installs
- Steven D. Kaestner P.C · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Ironhorse Investments and Estate Planning this business | $1.1M | — |
| Allstate Insurance Agent: Jim Shortridge Edmond | $806K | 0.0 mi |
| EL ELYON, INC Edmond · 6 employees | $1.3M | 0.0 mi |
| DHI Mortgage Edmond | $2.1M | 0.1 mi |
| Tax Matters People Oklahoma City | $1.1M | 0.1 mi |
| STERLING MANAGEMENT GROUP, LLC Edmond · 14 employees | $5.6M | 0.1 mi |
| Cornerstone Wealth Services Edmond | $2.1M | 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
People & advisors
“Ironhorse Investments & Estate Planning is a family-owned, fiduciary registered investment advisor.”
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 Ironhorse Investments and Estate Planning
Ironhorse Investments and Estate Planning is a family-owned finance and insurance company in Oklahoma City, Oklahoma, in business since 2011. 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 Ironhorse Investments and Estate Planning?
- The owner of Ironhorse Investments and Estate Planning isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Ironhorse Investments and Estate Planning make?
- SeeBITDA estimates Ironhorse Investments and Estate Planning'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 Ironhorse Investments and Estate Planning 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 Ironhorse Investments and Estate Planning founded?
- Ironhorse Investments and Estate Planning has been in business since 2011.