Heritage Trust Company
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 28 years (since 1998)
From public records and the company's website, not a statement that it's for sale.
What they do
Argent Trust Oklahoma, formerly Heritage Trust Company in Oklahoma City, is a state-chartered trust company providing trust administration, estate planning, investment management and other fiduciary services to individuals, families, businesses and institutions.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Heritage Trust Company this business | $1.1M | — |
| MIRES CONSULTING GROUP L.L.C. Ponca City · 4 employees | $1.9M | 0.0 mi |
| BenefitPRO Solutions Ponca City | $806K | 0.0 mi |
| New York Life Insurance Ponca City | $806K | 0.0 mi |
| Caitlyn M Fox Ponca City | $1.1M | 0.1 mi |
| Alliance Insurance Group, A Division of World Insurance Associates LLC Ponca City | $806K | 0.1 mi |
| HARBOR WEALTH MANAGEMENT LLC Ponca City · 3 employees | $1.4M | 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 Trust, Fiduciary, and Custody Activities 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) | Trust, Fiduciary, and Custody Activities (523991) |
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. 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 Heritage Trust Company
Heritage Trust Company is a financial advisors company in Ponca City, Oklahoma, in business since 1998. It is owned by Kyle McDonald (CEO). 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 Heritage Trust Company?
- Heritage Trust Company is owned by Kyle McDonald (CEO), according to public sources such as the company's website or filings.
- How much revenue does Heritage Trust Company make?
- SeeBITDA estimates Heritage Trust Company'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 Heritage Trust Company worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a financial advisors company its size. Likely range: $437K–$2.1M.
- When was Heritage Trust Company founded?
- Heritage Trust Company has been in business since 1998.