SeeBITDAOklahoma

McCloud & Associates

Finance and insurance
  • 3100 S Elm Pl, Broken Arrow, OK
  • Since 2026
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records

How we got $1.3M

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

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

What they do

McCloud & Associates offers flat-fee tax planning, bookkeeping, tax preparation and payroll for small businesses, realtors, and medical clinics, delivered remotely nationwide. It also runs a network of partner professionals in real estate, title and closing, and insurance.

Products & services
Tax planningBookkeepingTax preparationPayrollPersonal Tax PreparationSchedule A — Itemized DeductionsSchedule C — Self-Employment & Sole ProprietorsSchedule E — Rental PropertyTrust & Estate Returns (Form 1041)Title & ClosingAuto & home insuranceBusiness insurance & liability coverage
Markets served
Small businessesRealtorsMedical clinicsDialysis centersIndividuals and families
Service area
NationwideTulsa metroOklahomaBroken Arrow, OK

From the company's website. Industry: Finance and insurance.

Customers & suppliers

Suppliers & brands

  • X-Factor Title & Closing · brand it sells or installs
  • 317 Insurance Advisors · brand it sells or installs
  • ResCom Group at RE/MAX Results · brand it sells or installs

Possible customers nearby

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

Real estate
Doctors & clinics

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
McCloud & Associates
this business
$1.1M$439K—
Lighthouse Insurance
Broken Arrow
$806K$310K0.0 mi
HBI LLC
Broken Arrow · 1 employees
$361K$139K0.1 mi
Ron Henderson: Allstate Insurance
Broken Arrow
$1.6M$529K0.1 mi
Red River Credit Corporation
Broken Arrow
$1.1M$439K0.2 mi
Bank of America ATM
Broken Arrow
$1.9M$863K0.2 mi
Jackson Hewitt Tax Service
Broken Arrow
$1.1M$439K0.2 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 industry3×
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

“After years working inside large accounting firms, our founders saw the same pattern repeat: small business clients were getting generic advice, missing thousands in deductions, and scrambling every April.”

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 McCloud & Associates

McCloud & Associates is a finance and insurance company in Broken Arrow, Oklahoma, in business since 2026. 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 McCloud & Associates?
The owner of McCloud & Associates 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 McCloud & Associates make?
SeeBITDA estimates McCloud & Associates'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 McCloud & Associates 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 McCloud & Associates founded?
McCloud & Associates has been in business since 2026.