SeeBITDAOklahoma

Brenda O'Rourke

Finance and insurance
  • 302 W 2nd St Suite 300, Sand Springs, OK
  • Since 1995
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
Edward D. Jones, Sr.
Founder · source
Likely to sell

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 named

Signs of a sale Likely to sell

  • In business 31 years (since 1995)
  • Founder still runs it after 31 years
  • No family successor named on its website

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

What they do

Brenda O'Rourke is a Financial Advisor with Edward Jones in Sand Springs, OK, listing focus areas in retirement income, estate and legacy strategies, and business retirement plans.

Products & services
Retirement Income StrategiesEstate & Legacy StrategiesBusiness Retirement Plans
Service area
Sand Springs, OK
Certifications
ChFC®AAMS®CRPC™CRPS™

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

Customers & suppliers

Suppliers & brands

  • Edward Jones · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Brenda O'Rourke
this business
$1.1M$439K—
Bank of Oklahoma
Sand Springs
$1.9M$863K0.5 mi
SAND SPRINGS AGENCY LLC
Sand Springs · 4 employees
$1.0M$344K0.6 mi
Jackson Hewitt Tax Service
Sand Springs
$1.1M$439K0.6 mi
Regional Finance
Sand Springs
$1.1M$439K0.6 mi
Edward Jones - Financial Advisor: Frank Mitchell Mamola, AAMS®
Sand Springs
$1.1M$439K0.6 mi
Security Finance
Sand Springs
$1.1M$439K0.6 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

Leadership

  • SP
    Shana Poole
    Sr. Branch Office Administrator · 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 Brenda O'Rourke

Brenda O'Rourke is a finance and insurance company in Sand Springs, Oklahoma, in business since 1995. It is owned by Edward D. Jones, Sr. (Founder). 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 Brenda O'Rourke?
Brenda O'Rourke is owned by Edward D. Jones, Sr. (Founder), according to public sources such as the company's website or filings.
How much revenue does Brenda O'Rourke make?
SeeBITDA estimates Brenda O'Rourke'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 Brenda O'Rourke 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 Brenda O'Rourke founded?
Brenda O'Rourke has been in business since 1995.
Is Brenda O'Rourke for sale?
There's no public listing, but it shows signs that often come before a sale: in business 31 years (since 1995); founder still runs it after 31 years; no family successor named on its website.