SeeBITDAOklahoma

Legacy From The Heart

  • 427 S. Boston Ave, Suite 502, Tulsa, OK
  • Since 2022
  • Family-owned
  • NAICS 5242
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
Leadership
Owner not found yet
We haven't found the owner in public records

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 not found

What they do

Legacy From The Heart is a local, family owned Independent Insurance Agency in Tulsa, OK that helps people make Medicare insurance decisions. It says its licensed agents partner with multiple insurance providers to offer a wide range of policies.

Products & services
Medicare Advantage PlansMedicare SupplementsPrescription Drug Planslife insurance
Markets served
Medicare beneficiaries
Service area
Tulsa, OK
Certifications
Independent Insurance Agents

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

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Legacy From The Heart
this business
$806K$310K—
Geek Expos
Tulsa
$806K$310K0.0 mi
INTERNATIONAL INSURANCE BROKERS, LTD.
Tulsa · 31 employees
$10.4M$2.5M0.0 mi
VAUGHAN INSURANCE GROUP LLC
Tulsa · 4 employees
$982K$322K0.0 mi
316 Health Insurance - Tulsa Office
Tulsa
$806K$310K0.0 mi
RITZHAUPT FARMERS INSURANCE
Tulsa · 1 employees
$173K$67K0.1 mi
Best Tulsa Car Insurance
Tulsa
$806K$310K0.1 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$1.1M
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

History & advisors

Family-owned

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 Legacy From The Heart

Legacy From The Heart is a family-owned insurance agencies company in Tulsa, Oklahoma, in business since 2022. 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 Legacy From The Heart?
The owner of Legacy From The Heart 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 Legacy From The Heart make?
SeeBITDA estimates Legacy From The Heart'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 Legacy From The Heart 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 Legacy From The Heart founded?
Legacy From The Heart has been in business since 2022.