Synergy Benefit Advisors
- Diane StallcupSr. Account Manager · Company website
- Destiny PopeQuality Control Manager · Company website
- Anna ChristianAccount Executive · Company website
How we got $2.4M
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 17 years (since 2009)
From public records and the company's website, not a statement that it's for sale.
What they do
Synergy Benefit Advisors, LLC is an employee benefits agency in Tulsa, OK that helps small to large companies design and manage benefits packages and also offers individual insurance products.
From the company's website. Industry: Insurance agencies.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Synergy Benefit Advisors this business | $1.6M | — |
| Janine Billings - State Farm Tulsa | $815K | 0.0 mi |
| Melissa Dawn Van Ranken: Allstate Insurance Tulsa | $815K | 0.1 mi |
| CATALYST BENEFITS GROUP, LLC Tulsa · 9 employees | $3.5M | 0.1 mi |
| FLEXPLAN ADMINISTRATORS, INC. Tulsa · 2 employees | $721K | 0.1 mi |
| Corporate Survey Services Tulsa | $815K | 0.1 mi |
| IPA, INC Tulsa · 1 employees | $246K | 0.4 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 | $2.4M |
| Multiple for this size and industry | 4.5× |
| Value range | $884K – $3.6M |
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 (33%). Treat these as a rough guide.
| Revenue range | $749K – $2.0M |
| EBITDA range | $246K – $669K |
| 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
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.
2 locations
| 1203 E 33rd St Ste 250 | Tulsa | This listing |
| 1425 E 41st Pl | Tulsa | View |
Revenue, profit and value are for the whole company.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Synergy Benefit Advisors
Synergy Benefit Advisors is an insurance agencies company in Tulsa, Oklahoma, in business since 2009. It is owned by Evie Blair (President & Founder). Its estimated annual revenue is about $1.6M, with roughly $535K of EBITDA. Its estimated business value is $2.4M (likely range $884K–$3.6M). It has 2 locations.
Common questions
- Who owns Synergy Benefit Advisors?
- Synergy Benefit Advisors is owned by Evie Blair (President & Founder), according to public sources such as the company's website or filings.
- How much revenue does Synergy Benefit Advisors make?
- SeeBITDA estimates Synergy Benefit Advisors's annual revenue at about $1.6M (likely between $749K and $2.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Synergy Benefit Advisors worth?
- About $2.4M, roughly 4.5× its estimated EBITDA of $535K, typical for a insurance agencies company its size. Likely range: $884K–$3.6M.
- When was Synergy Benefit Advisors founded?
- Synergy Benefit Advisors has been in business since 2009.