SeeBITDAOklahoma

Waterstone Mortgage Corporation - Edmond, OK

Finance and insurance
  • 225 Lilac Dr, Edmond, OK
  • 3 locations
  • Since 2000
Estimated valueLow confidence
$5.4M
$1.8Mlikely range$8.7M
About 4.5× its yearly profit, typical for a company this size in its industry.
Revenue
$3.2M
a year
Profit (EBITDA)
$1.2M
37% of revenue
Employees
—
not reported
Secondary Marketing
President · source
Some signs of a sale

How we got $5.4M

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

A typical finance and insurance business in Oklahoma$3.2M
Revenue$3.2M
× 37% profit margin$1.2M
× 4.5 sale multiple = value$5.4M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named
3 locations found

Signs of a sale Some signs of a sale

  • In business 26 years (since 2000)

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

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Waterstone Mortgage Corporation - Edmond, OK
this business
$3.2M$1.2M—
Edward Jones
Edmond
$1.1M$439K0.0 mi
LIFETIME INSURANCE, LLC
Edmond · 3 employees
$619K$238K0.0 mi
VANGUARD BENEFIRS GROUP, LLC
Edmond · 5 employees
$1.2M$380K0.0 mi
MULTILATERAL ENDOWMENT MANAGEMENT COMPANY
Edmond · 7 employees
$4.9M$1.6M0.0 mi
Cardinal Financial Company, Limited Partnership
Edmond
$1.1M$439K0.0 mi
New American Funding - Doug Ogburn
Edmond
$1.1M$439K0.0 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$5.4M
Multiple for this size and industry4.5×
Value range$1.8M – $8.7M

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 (37%). Treat these as a rough guide.

Revenue range$1.3M – $4.3M
EBITDA range$495K – $1.6M
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

3 locations

225 Lilac DrEdmondThis listing
5705 E 71st St Ste 100TulsaView
8917 S Yale Ave Suites 100 & 200TulsaView

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 Waterstone Mortgage Corporation - Edmond, OK

Waterstone Mortgage Corporation - Edmond, OK is a finance and insurance company in Edmond, Oklahoma, in business since 2000. It is owned by Secondary Marketing (President). Its estimated annual revenue is about $3.2M, with roughly $1.2M of EBITDA. Its estimated business value is $5.4M (likely range $1.8M–$8.7M). It has 3 locations.

Common questions

Who owns Waterstone Mortgage Corporation - Edmond, OK?
Waterstone Mortgage Corporation - Edmond, OK is owned by Secondary Marketing (President), according to public sources such as the company's website or filings.
How much revenue does Waterstone Mortgage Corporation - Edmond, OK make?
SeeBITDA estimates Waterstone Mortgage Corporation - Edmond, OK's annual revenue at about $3.2M (likely between $1.3M and $4.3M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Waterstone Mortgage Corporation - Edmond, OK worth?
About $5.4M, roughly 4.5× its estimated EBITDA of $1.2M, typical for a finance and insurance company its size. Likely range: $1.8M–$8.7M.
When was Waterstone Mortgage Corporation - Edmond, OK founded?
Waterstone Mortgage Corporation - Edmond, OK has been in business since 2000.