Mortgage Solutions Financial Edmond
- Jeff TrusheimChief Financial Officer · Company website
- Ben RobinsonChief Operating Officer · Company website
- John StevensChief Growth Officer · Company website
- Bobbie CollinsChief Administrative Officer & General Counsel · Company website
- Dawn DawsonChief Marketing Officer · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 31 years (since 1995)
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Mortgage Solutions Financial Edmond this business | $1.1M | — |
| Arvest Bank Edmond | $1.9M | 0.1 mi |
| Shelter Insurance Edmond | $806K | 0.1 mi |
| RCB Bank Edmond | $1.9M | 0.4 mi |
| Gregory Bryant - 609 S Kelly Ave Edmond | $806K | 0.4 mi |
| Coppermark Public Adjusters Edmond | $806K | 0.4 mi |
| James Counts Edmond | $1.1M | 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 | $1.3M |
| Multiple for this size and industry | 3× |
| 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
History & advisors
“Retired Air Force officer Roy Clennan founded Mortgage Solutions Financial in 1995 to offer a friendly, trusted alternative to big, impersonal financial institutions while redefining the mortgage experience for our customers and team members.”
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 Mortgage Solutions Financial Edmond
Mortgage Solutions Financial Edmond is a family-owned finance and insurance company in Edmond, Oklahoma, in business since 1995. It is owned by Rob Clennan (Owner / Chief Executive Officer). 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 Mortgage Solutions Financial Edmond?
- Mortgage Solutions Financial Edmond is owned by Rob Clennan (Owner / Chief Executive Officer), according to public sources such as the company's website or filings.
- How much revenue does Mortgage Solutions Financial Edmond make?
- SeeBITDA estimates Mortgage Solutions Financial Edmond'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 Mortgage Solutions Financial Edmond 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 Mortgage Solutions Financial Edmond founded?
- Mortgage Solutions Financial Edmond has been in business since 1995.