Insurance and Financial Design
How we got $1.1M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Independent insurance agency in Shawnee, Oklahoma offering personal and business insurance coverages with a dedicated team for each client.
From the company's website. Industry: Insurance agencies.
Customers & suppliers
Customers
- Legacy Parenting Center · named on its website
- Junior Service League of Shawnee · named on its website
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Insurance and Financial Design this business | $815K | — |
| STANFORD INSURANCE AGENCY INC Shawnee · 1 employees | $346K | 2.0 mi |
| Brandon Hokit-Farm Bureau Financial Services Shawnee | $185K | 2.0 mi |
| WALL & ASSOCIATES INC Shawnee · 6 employees | $1.1M | 2.0 mi |
| JASON SMITH INSURANCE, INC. Shawnee · 1 employees | $246K | 2.0 mi |
| JEFF CHAMBLIN INSURANCE, LLC Shawnee · 1 employees | $251K | 2.0 mi |
| K & V WASHBURN INSURANCE, INC. Shawnee · 3 employees | $536K | 2.0 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 | $1.1M |
| Multiple for this size and industry | 3.6× |
| Value range | $415K – $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 | $374K – $1.0M |
| EBITDA range | $144K – $392K |
| 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 Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Insurance and Financial Design
Insurance and Financial Design is an insurance agencies company in Shawnee, Oklahoma, in business since 2020. It is owned by Julie A. Hokit (Founder/Insurance Advisor). Its estimated annual revenue is about $815K, with roughly $313K of EBITDA. Its estimated business value is $1.1M (likely range $415K–$1.7M).
Common questions
- Who owns Insurance and Financial Design?
- Insurance and Financial Design is owned by Julie A. Hokit (Founder/Insurance Advisor), according to public sources such as the company's website or filings.
- How much revenue does Insurance and Financial Design make?
- SeeBITDA estimates Insurance and Financial Design's annual revenue at about $815K (likely between $374K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Insurance and Financial Design worth?
- About $1.1M, roughly 3.6× its estimated EBITDA of $313K, typical for a insurance agencies company its size. Likely range: $415K–$1.7M.
- When was Insurance and Financial Design founded?
- Insurance and Financial Design has been in business since 2020.