Jake Phillip - State Farm Insurance Agent
How we got $1.1M
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 47 years (since 1979)
From public records and the company's website, not a statement that it's for sale.
What they do
State Farm insurance agent Jake Phillip's office in Tulsa, OK offers auto, home, renters, life and commercial insurance needs. It says it serves customers in the greater Tulsa area, including south Tulsa, Jenks and Mid-Town.
From the company's website. Industry: Insurance agencies.
Customers & suppliers
Suppliers & brands
- State Farm · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Jake Phillip - State Farm Insurance Agent this business | $806K | — |
| State Farm Tulsa | $806K | 0.1 mi |
| LYMAN INVESTMENTS, LLC DBA ANGELA LYMAN ALLSTATE Tulsa · 1 employees | $313K | 0.2 mi |
| Bilby Insurance Agency Tulsa | $806K | 0.4 mi |
| American National Insurance Tulsa | $806K | 0.4 mi |
| Karen Westgate Tulsa | $806K | 0.4 mi |
| Shelter Insurance Tulsa | $806K | 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 | $1.1M |
| Multiple for this size and industry | 3.6× |
| 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
People & advisors
Leadership
- PCPatti CaldwellOffice Manager · Company website · source
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 Jake Phillip - State Farm Insurance Agent
Jake Phillip - State Farm Insurance Agent is an insurance agencies company in Tulsa, Oklahoma, in business since 1979. 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 Jake Phillip - State Farm Insurance Agent?
- The owner of Jake Phillip - State Farm Insurance Agent 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 Jake Phillip - State Farm Insurance Agent make?
- SeeBITDA estimates Jake Phillip - State Farm Insurance Agent'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 Jake Phillip - State Farm Insurance Agent 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 Jake Phillip - State Farm Insurance Agent founded?
- Jake Phillip - State Farm Insurance Agent has been in business since 1979.