SeeBITDAOklahoma

Compass Legal Planning PC

  • 701 Cedar Lake Blvd Ste 310, Oklahoma City, OK
  • 2 locations
  • Since 2021
Estimated valueLow confidence
$778K
$271Klikely range$1.3M
About 2.3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.9M
a year
Profit (EBITDA)
$338K
18% of revenue
Employees
—
not reported

How we got $778K

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

A typical law firms business in Oklahoma$1.9M
Revenue$1.9M
× 18% profit margin$338K
× 2.3 sale multiple = value$778K

· Own this business? Correct these figures

What we know

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

What they do

Compass Legal Planning PC is an estate planning law firm in Oklahoma City that helps Oklahoma families create wills, trusts, guardianship plans and related documents. Its pages describe a focus on simple, plain-language planning for families.

Products & services
Wills & TrustsKids Protection PlanningPowers of AttorneyProbate & Estate AdministrationAsset Protection for Families & Business OwnersSpecial Needs PlanningHealthcare DirectivesEstate AdministrationEstate Planning
Markets served
FamiliesBusiness Owners
Service area
OklahomaOklahoma City
Certifications
Personal Family Lawyer® network

From the company's website. Industry: Law firms.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Compass Legal Planning PC
this business
$1.9M$338K—
Rison & Meek, Pllc
Oklahoma City
$942K$187K0.0 mi
B Hollar Attorney At Law
Oklahoma City
$942K$187K0.1 mi
HIRSCH HEATH & WHITE PLLC
Oklahoma City · 9 employees
$3.1M$550K0.1 mi
The Johnston Law Firm, Oklahoma City, OK.
Oklahoma City
$942K$187K0.1 mi
Hudson Mahn Llc
Oklahoma City
$942K$187K0.1 mi
HILTGEN & BREWER PC
Oklahoma City · 24 employees
$8.0M$1.2M0.2 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$778K
Multiple for this size and industry2.3×
Value range$271K – $1.3M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Legal Services businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (18%). Treat these as a rough guide.

Revenue range$822K – $2.6M
EBITDA range$147K – $469K
Industry (NAICS)Legal Services (5411)

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. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

2 locations

701 Cedar Lake Blvd Ste 310Oklahoma CityThis listing
501 NW 13th StOklahoma CityView

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 Compass Legal Planning PC

Compass Legal Planning PC is a law firms company in Oklahoma City, Oklahoma, in business since 2021. It is owned by Bret Glenn (Founder). Its estimated annual revenue is about $1.9M, with roughly $338K of EBITDA. Its estimated business value is $778K (likely range $271K–$1.3M). It has 2 locations.

Common questions

Who owns Compass Legal Planning PC?
Compass Legal Planning PC is owned by Bret Glenn (Founder), according to public sources such as the company's website or filings.
How much revenue does Compass Legal Planning PC make?
SeeBITDA estimates Compass Legal Planning PC's annual revenue at about $1.9M (likely between $822K and $2.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Compass Legal Planning PC worth?
About $778K, roughly 2.3× its estimated EBITDA of $338K, typical for a law firms company its size. Likely range: $271K–$1.3M.
When was Compass Legal Planning PC founded?
Compass Legal Planning PC has been in business since 2021.