Cornerstone Wealth Services
How we got $3.0M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Cornerstone Wealth Services this business | $2.1M | — |
| 5 Years, Llc. Edmond | $1.1M | 0.0 mi |
| THOMPSON CATTLE, INC Edmond · 2 employees | $1.3M | 0.0 mi |
| Wga Benefit Consultants Edmond | $806K | 0.0 mi |
| Tax Matters People Oklahoma City | $1.1M | 0.0 mi |
| STERLING MANAGEMENT GROUP, LLC Edmond · 14 employees | $5.6M | 0.0 mi |
| Fleetwood Benefit Services, Inc. Edmond | $1.1M | 0.0 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 | $3.0M |
| Multiple for this size and industry | 3.8× |
| Value range | $1.0M – $4.9M |
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 | $886K – $2.9M |
| EBITDA range | $330K – $1.1M |
| 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
2 locations
| 2908 Via Esperanza | Edmond | This listing |
| 3308 Northwest 135th Street | Oklahoma City | View |
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 Cornerstone Wealth Services
Cornerstone Wealth Services is a finance and insurance company in Edmond, Oklahoma, in business since 2021. Its estimated annual revenue is about $2.1M, with roughly $795K of EBITDA. Its estimated business value is $3.0M (likely range $1.0M–$4.9M). It has 2 locations.
Common questions
- Who owns Cornerstone Wealth Services?
- The owner of Cornerstone Wealth Services 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 Cornerstone Wealth Services make?
- SeeBITDA estimates Cornerstone Wealth Services's annual revenue at about $2.1M (likely between $886K and $2.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Cornerstone Wealth Services worth?
- About $3.0M, roughly 3.8× its estimated EBITDA of $795K, typical for a finance and insurance company its size. Likely range: $1.0M–$4.9M.
- When was Cornerstone Wealth Services founded?
- Cornerstone Wealth Services has been in business since 2021.