Elizabeth Ward
- Elizabeth WardFinancial Advisor · Company website
How we got $1.0M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Likely to sell
- In business 31 years (since 1995)
- Founder still runs it after 31 years
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
What they do
Elizabeth Ward is a Financial Advisor with Edward Jones at an office in Lindsay, OK. The page lists her as CFP and CRPC certified and provides office hours and contact details.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Edward Jones · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Elizabeth Ward this business | $1.1M | — |
| PRIMARY MEDICAL BILLING LLC Purcell · 2 employees | $1.5M | 18.0 mi |
| VAULT WEALTH STRATEGIES, LLC Purcell · 1 employees | $369K | 18.3 mi |
| COMPASS 360 LLC Blanchard · 2 employees | $668K | 21.0 mi |
| LAND SERVICES, INC. Blanchard · 1 employees | $767K | 21.0 mi |
| BARSOL TRANSIT LLC Pauls Valley · 2 employees | $1.5M | 22.0 mi |
| HART & ASSOCIATES, INC Chickasha · 6 employees | $2.9M | 23.3 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 | $1.0M |
| Multiple for this size and industry | 2.3× |
| Value range | $334K – $1.6M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice 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 | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
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
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Elizabeth Ward
Elizabeth Ward is a financial advisors company in Lindsay, Oklahoma, in business since 1995. It is owned by Edward D. Jones, Sr. (Founder). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.0M (likely range $334K–$1.6M).
Common questions
- Who owns Elizabeth Ward?
- Elizabeth Ward is owned by Edward D. Jones, Sr. (Founder), according to public sources such as the company's website or filings.
- How much revenue does Elizabeth Ward make?
- SeeBITDA estimates Elizabeth Ward's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Elizabeth Ward worth?
- About $1.0M, roughly 2.3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $334K–$1.6M.
- When was Elizabeth Ward founded?
- Elizabeth Ward has been in business since 1995.
- Is Elizabeth Ward for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 31 years (since 1995); founder still runs it after 31 years; no family successor named on its website.