Slate River Financial
- Pamela Pierce-ZamoyskiChief Operations Officer · Company website
- Stephani NicholsDirector of Executive Operations & Brand Experience · Company website
- April ArmerDirector of New Business · Company website
- Pamela EppersonDirector of First Impressions · Company website
- Logann PorterfieldDirector of First Impressions & Client Services · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- Family in the business (Mike Coons, Data Specialist)
From public records and the company's website, not a statement that it's for sale.
What they do
Slate River Financial is an independent financial service firm in Edmond and Tulsa, Oklahoma that offers retirement planning. It serves people approaching retirement who want to align their wealth with what matters most to them.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Triad Wealth Partners · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Slate River Financial this business | $1.1M | — |
| Horn Insurance Agency, Llc - Mark & Gennifer Horn Edmond | $815K | 0.0 mi |
| Emerson & Company Edmond | $1.1M | 0.0 mi |
| Courtesy Insurance Agency Edmond | $815K | 0.1 mi |
| SHEPHERD WEALTH ADVISORY Edmond · 1 employees | $940K | 0.1 mi |
| TORTUGA HOLDINGS, LLC Edmond · 1 employees | $559K | 0.1 mi |
| Cornerstone Planning Group Llc Edmond | $1.1M | 0.1 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 | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
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 (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| 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
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 Slate River Financial
Slate River Financial is a finance and insurance company in Edmond, Oklahoma, in business since 2021. It is owned by Patrick Coons (Founder & Lead Advisor). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Slate River Financial?
- Slate River Financial is owned by Patrick Coons (Founder & Lead Advisor), according to public sources such as the company's website or filings.
- How much revenue does Slate River Financial make?
- SeeBITDA estimates Slate River Financial'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 Slate River Financial worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Slate River Financial founded?
- Slate River Financial has been in business since 2021.