Southwest Retirement Inc
How we got $792K
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Southwest Retirement Inc. is a full service financial planning company serving Oklahoma and the surrounding communities, focused on retirement income, strategy, tax, estate and Medicare planning.
From the company's website. Industry: Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Southwest Retirement Inc this business | $3.8M | — |
| Woodland Manor Tulsa | $3.8M | 0.5 mi |
| Country Club At Woodland Hills Tulsa | $3.8M | 0.8 mi |
| Mercy Springs Living Center Tulsa | $3.8M | 0.8 mi |
| Maplewood Care Center Tulsa | $3.8M | 1.0 mi |
| AALL CARE LIVING SERVICES INC Tulsa · 122 employees | $12.5M | 1.1 mi |
| THE PARKS ASSISTED LIVING LLC Tulsa · 41 employees | $4.9M | 1.2 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 | $792K |
| Multiple for this size and industry | 3× |
| Value range | $239K – $1.2M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (7%). Treat these as a rough guide.
| Revenue range | $1.4M – $4.9M |
| EBITDA range | $100K – $338K |
| Industry (NAICS) | Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (6233) |
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 Roles are as stated there and may be out of date.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 Southwest Retirement Inc
Southwest Retirement Inc is a continuing care retirement communities and assisted living facilities for the elderly company in Tulsa, Oklahoma, in business since 2012. It is owned by Brad Freels (Founder and President). Its estimated annual revenue is about $3.8M, with roughly $264K of EBITDA. Its estimated business value is $792K (likely range $239K–$1.2M).
Common questions
- Who owns Southwest Retirement Inc?
- Southwest Retirement Inc is owned by Brad Freels (Founder and President), according to public sources such as the company's website or filings.
- How much revenue does Southwest Retirement Inc make?
- SeeBITDA estimates Southwest Retirement Inc's annual revenue at about $3.8M (likely between $1.4M and $4.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Southwest Retirement Inc worth?
- About $792K, roughly 3× its estimated EBITDA of $264K, typical for a continuing care retirement communities and assisted living facilities for the elderly company its size. Likely range: $239K–$1.2M.
- When was Southwest Retirement Inc founded?
- Southwest Retirement Inc has been in business since 2012.