Wilson Investment & Estate Consultants
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 Some signs of a sale
- In business 23 years (since 2003)
- Founder still runs it after 23 years
From public records and the company's website, not a statement that it's for sale.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Wilson Investment & Estate Consultants this business | $1.1M | — |
| Lasting Integrity Final Expense Tulsa | $806K | 0.0 mi |
| INTEGRITY FINANCIAL SERVICES, LLC Tulsa · 4 employees | $2.0M | 0.1 mi |
| Roxi Smith - Farmers Insurance Agent of Oklahoma Tulsa | $1.6M | 0.1 mi |
| Moneygram Tulsa | $1.1M | 0.1 mi |
| World Finance Tulsa | $1.1M | 0.1 mi |
| Csn Financial Inc Tulsa | $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 | $437K – $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 | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| 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
People & advisors
“Jim formed Wilson Investment Consultants to help investors protect their assets and their standard of living.”
Leadership
- JWJames WilsonFounder · Company website · source
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 Roles are as stated there and may be out of date.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 Wilson Investment & Estate Consultants
Wilson Investment & Estate Consultants is a finance and insurance company in Tulsa, Oklahoma, in business since 2003. It is owned by James David Wilson (Partner). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Wilson Investment & Estate Consultants?
- Wilson Investment & Estate Consultants is owned by James David Wilson (Partner), according to public sources such as the company's website or filings.
- How much revenue does Wilson Investment & Estate Consultants make?
- SeeBITDA estimates Wilson Investment & Estate Consultants's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Wilson Investment & Estate Consultants worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- When was Wilson Investment & Estate Consultants founded?
- Wilson Investment & Estate Consultants has been in business since 2003.