SeeBITDAOklahoma

Shelter Insurance - Stefanie Kelley

  • 2272 Camino Del Plz Dr, Edmond, OK
  • Since 1997
  • NAICS 5242
Estimated valueLow confidence
$1.1M
$415Klikely range$1.7M
About 3.6× its yearly profit, typical for a company this size in its industry.
Revenue
$815K
a year
Profit (EBITDA)
$313K
38% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records
Some signs of a sale

How we got $1.1M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical insurance agencies business in Oklahoma$815K
Revenue$815K
× 38% profit margin$313K
× 3.6 sale multiple = value$1.1M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

Signs of a sale Some signs of a sale

  • In business 29 years (since 1997)

From public records and the company's website, not a statement that it's for sale.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Shelter Insurance - Stefanie Kelley
this business
$815K$313K—
Insurance Placement Alternatives
Edmond
$815K$313K0.8 mi
Farmers Insurance - Lin Stepinski
Edmond
$1.6M$535K0.8 mi
Drew Vincent - State Farm Insurance Agent
Edmond
$815K$313K0.8 mi
ANN M SMITH INSURANCE AGENCY INC
Edmond · 3 employees
$898K$295K0.8 mi
SV2020 LLC
Edmond · 3 employees
$564K$217K0.8 mi
SAM BOYD INSURANCE AGENCY, INC.
Edmond · 4 employees
$952K$312K0.8 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$1.1M
Multiple for this size and industry3.6×
Value range$415K – $1.7M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (38%). Treat these as a rough guide.

Revenue range$374K – $1.0M
EBITDA range$144K – $392K
Industry (NAICS)Agencies, brokerages, and other insurance related activities (5242)

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 Shelter Insurance - Stefanie Kelley

Shelter Insurance - Stefanie Kelley is an insurance agencies company in Edmond, Oklahoma, in business since 1997. Its estimated annual revenue is about $815K, with roughly $313K of EBITDA. Its estimated business value is $1.1M (likely range $415K–$1.7M).

Common questions

Who owns Shelter Insurance - Stefanie Kelley?
The owner of Shelter Insurance - Stefanie Kelley 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 Shelter Insurance - Stefanie Kelley make?
SeeBITDA estimates Shelter Insurance - Stefanie Kelley's annual revenue at about $815K (likely between $374K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Shelter Insurance - Stefanie Kelley worth?
About $1.1M, roughly 3.6× its estimated EBITDA of $313K, typical for a insurance agencies company its size. Likely range: $415K–$1.7M.
When was Shelter Insurance - Stefanie Kelley founded?
Shelter Insurance - Stefanie Kelley has been in business since 1997.