Ozment Agency
- Jaynie Ozment, Cfp®Vice President · Company website
- Kelly FletcherInsurance Operations · Company website
- Camelia PoespowidjojoFinancial Concierge · Company website
- John KornagaCase Design and Analysis · Company website
How we got $985K
Based on its 2 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
What they do
Ozment Agency is a professional financial services company in Tulsa, Oklahoma, providing a variety of insurance and financial solutions to individuals, business owners, and corporations, with a focus on retirement planning.
From the company's website. Industry: Insurance agencies.
Customers & suppliers
Suppliers & brands
- Kinetic Investment Management, Inc · brand it sells or installs
Estimated value over time
▲ 30% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| OZMENT AGENCY this business | $711K | — |
| BRANDON WHINERY INSURANCE AGENCY, LLC Tulsa · 2 employees | $513K | 0.0 mi |
| State Farm Tulsa | $815K | 0.2 mi |
| MARK FUGETT INSURANCE AGENCY Tulsa · 4 employees | $987K | 0.2 mi |
| Alissa Backes: Allstate Insurance Tulsa | $815K | 0.4 mi |
| Fedrated Insurance Tulsa | $815K | 0.5 mi |
| Guy Landes Tulsa | $815K | 0.5 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $415K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $938K |
| Estimate: the two combined (geometric mean) | $711K |
| EBITDA margin (industry, adjusted for size) | 38% |
| EBITDA = revenue × margin | $274K |
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 | $985K |
| Multiple for this size and industry | 3.6× |
| Value range | $518K – $1.3M |
| Revenue range | $468K – $811K |
| EBITDA range | $180K – $312K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
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. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
History & advisors
Advisors
- BankingBank of CommercePPP / SBA lender
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.
Banking relationships
| Bank of Commerce PPP 2020, PPP 2021 | All 308 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/13/2020 | first | $32K | 2 |
| 1/20/2021 | second | $28K | 2 |
2 locations
| 4717 S Mingo Rd Ste E | Tulsa | This listing |
| 5540 S 79th East Pl | Tulsa | View |
Revenue, profit and value are for the whole company.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Ozment Agency
Ozment Agency is an insurance agencies company in Tulsa, Oklahoma, in business since 2018. It is owned by Scott Ozment (President). Its estimated annual revenue is about $711K, with roughly $274K of EBITDA. It has about 2 employees. Its estimated business value is $985K (likely range $518K–$1.3M). It has 2 locations.
Common questions
- Who owns Ozment Agency?
- Ozment Agency is owned by Scott Ozment (President), according to public sources such as the company's website or filings.
- How much revenue does Ozment Agency make?
- SeeBITDA estimates Ozment Agency's annual revenue at about $711K (likely between $468K and $811K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Ozment Agency worth?
- About $985K, roughly 3.6× its estimated EBITDA of $274K, typical for a insurance agencies company its size. Likely range: $518K–$1.3M.
- How many employees does Ozment Agency have?
- About 2, as reported on its PPP loan.
- When was Ozment Agency founded?
- Ozment Agency has been in business since 2018.