Plan Group Financial, Inc.
- Doug Claycomb, AIF, CFMCEO & Owner · Company website
- Brandon VanLandingham, CFA, CFP, CMTDirector of Investment Management & Strategy · Company website
- Dallas WheelerWealth Manager · Company website
- Michael WhiteWealth Manager & Insurance Advisor · Company website
- Jeff EynetichWealth Manager · Company website
How we got $4.9M
Based on its 11 employees and its payroll, both reported for PPP in 2020 and brought up to date.
Estimated value over time
▲ 4% 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.
Employees over time
▼ 27% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 11 | $3.7M |
| 2020 | Form 5500 | 4 | $1.3M |
| 2021 | Form 5500 | 8 | $2.7M |
| 2022 | Form 5500 | 10 | $3.3M |
| 2023 | Form 5500 | 9 | $3.0M |
| 2024 | Form 5500 | 8 | $2.7M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
What we know
Signs of a sale Likely to sell
- In business 58 years (since 1968)
- No family successor named on its website
- Headcount down 20% since 2022 (retirement plan filings)
From public records and the company's website, not a statement that it's for sale.
What they do
Plan Group Financial, Inc. is an investment advisory firm that describes itself as an outsourced family office, providing custom investment management and wealth planning for families, individuals, and other financial service providers.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Charles SCHWAB · brand it sells or installs
- Fidelity · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| PLAN GROUP FINANCIAL, INC. this business | $4.1M | — |
| KEYSTONE TRAVEL LLC Oklahoma City · 1 employees | $610K | 0.0 mi |
| AEMS, LLC Oklahoma City · 8 employees | $5.7M | 0.4 mi |
| MERIT ADVISORS, INC Oklahoma City · 3 employees | $2.2M | 1.0 mi |
| AVONDALE INVESTMENTS, L.L.C. Oklahoma City · 2 employees | $1.4M | 1.0 mi |
| VIKASA CAPITAL LLC Nichols Hills · 3 employees | $960K | 1.0 mi |
| ACCESS ADVISORY GROUP, LLC Oklahoma City · 7 employees | $3.1M | 1.1 mi |
The full calculation
| Employees reported to the SBA | 11 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $5.2M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $2.4M |
| Estimate: the two combined (geometric mean) | $4.1M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $1.4M |
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 | $4.9M |
| Multiple for this size and industry | 3.4× |
| Value range | $2.6M – $6.7M |
| Revenue range | $2.7M – $4.6M |
| EBITDA range | $946K – $1.6M |
| Industry (NAICS) | Other financial investment activities (523930) |
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
- BankingFirst United Bank and Trust CompanyPPP / 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
| First United Bank and Trust Company PPP 2020 | All 2,229 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/15/2020 | first | $109K | 11 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Plan Group Financial, Inc.
Plan Group Financial, Inc. is a financial advisors company in Oklahoma City, Oklahoma, in business since 1968. It is owned by Doug Claycomb (CEO & Owner). Its estimated annual revenue is about $4.1M, with roughly $1.4M of EBITDA. It has about 8 employees. Its estimated business value is $4.9M (likely range $2.6M–$6.7M).
Common questions
- Who owns Plan Group Financial, Inc.?
- Plan Group Financial, Inc. is owned by Doug Claycomb (CEO & Owner), according to public sources such as the company's website or filings.
- How much revenue does Plan Group Financial, Inc. make?
- SeeBITDA estimates Plan Group Financial, Inc.'s annual revenue at about $4.1M (likely between $2.7M and $4.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Plan Group Financial, Inc. worth?
- About $4.9M, roughly 3.4× its estimated EBITDA of $1.4M, typical for a financial advisors company its size. Likely range: $2.6M–$6.7M.
- How many employees does Plan Group Financial, Inc. have?
- About 8, from its 2024 retirement-plan filing.
- When was Plan Group Financial, Inc. founded?
- Plan Group Financial, Inc. has been in business since 1968.
- Is Plan Group Financial, Inc. for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 58 years (since 1968); no family successor named on its website; headcount down 20% since 2022 (retirement plan filings).