Ptp Investment Group, LLC
How we got $885K
Based on its 2 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
▲ 0% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 2 | $850K |
| 2020 | Form 5500 | 2 | $850K |
| 2021 | Form 5500 | 2 | $850K |
| 2022 | Form 5500 | 2 | $850K |
| 2023 | Form 5500 | 2 | $850K |
| 2024 | Form 5500 | 2 | $850K |
| 2025 | Form 5500 | 2 | $850K |
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
What they do
PTP Investment Group, LLC is a local financial services practice in Owasso, OK that provides trusted advice and personal strategies for individuals and businesses. Its office currently serves clients with $100,000+ of investable assets.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Raymond James · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| PTP INVESTMENT GROUP, LLC this business | $855K | — |
| GLOBAL WEALTH MANAGEMENT, INC Owasso · 6 employees | $7.4M | 1.0 mi |
| Western Union Collinsville | $1.1M | 6.2 mi |
| MoneyGram Tulsa | $1.1M | 9.1 mi |
| BROADMOOR HEALTH CARE, LLC Tulsa · 14 employees | $17.3M | 10.4 mi |
| MoneyGram Tulsa | $1.1M | 10.4 mi |
| MoneyGram Tulsa | $1.1M | 11.1 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $847K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $664K |
| Estimate: the two combined (geometric mean) | $855K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $385K |
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 | $885K |
| Multiple for this size and industry | 2.3× |
| Value range | $466K – $1.2M |
| Revenue range | $563K – $975K |
| EBITDA range | $253K – $439K |
| Industry (NAICS) | Securities and commodity contracts intermediation and brokerage (523120) |
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
- BankingRCB BankPPP / 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
| RCB Bank PPP 2020 | All 1,690 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/9/2020 | first | $24K | 2 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Ptp Investment Group, LLC
Ptp Investment Group, LLC is a financial advisors company in Owasso, Oklahoma, in business since 2017. It is owned by Lance Skalnik (Manager/President). Its estimated annual revenue is about $855K, with roughly $385K of EBITDA. It has about 2 employees. Its estimated business value is $885K (likely range $466K–$1.2M).
Common questions
- Who owns Ptp Investment Group, LLC?
- Ptp Investment Group, LLC is owned by Lance Skalnik (Manager/President), according to public sources such as the company's website or filings.
- How much revenue does Ptp Investment Group, LLC make?
- SeeBITDA estimates Ptp Investment Group, LLC's annual revenue at about $855K (likely between $563K and $975K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Ptp Investment Group, LLC worth?
- About $885K, roughly 2.3× its estimated EBITDA of $385K, typical for a financial advisors company its size. Likely range: $466K–$1.2M.
- How many employees does Ptp Investment Group, LLC have?
- About 2, from its 2025 retirement-plan filing.
- When was Ptp Investment Group, LLC founded?
- Ptp Investment Group, LLC has been in business since 2017.