Willis Tax & Real Estate, Inc.
How we got $352K
Based on its 5 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 24% 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 |
|---|---|---|
| WILLIS TAX & REAL ESTATE, INC. this business | $523K | — |
| Jackson Hewitt Tax Service Weatherford | $1.1M | 1.0 mi |
| MCCULLEY & MCCULLEY CPAS Weatherford · 4 employees | $874K | 1.3 mi |
| BRITTON, KUYDENDALL & MILLER, CPA'S, P.C. Weatherford · 9 employees | $2.2M | 1.4 mi |
| BRITTON KUYKENDALL & MILLER CPA'S P.C. Weatherford · 10 employees | $2.2M | 1.4 mi |
| LORI L PARKER CPA PC Weatherford · 1 employees | $277K | 1.6 mi |
| PHOENIX ACCOUNTING SERVICES LLC Weatherford · 4 employees | $778K | 1.6 mi |
The full calculation
| Employees reported to the SBA | 5 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $398K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $528K |
| Estimate: the two combined (geometric mean) | $523K |
| EBITDA margin (industry, adjusted for size) | 23% |
| EBITDA = revenue × margin | $122K |
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 | $352K |
| Multiple for this size and industry | 2.9× |
| Value range | $185K – $482K |
| Revenue range | $344K – $596K |
| EBITDA range | $80K – $139K |
| Industry (NAICS) | Tax Preparation Services (541213) |
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
- BankingBancFirstPPP / 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 Roles are as stated there and may be out of date.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
| BancFirst PPP 2020, PPP 2021 | All 7,048 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/10/2020 | first | $21K | 5 |
| 2/19/2021 | second | $23K | 4 |
About Willis Tax & Real Estate, Inc.
Willis Tax & Real Estate, Inc. is an accounting & tax company in Weatherford, Oklahoma. Its estimated annual revenue is about $523K, with roughly $122K of EBITDA. It has about 5 employees. Its estimated business value is $352K (likely range $185K–$482K).
Common questions
- Who owns Willis Tax & Real Estate, Inc.?
- The owner of Willis Tax & Real Estate, Inc. 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 Willis Tax & Real Estate, Inc. make?
- SeeBITDA estimates Willis Tax & Real Estate, Inc.'s annual revenue at about $523K (likely between $344K and $596K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Willis Tax & Real Estate, Inc. worth?
- About $352K, roughly 2.9× its estimated EBITDA of $122K, typical for a accounting & tax company its size. Likely range: $185K–$482K.
- How many employees does Willis Tax & Real Estate, Inc. have?
- About 5, as reported on its PPP loan.