Reese Davis Investments
How we got $1.5M
Based on 2 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.
What we know
Estimated value over time
▲ 25% 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 |
|---|---|---|
| REESE DAVIS INVESTMENTS this business | $1.5M | — |
| 2 SISTERS FINANCIAL LLC Tahlequah · 2 employees | $976K | 0.0 mi |
| BULLSEYE WEALTH MANAGEMENT, LLC Muskogee · 1 employees | $441K | 23.7 mi |
| ALLEN PROCTOR INVESTMENTS INC Claremore · 2 employees | $1.5M | 38.7 mi |
| LIBERTY CAPITAL INVESTMENTS LLC Muldrow · 1 employees | $900K | 39.2 mi |
| WEALTH MANAGEMENT SOLUTIONS LLC Claremore · 1 employees | $575K | 43.3 mi |
| S ROSE & SONS Stigler · 2 employees | $1.5M | 46.7 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Industry revenue per employee | $540K |
| Revenue = employees × revenue per employee | $1.5M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $549K |
| Cross-check: revenue implied by PPP payroll | $345K |
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 | $1.5M |
| Multiple for this size and industry | 2.8× |
| Value range | $728K – $2.2M |
| Revenue range | $917K – $1.8M |
| EBITDA range | $325K – $650K |
| Industry (NAICS) | Miscellaneous Financial Investment Activities (523999) |
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. 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
- BankingCarson Community 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 Roles are as stated there and may be out of date.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
| Carson Community Bank PPP 2020 | All 116 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/8/2020 | first | $10K | 2 |
About Reese Davis Investments
Reese Davis Investments is a financial advisors company in Tahlequah, Oklahoma. Its estimated annual revenue is about $1.5M, with roughly $549K of EBITDA. It has about 2 employees. Its estimated business value is $1.5M (likely range $728K–$2.2M).
Common questions
- Who owns Reese Davis Investments?
- The owner of Reese Davis Investments 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 Reese Davis Investments make?
- SeeBITDA estimates Reese Davis Investments's annual revenue at about $1.5M (likely between $917K and $1.8M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Reese Davis Investments worth?
- About $1.5M, roughly 2.8× its estimated EBITDA of $549K, typical for a financial advisors company its size. Likely range: $728K–$2.2M.
- How many employees does Reese Davis Investments have?
- About 2, as reported on its PPP loan.