Retirement Solutions LLC
How we got $879K
Based on its 2 employees and its payroll, both reported for PPP in 2021 and brought up to date.
What we know
Estimated value over time
▼ 1% since 2021Today'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 |
|---|---|---|
| RETIREMENT SOLUTIONS LLC this business | $849K | — |
| AIRCRAFT GUARANTY HOLDINGS, LLC Oklahoma City · 5 employees | $2.9M | 1.2 mi |
| GORTON WEALTH MANAGEMENT, LLC Oklahoma City · 1 employees | $978K | 1.3 mi |
| STATON FINANCIAL GROUP, INC. Oklahoma City · 3 employees | $1.5M | 1.9 mi |
| CRUSE CAPITAL OKLAHOMA CORPORATION Oklahoma City · 1 employees | $727K | 1.9 mi |
| ROGERS FINANCIAL INC Oklahoma City · 2 employees | $684K | 2.0 mi |
| TRINITY PROPERTY SOLUTIONS, INC. Oklahoma City · 1 employees | $482K | 2.1 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $824K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $673K |
| Estimate: the two combined (geometric mean) | $849K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $382K |
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 | $879K |
| Multiple for this size and industry | 2.3× |
| Value range | $462K – $1.2M |
| Revenue range | $559K – $968K |
| EBITDA range | $251K – $436K |
| Industry (NAICS) | Other financial investment activities (523930) |
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
People & advisors
Advisors
- BankingMidFirst 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 Roles are as stated there and may be out of date.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
| MidFirst Bank PPP 2021 | All 2,403 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 1/27/2021 | second | $20K | 2 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Retirement Solutions LLC
Retirement Solutions LLC is a financial advisors company in Oklahoma City, Oklahoma, in business since 2016. Its estimated annual revenue is about $849K, with roughly $382K of EBITDA. It has about 2 employees. Its estimated business value is $879K (likely range $462K–$1.2M).
Common questions
- Who owns Retirement Solutions LLC?
- The owner of Retirement Solutions LLC 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 Retirement Solutions LLC make?
- SeeBITDA estimates Retirement Solutions LLC's annual revenue at about $849K (likely between $559K and $968K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Retirement Solutions LLC worth?
- About $879K, roughly 2.3× its estimated EBITDA of $382K, typical for a financial advisors company its size. Likely range: $462K–$1.2M.
- How many employees does Retirement Solutions LLC have?
- About 2, as reported on its PPP loan.
- When was Retirement Solutions LLC founded?
- Retirement Solutions LLC has been in business since 2016.