Rose Financial Services Inc
How we got $583K
Based on its 11 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 |
|---|---|---|
| ROSE FINANCIAL SERVICES INC this business | $1.0M | — |
| TINA DAVENPORT MCKAMIE LLC Mcalester · 3 employees | $606K | 0.6 mi |
| GEORGE M. KERN, CPA, PC Mcalester · 2 employees | $540K | 0.8 mi |
| Ascension Accounting Mcalester | $736K | 0.9 mi |
| TLC TAX & BOOKKEEPING LLC Mcalester · 2 employees | $170K | 1.0 mi |
| SJMCK, INC Mcalester · 19 employees | $2.6M | 1.1 mi |
| G L SHORES, PLLC Mcalester · 5 employees | $1.1M | 1.7 mi |
The full calculation
| Employees reported to the SBA | 11 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $796K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $993K |
| Estimate: the two combined (geometric mean) | $1.0M |
| EBITDA margin (industry, adjusted for size) | 20% |
| EBITDA = revenue × margin | $201K |
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 | $583K |
| Multiple for this size and industry | 2.9× |
| Value range | $307K – $798K |
| Revenue range | $667K – $1.2M |
| EBITDA range | $132K – $229K |
| 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
People & advisors
Advisors
- BankingArvest 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 Roles are as stated there and may be out of date.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
| Arvest Bank PPP 2020, PPP 2021 | All 5,114 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/14/2020 | first | $43K | 11 |
| 1/23/2021 | second | $54K | 11 |
About Rose Financial Services Inc
Rose Financial Services Inc is an accounting & tax company in Mcalester, Oklahoma. Its estimated annual revenue is about $1.0M, with roughly $201K of EBITDA. It has about 11 employees. Its estimated business value is $583K (likely range $307K–$798K).
Common questions
- Who owns Rose Financial Services Inc?
- The owner of Rose Financial Services 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 Rose Financial Services Inc make?
- SeeBITDA estimates Rose Financial Services Inc's annual revenue at about $1.0M (likely between $667K and $1.2M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Rose Financial Services Inc worth?
- About $583K, roughly 2.9× its estimated EBITDA of $201K, typical for a accounting & tax company its size. Likely range: $307K–$798K.
- How many employees does Rose Financial Services Inc have?
- About 11, as reported on its PPP loan.