SeeBITDAOklahoma

Rose Retirement and Investments, LLC

Unclassified
  • 9909 S PENNSYLVANIA AVE, Oklahoma City, OK
Estimated valueMedium confidence
$67K
$35Klikely range$92K
About 2.5× its yearly EBITDA, typical for a company this size in its industry.
Revenue
$270K
a year
EBITDA
$27K
10% of revenue
Employees
1
reported in 2020
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $67K

Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.

1 employees × $247K each$247K
PPP payroll ÷ payroll's usual share of revenue$226K
Shown toward the top of its range×1.14
Revenue$270K
× 10% EBITDA margin$27K
× 2.5 sale multiple = value$67K

Own this business? Correct these figures

Estimated value over time

▲ 24% since 2020
$0$39K$77K20202026

Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
No website found
Owner not found

Ranges & sources

Revenue range$177K – $307K
EBITDA range$18K – $31K
Industry (NAICS)Unclassified (n/a)
Value range$35K – $92K

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: sector default. 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

  • BankingJPMorgan Chase Bank, National AssociationPPP / 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 Roles are as stated there and may be out of date.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

JPMorgan Chase Bank, National Association
PPP 2020
All 993 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
5/1/2020first$7K$7K1JPMorgan Chase Bank, National Association

About Rose Retirement and Investments, LLC

Rose Retirement and Investments, LLC is an unclassified company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $270K, with roughly $27K of EBITDA. It has about 1 employees. Its estimated business value is $67K (likely range $35K–$92K).

Common questions

Who owns Rose Retirement and Investments, LLC?
The owner of Rose Retirement and Investments, 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 Rose Retirement and Investments, LLC make?
SeeBITDA estimates Rose Retirement and Investments, LLC's annual revenue at about $270K (likely between $177K and $307K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Rose Retirement and Investments, LLC worth?
About $67K, roughly 2.5× its estimated EBITDA of $27K, typical for a unclassified company its size. Likely range: $35K–$92K.
How many employees does Rose Retirement and Investments, LLC have?
About 1, as reported on its PPP loan.