Safeguard Insurance Solutions LLC
How we got $1.3M
Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
What they do
SafeGuard Insurance Solutions is an independent insurance agency in Coalgate, Oklahoma that offers personal and commercial insurance coverages to its clients.
From the company's website. Industry: Insurance agencies.
Customers & suppliers
Suppliers & brands
- Arch Insurance · brand it sells or installs
- Bristol West · brand it sells or installs
- CNA · brand it sells or installs
- Hallmark · brand it sells or installs
- James River · brand it sells or installs
- Lloyds · brand it sells or installs
- National General · brand it sells or installs
- Openly · brand it sells or installs
- Travelers Business · brand it sells or installs
- Zurich · brand it sells or installs
- American Strategic · brand it sells or installs
- Columbia Lloyds · brand it sells or installs
- Berkshire Hathaway · brand it sells or installs
- Chubb · brand it sells or installs
- Columbia · brand it sells or installs
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- SHERRILL LIVESTOCK INC. · Mcalester, 36 mi · $13.1M
- ROBINSON BROS PORK, LLC · Holdenville, 39 mi · $12.6M
- T-MAC FARMS FAMILY LIMITED PARTNERSHIP · Wayne, 63 mi · $9.9M
- MORTON CATTLE COMPANY, LLC · Stratford, 48 mi · $8.4M
- MORTON FARMS LLC · Stratford, 48 mi · $8.4M
- VICTORY LIFE CHURCH, INC. · Durant, 38 mi · $23.5M
- EAST CENTRAL UNIVERSITY FOUNDATION, INC. · Ada, 30 mi · $19.2M
- BIG FIVE COMMUNITY SERVICES, INC · Durant, 37 mi · $19.2M
- CENTRAL OKLAHOMA COMMUNITY ACTION AGENCY · Shawnee, 68 mi · $13.7M
- H2OCHURCH.CC CORPORATION · Ada, 31 mi · $10.7M
Estimated value over time
▲ 30% 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 |
|---|---|---|
| SAFEGUARD INSURANCE SOLUTIONS LLC this business | $1.1M | — |
| Linton Insurance Agency Coalgate | $806K | 0.2 mi |
| Joe Pasquali, Farmers Insurance Agent Coalgate | $806K | 0.5 mi |
| Patrick Jackson - Oklahoma Farm Bureau Insurance Agent Atoka | $806K | 10.6 mi |
| AAA Atoka Insurance/Membership Only Atoka | $806K | 11.0 mi |
| HOLLAND INSURANCE AGENCY, LLC Atoka · 3 employees | $425K | 11.2 mi |
| Aaa - Atoka Atoka | $806K | 11.2 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $830K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.2M |
| Estimate: the two combined (geometric mean) | $1.1M |
| EBITDA margin (industry, adjusted for size) | 33% |
| EBITDA = revenue × margin | $374K |
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 | $1.3M |
| Multiple for this size and industry | 3.6× |
| Value range | $709K – $1.8M |
| Revenue range | $751K – $1.3M |
| EBITDA range | $246K – $427K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
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
Leadership
- CHCheryl HarrisonProducer · Company website · source
- KCKim CanidaCSR · Company website · source
- CNChristi NanceAgent · Company website · source
Advisors
- BankingFirst United Bank and Trust CompanyPPP / 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
| First United Bank and Trust Company PPP 2020 | All 2,229 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/6/2020 | first | $41K | 4 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Safeguard Insurance Solutions LLC
Safeguard Insurance Solutions LLC is an insurance agencies company in Coalgate, Oklahoma, in business since 2018. It is owned by Jennifer Horton (Owner/Producer). Its estimated annual revenue is about $1.1M, with roughly $374K of EBITDA. It has about 4 employees. Its estimated business value is $1.3M (likely range $709K–$1.8M).
Common questions
- Who owns Safeguard Insurance Solutions LLC?
- Safeguard Insurance Solutions LLC is owned by Jennifer Horton (Owner/Producer), according to public sources such as the company's website or filings.
- How much revenue does Safeguard Insurance Solutions LLC make?
- SeeBITDA estimates Safeguard Insurance Solutions LLC's annual revenue at about $1.1M (likely between $751K and $1.3M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Safeguard Insurance Solutions LLC worth?
- About $1.3M, roughly 3.6× its estimated EBITDA of $374K, typical for a insurance agencies company its size. Likely range: $709K–$1.8M.
- How many employees does Safeguard Insurance Solutions LLC have?
- About 4, as reported on its PPP loan.
- When was Safeguard Insurance Solutions LLC founded?
- Safeguard Insurance Solutions LLC has been in business since 2018.