Shelton Insurance & Financial Services, Inc
How we got $1.1M
Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
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 |
|---|---|---|
| SHELTON INSURANCE & FINANCIAL SERVICES, INC this business | $920K | — |
| FIVE RINGS OKC, LLC Oklahoma City · 1 employees | $381K | 0.1 mi |
| Flynt Insurance group Nichols Hills | $806K | 0.1 mi |
| ASSET SERVICING GROUP, LLC Oklahoma City · 11 employees | $5.8M | 0.4 mi |
| WESTERN CLAIMS, INC. Oklahoma City · 10 employees | $3.2M | 0.5 mi |
| Alliance Insurance And Consulting Oklahoma City | $806K | 0.5 mi |
| Element Title Services LLC Oklahoma City | $806K | 0.6 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) | $785K |
| Estimate: the two combined (geometric mean) | $920K |
| EBITDA margin (industry, adjusted for size) | 33% |
| EBITDA = revenue × margin | $302K |
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 | $1.1M |
| Multiple for this size and industry | 3.6× |
| Value range | $572K – $1.5M |
| Revenue range | $605K – $1.0M |
| EBITDA range | $199K – $344K |
| 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
Advisors
- BankingThe Citizens Bank of EdmondPPP / 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 Roles are as stated there and may be out of date.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
| The Citizens Bank of Edmond PPP 2020 | All 502 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 8/6/2020 | first | $27K | 4 |
About Shelton Insurance & Financial Services, Inc
Shelton Insurance & Financial Services, Inc is an insurance agencies company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $920K, with roughly $302K of EBITDA. It has about 4 employees. Its estimated business value is $1.1M (likely range $572K–$1.5M).
Common questions
- Who owns Shelton Insurance & Financial Services, Inc?
- The owner of Shelton Insurance & 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 Shelton Insurance & Financial Services, Inc make?
- SeeBITDA estimates Shelton Insurance & Financial Services, Inc's annual revenue at about $920K (likely between $605K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Shelton Insurance & Financial Services, Inc worth?
- About $1.1M, roughly 3.6× its estimated EBITDA of $302K, typical for a insurance agencies company its size. Likely range: $572K–$1.5M.
- How many employees does Shelton Insurance & Financial Services, Inc have?
- About 4, as reported on its PPP loan.