Shupert Financial Services LLC
How we got $664K
Based on its 20 employees and its payroll, both reported for PPP in 2021 and brought up to date.
What we know
Estimated value over time
▲ 18% 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 |
|---|---|---|
| SHUPERT FINANCIAL SERVICES LLC this business | $1.2M | — |
| STEVEN O'NEAL CPA PC Sallisaw · 3 employees | $805K | 0.6 mi |
| Clark S. Wood Sallisaw | $736K | 0.6 mi |
| MARLATT ENTERPRISES PLLC Sallisaw · 3 employees | $633K | 2.0 mi |
| JEFF'S TAX SERVICE LLC Sallisaw · 3 employees | $270K | 6.0 mi |
| KING'S ACCOUNTING SERVICE, INC. Stigler · 2 employees | $272K | 23.0 mi |
| JOHN D TURRENTINE CPA PC Stigler · 4 employees | $922K | 23.0 mi |
The full calculation
| Employees reported to the SBA | 20 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.3M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $791K |
| Estimate: the two combined (geometric mean) | $1.2M |
| EBITDA margin (industry, adjusted for size) | 20% |
| EBITDA = revenue × margin | $229K |
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 | $664K |
| Multiple for this size and industry | 2.9× |
| Value range | $350K – $909K |
| Revenue range | $760K – $1.3M |
| EBITDA range | $151K – $261K |
| 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
- BankingArmstrong 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 Roles are as stated there and may be out of date.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
| Armstrong Bank PPP 2021 | All 1,355 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 1/30/2021 | first | $32K | 20 |
| 4/28/2021 | second | $32K | 3 |
About Shupert Financial Services LLC
Shupert Financial Services LLC is an accounting & tax company in Sallisaw, Oklahoma. Its estimated annual revenue is about $1.2M, with roughly $229K of EBITDA. It has about 20 employees. Its estimated business value is $664K (likely range $350K–$909K).
Common questions
- Who owns Shupert Financial Services LLC?
- The owner of Shupert Financial Services 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 Shupert Financial Services LLC make?
- SeeBITDA estimates Shupert Financial Services LLC's annual revenue at about $1.2M (likely between $760K and $1.3M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Shupert Financial Services LLC worth?
- About $664K, roughly 2.9× its estimated EBITDA of $229K, typical for a accounting & tax company its size. Likely range: $350K–$909K.
- How many employees does Shupert Financial Services LLC have?
- About 20, as reported on its PPP loan.