Soard Financial Concepts
- Ryan BoydstonLicensed insurance agent and Series 65 Investment Adviser Re · Company website
- Whitney WilsonLeads office administration and enhanced planning services · Company website
How we got $1.5M
Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Unlikely to sell soon
- In business 16 years (since 2010)
From public records and the company's website, not a statement that it's for sale.
What they do
Soard Financial provides retirement planning, financial strategies and insurance solutions to families and businesses, offering fee-based, fiduciary financial planning.
From the company's website. Industry: Financial advisors.
Estimated value over time
▲ 4% 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 |
|---|---|---|
| SOARD FINANCIAL CONCEPTS this business | $1.4M | — |
| BURNETT FINANCIAL GROUP INC Edmond · 3 employees | $1.9M | 0.7 mi |
| MATTHEW GRIFFITH Edmond · 1 employees | $767K | 0.9 mi |
| BLACK OAK LAND & MINERALS, LLC Edmond · 2 employees | $1.0M | 1.0 mi |
| BDR GROUP, INC Oklahoma City · 2 employees | $1.2M | 1.3 mi |
| DISTINCT WEALTH MANAGEMENT LLC Edmond · 2 employees | $1.1M | 1.6 mi |
| MALONEY & DENNIS WEALTH PARTNERS LLC Edmond · 3 employees | $1.9M | 1.6 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.6M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $878K |
| Estimate: the two combined (geometric mean) | $1.4M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $538K |
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 | $1.5M |
| Multiple for this size and industry | 2.8× |
| Value range | $792K – $2.1M |
| Revenue range | $903K – $1.6M |
| EBITDA range | $354K – $613K |
| Industry (NAICS) | Other financial investment activities (523930) |
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
History & advisors
Advisors
- BankingRCB 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
| RCB Bank PPP 2020, PPP 2021 | All 1,690 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/28/2020 | first | $26K | 4 |
| 1/25/2021 | second | $24K | 4 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Soard Financial Concepts
Soard Financial Concepts is a financial advisors company in Edmond, Oklahoma, in business since 2010. It is owned by Don Soard (Founder). Its estimated annual revenue is about $1.4M, with roughly $538K of EBITDA. It has about 4 employees. Its estimated business value is $1.5M (likely range $792K–$2.1M).
Common questions
- Who owns Soard Financial Concepts?
- Soard Financial Concepts is owned by Don Soard (Founder), according to public sources such as the company's website or filings.
- How much revenue does Soard Financial Concepts make?
- SeeBITDA estimates Soard Financial Concepts's annual revenue at about $1.4M (likely between $903K and $1.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Soard Financial Concepts worth?
- About $1.5M, roughly 2.8× its estimated EBITDA of $538K, typical for a financial advisors company its size. Likely range: $792K–$2.1M.
- How many employees does Soard Financial Concepts have?
- About 4, as reported on its PPP loan.
- When was Soard Financial Concepts founded?
- Soard Financial Concepts has been in business since 2010.