Stockton & Associates, Inc.
How we got $4.2M
Based on its 6 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Some signs of a sale
- In business 25 years (since 2001)
From public records and the company's website, not a statement that it's for sale.
Estimated value over time
▲ 63% 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.
Employees over time
▲ 33% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 6 | $1.9M |
| 2022 | Form 5500 | 6 | $1.9M |
| 2023 | Form 5500 | 6 | $1.9M |
| 2024 | Form 5500 | 6 | $1.9M |
| 2025 | Form 5500 | 8 | $2.6M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| STOCKTON & ASSOCIATES, INC. this business | $3.5M | — |
| Farmers Insurance - Daniel De Longe Edmond | $806K | 0.1 mi |
| THE SCOTT STRELLER INSURANCE AGENCY, INC. Edmond · 10 employees | $2.5M | 0.2 mi |
| Capital Insurance Group Edmond | $806K | 0.2 mi |
| Farmassure Edmond | $806K | 0.2 mi |
| Ics Flex Edmond | $806K | 0.3 mi |
| DAVID STEPHENS INSURANCE AGENCY, INC Edmond · 3 employees | $886K | 0.3 mi |
The full calculation
| Employees reported to the SBA | 6 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $3.2M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $2.9M |
| Estimate: the two combined (geometric mean) | $3.5M |
| EBITDA margin (industry, adjusted for size) | 27% |
| EBITDA = revenue × margin | $934K |
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 | $4.2M |
| Multiple for this size and industry | 4.5× |
| Value range | $2.2M – $5.8M |
| Revenue range | $2.3M – $3.9M |
| EBITDA range | $615K – $1.1M |
| Industry (NAICS) | Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292) |
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
- BankingStride 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
| Stride Bank, National Association PPP 2020 | All 504 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/5/2020 | first | $70K | 6 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Stockton & Associates, Inc.
Stockton & Associates, Inc. is an insurance agencies company in Edmond, Oklahoma, in business since 2001. Its estimated annual revenue is about $3.5M, with roughly $934K of EBITDA. It has about 8 employees. Its estimated business value is $4.2M (likely range $2.2M–$5.8M).
Common questions
- Who owns Stockton & Associates, Inc.?
- The owner of Stockton & Associates, 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 Stockton & Associates, Inc. make?
- SeeBITDA estimates Stockton & Associates, Inc.'s annual revenue at about $3.5M (likely between $2.3M and $3.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Stockton & Associates, Inc. worth?
- About $4.2M, roughly 4.5× its estimated EBITDA of $934K, typical for a insurance agencies company its size. Likely range: $2.2M–$5.8M.
- How many employees does Stockton & Associates, Inc. have?
- About 8, from its 2025 retirement-plan filing.
- When was Stockton & Associates, Inc. founded?
- Stockton & Associates, Inc. has been in business since 2001.