Successful Financial Strategies, Inc
How we got $1.7M
Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
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 |
|---|---|---|
| SUCCESSFUL FINANCIAL STRATEGIES, INC this business | $1.6M | — |
| TURN KEY SOLUTIONS Mustang · 3 employees | $2.3M | 0.8 mi |
| MARY L. BOBO, INC Mustang · 1 employees | $371K | 1.3 mi |
| BRYLEYENT INVESTMENTS LLC Yukon · 1 employees | $688K | 4.1 mi |
| PERISSOS PRIVATE WEALTH MANAGEMENT LLC Yukon · 1 employees | $609K | 4.8 mi |
| OKC STAR INVESTMENTS INC Oklahoma City · 6 employees | $4.8M | 4.9 mi |
| REO GLOBAL INVESTMENTS LLC Yukon · 1 employees | $609K | 4.9 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.2M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.5M |
| Estimate: the two combined (geometric mean) | $1.6M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $618K |
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 | $1.7M |
| Multiple for this size and industry | 2.8× |
| Value range | $911K – $2.4M |
| Revenue range | $1.0M – $1.8M |
| EBITDA range | $407K – $705K |
| 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
People & advisors
Advisors
- BankingBank 7PPP / 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 Roles are as stated there and may be out of date.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
| Bank 7 PPP 2020 | All 400 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/7/2020 | first | $47K | 3 |
About Successful Financial Strategies, Inc
Successful Financial Strategies, Inc is a financial advisors company in Mustang, Oklahoma. Its estimated annual revenue is about $1.6M, with roughly $618K of EBITDA. It has about 3 employees. Its estimated business value is $1.7M (likely range $911K–$2.4M).
Common questions
- Who owns Successful Financial Strategies, Inc?
- The owner of Successful Financial Strategies, 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 Successful Financial Strategies, Inc make?
- SeeBITDA estimates Successful Financial Strategies, Inc's annual revenue at about $1.6M (likely between $1.0M and $1.8M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Successful Financial Strategies, Inc worth?
- About $1.7M, roughly 2.8× its estimated EBITDA of $618K, typical for a financial advisors company its size. Likely range: $911K–$2.4M.
- How many employees does Successful Financial Strategies, Inc have?
- About 3, as reported on its PPP loan.