Tdw Financial Strategies LLC
How we got $892K
Based on its 2 employees and its payroll, both reported for PPP in 2021 and brought up to date.
Estimated value over time
▼ 1% 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.
What we know
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| TDW FINANCIAL STRATEGIES LLC this business | $862K | — |
| John Lee Oklahoma City | $1.1M | 0.2 mi |
| A&S BURNETT INC Oklahoma City · 1 employees | $767K | 0.3 mi |
| SEBASTIAN INSURANCE AND FINANCIAL SERVICES INC Oklahoma City · 1 employees | $540K | 0.7 mi |
| VICTORUM CAPITAL CLUB, LLC Oklahoma City · 4 employees | $3.6M | 0.9 mi |
| Argent Trust Oklahoma (formerly Heritage Trust) Oklahoma City | $2.1M | 0.9 mi |
| Cortado Ventures Oklahoma City | $1.1M | 1.0 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $825K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $693K |
| Estimate: the two combined (geometric mean) | $862K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $388K |
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 | $892K |
| Multiple for this size and industry | 2.3× |
| Value range | $470K – $1.2M |
| Revenue range | $567K – $983K |
| EBITDA range | $255K – $442K |
| 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
- BankingFirst Security Bank and Trust CompanyPPP / 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 Roles are as stated there and may be out of date.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
| First Security Bank and Trust Company PPP 2021 | All 150 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 3/30/2021 | first | $21K | 2 |
About Tdw Financial Strategies LLC
Tdw Financial Strategies LLC is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $862K, with roughly $388K of EBITDA. It has about 2 employees. Its estimated business value is $892K (likely range $470K–$1.2M).
Common questions
- Who owns Tdw Financial Strategies LLC?
- The owner of Tdw Financial Strategies 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 Tdw Financial Strategies LLC make?
- SeeBITDA estimates Tdw Financial Strategies LLC's annual revenue at about $862K (likely between $567K and $983K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Tdw Financial Strategies LLC worth?
- About $892K, roughly 2.3× its estimated EBITDA of $388K, typical for a financial advisors company its size. Likely range: $470K–$1.2M.
- How many employees does Tdw Financial Strategies LLC have?
- About 2, as reported on its PPP loan.