Telesis Financial Services, Inc.
How we got $4.5M
Based on 6 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.
What we know
Estimated value over time
▲ 25% 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 |
|---|---|---|
| TELESIS FINANCIAL SERVICES, INC. this business | $4.0M | — |
| MCNAIR FINANCIAL MANAGEMENT Norman · 1 employees | $305K | 6.0 mi |
| KELLY WEBSTERS, INC. Norman · 1 employees | $716K | 6.4 mi |
| GREG A. HEIPLE, INC. Norman · 2 employees | $800K | 7.0 mi |
| D.M. WEALTH MANAGEMENT, INC. Norman · 2 employees | $975K | 7.1 mi |
| VERNON E GLADHILL & ASSOCIATES INC Norman · 1 employees | $502K | 7.1 mi |
| ARETE ACQUISITIONS, LLC Norman · 10 employees | $5.3M | 7.4 mi |
The full calculation
| Employees reported to the SBA | 6 |
| Industry revenue per employee | $540K |
| Revenue = employees × revenue per employee | $4.0M |
| EBITDA margin (industry, adjusted for size) | 32% |
| EBITDA = revenue × margin | $1.3M |
| Cross-check: revenue implied by PPP payroll | $983K |
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 | $4.5M |
| Multiple for this size and industry | 3.4× |
| Value range | $2.1M – $6.3M |
| Revenue range | $2.4M – $4.8M |
| EBITDA range | $775K – $1.5M |
| Industry (NAICS) | Miscellaneous Financial Investment Activities (523999) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
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. 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
- BankingFirst United 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 Roles are as stated there and may be out of date.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 United Bank and Trust Company PPP 2020 | All 2,229 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/9/2020 | first | $33K | 6 |
About Telesis Financial Services, Inc.
Telesis Financial Services, Inc. is a financial advisors company in Norman, Oklahoma. Its estimated annual revenue is about $4.0M, with roughly $1.3M of EBITDA. It has about 6 employees. Its estimated business value is $4.5M (likely range $2.1M–$6.3M).
Common questions
- Who owns Telesis Financial Services, Inc.?
- The owner of Telesis Financial Services, 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 Telesis Financial Services, Inc. make?
- SeeBITDA estimates Telesis Financial Services, Inc.'s annual revenue at about $4.0M (likely between $2.4M and $4.8M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Telesis Financial Services, Inc. worth?
- About $4.5M, roughly 3.4× its estimated EBITDA of $1.3M, typical for a financial advisors company its size. Likely range: $2.1M–$6.3M.
- How many employees does Telesis Financial Services, Inc. have?
- About 6, as reported on its PPP loan.