The Heritage Group, LLC
How we got $441K
Based on its 2 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 40% 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 |
|---|---|---|
| THE HERITAGE GROUP, LLC this business | $690K | — |
| Liz Greene - Coldwell Banker Ponca City | $966K | 0.0 mi |
| Coldwell Banker Heritage, Realtors Ponca City | $966K | 0.0 mi |
| Capshaw Agency Inc Ponca City | $966K | 0.0 mi |
| Mary Beth Moore | Coldwell Banker Ponca City | $966K | 0.0 mi |
| Morgan King - Coldwell Banker Heritage, Realtors Ponca City | $966K | 0.0 mi |
| Donna Reid Ponca City | $966K | 0.0 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $936K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $391K |
| Estimate: the two combined (geometric mean) | $690K |
| EBITDA margin (industry, adjusted for size) | 32% |
| EBITDA = revenue × margin | $220K |
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 | $441K |
| Multiple for this size and industry | 2× |
| Value range | $232K – $603K |
| Revenue range | $454K – $786K |
| EBITDA range | $145K – $251K |
| Industry (NAICS) | Offices of Real Estate Agents and Brokers (531210) |
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, 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 National Bank of OklahomaPPP / 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 Roles are as stated there and may be out of date.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 National Bank of Oklahoma PPP 2020 | All 405 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/15/2020 | first | $7K | 2 |
About The Heritage Group, LLC
The Heritage Group, LLC is an offices of real estate agents and brokers company in Ponca City, Oklahoma. Its estimated annual revenue is about $690K, with roughly $220K of EBITDA. It has about 2 employees. Its estimated business value is $441K (likely range $232K–$603K).
Common questions
- Who owns The Heritage Group, LLC?
- The owner of The Heritage Group, 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 The Heritage Group, LLC make?
- SeeBITDA estimates The Heritage Group, LLC's annual revenue at about $690K (likely between $454K and $786K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is The Heritage Group, LLC worth?
- About $441K, roughly 2× its estimated EBITDA of $220K, typical for a offices of real estate agents and brokers company its size. Likely range: $232K–$603K.
- How many employees does The Heritage Group, LLC have?
- About 2, as reported on its PPP loan.