SeeBITDAOklahoma

White Insurance Agency Inc

  • 3200 PUGET SOUND DR, Edmond, OK
Estimated valueMedium confidence
$725K
$381Klikely range$992K
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$736K
a year
Profit (EBITDA)
$242K
33% of revenue
Employees
3
reported in 2020

How we got $725K

Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.

3 employees × $207K each$622K
PPP payroll ÷ payroll's usual share of revenue$670K
Shown toward the top of its range×1.14
Revenue$736K
× 33% profit margin$242K
× 3 sale multiple = value$725K

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
Company website
Owner named

What they do

White Insurance Agency specializes in individual health insurance, medicare and group benefits, providing insurance solutions to Edmond and all of Oklahoma for over 35 years.

Products & services
Individual Life InsuranceIndividual & Family Health InsuranceTax Credit Premium HelpIndividual Dental InsuranceIndividual Vision InsuranceIndividual Long-Term CareMedicare / Medicare AdvantageGroup Disability InsuranceGroup Dental InsuranceGroup Life InsuranceGroup Health InsuranceLife Insurance
Markets served
IndividualGroupFamiliesBusinessesMedicare
Service area
EdmondOklahoma

From the company's website. Industry: Insurance agencies.

Estimated value over time

▲ 30% since 2020
$0$417K$833K20202026

Today'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

BusinessEst. revenueEst. profitDistance
WHITE INSURANCE AGENCY INC
this business
$736K$242K—
LEE DANIELLS & ASSOCIATES, INC.
Edmond · 2 employees
$484K$186K0.1 mi
CONSTRUCTIVE RISK SOLUTIONS, LLC
Edmond · 1 employees
$245K$94K0.5 mi
KNOX INSURANCE AND INVESTMENTS, INC
Edmond · 1 employees
$257K$99K0.5 mi
State Farm Insurance
Edmond
$806K$310K1.0 mi
Fuqua & LeBlanc Insurance Agency
Edmond
$806K$310K1.0 mi
GREG HALL AGENCY INC
Edmond · 4 employees
$982K$322K1.0 mi

The full calculation

Employees reported to the SBA3
Revenue from headcount (employees × revenue per employee for companies this size)$622K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$670K
Estimate: the two combined (geometric mean)$736K
EBITDA margin (industry, adjusted for size)33%
EBITDA = revenue × margin$242K

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$725K
Multiple for this size and industry3×
Value range$381K – $992K
Revenue range$484K – $840K
EBITDA range$159K – $275K
Industry (NAICS)Insurance Agencies and Brokerages (524210)

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

“Providing trusted insurance solutions to Edmond and all of Oklahoma for over 35 years.”

Leadership

  • SW
    Shawna Wooley
    Assistant · Company website · source

Advisors

  • BankingKirkpatrick BankPPP / 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

Kirkpatrick Bank
PPP 2020
All 258 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/13/2020first$23K$23K3Kirkpatrick Bank

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About White Insurance Agency Inc

White Insurance Agency Inc is an insurance agencies company in Edmond, Oklahoma. It is owned by Kathy White. Its estimated annual revenue is about $736K, with roughly $242K of EBITDA. It has about 3 employees. Its estimated business value is $725K (likely range $381K–$992K).

Common questions

Who owns White Insurance Agency Inc?
White Insurance Agency Inc is owned by Kathy White, according to public sources such as the company's website or filings.
How much revenue does White Insurance Agency Inc make?
SeeBITDA estimates White Insurance Agency Inc's annual revenue at about $736K (likely between $484K and $840K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is White Insurance Agency Inc worth?
About $725K, roughly 3× its estimated EBITDA of $242K, typical for a insurance agencies company its size. Likely range: $381K–$992K.
How many employees does White Insurance Agency Inc have?
About 3, as reported on its PPP loan.