Yount Insurance Planning and Services LLC
How we got $470K
Based on its 1 employees and its payroll, both reported for PPP in 2021 and brought up to date.
What we know
Signs of a sale Unlikely to sell soon
- In business 17 years (since 2009)
From public records and the company's website, not a statement that it's for sale.
What they do
Yount Insurance Planning is an independent, owner-operated benefits practice in Tulsa serving small and mid-sized Oklahoma businesses, nonprofits and individuals with group benefits, HR support, compliance management, business protection and Medicare transitions.
From the company's website. Industry: Insurance agencies.
Customers & suppliers
Suppliers & brands
- OK | Group Benefit Quotes · brand it sells or installs
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- FOLDS OF HONOR FOUNDATION · Owasso, 12 mi · $75.9M
- ROMAN CATHOLIC DIOCESE OF TULSA · Broken Arrow, 12 mi · $67.1M
- WILLIE GEORGE MINISTRIES, INC · Tulsa, 9 mi · $58.5M
- VICTORY CHRISTIAN CENTER INC · Tulsa, 7 mi · $55.7M
- THE CHURCH AT BATTLECREEK INC. · Broken Arrow, 11 mi · $44.9M
Estimated value over time
▲ 25% 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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| YOUNT INSURANCE PLANNING AND SERVICES LLC this business | $408K | — |
| Farmers Insurance - Amanda Viles Tulsa | $806K | 0.1 mi |
| Casey Amos Tulsa | $806K | 0.1 mi |
| Toon Insurance Specialists Tulsa | $806K | 0.1 mi |
| Farmers Insurance - Keith Ewing Tulsa | $806K | 0.3 mi |
| Modern Woodmen of America Tulsa | $806K | 0.4 mi |
| THE EWING AGENCY INC Tulsa · 4 employees | $694K | 0.4 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $208K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $616K |
| Estimate: the two combined (geometric mean) | $408K |
| EBITDA margin (industry, adjusted for size) | 38% |
| EBITDA = revenue × margin | $157K |
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 | $470K |
| Multiple for this size and industry | 3× |
| Value range | $248K – $644K |
| Revenue range | $268K – $465K |
| EBITDA range | $103K – $179K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
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
- BankingBOKF, National AssociationPPP / 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
| BOKF, National Association PPP 2021 | All 2,399 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 3/4/2021 | first | $21K | 1 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Yount Insurance Planning and Services LLC
Yount Insurance Planning and Services LLC is an insurance agencies company in Tulsa, Oklahoma, in business since 2009. It is owned by J. Barton "Bart" Yount. Its estimated annual revenue is about $408K, with roughly $157K of EBITDA. It has about 1 employees. Its estimated business value is $470K (likely range $248K–$644K).
Common questions
- Who owns Yount Insurance Planning and Services LLC?
- Yount Insurance Planning and Services LLC is owned by J. Barton "Bart" Yount, according to public sources such as the company's website or filings.
- How much revenue does Yount Insurance Planning and Services LLC make?
- SeeBITDA estimates Yount Insurance Planning and Services LLC's annual revenue at about $408K (likely between $268K and $465K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Yount Insurance Planning and Services LLC worth?
- About $470K, roughly 3× its estimated EBITDA of $157K, typical for a insurance agencies company its size. Likely range: $248K–$644K.
- How many employees does Yount Insurance Planning and Services LLC have?
- About 1, as reported on its PPP loan.
- When was Yount Insurance Planning and Services LLC founded?
- Yount Insurance Planning and Services LLC has been in business since 2009.