SeeBITDAOklahoma

Berends Financial, PLLC

Finance and insurance
Estimated valueLow confidence
$75K
$35Klikely range$106K
About 2.5× its yearly EBITDA, typical for a company this size in its industry.
Revenue
$1.2M
a year
EBITDA
$30K
2% of revenue
Employees
2
reported in 2020
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $75K

Based on 2 employees reported for PPP in 2020, grown 8% a year since.

2 employees × $520K each$1.0M
Shown toward the top of its range×1.18
Revenue$1.2M
× 2% EBITDA margin$30K
× 2.5 sale multiple = value$75K

Own this business? Correct these figures

Estimated value over time

▲ 28% since 2020
$0$43K$86K20202026

Today'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

PPP loan, 2020
No 401(k) filing
No reported financials
No website found
Owner not found

Compared with similar businesses nearby

BusinessEst. revenueEst. EBITDADistance
BERENDS FINANCIAL, PLLC
this business
$1.2M$30K—
Shattuck Insurance LLC
Shattuck
$815K$314K8.0 mi
SNB Bank N.A.
Shattuck
$13.9M$1.6M8.0 mi
Stuart Keffer & Schoenhals Inc
Shattuck
$815K$314K8.1 mi
Karly Gillispie Tax Services
Shattuck
$1.1M$435K8.1 mi
York Insurance
Durham
$815K$314K22.5 mi
Don Painter Tax Services
Woodward
$1.1M$435K33.9 mi

Ranges & sources

Revenue range$729K – $1.5M
EBITDA range$18K – $35K
Industry (NAICS)Finance and insurance (525990)
Value range$35K – $106K

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

  • BankingFirstBank SouthwestPPP / 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 Roles are as stated there and may be out of date.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

FirstBank Southwest
PPP 2020
All 22 borrowers →

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

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/13/2020first$8K$8K2FirstBank Southwest

About Berends Financial, PLLC

Berends Financial, PLLC is a finance and insurance company in Shattuck, Oklahoma. Its estimated annual revenue is about $1.2M, with roughly $30K of EBITDA. It has about 2 employees. Its estimated business value is $75K (likely range $35K–$106K).

Common questions

Who owns Berends Financial, PLLC?
The owner of Berends Financial, PLLC 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 Berends Financial, PLLC make?
SeeBITDA estimates Berends Financial, PLLC's annual revenue at about $1.2M (likely between $729K and $1.5M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Berends Financial, PLLC worth?
About $75K, roughly 2.5× its estimated EBITDA of $30K, typical for a finance and insurance company its size. Likely range: $35K–$106K.
How many employees does Berends Financial, PLLC have?
About 2, as reported on its PPP loan.