Coffee Family, LLC
How we got $3.4M
Based on 6 employees on its 2025 401(k) filing.
Estimated value over time
▲ 32% since 2022Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Employees over time
▲ 20% since 2022Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2022 | Form 5500 | 5 | $1.7M |
| 2023 | Form 5500 | 2 | $667K |
| 2024 | Form 5500 | 10 | $3.3M |
| 2025 | Form 5500 | 6 | $2.0M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
What we know
Signs of a sale Unlikely to sell soon
- Headcount down 40% since 2024 (retirement plan filings)
From public records and the company's website, not a statement that it's for sale.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| COFFEE FAMILY, LLC this business | $2.8M | — |
| CAPTION MANAGEMENT, LLC Oklahoma City | $8.9M | 0.3 mi |
| VIKING MINERALS LLC Oklahoma City · 7 employees | $6.1M | 0.5 mi |
| SQUARE DEAL INVESTMENT MANAGEMENT, INC. Oklahoma City · 9 employees | $5.8M | 0.6 mi |
| Tom Johnson Investment Management Oklahoma City | $1.1M | 0.6 mi |
| Plains Ventures Oklahoma City | $1.1M | 0.6 mi |
| SILVERNAIL CAPITAL LLC Oklahoma City · 1 employees | $658K | 0.7 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date: prices are 10% higher than in the benchmark's year, both included above.
| Estimated value = EBITDA × typical sale multiple | $3.4M |
| Multiple for this size and industry | 3.4× |
| Value range | $1.8M – $5.0M |
| Employees in its retirement plan (2025 Form 5500) | 6 |
| Industry revenue per employee | $333K |
| Revenue = employees × revenue per employee | $2.8M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $1.0M |
Uses the newest headcount we have: participants in the company's retirement plan from its Form 5500 filing with the Department of Labor. Plans can leave out part-timers and new hires, so the range leans higher than the estimate.
| Revenue range | $1.9M – $3.5M |
| EBITDA range | $658K – $1.2M |
| Industry (NAICS) | Other financial investment activities (523900) |
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. These are statistical estimates, not reported financials. Listing details come from the company's Form 5500 retirement-plan filing. Full methodology
About Coffee Family, LLC
Coffee Family, LLC is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $2.8M, with roughly $1.0M of EBITDA. It has about 6 employees. Its estimated business value is $3.4M (likely range $1.8M–$5.0M).
Common questions
- Who owns Coffee Family, LLC?
- The owner of Coffee Family, 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 Coffee Family, LLC make?
- SeeBITDA estimates Coffee Family, LLC's annual revenue at about $2.8M (likely between $1.9M and $3.5M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Coffee Family, LLC worth?
- About $3.4M, roughly 3.4× its estimated EBITDA of $1.0M, typical for a financial advisors company its size. Likely range: $1.8M–$5.0M.
- How many employees does Coffee Family, LLC have?
- About 6, from its 2025 retirement-plan filing.