Ferguson, Mulligan & Poet, LLC
How we got $2.3M
Based on 5 employees on its 2024 401(k) filing.
What we know
Estimated value over time
▲ 24% 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.
Employees over time
▲ 0% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | Form 5500 | 5 | $1.7M |
| 2021 | Form 5500 | 5 | $1.7M |
| 2022 | Form 5500 | 5 | $1.7M |
| 2023 | Form 5500 | 5 | $1.7M |
| 2024 | Form 5500 | 5 | $1.7M |
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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| FERGUSON, MULLIGAN & POET, LLC this business | $2.4M | — |
| BIVIN & ASSOCIATES, INC. Ponca City · 6 employees | $2.4M | 4.5 mi |
| HARBOR WEALTH MANAGEMENT LLC Ponca City · 3 employees | $1.4M | 5.1 mi |
| MIRES CONSULTING GROUP L.L.C. Ponca City · 4 employees | $1.9M | 5.1 mi |
| NICHOLAS HOLLRAH LLC Stillwater · 1 employees | $636K | 40.6 mi |
| HAWKINS FINANCIAL GROUP, INC Stillwater · 5 employees | $3.5M | 41.0 mi |
| MILBURN J TOMSON Stillwater · 1 employees | $682K | 42.7 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 | $2.3M |
| Multiple for this size and industry | 2.8× |
| Value range | $1.2M – $3.5M |
| Employees in its retirement plan (2024 Form 5500) | 5 |
| Industry revenue per employee | $333K |
| Revenue = employees × revenue per employee | $2.4M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $839K |
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 | $1.5M – $2.9M |
| EBITDA range | $548K – $1.0M |
| 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 Ferguson, Mulligan & Poet, LLC
Ferguson, Mulligan & Poet, LLC is a financial advisors company in Ponca City, Oklahoma. Its estimated annual revenue is about $2.4M, with roughly $839K of EBITDA. It has about 5 employees. Its estimated business value is $2.3M (likely range $1.2M–$3.5M).
Common questions
- Who owns Ferguson, Mulligan & Poet, LLC?
- The owner of Ferguson, Mulligan & Poet, 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 Ferguson, Mulligan & Poet, LLC make?
- SeeBITDA estimates Ferguson, Mulligan & Poet, LLC's annual revenue at about $2.4M (likely between $1.5M and $2.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Ferguson, Mulligan & Poet, LLC worth?
- About $2.3M, roughly 2.8× its estimated EBITDA of $839K, typical for a financial advisors company its size. Likely range: $1.2M–$3.5M.
- How many employees does Ferguson, Mulligan & Poet, LLC have?
- About 5, from its 2024 retirement-plan filing.