Helio Risk, LLC
How we got $1.4M
Based on 3 employees on its 2024 401(k) filing.
What we know
Estimated value over time
▲ 59% since 2023Today'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
▲ 50% since 2023Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2023 | Form 5500 | 2 | $591K |
| 2024 | Form 5500 | 3 | $886K |
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 |
|---|---|---|
| HELIO RISK, LLC this business | $1.4M | — |
| RANDY H. SCOTT AND COMPANY, LLC Oklahoma City · 2 employees | $565K | 0.1 mi |
| V SONTAG LLC Oklahoma City · 1 employees | $157K | 0.2 mi |
| SHERRIE JEFFLO LLC Oklahoma City · 2 employees | $565K | 0.2 mi |
| RACHELLE STANGE INSURANCE AGENCY LLC Oklahoma City · 2 employees | $344K | 0.9 mi |
| CENTENNIAL INSURANCE GROUP INC Oklahoma City · 3 employees | $1.1M | 0.9 mi |
| AIM INSURANCE AGENCY LLC Oklahoma City · 1 employees | $147K | 1.0 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 | $1.4M |
| Multiple for this size and industry | 3.6× |
| Value range | $757K – $2.1M |
| Employees in its retirement plan (2024 Form 5500) | 3 |
| Industry revenue per employee | $295K |
| Revenue = employees × revenue per employee | $1.4M |
| EBITDA margin (industry, adjusted for size) | 30% |
| EBITDA = revenue × margin | $402K |
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 | $885K – $1.7M |
| EBITDA range | $263K – $493K |
| Industry (NAICS) | Other Insurance Related Activities (524290) |
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 Helio Risk, LLC
Helio Risk, LLC is an insurance agencies company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $1.4M, with roughly $402K of EBITDA. It has about 3 employees. Its estimated business value is $1.4M (likely range $757K–$2.1M).
Common questions
- Who owns Helio Risk, LLC?
- The owner of Helio Risk, 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 Helio Risk, LLC make?
- SeeBITDA estimates Helio Risk, LLC's annual revenue at about $1.4M (likely between $885K and $1.7M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Helio Risk, LLC worth?
- About $1.4M, roughly 3.6× its estimated EBITDA of $402K, typical for a insurance agencies company its size. Likely range: $757K–$2.1M.
- How many employees does Helio Risk, LLC have?
- About 3, from its 2024 retirement-plan filing.