SeeBITDAOklahoma

Legacy Insurance Advisors

  • 1401 S Cheyenne Ave, Tulsa, OK
  • 2 locations
  • Since 2013
  • NAICS 5242
Estimated valueLow confidence
$2.4M
$884Klikely range$3.6M
About 4.5× its yearly profit, typical for a company this size in its industry.
Revenue
$1.6M
a year
Profit (EBITDA)
$535K
33% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $2.4M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical insurance agencies business in Oklahoma$1.6M
Revenue$1.6M
× 33% profit margin$535K
× 4.5 sale multiple = value$2.4M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found
2 locations found

What they do

Legacy Insurance Advisors is a Tulsa, OK insurance agency that has served Tulsa and surrounding Oklahoma communities since 2010, helping people protect their financial future with Medicare, health, life and other insurance products.

Products & services
Medicare AdvantageMedicare SupplementMedicare Part DLife InsuranceHealth InsuranceCritical Illness InsuranceDental InsuranceLong Term Care InsuranceVision InsuranceAnnuitiesDisability InsuranceFinal Expense Insurance
Service area
TulsaOklahomaAlabamaCaliforniaColoradoFloridaHawaiiIdaho
Certifications
Proud Member OfNational Insurance Company of the Year

From the company's website. Industry: Insurance agencies.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Legacy Insurance Advisors
this business
$1.6M$535K—
OWENS FINANCIAL, LLC
Tulsa · 1 employees
$217K$84K0.0 mi
Leaders Life Insurance Co
Tulsa
$815K$313K0.0 mi
Tulsa Employee Benefits Group Inc
Tulsa
$815K$313K0.0 mi
Holmes Organisation Inc
Tulsa
$815K$313K0.0 mi
PACESETTER CLAIMS SERVICE INC.
Tulsa · 125 employees
$40.4M$9.0M0.0 mi
PACESETTER CLAIMS SERVICES, IC.
Tulsa · 222 employees
$75.5M$14.7M0.0 mi

The full calculation

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$2.4M
Multiple for this size and industry4.5×
Value range$884K – $3.6M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (33%). Treat these as a rough guide.

Revenue range$749K – $2.0M
EBITDA range$246K – $669K
Industry (NAICS)Agencies, brokerages, and other insurance related activities (5242)

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 Overture Maps open data. Full methodology

2 locations

1401 S Cheyenne AveTulsaThis listing
4880 S Lewis Ave Ste 100TulsaView

Revenue, profit and value are for the whole company.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Legacy Insurance Advisors

Legacy Insurance Advisors is an insurance agencies company in Tulsa, Oklahoma, in business since 2013. Its estimated annual revenue is about $1.6M, with roughly $535K of EBITDA. Its estimated business value is $2.4M (likely range $884K–$3.6M). It has 2 locations.

Common questions

Who owns Legacy Insurance Advisors?
The owner of Legacy Insurance Advisors 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 Legacy Insurance Advisors make?
SeeBITDA estimates Legacy Insurance Advisors's annual revenue at about $1.6M (likely between $749K and $2.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Legacy Insurance Advisors worth?
About $2.4M, roughly 4.5× its estimated EBITDA of $535K, typical for a insurance agencies company its size. Likely range: $884K–$3.6M.
When was Legacy Insurance Advisors founded?
Legacy Insurance Advisors has been in business since 2013.