Klein Legacy Group
How we got $1.1M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Klein Legacy Group, based in Jenks, Oklahoma, offers retirement, estate planning, and insurance services to help clients plan their financial future. It serves families, women, and young professionals.
From the company's website. Industry: Insurance agencies.
Customers & suppliers
Suppliers & brands
- Gradient Investments, LLC · brand it sells or installs
- Thrivent Financial · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Klein Legacy Group this business | $806K | — |
| ATI INSURANCE GROUP INC Jenks · 56 employees | $18.8M | 0.0 mi |
| SMITH FAMILY AGENCY LLC Jenks · 5 employees | $956K | 0.1 mi |
| Brian Smith: Allstate Insurance Jenks | $806K | 0.1 mi |
| AAA Oklahoma - Jenks - Insurance/Membership Only Jenks | $806K | 0.2 mi |
| Brent Hagar Jenks | $806K | 0.2 mi |
| HAGAR STATE FARM AGENCY LLC Jenks · 10 employees | $2.5M | 0.2 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 | $1.1M |
| Multiple for this size and industry | 3.6× |
| Value range | $411K – $1.7M |
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 (38%). Treat these as a rough guide.
| Revenue range | $371K – $1.0M |
| EBITDA range | $143K – $387K |
| 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
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Klein Legacy Group
Klein Legacy Group is an insurance agencies company in Jenks, Oklahoma, in business since 2020. It is owned by Lori Klein (Founder). Its estimated annual revenue is about $806K, with roughly $310K of EBITDA. Its estimated business value is $1.1M (likely range $411K–$1.7M).
Common questions
- Who owns Klein Legacy Group?
- Klein Legacy Group is owned by Lori Klein (Founder), according to public sources such as the company's website or filings.
- How much revenue does Klein Legacy Group make?
- SeeBITDA estimates Klein Legacy Group's annual revenue at about $806K (likely between $371K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Klein Legacy Group worth?
- About $1.1M, roughly 3.6× its estimated EBITDA of $310K, typical for a insurance agencies company its size. Likely range: $411K–$1.7M.
- When was Klein Legacy Group founded?
- Klein Legacy Group has been in business since 2020.