SeeBITDAOklahoma

Brian Tate, NMLS # 1409510

Finance and insurance
  • 1725 W 33rd St, Edmond, OK
  • Since 2003
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records
Unlikely to sell soon

How we got $1.3M

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

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

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

Signs of a sale Unlikely to sell soon

  • In business 23 years (since 2003)

From public records and the company's website, not a statement that it's for sale.

What they do

Brian Tate is a loan officer with NewFed Mortgage (NMLS #1409510) who helps buyers with home loans, especially renovation loans, with a stated focus on personalized, local guidance.

Products & services
Renovation loansConventional LoansFHA LoansNon-Qualified MortgagesJumbo LoansUSDA LoansVA LoansHELOCBridge LoanReverse MortgageCommercial PropertiesPurchase
Markets served
Homebuyers
Service area
Tulsa, OKOklahomaAlabamaArizonaColoradoConnecticutDelawareFlorida
Certifications
NMLS #1409510NMLS #1881Equal Housing LenderMember of the MA Mortgage Bankers AssociationBetter Business Bureau of Eastern MA

From the company's website. Industry: Finance and insurance.

Customers & suppliers

Suppliers & brands

  • Brands By Integra · brand it sells or installs
  • CampusDoor by Incenter · brand it sells or installs
  • Incenter Tax Solutions · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Brian Tate, NMLS # 1409510
this business
$1.1M$439K—
Casey Kunard NMLS ID 310684
Norman
$1.1M$439K0.0 mi
LoanDepot
Edmond
$1.1M$439K0.0 mi
Country Insurance & Financial Services
Edmond
$806K$310K0.0 mi
1NB
Edmond
$1.9M$863K0.1 mi
Edward Jones - Financial Advisor: Dustin Williams, AAMS®|CRPC®
Edmond
$1.1M$439K0.1 mi
Edward Jones- Financial Advisor Tanner Bonham, AAMS
Edmond
$1.1M$439K0.1 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$1.3M
Multiple for this size and industry3×
Value range$437K – $2.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$443K – $1.4M
EBITDA range$182K – $596K
Industry (NAICS)Finance and insurance (52)

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 Brian Tate, NMLS # 1409510

Brian Tate, NMLS # 1409510 is a finance and insurance company in Edmond, Oklahoma, in business since 2003. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Brian Tate, NMLS # 1409510?
The owner of Brian Tate, NMLS # 1409510 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 Brian Tate, NMLS # 1409510 make?
SeeBITDA estimates Brian Tate, NMLS # 1409510's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Brian Tate, NMLS # 1409510 worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
When was Brian Tate, NMLS # 1409510 founded?
Brian Tate, NMLS # 1409510 has been in business since 2003.