Phoenix Financial Group
How we got $248K
Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 30% 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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| PHOENIX FINANCIAL GROUP this business | $215K | — |
| INSURANCE DESIGN SPECIALIST OF OKLAHOMA, LLC Mounds · 1 employees | $291K | 5.6 mi |
| CRAIG BOWMAN INSURANCE AGENCY Mounds · 3 employees | $662K | 6.5 mi |
| CROSS INSURANCE LLC Okmulgee · 2 employees | $432K | 10.2 mi |
| State Farm Okmulgee | $806K | 10.5 mi |
| Hayden Sharp Okmulgee | $806K | 10.5 mi |
| HAYS INSURANCE AGENCY, LLC Okmulgee · 2 employees | $314K | 10.6 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $207K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $171K |
| Estimate: the two combined (geometric mean) | $215K |
| EBITDA margin (industry, adjusted for size) | 38% |
| EBITDA = revenue × margin | $83K |
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 | $248K |
| Multiple for this size and industry | 3× |
| Value range | $130K – $339K |
| Revenue range | $141K – $245K |
| EBITDA range | $54K – $94K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
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. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Advisors
- BankingAmerican Heritage BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| American Heritage Bank PPP 2020, PPP 2021 | All 446 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/27/2020 | first | $6K | 1 |
| 1/23/2021 | second | $6K | 1 |
About Phoenix Financial Group
Phoenix Financial Group is an insurance agencies company in Beggs, Oklahoma. Its estimated annual revenue is about $215K, with roughly $83K of EBITDA. It has about 1 employees. Its estimated business value is $248K (likely range $130K–$339K).
Common questions
- Who owns Phoenix Financial Group?
- The owner of Phoenix Financial Group 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 Phoenix Financial Group make?
- SeeBITDA estimates Phoenix Financial Group's annual revenue at about $215K (likely between $141K and $245K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Phoenix Financial Group worth?
- About $248K, roughly 3× its estimated EBITDA of $83K, typical for a insurance agencies company its size. Likely range: $130K–$339K.
- How many employees does Phoenix Financial Group have?
- About 1, as reported on its PPP loan.