SeeBITDAOklahoma

Sweeney Asset Management LLC

  • 5400 N Grand Blvd Ste 200, Oklahoma City, OK (approx.)
Estimated valueMedium confidence
$649K
$341Klikely range$888K
About 2.3× its yearly profit, typical for a company this size in its industry.
Revenue
$720K
a year
Profit (EBITDA)
$282K
39% of revenue
Employees
1
reported in 2020
Owner not found yet
We haven't found the owner in public records

How we got $649K

Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.

1 employees × $556K each$556K
PPP payroll ÷ payroll's usual share of revenue$717K
Shown toward the top of its range×1.14
Revenue$720K
× 39% profit margin$282K
× 2.3 sale multiple = value$649K

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
No website found
Owner not found

Estimated value over time

▲ 36% since 2020
$0$373K$746K20202026

Today'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

BusinessEst. revenueEst. profitDistance
SWEENEY ASSET MANAGEMENT LLC
this business
$720K$282K—
CMM FINANCIAL SERVICES, INC.
Oklahoma City · 3 employees
$1.0M$393K0.7 mi
NEXT LEVEL ACQUISITIONS, INC.
Oklahoma City · 15 employees
$13.7M$3.9M0.7 mi
RONSON LLC
Oklahoma City · 1 employees
$432K$195K0.7 mi
INVESTMENT CONCEPTS AND FINANCIAL PLANNING SERVICES, INC.
Oklahoma City · 3 employees
$1.4M$539K0.7 mi
NORICK INVESMENT COMPANY, LLC
Oklahoma City · 2 employees
$1.3M$492K0.8 mi
T.S. PHILLIPS INVESTMENTS, INC
Oklahoma City · 7 employees
$4.1M$1.3M0.9 mi

The full calculation

Employees reported to the SBA1
Revenue from headcount (employees × revenue per employee for companies this size)$556K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$717K
Estimate: the two combined (geometric mean)$720K
EBITDA margin (industry, adjusted for size)39%
EBITDA = revenue × margin$282K

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$649K
Multiple for this size and industry2.3×
Value range$341K – $888K
Revenue range$474K – $821K
EBITDA range$186K – $322K
Industry (NAICS)Other financial investment activities (523920)

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

  • BankingBancFirstPPP / 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

BancFirst
PPP 2020
All 7,048 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/27/2020first$21K$21K1BancFirst

About Sweeney Asset Management LLC

Sweeney Asset Management LLC is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $720K, with roughly $282K of EBITDA. It has about 1 employees. Its estimated business value is $649K (likely range $341K–$888K).

Common questions

Who owns Sweeney Asset Management LLC?
The owner of Sweeney Asset Management 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 Sweeney Asset Management LLC make?
SeeBITDA estimates Sweeney Asset Management LLC's annual revenue at about $720K (likely between $474K and $821K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Sweeney Asset Management LLC worth?
About $649K, roughly 2.3× its estimated EBITDA of $282K, typical for a financial advisors company its size. Likely range: $341K–$888K.
How many employees does Sweeney Asset Management LLC have?
About 1, as reported on its PPP loan.