SeeBITDAOklahoma

Oklahoma businesses likely to sell

5 businesses in accounting & tax in Tulsa show several signs that an owner may be getting ready to sell: decades in business, the founder still running it, no family successor, or a shrinking workforce. Signals, not certainties: a good list to start conversations from.

BusinessEst. revenueEst. valueScore
WOODRUM, TATE & ASSOCIATES, PLLC
Tulsa · Other Accounting Services · Owner: Clayton Woodrum
  • In business 42 years (since 1984)
  • Founder still runs it after 42 years
  • No family successor named on its website
$2.0M$1.3M60
OKLAHOMA MEDICAL BILLING INC
Tulsa · Other Accounting Services · Owner: Dan Chonka
  • In business 33 years (since 1993)
  • Founder still runs it after 33 years
  • No family successor named on its website
$3.4M$2.4M52
O'Neal's Tax Service
Tulsa · Tax Preparation Services · Owner: Shawn O'Neal
  • In business 43 years (since 1983)
  • Founder still runs it after 43 years
  • Family in the business (Shawna O'Neal, Certified Public Accountant, Notary Public)
$1.1M$1.5M40
SOONER TAX SERVICE INC
Tulsa · Tax Preparation Services · Owner: Alice Kastelic
  • In business 56 years (since 1970)
  • Founder still runs it after 56 years
  • Family in the business (Bruce Kastelic, Managing Director)
$978K$562K40
CARL R WEBB CPA INC
Tulsa · Offices of Certified Public Accountants · Owner: Carl R. Webb
  • In business 46 years (since 1980)
  • Founder still runs it after 46 years
  • Family in the business (Patricia Webb, EA)
$270K$182K40

How the score works

Points for years in business (15, 25 and 40+ years), a founder still in charge after 20 years, no family member on the team after 25 years, and a headcount down 20% or more on recent retirement-plan filings. Points come off for family already in the business and for a recent sale or investment. Businesses scoring 40+ are listed. Founding years come from public records and the company's own website; see the methodology.