Oklahoma businesses likely to sell

39 businesses in financial advisors 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.

Business	Est. revenue	Est. value	Score
ACCESS FINANCIAL GROUP INC Bethany · Other financial investment activities · Owner: John G. Gillespie In business 44 years (since 1982) Founder still runs it after 44 years No family successor named on its website	$3.3M	$3.6M	60
PLAN GROUP FINANCIAL, INC. Oklahoma City · Other financial investment activities · Owner: Doug Claycomb In business 58 years (since 1968) No family successor named on its website Headcount down 20% since 2022 (retirement plan filings)	$6.0M	$5.8M	55
TRISTAR PENSION, LTD. Oklahoma City · Other financial investment activities · Owner: Shannon Edwards In business 27 years (since 1999) Founder still runs it after 27 years No family successor named on its website	$6.5M	$6.3M	52
Phillip Suarez Bethany · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Edward Jones Oklahoma City · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Daniel Fleet Tulsa · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Chris Nader Edmond · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Mitch Enos Seminole · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Mitch Egger Guymon · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Donovan Schaefer Tulsa · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Kyle Hawkins Guymon · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Tyler Williams Tahlequah · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Penny Patton Broken Arrow · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Brenda O'Rourke Sand Springs · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Grant Wilber Alva · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Kent Barton Chandler · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Darren Dunlap Duncan · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Elizabeth Ward Lindsay · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
EzraJames Stacy Stillwater · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Connor Osborn Norman · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Samantha Bates Tulsa · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Greg Park Yukon · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Stephen McAdams Fort Smith · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
John Lee Oklahoma City · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Amber Downum Checotah · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Alex Waters Weatherford · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
Ron Sanders Jr Chickasha · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years No family successor named on its website	$1.1M	$1.0M	52
ROBERT STEPHEN CAPITAL MANAGEMENT LLC Tulsa · Miscellaneous Financial Investment Activities · Owner: STEPHEN H. STREETER In business 29 years (since 1997) Founder still runs it after 29 years No family successor named on its website	$815K	$734K	52
BRADY'S WELDING & MACHINE SHOP INC Healdton · Miscellaneous Financial Investment Activities · Owner: Bill Brady In business 69 years (since 1957) Founder still runs it after 69 years	$214.3M	$318.0M	50
MERIT ADVISORS, INC Oklahoma City · Miscellaneous Financial Investment Activities · Owner: Will Presson In business 30 years (since 1996) Founder still runs it after 30 years	$2.4M	$2.4M	42
NITHMAN FINANCIAL GROUP, INC Oklahoma City · Miscellaneous Intermediation · Owner: Kathy Nithman In business 27 years (since 1999) Founder still runs it after 27 years	$2.0M	$1.9M	42
Wade Farquhar Tulsa · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years	$1.1M	$1.0M	42
Michael Mears Altus · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years	$1.1M	$1.0M	42
Connor Brinkley Durant · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years	$1.1M	$1.0M	42
Burke Bitaraf Jenks · Portfolio Management and Investment Advice · Owner: Edward D. Jones, Sr. In business 31 years (since 1995) Founder still runs it after 31 years	$1.1M	$1.0M	42
HUGHES COMPANY Edmond · Miscellaneous Intermediation · Owner: Paul R. Isenberg In business 44 years (since 1982) No family successor named on its website	$2.6M	$2.4M	40
Trust Company Of Oklahoma Oklahoma City · Trust, Fiduciary, and Custody Activities · Owner: Michael Abboud, CFA In business 45 years (since 1981) No family successor named on its website	$2.1M	$2.2M	40
Plangroup Oklahoma City · Portfolio Management and Investment Advice · Owner: Doug Claycomb In business 58 years (since 1968) No family successor named on its website	$1.3M	$324K	40
Tom Johnson Investment Management Oklahoma City · Portfolio Management and Investment Advice · Owner: Richard H. Parry In business 43 years (since 1983) No family successor named on its website	$1.1M	$1.0M	40

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.