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The Ullmann Financial Group Inc

Investment Advice · Jacksonville Beach, FL

The Ullmann Financial Group Inc is a business in Jacksonville Beach, Florida, listed under investment advice, with 5 to 9 staff, as recorded in 2020 to 2021. From 2023 to 2026, similar businesses sold for about $560K to $2M.

This page was built from public U.S. government records (Small Business Administration and Census Bureau). It was not created by this business and contains no information from Value Alpha users. How it works · Request removal

Public record

Industry
Investment Advice (NAICS 523930, as reported by the business)
Location
Jacksonville Beach, Florida
Staff
5 to 9 people (as reported in 2020 to 2021)
Local rank
#2 of 8 businesses in Jacksonville Beach listed under investment advice, by staff size (2020 to 2021)
As of
2020 to 2021. Details may have changed since then.

What businesses like this sell for

Businesses in Finance and Insurance with 5 to 9 staff, bought 2023 to 2026. Based on 120 purchases.

Loans used to buy them

$480K to $1.7M

Middle loan about $760K

Estimated purchase prices

$560K to $2M

Middle price about $900K

How we estimate the price: the records show the loan behind each purchase, not the price. Buyers usually borrow about 85% of the price, so we divide the loan by 0.85. The ranges show the middle half of purchases. This is not a valuation of The Ullmann Financial Group Inc.

Financials of businesses like this

Average revenue

$2M

a year

Average payroll

$660K

33% of revenue

Average staff

6.3

people

US averages for investment advice with 5 to 9 staff, 2022 (2,020 businesses). These are not The Ullmann Financial Group Inc's own figures; its own revenue and profit are what a valuation needs.

Value The Ullmann Financial Group Inc on Value Alpha

Buying, selling or advising on The Ullmann Financial Group Inc? Add its revenue, profit and owner pay, or upload the statements, and get a valuation range with bear, base and bull cases, built from comparable companies and completed sales in its industry.

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Questions

How much is a business listed under finance and insurance worth in Florida?
From 2023 to 2026, businesses listed under finance and insurance with 5 to 9 staff sold for about $560K to $2M, with a middle price of about $900K, based on 120 purchases. A business's own value depends on its revenue, profit and owner pay.
How current is the information about The Ullmann Financial Group Inc?
The industry and staff numbers were reported by the business in 2020 to 2021 and may have changed since then.
How can the owner of The Ullmann Financial Group Inc get a valuation?
Claim the business, upload one document that shows its name, and add revenue, profit and owner pay. The valuation can start while the document is reviewed.

Similar businesses in Jacksonville Beach

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