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SOR-100013 · Business Intelligence Profile

Clearwater Management Partners

Medford, OR · NAICS 541611 Management Consulting Services

Revenue
$3.43M
Employees
23
Entity type
Partnership
Years in business
34
Sorren office
Medford, OR
Advisor
Jordan Hamasu
EIN
**-***2352
Moderate confidence · 76% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 3 prior years
Compared against108 businessesNAICS 541611 — Management Consulting ServicesORRevenue $1.7M–$5.5M11–33 employees

Outlier flags

4 for review

Revenue Growth

ReviewBottom 25%
Client
2.4%
Peer median
8.5%
Peer 25th–75th
3.9% – 15.1%
Off median
-71%

Revenue Growth sits below the peer median and is worth a professional review before the client conversation.

Profit / Employee

ReviewBottom 25%
Client
$22K
Peer median
$38K
Peer 25th–75th
$31K – $48K
Off median
-42%

Profit / Employee sits below the peer median and is worth a professional review before the client conversation.

Revenue / Employee

ReviewBottom 25%
Client
$149K
Peer median
$197K
Peer 25th–75th
$172K – $247K
Off median
-24%

Revenue / Employee sits below the peer median and is worth a professional review before the client conversation.

Inventory Turns

ReviewBottom 25%
Client
0.00
Peer median
0.00
Peer 25th–75th
0.00 – 0.00
Off median
0%

Inventory Turns sits above the peer median and is worth a professional review before the client conversation.

Occupancy % Revenue

StrengthTop 25%
Client
2.7%
Peer median
3.5%
Peer 25th–75th
3.1% – 3.8%
Off median
-23%

Occupancy cost is below peers; confirm space supports planned growth.

Payroll / Employee

StrengthTop 25%
Client
$70K
Peer median
$88K
Peer 25th–75th
$71K – $113K
Off median
-20%

Payroll / Employee sits below the peer median and is worth a professional review before the client conversation.

Flags are internal professional-review signals based on medians and quartiles, not automated recommendations or tax advice. Differences from the peer median are Benchmark Variance.

Performance against peer benchmark

Tax year 2026
Revenue Growth
71.2%below median
Company
2.4%
Peer median
8.5%
Top quartile
15.1%
Gross Margin
0.4%below median
Company
90.9%
Peer median
91.2%
Top quartile
92.0%
EBITDA Margin
22.9%below median
Company
19.7%
Peer median
25.5%
Top quartile
31.4%
Net Margin
24.8%below median
Company
14.7%
Peer median
19.5%
Top quartile
23.5%
Revenue / Employee
24.3%below median
Company
$149K
Peer median
$197K
Top quartile
$247K
Payroll % Revenue
11.3%above median
Company
54.9%
Peer median
49.3%
Top quartile
43.4%
Current Ratio
3.7%below median
Company
5.54
Peer median
5.75
Top quartile
6.50
Effective Tax Rate
2.9%above median
Company
20.1%
Peer median
19.5%
Top quartile
18.7%

Benchmark scorecard

Growth
18th
Profitability
33rd
Labor Efficiency
41st
Operating Efficiency
56th
Liquidity
50th
Leverage
51st
Tax Efficiency
61st
Asset Efficiency
37th

Financial opportunity map

$1.57M
Revenue$1.10M
Operating Expenses$198K
Labor$190K
Capital Structure$35K
Working Capital$31K
Gross Margin$12K

Benchmark variance only — the mathematical difference between current performance and the selected peer median. Not a projection of guaranteed savings.