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SOR-100019 · Business Intelligence Profile

Fairhaven Management Partners

Grants Pass, OR · NAICS 541611 Management Consulting Services

Revenue
$2.92M
Employees
12
Entity type
LLC
Years in business
17
Sorren office
Medford, OR
Advisor
Laura Patel
EIN
**-***3115
High confidence · 91% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 5 prior years
Compared against60 businessesNAICS 541611 — Management Consulting ServicesORRevenue $1.5M–$4.7M6–17 employees

Outlier flags

8 for review

EBITDA Margin

ReviewBottom 25%
Client
17.9%
Peer median
25.0%
Peer 25th–75th
18.2% – 28.8%
Off median
-28%

EBITDA Margin sits below the peer median and is worth a professional review before the client conversation.

Payroll / Employee

ReviewBottom 25%
Client
$125K
Peer median
$103K
Peer 25th–75th
$81K – $119K
Off median
+21%

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

Capital Expenditures % Revenue

ReviewBottom 25%
Client
0.9%
Peer median
1.1%
Peer 25th–75th
0.9% – 1.2%
Off median
-19%

Capital spending is below peers; reinvestment timing is worth discussing.

Payroll % Revenue

ReviewBottom 25%
Client
57.8%
Peer median
49.4%
Peer 25th–75th
45.3% – 54.6%
Off median
+17%

Total labor cost absorbs more revenue than peers; staffing model and mix are worth reviewing.

Benefits % Payroll

ReviewBottom 25%
Client
12.0%
Peer median
14.2%
Peer 25th–75th
12.5% – 15.8%
Off median
-15%

Benefit load runs below peers, which can affect retention in this labor market.

Retirement Contributions % Payroll

ReviewBottom 25%
Client
3.5%
Peer median
4.2%
Peer 25th–75th
3.7% – 4.6%
Off median
-15%

Retirement contributions run below peers — plan design and contribution levels are worth a professional review.

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
25.1%above median
Company
12.0%
Peer median
9.6%
Top quartile
15.7%
Gross Margin
1.0%above median
Company
92.0%
Peer median
91.1%
Top quartile
92.1%
EBITDA Margin
28.4%below median
Company
17.9%
Peer median
25.0%
Top quartile
28.8%
Net Margin
28.3%below median
Company
13.7%
Peer median
19.1%
Top quartile
22.3%
Revenue / Employee
4.0%above median
Company
$243K
Peer median
$234K
Top quartile
$279K
Payroll % Revenue
16.9%above median
Company
57.8%
Peer median
49.4%
Top quartile
45.3%
Current Ratio
7.4%below median
Company
5.64
Peer median
6.09
Top quartile
6.73
Effective Tax Rate
6.5%below median
Company
18.4%
Peer median
19.6%
Top quartile
18.9%

Benchmark scorecard

Growth
60th
Profitability
41st
Labor Efficiency
27th
Operating Efficiency
58th
Liquidity
56th
Leverage
62nd
Tax Efficiency
64th
Asset Efficiency
32nd

Financial opportunity map

$554K
Labor$244K
Operating Expenses$234K
Working Capital$56K
Capital Structure$20K
Revenue$0

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