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SOR-100028 · Business Intelligence Profile

Whitefield Distributors

Klamath Falls, OR · NAICS 423830 Industrial Machinery and Equipment Wholesalers

Revenue
$19.20M
Employees
41
Entity type
C Corporation
Years in business
32
Sorren office
Medford, OR
Advisor
Laura Patel
EIN
**-***3565
Limited confidence · 66% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 2 prior years
Compared against197 businessesNAICS 423830 — Industrial Machinery and Equipment WholesalersORRevenue $9.6M–$30.7M20–58 employees

Outlier flags

5 for review

Debt / Equity

ReviewBottom 25%
Client
1.92
Peer median
1.11
Peer 25th–75th
0.84 – 1.47
Off median
+73%

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

Owner Compensation % Revenue

ReviewBottom 25%
Client
2.8%
Peer median
3.4%
Peer 25th–75th
3.0% – 3.8%
Off median
-19%

Officer compensation sits well below the peer median — reasonable-compensation support should be reviewed with the tax team.

Accounts Payable Days

ReviewBottom 25%
Client
41 days
Peer median
47 days
Peer 25th–75th
42 days – 52 days
Off median
-12%

Accounts Payable Days sits below the peer median and is worth a professional review before the client conversation.

Occupancy % Revenue

ReviewBottom 25%
Client
2.7%
Peer median
2.4%
Peer 25th–75th
2.2% – 2.7%
Off median
+11%

Occupancy cost is above peers relative to revenue; lease terms and space utilization are worth reviewing.

Capital Expenditures % Revenue

ReviewBottom 25%
Client
3.3%
Peer median
3.6%
Peer 25th–75th
3.3% – 4.1%
Off median
-10%

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

Payroll / Employee

StrengthTop 25%
Client
$49K
Peer median
$64K
Peer 25th–75th
$56K – $75K
Off median
-24%

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
28.1%above median
Company
5.0%
Peer median
3.9%
Top quartile
6.6%
Gross Margin
14.9%below median
Company
25.3%
Peer median
29.8%
Top quartile
37.6%
EBITDA Margin
98.3%below median
Company
0.0%
Peer median
1.7%
Top quartile
10.6%
Net Margin
131.8%below median
Company
-3.4%
Peer median
-1.5%
Top quartile
6.0%
Revenue / Employee
10.6%below median
Company
$468K
Peer median
$524K
Top quartile
$595K
Payroll % Revenue
16.2%below median
Company
12.2%
Peer median
14.6%
Top quartile
12.8%
Current Ratio
3.6%below median
Company
2.94
Peer median
3.05
Top quartile
3.34
Effective Tax Rate
at median
Company
0.0%
Peer median
0.0%
Top quartile
0.0%

Benchmark scorecard

Growth
59th
Profitability
43rd
Labor Efficiency
68th
Operating Efficiency
43rd
Liquidity
44th
Leverage
27th
Tax Efficiency
69th
Asset Efficiency
52nd

Financial opportunity map

$9.36M
Capital Structure$5.86M
Revenue$2.27M
Gross Margin$852K
Working Capital$256K
Tax$122K

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