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SOR-100041 · Business Intelligence Profile

Stonebridge Medical Group

Ashland, OR · NAICS 621111 Offices of Physicians

Revenue
$21.95M
Employees
57
Entity type
LLC
Years in business
5
Sorren office
Medford, OR
Advisor
Robert Sorensen
EIN
**-***9368
High confidence · 91% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 5 prior years
Compared against123 businessesNAICS 621111 — Offices of PhysiciansORRevenue $11.0M–$35.1M28–80 employees

Outlier flags

4 for review

Revenue Growth

ReviewBottom 25%
Client
0.6%
Peer median
3.5%
Peer 25th–75th
1.1% – 6.7%
Off median
-82%

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

Owner Compensation % Revenue

ReviewBottom 25%
Client
8.1%
Peer median
9.4%
Peer 25th–75th
8.2% – 10.5%
Off median
-14%

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

Current Ratio

ReviewBottom 25%
Client
4.04
Peer median
4.63
Peer 25th–75th
4.05 – 4.96
Off median
-13%

Current Ratio sits below the peer median and is worth a professional review before the client conversation.

Asset Turnover

ReviewBottom 25%
Client
1.92
Peer median
2.12
Peer 25th–75th
2.00 – 2.28
Off median
-9%

Asset Turnover sits below the peer median and is worth a professional review before the client conversation.

Profit / Employee

StrengthTop 25%
Client
$67K
Peer median
$42K
Peer 25th–75th
$24K – $53K
Off median
+57%

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

Working Capital

StrengthTop 25%
Client
$3.47M
Peer median
$2.33M
Peer 25th–75th
$1.98M – $2.74M
Off median
+49%

Working Capital sits above 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
81.8%below median
Company
0.6%
Peer median
3.5%
Top quartile
6.7%
Gross Margin
2.4%above median
Company
79.9%
Peer median
78.1%
Top quartile
80.9%
EBITDA Margin
26.7%above median
Company
25.7%
Peer median
20.3%
Top quartile
24.8%
Net Margin
30.1%above median
Company
17.3%
Peer median
13.3%
Top quartile
16.9%
Revenue / Employee
24.0%above median
Company
$385K
Peer median
$311K
Top quartile
$354K
Payroll % Revenue
12.3%below median
Company
35.8%
Peer median
40.8%
Top quartile
35.9%
Current Ratio
12.6%below median
Company
4.04
Peer median
4.63
Top quartile
4.96
Effective Tax Rate
0.6%above median
Company
19.8%
Peer median
19.6%
Top quartile
18.7%

Benchmark scorecard

Growth
20th
Profitability
73rd
Labor Efficiency
74th
Operating Efficiency
56th
Liquidity
50th
Leverage
69th
Tax Efficiency
45th
Asset Efficiency
57th

Financial opportunity map

$951K
Working Capital$668K
Tax$284K
Gross Margin$0

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