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SOR-100057 · Business Intelligence Profile

Fairhaven Plumbing & Heating

Klamath Falls, OR · NAICS 238220 Plumbing, Heating, and Air-Conditioning Contractors

Revenue
$6.82M
Employees
44
Entity type
Partnership
Years in business
40
Sorren office
Medford, OR
Advisor
Andrew Soltis
EIN
**-***2709
Limited confidence · 70% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 3 prior years
Compared against175 businessesNAICS 238220 — Plumbing, Heating, and Air-Conditioning ContractorsORRevenue $3.4M–$10.9M22–62 employees

Outlier flags

4 for review

Revenue Growth

ReviewBottom 25%
Client
1.3%
Peer median
8.0%
Peer 25th–75th
3.7% – 13.6%
Off median
-83%

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

Revenue / Employee

ReviewBottom 25%
Client
$155K
Peer median
$212K
Peer 25th–75th
$169K – $255K
Off median
-27%

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

Days Sales Outstanding

ReviewBottom 25%
Client
49 days
Peer median
42 days
Peer 25th–75th
37 days – 48 days
Off median
+15%

Days Sales Outstanding sits above the peer median and is worth a professional review before the client conversation.

Occupancy % Revenue

ReviewBottom 25%
Client
2.4%
Peer median
2.1%
Peer 25th–75th
1.8% – 2.4%
Off median
+14%

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

Payroll / Employee

StrengthTop 25%
Client
$33K
Peer median
$47K
Peer 25th–75th
$39K – $56K
Off median
-30%

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

Marketing % Revenue

StrengthTop 25%
Client
3.2%
Peer median
2.8%
Peer 25th–75th
2.5% – 3.2%
Off median
+15%

Marketing % Revenue 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
83.4%below median
Company
1.3%
Peer median
8.0%
Top quartile
13.6%
Gross Margin
1.0%below median
Company
45.3%
Peer median
45.8%
Top quartile
53.1%
EBITDA Margin
12.9%above median
Company
2.5%
Peer median
2.2%
Top quartile
9.2%
Net Margin
8.5%above median
Company
-1.5%
Peer median
-1.7%
Top quartile
4.2%
Revenue / Employee
26.8%below median
Company
$155K
Peer median
$212K
Top quartile
$255K
Payroll % Revenue
6.7%below median
Company
24.6%
Peer median
26.4%
Top quartile
23.2%
Current Ratio
6.5%above median
Company
3.02
Peer median
2.83
Top quartile
3.12
Effective Tax Rate
at median
Company
0.0%
Peer median
0.0%
Top quartile
0.0%

Benchmark scorecard

Growth
14th
Profitability
50th
Labor Efficiency
50th
Operating Efficiency
52nd
Liquidity
55th
Leverage
45th
Tax Efficiency
56th
Asset Efficiency
37th

Financial opportunity map

$2.54M
Revenue$2.49M
Gross Margin$30K
Tax$21K
Operating Expenses$0
Capital Structure$0

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