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SOR-100064 · Business Intelligence Profile

Clearwater Bakehouse

Klamath Falls, OR · NAICS 311811 Retail Bakeries

Revenue
$929K
Employees
12
Entity type
Sole Proprietorship
Years in business
11
Sorren office
Medford, OR
Advisor
Sofia Vaughn
EIN
**-***1738
Moderate confidence · 90% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 4 prior years
Compared against77 businessesNAICS 311811 — Retail BakeriesORRevenue $0.5M–$1.5M6–17 employees

Outlier flags

4 for review

Revenue / Employee

ReviewBottom 25%
Client
$77K
Peer median
$98K
Peer 25th–75th
$80K – $113K
Off median
-21%

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

Payroll % Revenue

ReviewBottom 25%
Client
40.8%
Peer median
34.4%
Peer 25th–75th
31.4% – 37.2%
Off median
+19%

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

Occupancy % Revenue

ReviewBottom 25%
Client
9.8%
Peer median
8.4%
Peer 25th–75th
7.5% – 9.3%
Off median
+16%

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

Operating Expense % Revenue

ReviewBottom 25%
Client
64.7%
Peer median
55.8%
Peer 25th–75th
53.3% – 59.8%
Off median
+16%

Operating Expense % Revenue sits above the peer median and is worth a professional review before the client conversation.

Effective Tax Rate

StrengthTop 25%
Client
0.0%
Peer median
18.1%
Peer 25th–75th
0.0% – 19.8%
Off median
-100%

Effective tax rate is below the peer median — worth confirming positions are documented.

COGS % Revenue

StrengthTop 25%
Client
33.0%
Peer median
40.5%
Peer 25th–75th
34.9% – 43.7%
Off median
-18%

Direct costs are lighter than peers; worth confirming cost classification is consistent.

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
17.0%below median
Company
4.2%
Peer median
5.1%
Top quartile
8.0%
Gross Margin
12.5%above median
Company
67.0%
Peer median
59.5%
Top quartile
65.1%
EBITDA Margin
40.0%below median
Company
2.2%
Peer median
3.7%
Top quartile
9.4%
Net Margin
747.0%below median
Company
-1.6%
Peer median
0.2%
Top quartile
4.4%
Revenue / Employee
21.2%below median
Company
$77K
Peer median
$98K
Top quartile
$113K
Payroll % Revenue
18.6%above median
Company
40.8%
Peer median
34.4%
Top quartile
31.4%
Current Ratio
2.1%above median
Company
2.34
Peer median
2.30
Top quartile
2.49
Effective Tax Rate
100.0%below median
Company
0.0%
Peer median
18.1%
Top quartile
0.0%

Benchmark scorecard

Growth
43rd
Profitability
55th
Labor Efficiency
42nd
Operating Efficiency
42nd
Liquidity
55th
Leverage
48th
Tax Efficiency
89th
Asset Efficiency
45th

Financial opportunity map

$459K
Revenue$249K
Operating Expenses$83K
Capital Structure$66K
Labor$60K
Working Capital$0

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