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SOR-100066 · Business Intelligence Profile

Ironwood Financial Group

Grants Pass, OR · NAICS 541211 Offices of Certified Public Accountants

Revenue
$6.46M
Employees
33
Entity type
Sole Proprietorship
Years in business
9
Sorren office
Medford, OR
Advisor
Andrew Soltis
EIN
**-***1694
Limited confidence · 70% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 3 prior years
Compared against199 businessesNAICS 541211 — Offices of Certified Public AccountantsORRevenue $3.2M–$10.3M16–47 employees

Outlier flags

5 for review

Debt / EBITDA

ReviewBottom 25%
Client
0.48
Peer median
0.36
Peer 25th–75th
0.28 – 0.46
Off median
+34%

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

Debt / Equity

ReviewBottom 25%
Client
0.46
Peer median
0.38
Peer 25th–75th
0.30 – 0.46
Off median
+21%

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

Capital Expenditures % Revenue

ReviewBottom 25%
Client
1.3%
Peer median
1.6%
Peer 25th–75th
1.4% – 1.7%
Off median
-16%

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

Days Sales Outstanding

ReviewBottom 25%
Client
62 days
Peer median
57 days
Peer 25th–75th
50 days – 62 days
Off median
+9%

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

Inventory Turns

ReviewBottom 25%
Client
0.00
Peer median
0.00
Peer 25th–75th
0.00 – 0.00
Off median
0%

Inventory Turns sits above the peer median and is worth a professional review before the client conversation.

Revenue Growth

StrengthTop 25%
Client
14.3%
Peer median
6.4%
Peer 25th–75th
2.9% – 11.1%
Off median
+125%

Revenue Growth 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
125.2%above median
Company
14.3%
Peer median
6.4%
Top quartile
11.1%
Gross Margin
0.2%above median
Company
94.3%
Peer median
94.1%
Top quartile
94.8%
EBITDA Margin
17.3%below median
Company
19.9%
Peer median
24.0%
Top quartile
30.8%
Net Margin
16.4%below median
Company
14.5%
Peer median
17.3%
Top quartile
23.4%
Revenue / Employee
1.7%below median
Company
$196K
Peer median
$199K
Top quartile
$231K
Payroll % Revenue
8.7%above median
Company
56.9%
Peer median
52.3%
Top quartile
45.9%
Current Ratio
2.1%below median
Company
6.49
Peer median
6.63
Top quartile
7.55
Effective Tax Rate
3.6%above median
Company
20.3%
Peer median
19.6%
Top quartile
18.9%

Benchmark scorecard

Growth
91st
Profitability
38th
Labor Efficiency
48th
Operating Efficiency
53rd
Liquidity
45th
Leverage
23rd
Tax Efficiency
60th
Asset Efficiency
28th

Financial opportunity map

$931K
Labor$295K
Operating Expenses$286K
Capital Structure$155K
Revenue$114K
Tax$47K
Working Capital$34K
Gross Margin$0

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