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SOR-100069 · Business Intelligence Profile

Redwood Advisory Group

Central Point, OR · NAICS 541611 Management Consulting Services

Revenue
$4.84M
Employees
15
Entity type
LLC
Years in business
18
Sorren office
Medford, OR
Advisor
Grace Byrne
EIN
**-***5990
High confidence · 96% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 5 prior years
Compared against74 businessesNAICS 541611 — Management Consulting ServicesORRevenue $2.4M–$7.8M7–21 employees

Outlier flags

10 for review

Revenue Growth

ReviewBottom 25%
Client
4.1%
Peer median
9.6%
Peer 25th–75th
4.5% – 15.1%
Off median
-57%

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

Debt / Equity

ReviewBottom 25%
Client
0.48
Peer median
0.39
Peer 25th–75th
0.30 – 0.46
Off median
+24%

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

Cash % Assets

ReviewBottom 25%
Client
21.9%
Peer median
27.8%
Peer 25th–75th
25.0% – 31.3%
Off median
-21%

Cash % Assets sits below the peer median and is worth a professional review before the client conversation.

Retirement Contributions % Payroll

ReviewBottom 25%
Client
3.4%
Peer median
4.2%
Peer 25th–75th
3.7% – 4.7%
Off median
-20%

Retirement contributions run below peers — plan design and contribution levels are worth a professional review.

Benefits % Payroll

ReviewBottom 25%
Client
11.5%
Peer median
14.4%
Peer 25th–75th
12.7% – 15.9%
Off median
-20%

Benefit load runs below peers, which can affect retention in this labor market.

Payroll / Employee

ReviewBottom 25%
Client
$129K
Peer median
$110K
Peer 25th–75th
$87K – $125K
Off median
+18%

Payroll / Employee 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
57.1%below median
Company
4.1%
Peer median
9.6%
Top quartile
15.1%
Gross Margin
0.9%below median
Company
90.1%
Peer median
90.9%
Top quartile
92.0%
EBITDA Margin
16.1%above median
Company
29.2%
Peer median
25.2%
Top quartile
30.3%
Net Margin
19.5%above median
Company
22.8%
Peer median
19.1%
Top quartile
22.8%
Revenue / Employee
33.1%above median
Company
$323K
Peer median
$243K
Top quartile
$288K
Payroll % Revenue
9.7%below median
Company
44.7%
Peer median
49.5%
Top quartile
44.2%
Current Ratio
4.7%above median
Company
6.00
Peer median
5.73
Top quartile
6.65
Effective Tax Rate
8.2%below median
Company
18.1%
Peer median
19.8%
Top quartile
19.0%

Benchmark scorecard

Growth
23rd
Profitability
58th
Labor Efficiency
59th
Operating Efficiency
48th
Liquidity
48th
Leverage
37th
Tax Efficiency
45th
Asset Efficiency
31st

Financial opportunity map

$91K
Tax$50K
Gross Margin$41K
Working Capital$0
Capital Structure$0

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