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SOR-100076 · Business Intelligence Profile

Whitefield Salon & Spa

Ashland, OR · NAICS 812112 Beauty Salons

Revenue
$1.30M
Employees
26
Entity type
Partnership
Years in business
32
Sorren office
Medford, OR
Advisor
Omar Okafor
EIN
**-***6635
High confidence · 97% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 5 prior years
Compared against113 businessesNAICS 812112 — Beauty SalonsORRevenue $0.7M–$2.1M13–37 employees

Outlier flags

4 for review

Revenue / Employee

ReviewBottom 25%
Client
$50K
Peer median
$67K
Peer 25th–75th
$56K – $81K
Off median
-25%

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

Marketing % Revenue

ReviewBottom 25%
Client
2.4%
Peer median
2.8%
Peer 25th–75th
2.5% – 3.1%
Off median
-15%

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

Owner Compensation % Revenue

ReviewBottom 25%
Client
5.5%
Peer median
6.4%
Peer 25th–75th
5.7% – 6.9%
Off median
-14%

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

Capital Expenditures % Revenue

ReviewBottom 25%
Client
4.0%
Peer median
4.5%
Peer 25th–75th
4.1% – 4.9%
Off median
-11%

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

Net Margin

StrengthTop 25%
Client
12.3%
Peer median
7.1%
Peer 25th–75th
4.1% – 11.6%
Off median
+74%

Net Margin sits above the peer median and is worth a professional review before the client conversation.

EBITDA Margin

StrengthTop 25%
Client
18.5%
Peer median
12.1%
Peer 25th–75th
8.5% – 17.7%
Off median
+53%

EBITDA Margin 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
4.9%below median
Company
5.2%
Peer median
5.5%
Top quartile
9.1%
Gross Margin
1.2%below median
Company
81.0%
Peer median
82.1%
Top quartile
84.0%
EBITDA Margin
52.8%above median
Company
18.5%
Peer median
12.1%
Top quartile
17.7%
Net Margin
73.6%above median
Company
12.3%
Peer median
7.1%
Top quartile
11.6%
Revenue / Employee
25.5%below median
Company
$50K
Peer median
$67K
Top quartile
$81K
Payroll % Revenue
13.7%below median
Company
39.4%
Peer median
45.7%
Top quartile
40.2%
Current Ratio
29.2%above median
Company
3.16
Peer median
2.44
Top quartile
2.84
Effective Tax Rate
3.1%above median
Company
20.0%
Peer median
19.4%
Top quartile
18.6%

Benchmark scorecard

Growth
47th
Profitability
68th
Labor Efficiency
64th
Operating Efficiency
51st
Liquidity
82nd
Leverage
50th
Tax Efficiency
43rd
Asset Efficiency
59th

Financial opportunity map

$470K
Revenue$445K
Gross Margin$13K
Tax$12K

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