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Sorren Benchmark Report

Ashland Medical Group

Ashland, OR · NAICS 621111 Offices of Physicians

Tax year 2026
Prepared by Andrew Soltis
Medford, OR office
Section 1

Executive Summary

Ashland Medical Group generated $20,259,000 of revenue in 2026 with 105 employees, producing an EBITDA margin of 15.4% against a peer median of 19.6%. Compared with 78 similar businesses, performance is strongest in tax efficiency and warrants examination in leverage. Total benchmark variance across all categories is $11.94M.

Section 2

Company Snapshot

Revenue
$20.26M
Employees
105
Entity type
Sole Proprietorship
Years in business
45
Gross margin
78.3%
EBITDA margin
15.4%
Net margin
9.6%
Effective tax rate
20.5%
Section 3

Peer Group Definition

78 businessesNAICS 621111 — Offices of PhysiciansORRevenue $10.1M–$32.4M52–147 employeesTax year 2026

Comparison sample size 78; NAICS 621111; revenue range $10.10M$32.40M; geographic filter OR. Data availability for this client: 86% coverage across tax return, financial statements, payroll and employee records.

Section 4

Financial Performance

Line item (% revenue)CompanyPeer medianTop 25%
Revenue100.0%100.0%100.0%
Cost of Goods Sold21.7%21.7%19.1%
Gross Profit78.3%78.3%80.9%
Payroll38.1%36.0%31.1%
Benefits7.4%5.7%5.0%
Occupancy5.2%6.2%5.6%
Marketing1.9%1.8%2.0%
Insurance2.5%2.2%2.0%
Professional Fees1.7%1.6%1.4%
Administrative & Other4.7%5.1%4.4%
EBITDA15.4%19.6%24.1%
Depreciation1.9%2.6%2.2%
Interest1.4%1.2%1.1%
Net Income9.6%12.8%16.7%
Section 5

Profitability and Operational Efficiency

Growth
19th
Profitability
41st
Labor Efficiency
49th
Operating Efficiency
59th
Liquidity
27th
Leverage
15th
Tax Efficiency
64th
Asset Efficiency
41st
Section 6

Balance Sheet

Current Ratio
3.80
median 4.45
Quick Ratio
3.62
median 4.29
Debt / EBITDA
1.28
median 0.82
Debt / Equity
1.25
median 0.64
Days Sales Outstanding
44.00
median 41.17
Asset Turnover
2.46
median 2.10
Section 7

Tax Overview

Federal tax
$392,090
State tax
$110,590
Effective rate
20.5%
Section 179
$288,663
Owner compensation
$2,061,296
Owner distributions
$1,021,563
Retirement
$386,162
Capital expenditures
$588,916
Section 8

Industry Trends

YearRevenueGrowthGrossEBITDAPayroll %
2022$17.79M+4.9%77.3%16.4%43.5%
2023$18.62M+4.7%77.2%16.6%43.3%
2024$19.40M+4.2%77.5%16.2%44.0%
2025$20.09M+3.6%78.2%15.4%45.5%
2026$20.26M+0.8%78.3%15.4%45.5%
Section 9

Opportunities for Discussion

  • Revenue per Employee. Revenue per employee of $193K compares with a peer median of $273K. Is productivity constrained by capacity, mix, or pricing?Benchmark variance $8.43M
  • Leverage Profile. Debt to EBITDA of 1.28x compares with a peer median of 0.82x. Does the capital structure match the asset base and cash cycle?Benchmark variance $1.42M
  • Payroll Efficiency. Total labor cost represents 45.5% of revenue against a peer median of 42.0%. Is the staffing model carrying capacity for growth, or absorbing margin?Benchmark variance $712K
  • Working Capital Position. Current ratio of 3.80 compares with an industry median of 4.45. How much liquidity headroom does the business need through its cycle?Benchmark variance $692K
  • Operating Expense Load. Operating expenses run 62.8% of revenue versus a peer median of 59.5%. Which expense categories account for the difference?Benchmark variance $678K
  • Gross Margin Variance. Gross margin of 78.3% compares with a peer median of 78.3%. Where are direct costs and pricing diverging from comparable businesses?Benchmark variance $11K
  • Owner Compensation Structure. Owner compensation represents 10.2% of revenue compared with a 9.6% median for comparable entities. Should compensation strategy be reviewed with the tax team?
Section 10

Advisor Notes

Section 11

Methodology

Sorren Benchmark aggregates anonymized financial, tax, payroll and operational data across 60,000 businesses. Peer statistics report count, mean, median, 10th, 25th, 75th and 90th percentiles and standard deviation. Comparisons use normalized ratios rather than raw dollars. Statistics are released only where a cohort contains at least 10 businesses, and individual peer companies are never displayed. Benchmark variance expresses the mathematical difference between this company and its peer median; it is not a projection of savings, nor tax or investment advice.