Client room · Real Estate · since 2023
Vantage Retail
Relationship partner: Sofia Lindqvist
Known value
$1.1M
What this means
- Means:
- Margin already earned from this client.
- Matters:
- It is the relationship's track record.
- Consider:
- Kept separate from expected value.
Expected value
$807K
What this means
- Means:
- Modeled future margin if the relationship continues as it is.
- Matters:
- It is what this relationship is worth from today.
- Consider:
- Raise it by improving retention or adding a practice.
Retention
86%
What this means
- Means:
- Likelihood the client sends work next year.
- Matters:
- Small changes here move expected value a lot.
- Consider:
- Keep regular senior contact.
Realization
88%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 70 days on average.
- Consider:
- Review write-downs before the next invoice.
Fees by year
Last 12 months $734K, down 10% on the year before. Practices used: IP, Tax, Regulatory.
Segment: Anchor
Top fifth of future value with strong retention.
Consider: Protect: senior coverage, annual value review, multi-practice planning.
Practices not yet used: Corporate, Litigation, Employment
People at Vantage Retail
Quinn Chen
General Counsel
29d since contactRiley Garcia
Chief Executive Officer
C-suite14d since contactCasey Nguyen
Chief Financial Officer
C-suite58d since contactQuinn Patel
Deputy General Counsel
31d since contactParker Silva
Chief Operating Officer
C-suite78d since contact
Next steps
Set an expiry on 4 open-ended discounts
Add reason and expiry to the discount register
Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.