Client room · Energy · since 2017
Evergreen Partners
Relationship partner: David Okafor
Known value
Illustrative margin
$123K
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
Stage 1
$71K
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
Stage 1
84%
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
86%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 83 days on average.
- Consider:
- Review write-downs before the next invoice.
Fees by year
2021
2022
2023
2024
2025
2026
Last 12 months $73K, down 34% on the year before. Practices used: Litigation.
Segment: Steady
Stable work, stable payment.
Consider: Maintain: light-touch check-ins, efficiency on billing.
Practices not yet used: Corporate, Employment, Real Estate
People at Evergreen Partners
Avery Nguyen
General Counsel
3d since contactTaylor Reyes
Chief Executive Officer
C-suite58d since contactAvery Reyes
Chief Financial Officer
C-suite144d since contactAvery Chen
Deputy General Counsel
50d since contact
Next steps
Set an expiry on 2 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.