Client room · Financial · since 2019
Fieldstone Farms
Relationship partner: Thomas Hale
Known value
$473K
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
$439K
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
94%
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
82%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 78 days on average.
- Consider:
- Review write-downs before the next invoice.
Fees by year
Last 12 months $266K, up 19% on the year before. Practices used: Employment.
Segment: Growth
Fees rising more than 15% year on year.
Consider: Invest: introduce adjacent practices while momentum is high.
Practices not yet used: Corporate, Litigation, Real Estate
People at Fieldstone Farms
Avery Patel
General Counsel
141d since contactRiley Nguyen
Chief Executive Officer
C-suite116d since contactJordan Ito
Chief Financial Officer
C-suite81d since contactQuinn Kim
Deputy General Counsel
67d since contact
Next steps
Shift billing cadence for Fieldstone Farms
Propose monthly billing aligned to their AP cycle
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.