Client room · Financial · since 2019
Oakmont Realty
Relationship partner: Thomas Hale
Known value
Illustrative margin
$439K
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
$0
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
15%
What this means
- Means:
- Likelihood the client sends work next year.
- Matters:
- Small changes here move expected value a lot.
- Consider:
- Schedule a partner call this week.
Realization
89%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 82 days on average.
- Consider:
- Healthy — no action.
Fees by year
2021
2022
2023
2024
2025
2026
Last 12 months $0, down 100% on the year before. Practices used: Tax, Real Estate, Employment.
Segment: Dormant
No new work for over 6 months.
Consider: Reactivate or release: alumni outreach, a no-cost check-in.
Practices not yet used: Corporate, Litigation, IP
People at Oakmont Realty
Drew Nguyen
General Counsel
62d since contactCasey Kim
Chief Executive Officer
C-suite157d 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.