Customer Concentration

A risk metric measuring revenue dependency on top customers. High concentration (>20% from one customer) is a red flag in acquisition due diligence.

Customer concentration measures how dependent a business is on its largest customers, typically expressed as the percentage of revenue from the top 1, 5, or 10 customers.

Concentration Risk Levels

Top Customer %Risk Level
<10%Low
10-20%Moderate
20-30%High
>30%Very High

Why Concentration Matters

Acquisition Risk

  • Customer may leave post-acquisition
  • Gives large customers negotiating leverage
  • Business value depends on retaining relationships

Financing Impact

  • SBA lenders scrutinize concentration heavily
  • May require customer contracts or letters of intent
  • Can limit debt availability

Due Diligence Questions

  1. What is revenue by customer for top 10?
  2. How long has each relationship existed?
  3. Are there contracts? What are terms?
  4. Why do they buy from you vs. competitors?
  5. Have you met the key contacts?

Mitigating Concentration Risk

  • Negotiate customer retention agreements
  • Meet key customers during due diligence
  • Price in concentration risk (lower multiple)
  • Structure earnouts tied to retention
  • Build diversification into growth plan

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