Customer concentration data for small businesses

January 04, 2024
by a searcher from Harvard University in Greenwich, CT, USA
I've encountered many businesses with significant customer concentration lately. Does anyone have research on customer concentration across all small businesses in the US? Across the population of retirement-aged-founder-owned businesses we're all looking at, what percent are unbankable / unsellable? (and are there trends in certain industries, etc...)
from Rice University in Houston, TX, USA
For bankable, thresholds I've heard from lenders is less than 25 or 30% is ideal. That said, I've seen up to 45% be bankable.
With higher concentration, the key considerations I've seen in lending discussions are:
(1) what contracts, tenure supporting the customer, interconnectedness, or other factors reduce the chance the customer will reduce or cancel work?
(2) what is the mitigation plan if they do?
(3) what is the risk-adjusted revenue if the customer with concentration decreases or goes away?
(4) given risk adjust revenue, what is the "healthy" amount of debt from the lender?
from Temple University