Luca Barberis

How dependent are we on top clients?

№ 093 · Client concentration

01

Definition

MetricShare of trailing-12-month revenue from the top client and top 5 clients

Unit% of trailing 12-month revenue

Pareto of revenue by client. Top 5 clients above 40% revenue is danger. Build by sorting accounts by revenue and plotting cumulative. One client loss can sink the firm if too concentrated. Example: top 3 clients = 52% of revenue (high dependency).

02

Benchmarks

Bottom 30%MedianTop 30%
top client 25%+, top 5 clients 60%+; buyers apply a 1-2x EBITDA discount above 25% top-client share and 30-50% multiple compression above 40%top client 15-20%, top 5 clients 45-55%top client 10% or less, top 5 clients 30% or less

Independent agencies and professional services firms $1M-50M revenue; thresholds drawn from agency and accounting M&A diligence practice, 2024-2026 · These are buyer diligence thresholds and advisor heuristics, not measured percentile distributions; no large-sample survey publishes the actual concentration distribution. The thresholds are consistent across independent advisory sources (top client under 15% healthy, above 25% material risk), which is why they are reported despite the absence of Tier 1 data.

Category split omitted: No two independent Tier 1-2 datasets publish concentration distributions by service line; available thresholds are cross-sector advisory heuristics.

03

When it looks bad

One slice of the treemap expands across consecutive periods until it dominates the view, while the long tail of smaller clients thins instead of growing.

Top client moved from 18% to 34% of revenue across four quarters; the top 3 now hold 61%, so a single loss removes a third of revenue and the anchor client knows it at every negotiation.

04

What to do about it

  • Set a soft cap at 20% of revenue per client and route growth above it through pricing rather than volume; buyers start discounting at 25% (CT Acquisitions), so the cap protects both risk and exit value.
  • Run a deliberate expansion program on clients ranked 4-10 (structured QBRs, one adjacent service cross-sold to each) so diversification comes from accounts already won, not only from expensive new logos.
  • De-risk the anchor account contractually: longer notice periods, multi-year terms, and relationships across at least three client-side stakeholders so a single champion leaving is not a revenue event.
  • If a sale or fundraise is plausible within two years, start diversifying now; advisors recommend bringing top-3 concentration under 40% at least 18-24 months before any process, because it is the first diligence question.
05

Sources

  1. CT AcquisitionsMarketing Agency Business Valuation guide · 2026 · agency M&A buyer diligence data, sample size not disclosed Diligence bands: healthy = top client under 15%, top 5 under 40%, top 10 under 60%; 25-40% top-client share triggers a 1-2x EBITDA discount; above 40% compresses valuation 30-50% ctacquisitions.com ↗
  2. Move at PaceHow to Reduce Client Concentration Risk in Your Agency · 2026 · agency advisory practice, UK, sample size not disclosed Buyers discount any agency where the top client exceeds 25% of revenue and some walk away above 40%; above 15% is already a concentration problem worth fixing moveatpace.com ↗
  3. Pharallax AIHow to Calculate Client Concentration Risk (With Benchmarks) · 2026 · 160+ structural analyses of service businesses $500k-3M revenue Across 160+ structural analyses of $500k-3M service firms: top client above 15% is risk worth addressing, above 25% a structural vulnerability; top 3 above 40% can cascade a bad quarter into a cash crisis pharallax.ai ↗
  4. Peter Kang (Barrel, citing Blair Enns and David C. Baker)Exploring Client Concentration in an Agency Business · 2020 · single-agency 14-year dataset plus practitioner guidance Enns and Baker guidance: creative firms should run 8-15 clients and keep any single client under 25% of annual billings; Barrel's own peak concentration was 27% peterkang.com ↗
  5. FE InternationalHow to Value an Agency Business: Data, Benchmarks and Steps (2026) · 2026 · agency M&A transaction data, 2025 deal flow 2025 deal data: top client at 12% of revenue cited in a premium-multiple profile (10.5x applied in the worked example); low concentration is a stated multiple driver feinternational.com ↗
  6. FirmLeverAccounting Firm Client Concentration Risk Explained · 2026 · accounting firm marketplace listings and diligence data Accounting-firm marketplace data: no client above 15%, top 10 combined under 40%; a $1.8M book with one client at 28% loses half its buyer pool firmlever.com ↗