The Whale. Its largest clients hold about 39% of revenue, above the 35% ceiling. Both forecasts fall to about 29% by October 2027, for opposite reasons: with the Growth Plan the firm grows around the whale; if nothing changes, the whale is leaving.
Illustrative. Juniper Ridge Advisory is a fictional firm with a full year of modeled data, analyzed the way we analyze yours. The green band is the healthy range; the dotted line is where the Growth Plan is expected to take it.
How to calculate it
Revenue from your largest clients divided by total revenue, over the same period. Which clients count as your largest is set during onboarding, based on how many clients you have.
If your largest clients pay $160,000 of $540,000 a month, Large Client Dependence is about 30%, inside the range.
Under 35%.
Rarely a problem.
Losing one client would threaten payroll, and it becomes hard to say no to that client or raise its price.
Ideal Client Share and Profit by Channel grow the business around your largest clients. Profitable Client Retention keeps them while you do.
A fall for the wrong reason. If your largest client is leaving, Large Client Dependence improves while the business shrinks. Read it alongside Growth Rate.