Two risk factors reduce the pre-total. Both are applied as a single combined percentage discount to the sum of Buckets 1–3.
Customer Concentration Discount
| Top client ≥ 50% of revenue |
− 30% |
| Top client 40 – 49% |
− 20% |
| Top client 30 – 39% |
− 12% |
| Top client 20 – 29% |
− 5% |
| Top client < 20% |
No discount |
Retainer Non-Transfer Discount
Retainer revenue is relationship-dependent and may not transfer to a new owner.
Discount = Retainer% × 0.40
Example: 30% retainer → 30% × 0.40 = 12% additional discount
Total Discount = CC Discount + Retainer Discount
Applied to: Pre-Discount Total (Buckets 1–3 sum)