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Business Valuation · Risk Management

Business Risk

Reflects the likelihood of a disruption to business operations or earnings in the future

Business ValuationRisk Management & Insurance

In Summary

When working as a financial advisor with business owners it's important to remember it's typically for the business is the primary source of wealth and income for the client. The risk profile of the business is a key driver of the value of the business today, the potential value in the future, and the stability of the owner's income.

By helping owners understand, measure, and mitigate these risks, you position yourself as a more holistic, trusted advisor.

Business risk explained

Overall business risk is typically made up of component risks that aim to assess the likelihood of disruptions to operations or negative impacts to revenue or profitability. These component risks are aggregated to estimate overall business risk, used to estimate business value.

Businesses with lower risk tend to earn higher valuations and be more marketable to prospective buyers. Owners are often focused on growth, but growth without risk management can create blind spots that impact their valuation and income.

Advisors working with business owners help owners understand their business risk to help them protect their legacy, maximize their exit value, and ensure the reliability of their income.

Questions that help inform business risk estimates

Risk ComponentQuestions
Owner dependencyIf the owner left the business, how likely is a decline in revenue / profit?
Key employee dependencyIf key employees left the business, how likely is a decline in revenue / profit?
Customer concentrationHow many customers does the business have? How much revenue comes from the top 5 customers?
Revenue qualityWhat percent of revenue is recurring, renewing, or one-time?
Supplier diversityWhat percent of revenue relies on any one vendor?
Financial practicesWho maintains the financial records for the business (the owner, a CPA, a bookkeeper etc.)?
LiquidityWhat is the ratio between current assets and current liabilities?
LeverageWhat is the ratio between debt and the value of equity in the business?

Frequently Asked Questions