{"ok":true,"canonical_url":"https://dealroom.so/glossary/customer-list","api_url":"https://dealroom.so/api/public/glossary/customer-list","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-15","timezone":"America/Chicago"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"term":{"slug":"customer-list","term":"Customer list","group":"Reading the business","definition":"This is a record of a business's past and current customers, including their contact information and purchase history. It's a key intangible asset showing the business's revenue potential.","what_it_means":"A strong customer list is a valuable asset, often categorized as a","url":"https://dealroom.so/glossary/customer-list","official_sources":[],"related":[{"slug":"general-intangibles","term":"General intangibles","url":"https://dealroom.so/glossary/general-intangibles"},{"slug":"intangible-asset","term":"Intangible asset","url":"https://dealroom.so/glossary/intangible-asset"},{"slug":"due-diligence","term":"Due diligence","url":"https://dealroom.so/glossary/due-diligence"},{"slug":"non-compete","term":"Non-compete","url":"https://dealroom.so/glossary/non-compete"}],"related_questions":[{"question":"How does the SBA typically value intangible assets like customer lists or software for collateral?","url":"https://dealroom.so/sba-7a/questions/how-does-the-sba-typically-value-intangible-assets-like-customer-lists-or-software-for-col"},{"question":"Can a 7(a) loan finance the purchase of intangible assets like customer lists or trade secrets in a business acquisition?","url":"https://dealroom.so/for-lenders/questions/can-a-7-a-loan-finance-the-purchase-of-intangible-assets-like-customer-lists-or-trade-secr"},{"question":"Can an SBA 7(a) loan be used to purchase another company's client list?","url":"https://dealroom.so/sba-loans/basics/can-an-sba-7-a-loan-be-used-to-purchase-another-company-s-client-list"},{"question":"How does a lender perfect a lien on intangible assets such as customer lists or proprietary software for a 7(a) loan?","url":"https://dealroom.so/for-lenders/questions/how-does-a-lender-perfect-a-lien-on-intangible-assets-such-as-customer-lists-or-proprietar"},{"question":"What happens if a franchise I want to buy is not on the SBA's approved list?","url":"https://dealroom.so/sba-loans/basics/what-happens-if-a-franchise-i-want-to-buy-is-not-on-the-sba-s-approved-list"},{"question":"Can a high customer concentration (e.g., one customer is 50% of revenue) jeopardize my SBA 7(a) loan approval?","url":"https://dealroom.so/sba-7a/questions/can-a-high-customer-concentration-e-g-one-customer-is-50-of-revenue-jeopardize-my-sba-7-a-"}]},"caveats":["Definitions represent DealRoom's plain-English interpretation for buyers; verify regulatory terms against the official SBA and eCFR sources listed.","Not legal, tax, or financial advice, and not an SBA eligibility determination."],"citation":{"label":"DealRoom.so Glossary — Customer list","url":"https://dealroom.so/glossary/customer-list","source_type":"DealRoom Data"}}