For Owners of Established Businesses
You built the business. What's next?
Build a business that works for you.
Less dependent on you. Stronger as it grows. Ready for what's next.
Northstar Services
$6.8M Revenue · 26 Employees
Estimated Business Value
$4.8M–$5.7M
Strengthening · up 3 pts
Value Creation Score
68/100
Business Value Trajectory
12-month
Biggest Strength
Retention
84/100
Biggest Gap
Owner Dependence
36/100
Illustrative example. Not a real customer.
Three questions every business owner should be able to answer.
Most owners recognize these from their own experience. Denovo helps you see where each one shows up in your business, what to do about it, and whether it's getting better over time.
01
Less Dependent on You
Could your business run without you for 30 days?
Identify where sales, client relationships, decisions, operations, or knowledge still depend too heavily on you.
02
Stronger as It Grows
Is your business getting better, or just bigger?
See whether growth is improving profitability, predictability, resilience, and the underlying quality of the business.
03
Ready for What's Next
Would you be ready if an opportunity came tomorrow?
Understand what needs to change before you step back, transition leadership, bring in a partner, raise capital, or sell.
Denovo Intelligence
Know where you stand. Know what to change. See whether it's working.
Denovo establishes a baseline, identifies what is helping or holding the business back, and helps you prioritize what deserves attention. Then it tracks whether the business is actually getting stronger over time.
AI & Automation Opportunity: High
Benchmark: above peer median on retention
The Dashboard · What's happening
Northstar Services
$6.8M Revenue · 26 Employees · Owner-led
Estimated Business Value
$4.8M to $5.7M
Value Creation Score
68
ImprovingValue Trajectory
Strengthening
AI & Automation Opportunity
High
8 addressable workflows
Biggest Strength
Customer Retention
Biggest Value Gap
Owner Dependence
Indicative Value Opportunity
+$1.2M to $1.8M
Estimated Business Value Trend
+14% since baseline
Since Your Denovo Baseline
Estimated Business Value
+$420K
Value Creation Score
+6 points
EBITDA Margin
+1.4 pts
Recurring Revenue
+4 pts
Owner Dependence
Improved 8 points
Priorities Completed
3 of 5
Current Priority
Shift primary ownership of top customer relationships to senior leadership.
A curated preview of the full Denovo Intelligence dashboard.
Explore the Full DashboardYour Objective · Where you're headed
Your Objective
Step back from day-to-day operations within five years.
Outcome Readiness
Progressing
Biggest Obstacle
Owner dependence
Strongest Foundation
Financial performance
Next Priority
Transition key customer relationships to the leadership team.
Outcome Readiness reflects how prepared your business is to deliver what you want, not just how strong it is today.
The Monthly Owner Briefing · What it means
Your business changes. Your understanding should too.
Each month, Denovo turns the movement in your business into a concise Owner Briefing: what changed, why it matters, where value is strengthening or weakening, and what deserves your attention next.
The dashboard shows you what is happening. The Owner Briefing helps you understand what it means.
Denovo · Owner Briefing
August 2026
Northstar Services
Monthly memorandum · Issue 14
Your business is strengthening.
Estimated Business Value
$4.8M to $5.7M
Previous range: $4.6M to $5.4M
Value Creation Score
68 Up 3 points
Value Trajectory
Revenue
$6.8M
+8.4%
EBITDA
$1.1M
EBITDA Margin
16.2%
+1.4 pts
Recurring Revenue
35%
+4 pts
Key changes this month
- 1.Customer concentration declined as revenue from the largest client fell from 23% to 19%.
- 2.Recurring revenue increased from 31% to 35%.
- 3.Management depth improved modestly after the new operations leader assumed broader responsibility.
Value driver movement
Customer Resilience
68 +2
Owner Independence
36 Unchanged
Operating Maturity
66 +1
What's working
Customer retention and recurring revenue continue to strengthen the quality and predictability of the business.
What needs attention
Owner dependence remains the largest constraint on transferability and long-term value.
Progress against existing priorities
Owner dependence initiative: 2 of 3 largest customer relationships transitioned to senior leaders. EBITDA margin improvement: pricing review underway.
AI & Automation
Two priority workflows have been identified for automation. Client reporting remains the largest near-term opportunity.
Senior-team time on workflow
18 hours/week
Current status
Workflow mapping underway
Next decision
Configure vs. build
Your next 90-day priority
Complete the transition of the third largest customer relationship and begin the renewal pricing review.
Question for the owner
"If you stepped away for six months tomorrow, what would stop working?"
Know what matters. Understand why. Decide what to do next.
What to do next
Every insight leads to a clear next step in your Value Creation Plan, guided by the Denovo Guide.
Illustrative example. Valuation and potential-value estimates are indicative, based on assumptions about improvement in identified value drivers, and intended for planning and decision support, not formal certified valuations.
Know · Decide · Act
Know. Decide. Act.
Start with intelligence, add experienced judgment when you need it, and bring in hands-on execution when the time comes.
01
Know
Intelligence
Know where you stand.
Understand what your business is worth, what is driving its value, and what deserves attention.
$495/month
or $4,950/year
Explore Intelligence02
Decide
Advisory
Have experienced judgment in your corner.
Add experienced judgment when the decisions matter. Advisory brings your Denovo intelligence together with structured access to experienced operators who help you pressure-test what to do next.
$1,500/month
Includes Intelligence · 3-month initial commitment
Explore Advisory03
Act
Execution
Make it happen.
Bring in the expertise, resources, and relationships needed to strengthen the business or navigate what comes next.
Custom
Explore ExecutionWhen the time is right, Denovo can also help connect owners with the appropriate business brokers, investment bankers, private equity firms, capital providers, attorneys, accountants, wealth advisors, succession specialists, and other transaction expertise.
Your Existing Advisers
See the whole picture.
Your CPA, attorney, banker and wealth adviser each see an important part of your business. Denovo helps you connect those pieces, understand what matters most, and bring in the right expertise when it's time to act.
Denovo provides intelligence, strategic judgment, and execution support. It does not provide legal, tax, accounting, securities, or investment advice.