Intelligence for Business Owners
You built the business. What's next?
Denovo helps successful business owners understand what they've built, identify what could make it more valuable, and decide what comes next.
Monthly Owner Briefing · Aug 2026
Northstar Services
Your business is strengthening.
Recurring revenue up, client concentration down.
Owner dependence remains the largest constraint.
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
EBITDA Margin
16.2%
Recurring Rev.
35%
AI Opportunity
High
Biggest value gap: Owner dependence
Grow it. Step back. Transfer it. Sell it.
Or simply understand your options before deciding.
Denovo Intelligence
Your business may be your largest asset. Monitor it like one.
Owners monitor their investments, retirement accounts, and real estate. Yet many cannot answer the same questions about what may be their largest asset. Denovo Intelligence is a living view of your business, continuously updated as your performance, priorities, and plans change. See what is creating value, what is getting in the way, and what deserves your attention next.
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 Briefing · 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
Three ways to work with Denovo.
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.