Denovo Intelligence
Know your business. Build its value.
For most business owners, the company is their largest asset, yet they have surprisingly little visibility into what is making it stronger, what is holding it back, and where the biggest opportunities lie.
Denovo Intelligence brings your financial performance, business value, value drivers, AI and automation opportunities, and priorities together in one place, with clear guidance on what deserves your attention next.
Not a one-time assessment. An ongoing intelligence system for building a stronger, more valuable business.
Ongoing intelligence for the business you've built.
What you see.
Every metric comes with interpretation — what it means, why it matters, and what to consider doing next. The dashboard should feel like an executive briefing, not analytics software.
Meridian Group
$28M Revenue · 140 Employees · Owner-led
Estimated Business Value
$34M to $42M
Value Creation Score
64
ImprovingValue Trajectory
Strengthening
AI & Automation Opportunity
Moderate
6 addressable workflows
Biggest Strength
Customer Resilience
Biggest Value Gap
Owner Independence
Indicative Value Opportunity
+$3.0M to $4.5M
Estimated Business Value Trend
+10% since baseline
Since Your Denovo Baseline
Estimated Business Value
+$3.5M
Value Creation Score
+5 points
EBITDA Margin
+0.7 pts
Recurring Revenue
+4 pts
Owner Dependence
Improved 6 points
Priorities Completed
2 of 4
Current Priority
Install a general manager and begin transitioning the largest account relationships.
Illustrative example. Valuation estimates are indicative and intended for planning and decision support, not formal certified valuations.
The Twelve Drivers
The factors that determine business value.
Denovo continuously measures and improves the factors that actually influence how valuable and transferable a business is.
Recurring Revenue
Leadership Strength
Owner Independence
Customer Diversification
Margin Quality
Operational Maturity
Pricing Power
AI Readiness
Intellectual Property
Brand & Reputation
Commercial Engine
Strategic Optionality
AI & Automation Opportunity
Where could AI actually create value in your business?
AI can improve productivity, margins, management capacity, and scalability, but only when applied to the right problems. Denovo evaluates your financial performance, operations, workflows, and owner dependence to identify where AI and automation may have the greatest impact, and which opportunities deserve attention first.
The goal is not AI for its own sake. It is a stronger, more efficient, more scalable, and less owner-dependent business.
The diagnostic covers
Process automation
Knowledge capture
Sales & marketing
Customer experience
Reporting & analytics
Administration
Finance
Operations
Data readiness
AI governance & risk
The result is a prioritized set of opportunities tied to your financial and operating data, not a generic AI score.
The Centerpiece
The Monthly Denovo Briefing.
Every month, each member receives a board-quality briefing that answers what changed, what it means, whether you are getting closer to what you want, and what deserves your attention next.
Denovo · Owner Briefing
August 2026
Meridian Group
Monthly memorandum · Issue 09
A strong quarter, with concentration to address.
Estimated Business Value
$34M to $42M
Previous range: $33M to $40M
Value Creation Score
64 Up 3 points
Value Trajectory
Revenue
$28M
+11.2%
EBITDA
$4.2M
EBITDA Margin
15.0%
+0.7 pts
Recurring Revenue
28%
+4 pts
Key changes this month
- 1.Largest client concentration declined from 26% to 22%.
- 2.Recurring revenue increased from 24% to 28%.
- 3.A new operations leader reduced owner involvement in day-to-day delivery.
Value driver movement
Customer Resilience
71 +2
Owner Independence
38 Unchanged
Operating Maturity
70 +1
What's working
Customer retention and recurring revenue continue to strengthen the quality and predictability of the business.
What needs attention
Client concentration remains the largest near-term constraint on transferability and valuation.
Progress against existing priorities
Owner dependence initiative: general manager search underway. Recurring revenue: two project offerings being converted to retainer models.
AI & Automation
Two priority workflows have been identified for automation. Client onboarding remains the largest near-term opportunity.
Senior-team time on workflow
22 hours/week
Current status
Workflow mapping underway
Next decision
Configure vs. build
Your next 90-day priority
Finalize the general manager hire and begin transitioning the two largest account relationships.
Question for the owner
"Which of your largest accounts would still be secure if you stepped back tomorrow?"
Know what matters. Understand why. Decide what to do next.
The dashboard exists to support the briefing. Not the other way around.
Denovo Guide
Ask the questions a CEO actually faces.
Denovo Guide is an ongoing business value advisor grounded in your business data, your assessment, and your progress over time. Ask about performance, value drivers, AI opportunities, or what to work on next, and get answers grounded in your numbers and your strategic context.
Including where AI and automation could create real value in your business, and which opportunities deserve attention first.
Ask Denovo Guide
What changed this month?
What is creating or limiting my business value?
Where could AI have the biggest impact on my business?
Which workflows should I automate first?
How could AI improve my labor ratio?
Could AI help reduce owner dependence?
What should I focus on next?
Membership Includes
Not a dashboard. An ongoing intelligence relationship.
You are subscribing to ongoing intelligence, interpretation, benchmarking, and guidance, not a one-time assessment.
What You See
- ·Estimated Business Value
- ·Business Value Trend
- ·Value Drivers
- ·Value Gaps
- ·Value Creation Score
- ·AI & Automation Opportunity
- ·Value Creation Plan
What You Receive
- ·Denovo Guide interpretation
- ·Monthly Owner Briefing
- ·Monthly intelligence updates
- ·Benchmarking where available
- ·Ongoing progress tracking
- ·Continuous intelligence
How It Helps
- ·Owner insights
- ·Decision support
- ·Priority setting
- ·Strategic optionality
- ·AI opportunity prioritization
- ·Ongoing guidance
Know what matters. Understand why. Decide what to do next.
The Denovo Difference
Most owners receive financial statements. Some receive strategic advice. Almost none receive ongoing intelligence about what is actually creating or limiting the value of their business.
That is Denovo.