Our Approach

Method over guesswork. We study the business, design the structure, embed operators, and measure what matters.

Our Services

  • Do the homework

    We learn your business like insiders: product, patients, people, numbers. We map strengths, pressure points, and market realities. No guessing. No copy-paste playbooks.

  • Design the structure

    Your deal is engineered to protect goodwill and share the upside. Straightforward terms. Options for retained equity. Clear roles for the next chapter.

  • Embed the support

    Operators plug in fast, on site when it matters and virtual when it’s faster. We keep continuity tight, set a clear operating cadence, rebuild key workflows, clean up pricing and collections, clarify roles, review vendors, and stand up a live KPI dashboard. You get a working cadence, an org and roles map, a focused execution plan, and clear line of sight to cash and performance.

  • Measure and adjust

    Weekly cadences. Monthly reviews. Quarterly strategy resets. If it doesn’t move the needle, it doesn’t survive the meeting.

 FAQs

  • Fit: Founder-led practices that value continuity, are open about the numbers, and want an embedded team to run a disciplined operating cadence.
    Not a fit: Pure “cash-out” mindsets, culture-as-cost models, or set-and-forget partnerships. We optimise for durable value, not quick optics.

  • You stay the face of the practice. We make sure your community hears it from you first. You lead the message. We supply the plan.

    • Your role. Choose operator, clinical lead, advisor or board, or a clean step-back. It’s defined up front and reviewed quarterly.

    • Your voice. We prepare scripts, emails, site updates and lobby signage so patients hear one clear message: your dental home is still your home.

    • Your team. Staff stays. Standards stay. Treatment philosophy stays. We protect what patients trust you for.

  • Patients feel continuity. Your team gets a plan, named points of contact, and a steady operating rhythm. We tighten cash flow, reporting, scheduling, and vendor coordination. Quality standards and brand voice stay intact.

  • We build continuity into the plan: retention goals, benefits alignment, and a transparent communication schedule. We invest in training and mentorship. Any change that risks the patient experience or core values gets extra scrutiny.

  • A summary you can read in minutes: payout, earn-out mechanics, rollover equity, role and scope, timeline and milestones, and reporting cadence. No buried clauses. No surprises. Tradeoffs are stated clearly.

  • No. We scale the back office. You keep the front-of-house soul.

    • What stays the same. Your doctors. Your team. Your phone number. Your schedule. Your brand voice. Local decisions in the building, not from a call center.

    • What gets better. Easier scheduling. Clearer billing. Fewer supply hiccups. Upgraded tech where it helps care.

    • What never happens. Forced treatment plans. Surprise fees. Sudden rebrands. Culture cuts to “make the numbers.”

Our method beats guesswork.

We do the homework, design transparent structures, and embed a team that executes. You keep voice and upside. We keep score and show the work.