
Insights & Decision Briefs
We publish high‑level strategic briefs for dental practice owners: issues we observe, signals we watch, and decision approaches worth understanding. No templates or step‑by‑step tutorials—just owner‑level insight. Explore the briefs below.
Dental CFO Checklist – Download Now
A quick, actionable checklist to uncover hidden profit, optimize taxes, and improve cash flow. Fill out the form to get instant access.
Privacy & Data Handling
Your information is used only to respond to your inquiry and deliver our services. We collect minimal data, store it securely, and limit access. Our approach aligns with the AICPA Trust Services Criteria (Security, Confidentiality, Privacy, Availability, Processing Integrity). This statement is informational and not a certification.
Insights & Decision Briefs
Owner Pay & Entity Fit
Situation: Many owners wonder whether their compensation structure or entity classification matches their current scale and goals.
Signals we assess: compensation vs entity type, owner draw patterns, tax-class fit, growth trajectory.
Typical decision paths: maintain current setup; adjust compensation approach; evaluate alternative classifications.
Hygiene Utilization vs Profit
Situation: A full hygiene schedule doesn’t always translate into healthy margins.
Signals we assess: utilization rhythm, production mix, staffing model, friction in patient flow.
Typical decision paths: scheduling adjustments; role clarity; throughput alignment.
Multi-Location Readiness
Situation: Adding a location changes governance, reporting cadence, and cash dynamics.
Signals we assess: leadership bandwidth, reporting readiness, cash runway, owner alignment.
Typical decision paths: strengthen single-location model; phased expansion; partner structuring.