Practice-owner reporting & dashboards
Monthly P&Ls a dentist-owner can actually read — production vs collections, AR aging, hygiene profitability, and the narrative commentary that makes the numbers actionable between huddles.
Dental & Cosmetic Dental Practices
Fractional CFO leadership built for dentist-owners.
Executive financial guidance for general, cosmetic, and multi-location dental practices — at a fraction of the cost of a full-time CFO.
Why dental finance is different
Dental practice finance is a discipline, not a category.
Dental practices carry financial complexity general CFO work doesn't prepare you for: insurance-vs-cash-pay mix, hygiene economics, lab and supply COGS, associate compensation, partner buy-ins, and a DSO consolidation wave reshaping ownership across the sector.
Most owners are clinicians first. They do not need (and rarely can justify) a full-time CFO. They do need executive financial leadership: someone who sits beside the dentist-owner and office manager, speaks the language of production and overhead, and brings sector-specific judgment to the decisions that most shape the next five years of the practice.
"Top-line growth is a story. Overhead discipline is what pays the owner."
What we do
Executive financial leadership, scoped to your practice.
Provider productivity & overhead control
Provider production targets, overhead benchmarks by category (staff 25–30%, lab 7–10%, supplies 5–7%, occupancy ≤ 8%), and the cost discipline that turns top-line growth into owner take-home.
Internal controls & revenue cycle oversight
Insurance posting integrity, collections discipline, refund authorization, and patient-financing economics — the everyday revenue surface where dental practices quietly bleed margin.
Acquisitions, partner buy-ins & DSO conversations
Acquisition diligence, associate-to-partner economics, valuation modeling, and the financial choreography of evaluating a DSO offer with eyes open — not under deal pressure.
Cosmetic & cash-pay strategy
Cosmetic-dental, implant, and clear-aligner mix modeling — the cash-pay levers that meaningfully reshape practice economics when added to a traditional insurance-driven P&L.
CFO partnership for the dentist-owner
Senior financial leadership sitting beside the practice owner and office manager — translating clinical strategy into financial reality, and financial reality into language the team can act on.
Who we serve
Built for dentist-owners and dental groups.
Single-location general & cosmetic dental
Owner-led general, cosmetic, and family dental practices typically $750K–$4M in collections, where overhead discipline and provider productivity decide owner take-home as much as growth does.
Multi-location dental groups
Two- to ten-location groups consolidating brand, P&L, and clinical standards — where consistent reporting and capital planning have outgrown what an outside CPA can deliver.
DSO-bound and exit-prep practices
Independent practices and groups evaluating, preparing for, or operating after a DSO conversation, where institutional-grade financial discipline is no longer optional.
Why fractional
Senior judgment, on your cadence — not on your payroll.
- Sector-specific CFO experience in dental economics — overhead, production, and partner buy-ins
- Engaged on your cadence — typically monthly leadership prep plus project work, not a full-time hire
- Pattern recognition from working across owner-led practices, multi-site groups, and DSO-backed platforms
- Sits beside the dentist-owner and office manager — not above them
- Affordable for owner-operator budgets — a fraction of the cost of a full-time CFO salary and benefits load
Working across multiple practice types? See our broader elective-medical practice.
Start the conversation
A quiet, candid first conversation — no pitch, no obligation.
Tell us about your practice and the questions in front of you. We'll tell you honestly whether a fractional engagement is the right fit — or what we'd suggest instead.
Schedule a conversation