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Frequently Asked Questions
What types of dental practices do you work with?
We work with all types, from startups to established practices looking to grow, improve operations, or prepare for a transition. Whether you’re just opening your doors or planning to sell, we tailor our approach to fit your stage of practice ownership.
Do you offer support for buying or selling a practice?
Absolutely. We support dentists through all transitions, buying, selling, or scaling. From assessing practice health to guiding negotiations, we help you avoid costly mistakes and make confident, informed decisions.
What sets you apart from other dental consultants?
We go beyond surface-level advice. Our approach is hands-on, personalized, and built on years of real-world experience. We don’t just tell you what to do, we show you how to do it, and we’re with you every step of the way.
What happens after the initial consultation?
After we assess your practice’s needs, we’ll develop a customized plan that addresses your top priorities. Whether it’s financial protection, team development, or growth strategy, you’ll know exactly what to expect and how we’ll move forward together.
How do I know if someone is embezzling from my practice?
There are often red flags: inconsistent deposits, cash write-offs, unusual staff behavior, or discrepancies between production and collections. We conduct thorough audits and help implement safeguards so your revenue is fully protected.
What is Revenue Cycle Management (RCM), and why does it matter?
RCM is the process of tracking revenue from the moment a patient books to when the payment is received. A healthy RCM system ensures timely collections, fewer billing errors, and improved cash flow, helping your practice stay financially strong.
Can you help me get credentialed with insurance providers?
Yes. We manage the entire credentialing process, applications, tracking, and communication with insurers, so your practice is credentialed quickly and correctly, minimizing delays in reimbursement.
Is my team involved in the consulting process?
Yes. A big part of success comes from engaging your team. We help define roles, train staff, and implement systems that increase accountability, improve communication, and align everyone toward your growth goals.
Do you only work with startups?
No. While we have extensive experience with dental startups, we also work with established practices looking to streamline operations, improve collections, prevent embezzlement, or plan for future transitions.
Can you help me evaluate my practice before adding an associate?
Yes. We assess your production, patient volume, and financial metrics to determine if it’s the right time to bring on an associate and help you structure the transition for long-term success.
How long does a typical consulting engagement last?
It depends on your goals. Some clients hire us for short-term audits or credentialing, while others retain us for ongoing support and accountability. We’ll recommend a timeline after your initial consultation.
How do you help prevent embezzlement in a dental office?
We implement internal controls like secure check handling, proper software use, daily cash tracking, and accountability protocols. Our systems reduce human error and remove opportunities for theft before it becomes a problem.
What is a lockbox, and how does it protect my practice?
A lockbox is a secure banking service that allows insurance checks and patient payments to be sent directly to a designated bank-managed PO box. The bank collects and deposits the funds on your behalf, bypassing your office staff entirely. This reduces the risk of embezzlement, speeds up deposits, and ensures that payments go straight into your account without delays or interference.