A DSO just offered you $3M. Do you know what your practice is actually worth?
Strategic financial guidance for dentist-owners making big decisions: valuations, expansions, payer negotiations, and exit planning.
A 4-minute test your accountant hopes you skip.
At a glance
Is This Right for You?
This service is for dental practice owners facing these challenges:
Need accurate books first? Our Accounting service for dental practices may be a better starting point.
What's Included
How a Fractional CFO Works for Dental Practices
Dental-specific strategic leadership that goes beyond reporting.
Practice Valuation & Exit Planning
- •EBITDA-based valuation with dental-specific multiples
- •DSO offer analysis and negotiation support
- •Seller-side due diligence preparation
- •Tax-efficient deal structuring
Expansion & Capital Planning
- •New location feasibility modeling (break-even analysis)
- •Equipment financing vs lease analysis
- •Associate buy-in/buy-out structuring
- •Specialty addition ROI projections
Payer Strategy & Contract Negotiation
- •PPO fee schedule benchmarking
- •In-network vs out-of-network financial modeling
- •Payer mix optimization strategy
Operational Performance Benchmarking
- •Overhead ratio analysis against top-quartile dental practices
- •Revenue per operatory per hour optimization
- •Staff cost ratios (front office, clinical, hygiene)
- •Patient acquisition cost tracking
Results
What Dental Practices Experience
| Metric | Typical Outcome |
|---|---|
| Annual lab savings | $58,000 through vendor consolidation |
| Revenue recovered | $137,000 from coding corrections and payer renegotiations |
| Overhead reduction | 71% down to 59% within 8 months |
Case Study
See The System In Action
4-provider dental group, two locations, mix of GP and pediatric. Overhead had climbed to 71% over three years despite steady revenue growth. The owner felt busier than ever but the bank account told a different story.
What we found:
- •Lab costs were running at 8.7% of revenue, nearly double the 5% benchmark, because three different labs were being used with no cost comparison
- •PPO write-offs averaged 38% but ranged from 22% to 51% across plans, with the highest-write-off plan representing 30% of patients
- •The second location was generating $180K less revenue but carrying $95K more in overhead due to duplicate staffing
- •Hygiene was coding 85% of perio patients as prophylaxis instead of the appropriate perio maintenance code
The results
$58,000 through vendor consolidation
Annual lab savings
$137,000 from coding corrections and payer renegotiations
Revenue recovered
71% down to 59% within 8 months
Overhead reduction
“I had no idea my lab costs were that far off. That one finding paid for two years of Sorso's fees.”
— Practice Owner, Southeast
Think your dental practice has similar potential?
Common Questions About Fractional CFO for Dental Practices
Stop guessing. Start leading your dental practice with data.
Take the 4-minute financial assessment—and find out if your dental practice is ready for strategic CFO leadership.
The test your accountant hopes you skip.