Orthodontic and Dental Practice Consulting Services
Strategic Consulting. Practical Solutions. Measurable Results.
Three ways we work together, plus targeted projects for specific challenges. Every engagement starts the same way: with a clear look at where your practice stands.
Step 1: Practice Performance Assessment
two week assessment
A focused evaluation of your practice's financial performance, patient flow, case acceptance, collections, and growth opportunities.
You get a written findings report and a practical 90-day action plan, prioritized by impact. Your fee is fully credited toward the 90-Day Growth Engagement if you sign within 30 days.
Most practices use this plan on their own. Many ask us to help execute it. Either way, you leave knowing what's working, what's leaking, and what to do first.
Step 2: The 90-Day Growth Engagement
Investment based on practice size and scope
We take the priorities from your assessment and fix them, together. New-patient flow, case acceptance, scheduling, collections, team accountability, whatever is limiting your growth and profitability.
Weekly working sessions, clear milestones, measurable results at day 90. Here's the math: recover two stalled starts a month and this pays for itself twice over.
Step 3: Fractional Operations Advisor
Investment based on practice size and scope. 3-month minimum
For practices that want senior operations leadership on an ongoing basis without hiring a full-time executive.
Monthly KPI reviews, leadership coaching, team accountability, and strategic guidance as you scale. Includes unlimited email access, monthly on-site or virtual working sessions, and quarterly planning.
* Available as a standalone engagement for multi-location groups and DSOs, no prior steps required.
Targeted Projects
Fixed-scope, fixed-price. Perfect for practices that need help in one specific area.
Case Acceptance Training
one day training
On-site training for your team: how consultations are lost, how to present treatment consistently, and how to follow up with unaccepted consults. Includes your consultation script and a follow-up tracking template.
Team Training Workshop
one day training
A facilitated working session built around your practice's specific challenge, team accountability, scheduling, front-desk conversions, whatever's costing you starts. You leave with action items and owners, not just notes.
Every targeted project fee is credited toward the 90-Day Growth Engagement
How We Work
Every engagement follows the same path: assess, fix, sustain. The assessment tells us where the opportunities are. The 90-day engagement turns them into results. The advisory retainer keeps them in place as you grow.
Multi-location and DSO clients often begin directly with Fractional Operations advisory.
Multi-location and DSO engagements are custom-quoted and can begin directly at any step.
Not Sure Where to Start?
Start with the assessment. It's designed to answer exactly that question.