Dental practices blend fee-for-service and insurance, and most owners cannot tell you their real production per provider or collection rate. We build the economics that make the practice defensible and sellable.
No cost. 15 minutes. No obligation.
Exit readiness for dental means transferable patient base, documented clinical SOPs, hygiene production independent of the owner, and clean production and collection reporting.
Production per provider is unmeasured, collection rate sits below industry benchmarks, hygiene utilization is low, and fee schedule realization is not tracked against reimbursement.
Common value leaks: uncollected production, low hygiene utilization, missed fee schedule optimization, owner-dependent clinical production, and compensation not calibrated for tax efficiency.
Payer mix and margin: Blend of fee-for-service, PPO, and managed care. Fee schedule realization drives margin.
We build clean, defensible financial reporting a buyer or lender expects, cash visibility that protects margin, and the exit readiness that positions the practice for a transition at a stronger multiple. For practices scaling beyond one location, our Value Creation Assessment measures whether the model can replicate. See the NAICS classification context for industry benchmarks.
The documentation, reporting, and metrics that translate to enterprise value when you are ready to sell or tra
Explore serviceRolling forecasts, working capital optimization, and visibility into where every dollar lands before it moves.
Explore serviceBuilt on private equity experience scaling portfolio companies from approximately $50M to $500M and beyond. Th
Explore serviceMonthly CFO advisory, quarterly strategy sessions, and direct accountability. We operate as part of your leade
Explore serviceProfitability by provider, location, and payer. Multi-provider groups live and die by payer mix and provider p
See advisory angleRepeat revenue, provider productivity, and margin per service line. Med spas are valued on whether the model r
See advisory angleRevenue per doctor, capture rate, and the transition to corporate consolidation buyers.
See advisory angleThe Keystone Value Creation Assessment™ audits your last 12 to 36 months and gives you a written summary whether you engage us or not. If there is not a clear opportunity to create value, we will tell you directly.