Forensic Practice Intelligence
Your practice data is going under a microscope.
Do you know what they'll find?
Buyers normalize every add-back, re-score every KPI, and audit every revenue line. Most sellers don't see the adjustments until the re-trade. We find what they'll find — then fix it before they do.
Already 12–18 months from a sale? Request a confidential briefing →
The Engagement Framework
Find it. Then fix it.
Every PDA engagement follows a two-phase forensic methodology — diagnose the exposure, then build the systems that eliminate it. Both tracks benchmarked against a 2,500-practice national baseline.
Phase 1 — Diagnose
Financial Forensics
EBITDA Normalization & QoE Defense
We extract your raw PMS data, locate unsanitized write-offs and coding anomalies, and benchmark your margins against our national database — before a buyer's QoE team does it for you. The output is a complete forensic map of your Phantom EBITDA exposure: every add-back they'll challenge, every overhead line they'll normalize, every revenue stream they'll discount.
Phase 2 — Remediate
Practice Optimization
Operational Architecture & Revenue Defense
We build the auditable systems that close the gaps forensics exposed. Case acceptance protocols, hygiene margin optimization, collections architecture, schedule density — documented SOPs that replace personality-driven management with owner-independent operations. The output is a practice that proves it runs without you.
Quantify Your Exposure
Stop guessing. Score it yourself.
Two proprietary tools built on the same benchmarking framework we deploy in full engagements. Score your practice in minutes — before a buyer scores it for you.
EBITDA Leakage Calculator
Overhead Structure & Margin Forensics
Score your overhead structure against institutional benchmarks. Identify the exact categories bleeding margin — and quantify the EBITDA you're leaving undefended.
Valuation Calculator
Enterprise Value & Multiple Estimation
Estimate your practice's enterprise value using EBITDA-based methodology with growth, risk, and market adjustment factors. See the number a buyer's model will produce.
The Research Foundation
Built on Operational Reality
The Data Driven Dentist
Latest Intelligence.
Industry Insights
Dental Practice Broker: The Incentive Problem Nobody Explains
You almost certainly need a dental practice broker. But the success-fee model means defending your number through diligence was never their job. Here's the gap — and why it costs so much.
Financial Analytics
The LOI Is Not the Deal: The Chronological Anatomy of a 90-Day Enterprise Value Extraction
85% of dental practice sellers lose enterprise value after the buyer's Quality of Earnings audit. Here is the exact chronological anatomy of what happens inside the 90-day exclusivity window — and how $4.2M becomes $3.15M.
Industry Insights
They Knew What They Were Walking Into: Why the Era of Buying a Dental Practice on Faith Is Ending
Most dental practice buyers look at tax returns, check the equipment, and sign the papers. The smartest buyers run forensic evaluations that expose the gap between a broker's prospectus and what the practice management software actually shows.
The Data Driven Dentist Newsletter
James & Joe write here first.
5,000+ dental operators and M&A participants subscribe. This is the only place you get both perspectives — clinical architecture and analytics validation — in one newsletter.
The Next Step
The diligence team is already building their model.
Are you building yours?
Most founders walk into a transaction assuming their numbers are clean. By the time the QoE report lands, the re-trade is already in motion. The sellers who protect their multiple are the ones who ran the audit first.
Free, instant download — or request a confidential briefing → if you’re already near a transaction.