Tag
#Case Acceptance
14 articles
The Broker's Prospectus: A Marketing Brochure, Not a Forensic Baseline
A broker's prospectus is a marketing brochure, not due diligence. Why buying a dental practice on reported collections and a few KPIs is a faith-based multiple — and what a forensic clinical baseline reveals that the prospectus hides.
The Consultant's Mirage: Why Standard Advice Fails a Dental QoE Audit
The standard dental consultant advice — boost production, cut overhead — is exactly what gets your EBITDA slaughtered in a buyer's Quality of Earnings audit.
Operational Due Diligence: Know Your Dental Practice Baseline
The broker, lender, and CPA all give sound advice — but none establishes your operational baseline. Why buyers and sellers need forensic operational due diligence before they act.
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.
Sign Here: What a Seller's Refusal to Provide Documents Actually Signals
When a dental practice seller stonewalls on operational reports during due diligence, the refusal itself is data. Why buying a practice without independent diligence is like buying a car based only on the seller's Carfax.
The Trust Fracture: Why the Diagnostic Gray Zone is an Existential Threat to Your Practice
There is a quiet, highly destructive force eroding the enterprise value of the independent dental practice. It isn't inflation. It isn't staffing shortages. It is the total collapse of the modern pati.
The Red Robin Lesson: The Hidden Cost of Short-Term Thinking
## The Red Robin Lesson A client asked me about my weekend recently. "Some baseball practice for my 10-year-old," I said, "and then dinner at Red Robin.".
The Asset Allocation Error: Why You Over-Invest in Tech and Under-Invest in Trust
I audit practices that have $200,000 worth of clinical technology sitting in a facility that looks like a 1990s DMV. They have the CBCT. They have the PrimeScan. They have the lasers.
The Conversion Gap: Why 20 New Patients a Month Doesn't Necessarily Mean Growth
Leadership Roots: Weekly Insights for Dental Practice Owners *"We're getting 20 new patients a month. Why isn't the practice growing?"*.
The Dashboard Charade: Why Your Case Acceptance Rate is a Dangerous Hallucination
You log into your analytics dashboard. The number stares back at you: **Dollar Acceptance, 48%.** It feels low. It feels like a failure. It sends you down a rabbit hole of asking your team to sell har.
Habit Debt: The Hidden Cost You Inherit When You Buy a Practice
Leadership Roots: Weekly Insights for Dental Practice Owners — Issue #14 When you buy a dental practice, you're not just buying equipment, patient charts, and a lease. You're buying habits.
Half Yes, Half No: What 48% Case Acceptance Really Means
We just wrapped up our latest benchmarking analysis of 61 dental practices, and I have to tell you—I'm fired up. On average, we're finding **$851,446 in annual recurring opportunity per practice**. Th.
Your Data Is a Bag of Flour: Why Your Practice Analytics Software Shows You Everything—Except What To Do Next
What if you ordered a chocolate cake for delivery from the local bakery, and when it arrived, it was just a sack filled with flour, sugar, eggs, and cocoa powder?.
The $550,000 Gap: How to Capture the Case Acceptance Revenue Hiding in Plain Sight
The $550,000 Gap: How to Capture the Case Acceptance Revenue Hiding in Plain Sight As we close out the year, I'm deep in the data—building comprehensive benchmarking reports for the practices we wo.