Practice Transformation Documentation
Practice Transformation Case Files
Forensic documentation of three practice transformations. The methodology, data architecture, and financial outcomes documented here are exact.
All practice identifiers have been sanitized per client confidentiality agreements. The methodology, data architecture, and financial outcomes documented here are exact.
Case File 001: The Profitability Paradox
$473,845 additional annual collections — while patient visits declined.
Established multi-provider general practice. Owner on the "growth hamster wheel." Strong baseline with significant operational inefficiency hidden beneath the numbers.
Case File 002: The Plateau Breakthrough
23% revenue growth ($1.01M → $1.24M) in 12 months. Owner transitioned to sleep dentistry specialty.
Sophisticated single-provider practice, West Coast, 3 days/week. Already performing well — "invisible ceiling" preventing next level.
Case File 003: The De Novo Build
$0 to $2M annual run rate in 36 months. 22% EBITDA. 85% realization rate. Institutional-grade from year one.
Young dentist, early 30s. New building, rural Minnesota (~2,000 population). Zero patients, zero revenue, zero data.
Sample Deliverable
Practice Intelligence Brief: QoE Defense
An anonymized forensic brief from an actual PDA engagement — multi-specialty group, 15+ providers, $12.2M production. This is the exact deliverable format our clients receive: EBITDA normalization, payer mix forensics, and the valuation architecture that defends enterprise value during due diligence.
Practice Intelligence Brief — QoE Defense & Optimization Architecture
$2,877,136 CPA EBITDA → $2,256,556 Sanitized EBITDA after ($620,580) in phantom adjustments identified.
Executive summary, practice revenue architecture, collections profile with payer mix anomaly flags, Insurance AR aging analysis, and full forensic EBITDA normalization bridge with three valuation scenarios ($10.6M–$39.7M).
All client identifiers sanitized. Prepared for: Practice Owner / M&A Advisory Team.