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
Same team, same building — normalized EBITDA from ~$200K to ~$720K, and ~$920K to ~$4.7M of enterprise value.
Established general practice, Southern California. A military-background owner burning out at six days a week — and a team every prior consultant said to cut.
Case File 002: The Plateau Breakthrough
Normalized EBITDA margin from ~25% to ~35% in 12 months — the hidden margin inside an already-elite practice.
Elite, referral-driven Southern California practice. Strong team, healthy margin, modern complete-health dentistry. A game of inches.
Case File 003: The De Novo Build
$0 to a $2M run rate in 36 months — 22% EBITDA, 85% realization, and ~$2.2M–$2.6M of enterprise value built from zero.
Young dentist, rural Minnesota (~2,000 population). Zero patients, zero revenue, zero data — to an owner-independent, institutional-grade asset.
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.