Operator Profile
The New Practice Owner.
Just acquired or launched. The first 12 months determine everything.
You're clinically excellent but operationally exposed. The practice you bought — or built — is either compounding value or compounding debt. The data tells you which, and we extract it before patterns harden.
What you're experiencing.
Operational Overwhelm
Clinically confident, but now responsible for HR, marketing, payroll, accounting, and IT — while maintaining a full clinical schedule. Working nights and weekends on admin you never trained for.
Inherited Team Resistance
The team is loyal to the previous owner. "We've always done it this way" stifles every change you attempt. Patient retention anxiety compounds the pressure to not rock the boat.
Debt Pressure
Significant acquisition debt plus student loans. Every decision feels critical. Marketing spend is essential but terrifying when capital is limited and ROI is uncertain.
Priority Confusion
Everyone has advice: invest in technology, hire a marketing company, upgrade the facility. No objective data to determine which investments deliver the fastest ROI with the least capital risk.
The PDA 3-Factor Output — New Owner Lens
Know exactly what you bought. Then optimize it.
For a new owner or De Novo, the 3-factor output answers the three most urgent questions: What is this practice actually worth right now? How much risk am I exposed to? And what's the ceiling if I execute?
Growth Potential (Your Ceiling)
Current revenue with every identified opportunity captured — case acceptance optimized, hygiene department at full yield, patient attrition at zero, scheduling at capacity. This is the number you're building toward.
Current Baseline (What You Paid For)
The practice as it operates today. If you acquired, this is the seller's reality — not the broker's projections. If De Novo, this is your current run rate. The honest number.
Risk Floor (Your Exposure)
Current revenue minus phantom EBITDA — the number that would survive a QoE audit today. For a new owner, this reveals whether you overpaid. For a De Novo, it shows where you're burning capital without return.
See how a De Novo went from $0 to $2M with 22% EBITDA using this exact framework: Case File 003: The De Novo Build →
How we build your foundation.
Baseline Extraction
We pull the inherited data (or your first months of De Novo data) and benchmark it against 500+ practices. You see exactly what you're working with — not what you were told.
Lowest-Hanging Fruit Identification
The 3–5 highest-ROI opportunities ranked by dollar impact and implementation speed. Not generic advice — specific dollar amounts recoverable in the next 90 days.
12-Month Prioritized Roadmap
Every investment ranked by ROI and sequenced by complexity. Priority confusion eliminated. The roadmap accounts for your capital constraints and debt obligations.
Systems Architecture + Quarterly Accountability
SOPs, KPI tracking, and retention systems deployed from the start. Quarterly reviews track your risk floor climbing toward the growth ceiling — you watch the practice compound value in real time.
Frequently Asked Questions
I just bought a practice — is it too early for a forensic extraction?
+
It's the perfect time. We extract the data the previous owner left behind — revealing the true operational baseline you inherited, not the one the broker presented. The first 90 days are when you have the most leverage to implement systemic changes before the team settles back into old patterns.
How does the 3-factor output work for a practice I just acquired?
+
We calculate your risk floor (what the practice is actually worth after phantom EBITDA is stripped), your current baseline (what you paid for), and your growth potential (what it's worth with optimized operations). The gap between what you paid and the risk floor is your immediate exposure. The gap between baseline and premium exit is your ROI roadmap.
I'm a De Novo — I have no historical data. Can you still help?
+
Yes. De Novos follow an inverted playbook: engineer volume first to generate reps and data, then apply the optimization layer. We deploy the same systems architecture from day one — KPI tracking, treatment presentation protocols, retention infrastructure — so you're building an auditable data chain from your first patient. See Case File 003.
What if I can't afford a full engagement right now?
+
Start with the Intelligence Vault. The Dental Data Playbook is free. The 14 downloadable tools are available with email registration. The EBITDA Leakage Calculator gives you a directional score in 3 minutes. When you're ready for the full forensic extraction, that's when the Pre-LOI briefing starts.
How do you help me prioritize when everything feels urgent?
+
The forensic extraction answers this objectively. We rank every opportunity by dollar impact and implementation complexity. The roadmap tells you what to fix in the first 90 days, what to fix in months 3–6, and what to build over 12 months. Priority confusion ends when the data speaks.