Chairside Advisors
Chairside Advisors
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Your business should be as good as your dentistry.

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Dr. Morales, owner
Our schedule is full, so why hasn’t profit moved in two years?
Jacob Lee
Chris Bayo
Chairside
214 patients have diagnosed treatment with nothing booked, worth $412,000. We’d start with the 38 who hold most of it.
Six months later
Treatment scheduled
+$186,000

We answer the questions no one else can

Jacob Lee
Chris Bayo

CFOs that make
dental practices worth more

What we typically find and fix

Acquisition
Patient value
Margin
Inbound calls, last 30 days
118
Booked52
Callback promised31
Never followed up35
Calls that never book

Marketing buys a ringing phone. Whoever answers decides if it becomes a patient, and almost no one measures it.

Cost per new patient
Patient referrals$40
Google Ads$280
Direct mail$610
Shift budget to referrals
Campaigns that never pay back

We tie every dollar to the patients it produced. Spend more where it works, stop where it doesn’t.

Cost to acquire
$280
Worth over three years
$4,200
What a new patient is worth

When a new patient is worth $4,200, spending $280 to win one is a bargain.

Recall past due
412 patients
MP
M. Patel · 19 months
Call
RO
R. Owens · 22 months
Call
JK
J. Kim · 18 months
Call
Patients who quietly left

Overdue recall is revenue you already earned. We hand you the list, in order.

Diagnosed, not scheduled
$640,000
CrownsImplantsPerio
Treatment left on the table

Diagnosed work that never got booked is often your biggest number.

Top 20 patients
41% of revenue
Who your best patients are

A few patients drive most of your revenue. We make sure you know them and keep them.

Fee schedule review
CodeYoursMarketCrown$1,180$1,420Cleaning$98$124Exam$72$95Implant$3,900$4,350
Fees that fell behind

Most practices price below market. Fixing a handful of codes moves the whole year.

Overhead vs benchmark
Staff31%
Lab11%
Supplies7%
Benchmark
Where the money actually goes

Three years of overhead, measured against benchmark instead of memory.

Hygiene schedule, this week
Mon
Tue
Wed
Thu
Fri
Each empty hour costs $600
Staffing that scales with you

We price every empty chair hour and staff to grow margin, not payroll.

Figures shown are illustrative. Every number is validated against your own data in the diagnostic.

Every dollar we add pays you twice

$200,000
every year you own it
$1.2M
added when you sell

Assumes a 10-point improvement in profit margin and a 6x multiple. When we run it on your practice we use your numbers.

How we work with practices

01
Initial discovery

Find where the money is hiding

We pull three years of data from your practice management system and set the baselines nobody has shown you: acquisition, retention, pricing, procedure mix, and provider concentration.

The diagnosticFrom $5,000
02
Solution architecture

Turn the findings into a plan you can run

We add the cost side and rank every opportunity by what it puts on your profit line. You get targets, dates, and a clear first move, not a report on what already happened.

The growth plan
03
Ongoing stewardship

We make sure you realize outcomes

Every month you get a financial and growth scorecard, a focused action plan, and a review with us. Then we hold you to it.

Monthly partnershipFrom $3,000 / month

The work speaks for itself

Our work involves sensitive financial and operating data, so we keep client names and proprietary analyses private. References and anonymized work samples are available upon request.

Request a work sample

The owners we work best with

Owners who obsess over growth and want to build a practice that is constantly improving. If any of these sound familiar, we should talk.

You’ve built a great practice, but know the business could be doing better.

Revenue looks flat, the schedule looks full, and no report you get explains why this year doesn’t feel better than last. We find it in the data you already have.

You’re carrying too much of it yourself.

Production runs through your chair, every decision runs through your head, and there’s nobody in the room whose job is to hold the plan. That’s the seat we fill.

Typically $1M to $5M+ in production.

Fee-for-service or PPO practices with meaningful insurance complexity, and real ambitions to grow.

You want to be ready before the decision arrives.

Adding Invisalign, a new associate, a second location, or evaluating an offer you didn’t go looking for. The owners who get good outcomes are the ones whose numbers were already in shape.

Trust and reliability

Chairside is designed with the highest commitment to trust, security, and compliance.

HIPAA
BAA signed
Encrypted
De-identified
Risk analysis
Secure deletion

FAQ

I have a CPA. Isn’t this their job?

Your CPA tells you what happened last year and what you owe on it. That’s a different job, done well by people who aren’t looking forward. We work with your accountant, not around them, and the first thing we ask for is the P&L they produce.

How much of my time does this take?

About two hours a month once we’re running. An hour to review the scorecard with us, and the rest spread across your team. The diagnostic takes an hour of yours up front. If it took more than that we’d be building work for you rather than removing it.

What data do you need?

A three-year export from your practice management system, your monthly P&L, payroll by role, and your AR aging. The export takes your office manager about twenty minutes. We sign a BAA, we work from de-identified data wherever possible, and we’ll never ask for anything we can’t tell you the reason for.

Do I have to sign up for the monthly retainer?

No. Most owners start with the diagnostic, see what we find, and decide from there. The retainer only makes sense if the findings are worth acting on, and you’ll know that before you commit to anything ongoing.

How long before I see something change?

You’ll see the findings in about thirty days. Changes to the numbers take a quarter or two, because most of what we fix is a system rather than a switch. Anyone promising faster is selling you something else.

Does this work if I’m mostly PPO?

Yes, and often there’s more to find. In a PPO practice, contractual write-off is 35 to 50% of production, which means the gap between what you bill and what you keep is the biggest number in the business. Very few owners can tell you which of their plans actually pay for their chair time.

I’m planning to sell in a couple of years. Is it too late?

That’s close to the best time, not the worst. Buyers pay a multiple of earnings, so an improvement you make now gets paid to you every year you stay and again in the sale price. What’s too late is six months out, when there’s no time for anything to show up in the numbers.

Who actually does the work?

The two of us. There are no analysts, and nothing gets handed down. That’s the advantage of a firm this size, and it’s also why we take on a limited number of practices at a time.

Can I see examples of your work?

Absolutely. Because our engagements involve confidential financial and operating data, we don’t publish client analyses publicly. We can provide anonymized work samples and, with their permission, connect you with practice owners we’ve worked with.

Let’s make your practice worth more

Tell us where the practice is and what’s bothering you. We will walk you through what we see. Worst case, you leave with two or three things you can act on tomorrow.

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