Master your practice’s financial future

Built by a former investment banker and FP&A leader who now works with dentists to improve financial performance and understand valuation.

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Valuation clarity

Know your practice’s true worth

Get a clear, data-driven estimate of your dental practice’s value. Understand the key drivers and benchmarks that matter most—no guesswork, no jargon.

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Profitability insights

Boost your bottom line today

Pinpoint overhead, spot trends, and compare your numbers to industry benchmarks. Make confident decisions to improve profitability and long-term growth.

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Lending made simple

Demystify dental loan options

Break down complex lending terms and see real-world amortization schedules. Plan your next move with confidence and transparency.

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Trusted by Dental Professionals

This tool is ideal for..

Solo Practice Owners

The model made it easy to understand my practice’s value and spot areas for growth. Highly recommend for any owner looking to plan ahead.

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Taylor Kim, DDS

Associates exploring ownership

I finally feel confident in my numbers. The benchmarking tools helped me compare my overhead and set realistic goals for my team.

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Jordan Patel, DMD

Dental CPAs

As a first-time buyer, I needed clarity. The Excel model broke down valuation and lending terms in a way I could actually use.

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Morgan Ellis

Dental Consultants

This tool saves hours of manual work and gives my clients a clear, data-driven view of their practice’s financial health.

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Alex Rivera, CPA
FAQ

Answers for dental finance pros

Get clear, practical answers to common questions about our Excel model, valuation tools, and how they support your practice’s financial goals.

Is this model only for selling a practice?

No. The Excel model is designed for a range of scenarios—buying, selling, or simply benchmarking your practice’s financial health. It helps you understand value drivers, analyze profitability, and plan for the future, whether or not you’re considering a sale.

Do I need advanced Excel skills to use it?

Not at all. The model is user-friendly, with clear instructions and built-in guidance. Most users with basic spreadsheet experience can navigate and customize it easily. Support resources are included to help you get started.

Can I use this for multiple practices?

Yes. The model supports analysis for multiple practices or scenarios. You can duplicate the file and input different data sets to compare valuations, profitability, or loan terms across locations or acquisition targets.

Does this include dental industry benchmarks?

Yes. The model features up-to-date U.S. dental industry benchmarks for key metrics like overhead, EBITDA, and collections. This allows you to compare your practice’s performance and spot areas for improvement.

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