Strategy Session
- 90 minutes + preparation
- Written summary and up to three priorities
- One focused strategic question
Dentists & clinics
A stronger practice.
More deliberate growth.
For owners, managers and small groups seeking clear priorities and measurable change.
Request a 30-minute introductory call
Focus
The right problem.
The right priorities.
01
Numbers & profitability
Revenue, collections, costs, capacity and indicators grounded in available data.
02
Operations & team
Scheduling, roles, workflows, ownership and management routines.
03
Development & investment
Priorities for technology, new locations and sustainable growth.
Engagements
A clear scope from the start.
Practice Audit
- One location · remote review
- Report and a 90-day plan with reviews at 30, 60 and 90 days
- Aggregate data and two interviews
Essential Advisory
- Up to 4 total hours / month
- KPI review and two meetings
- Initial three-month engagement
The first step is a no-obligation, 30-minute introductory call. Afterwards, you receive a written proposal defining activities, deliverables, timing and fees.
Each engagement receives a tailored proposal by email, defining scope, deliverables, timing and fees before work begins. Travel and specialist support are agreed separately.
What information is needed?
The owner first completes a short, 10-question form. The full questionnaire is the second step, after the introductory call. Where available, we request aggregate figures for one complete financial year, with sources and definitions, followed by targeted questions on activity, revenue, collections, costs and scheduling. Team questionnaires are agreed separately. Do not send patient records or identifiable health information.
What is outside scope?
Tax, legal and statutory audit opinions, individual clinical advice, regulated financial advice and transaction brokerage. Specialist work requires a separate engagement.
The work and the deliverables
What you receive.
01
A traceable analysis
Indicators with a period, source and definition. Recorded figures, estimates and missing information remain distinct.
02
Reasoned priorities
A report that connects each finding to the available evidence and identifies the questions still open.
03
An action plan
Actions, owners and a 90-day plan with reviews at 30, 60 and 90 days. Implementation support is a separate engagement.
The example uses fictional data and does not describe a real client.
Approach
From the question
to the decision.
01
Understand
Define objectives, constraints and required evidence.
02
Evaluate
Assess the operating model and the alternatives.
03
Act
Build priorities, ownership and measurable indicators.
Next step
What is your next decision?
Start with a conversation about your project and define the scope that will help.
Request a 30-minute introductory call