Ownership choices feel opaque
Buy-ins, buyouts, and transitions raise questions about value, financing, and future cash needs.
The decision behind the numbers
Big practice decisions need more than a year-end report.
Buying into a practice, assessing a location, planning owner pay, or considering another acquisition calls for clear assumptions and financial context.
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Cash flow is hard to anticipate
One-time investments and day-to-day obligations can compete for the same cash.
Location averages hide detail
A group-level view can obscure how each practice contributes to performance.
Who this can support
Dental practice context matters.
The questions vary by ownership, number of locations, and the decisions ahead.
Independent practices
Owner-operated dental offices working through visibility, cash flow, tax planning, and owner decisions.
Growing groups
Multi-location practices looking for consistent reporting and a clearer view across offices.
Dental service organizations
Dental platforms considering location economics, consolidated reporting, and finance leadership.
Where finance leadership can help
CFO support follows the question at hand.
An engagement begins by understanding the decision, the available information, and which assumptions need to be tested.
In the room for the big calls
Financial perspective when the stakes shift.
Fractional CFO support can be useful at important inflection points, without assuming every practice needs the same cadence.
FINANCELeadership
in contextDecision cockpit
in contextDecision cockpit
Owner pay
Consider distributions, reinvestment, and cash needs.
A new location
Examine assumptions before committing resources.
Buy-in or buyout
Organize questions around ownership and transition.
Lender discussion
Bring a coherent financial picture to the conversation.
The working context
Useful CFO work starts with records, operating context, and the decision to be made.
ForecastsPractice reportingDecision models
What this can help clarify
A more deliberate decision process.
These are areas for discussion, not guaranteed outcomes or a promise of a particular result.
Model the question
Put assumptions and possible paths into a format people can discuss.
Look beneath averages
Explore performance at the practice or location level where information allows.
Consider cash implications
Discuss timing, commitments, and operating needs together.
Leave with next questions
Clarify what information or professional input is still needed.
How it fits
One question often touches another.
Explore related parts of a dental financial picture.
By practice stage
Published practice context
Read a dental overhead perspective.
A published resource for practice owners. This page does not imply that the material is a DSO CFO client engagement or outcome.
Fractional CFO / Practice overhead
Practice overhead: a published discussion.
Explore the published practice overhead resource and its dental-finance context.
Read the published resource Published content
Keep exploring
The rest of the financial picture.
Start by email or phone. Private financial records are not collected through this website; secure ShareFile invitations are arranged only after contact.
A clearer way forward
Put your practice in context.
Tell us what you are working through. The first step is a conversation about your practice and the right next question.
Austin Moffat ran the financial side of a Southern California dental group as it grew from two locations to eight between 2016 and 2023, and was part of the transaction when it sold at a 10x EBITDA multiple. DSO CFO is the firm he would have wanted on the owner’s side of that table.
Request a free profit reviewNo obligation. A real conversation about your practice.
