Engagements & Investment
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Any of the six is a fair place to start. Choose the question closest to your situation.
Approximately 10 business days
A focused review of one performance concern, management explanation, or proposed capital request. Includes targeted data analysis, selected interviews, and a concise investor decision memo. Primarily remote; field visits quoted separately.
Approximately 3 to 5 weeks
A deeper assessment of performance and operating dependencies across selected practices, including cross-functional review, authorized field verification, patient-to-cash tracing, technology adoption, and a findings briefing. Base scope covers up to three selected practices.
| Engagement | What it covers | Investment |
|---|---|---|
| Pre-Investment Operational Diligence | Operational testing of acquisition assumptions, key-person risks, patient-to-cash processes, scalability, and integration readiness. | $25,000 to $60,000+ |
| Capital Allocation & Value-Creation Review | Evaluate whether the next operating investment addresses the real constraint and what previous investments accomplished. | $15,000 to $25,000 |
| Leadership & Decision Verification | Reconstruct prior management initiatives, test their assumptions, assess execution, and verify whether results were sustained. | Scoped individually |
| Technology & Operational Fit Assessment | Assess CRM/PMS platform fit, workflow design, integration, adoption, and the business case for switching systems. | $15,000 to $30,000 |
| Ongoing Independent Verification | Monthly independent checks that improvements are holding inside the practices, with a short update for investors. | $5,000 to $8,000 per month |
Fees reflect proposed launch pricing and are confirmed in a written scope. Travel, accommodations, and specialist services are quoted separately. Timing depends on data access, geography, and complexity. Defined projects may be billed 50% at engagement and 50% upon delivery.
Is the performance story repeatable, or dependent on a few people, markets, and temporary interventions?
What operating risks could affect the quality and durability of earnings?
Where is value leaking, and which issues deserve management attention first?
Does the proposed investment address a verified constraint, or another assumption?
Why are repeated initiatives not producing sustained results?
Would operating practices and performance claims withstand a buyer’s closer inspection?
What management reports is not always what happens in practice.
I do not rely exclusively on presentations, prepared demonstrations, or management-selected examples. With appropriate authorization and privacy safeguards, I independently select relevant workflows, records, and interview subjects to test how the business operates in ordinary conditions.
The objective is not to catch employees doing something wrong. It is to understand what they have learned to work around, whether the reported operating model is real, and what those differences may cost investors.
See how a $2.0M capital request became a $150K gated pilot: a 4-page sample memo built on a fictional 50-location platform.
I serve investors, acquirers, boards, and ownership groups. My review examines operational performance through the lens of investment risk, decision quality, and enterprise value rather than providing routine practice management coaching.
No. A strong portfolio may still have concentration risk, fragile operating dependencies, or growth assumptions worth testing before an acquisition or expansion.
That is a core part of my approach. I review the assumptions behind proposed fixes and compare them with evidence from the operating system.
My perspective is grounded in multi-location dental operations and implant/full-arch business models. Engagement fit depends on the business, its complexity, and the investment question.
No. I provide an independent perspective to inform investor decisions and complement appropriate financial, legal, clinical, and transaction advisers.
Initial outreach is handled discreetly. I can discuss appropriate confidentiality arrangements before the exchange of sensitive business information.