Description: As providers, we face an increasingly complex professional landscape that demands more than clinical excellence. During our time together, we will apply operations and finance principles to solve diverse business challenges. For operations, we will reveal how enhanced workflows and elite customer service can raise productivity and can decrease consumer pain points. On a higher level, we will illustrate how to design an operational playbook that drives your financial model, identifying key inputs for different appointment types. For finance, the dental industry is innovative and provides exciting options for capital expenditures, such as new equipment or office remodeling. We’ll show how financial forecasts augment your decision-making. On the aggregate, a versatile business toolkit highlights competitive advantages, uncovers underperforming areas, and builds customizable business solutions that uphold the sanctity of the patient-doctor relationship. Efficiency is adopting strategic measures that simultaneously ignite growth, strengthen team engagement, and improve the patient experience. Lastly, we will examine practice transitions, exploring both traditional (doctor-doctor) transactions and DSO/PE sales.

• Integrate a versatile business toolkit that drives productivity and patient engagement.

• Analyze how enhanced workflows can increase efficiency, reduce patient pain points, and mitigate office stress.

• Use capacity calculations to streamline operations and maximize employee utilization.

• Design an operational playbook that connects clinical scheduling and service mix to the financial health of the practice.

• Apply financial forecasts to assess capital expenditures and support sustainable growth.

• Review the value preparing for a practice transition, outline appraisal methodologies, discuss nuances between traditional (doctor-doctor) transaction and DSO/PE sale, and explore the mechanics of private equity.