Dental Practice Start-Up Consulting & Financial Guidance

Our dental practice experts offer resources for every step of starting up, from forming your business to hiring the right people and creating a solid financial structure.

Build a Successful Practice Right From the Start

The decisions you make during the early stages of starting a dental practice can have a lasting impact on your long-term success.

From financial planning and entity formation to location selection, facility buildout, hiring, and operational setup, every step plays a role in creating a profitable and sustainable practice.

Our start-up advising services provide the strategic guidance and dental industry expertise needed to help you navigate the process with confidence, avoid costly mistakes, and establish the financial and operational foundation necessary for long-term growth and profitability.

Your Guide to Starting Up

In this video, Vice President, COO, and Client CFO Todd Dagenhart, CHBC, walks you through the process of getting your practice started and what it’s like to work with The Dental CFO team.

A True Partnership Begins at the Start-Up Stage

We’re a small, specialized team, and we keep it that way so we can stay closely involved in every practice from the start.

That level of involvement matters most during the start-up phase, when every decision affects long-term financial and operational success. You’ll have direct access to our team throughout the process, including the ability to call or text us when questions come up.

We’re selective in who we work with because we know a partnership has to be the right fit to be truly successful. We want to improve the lives of our clients. For us, this is not just about making your business more efficient or consulting on financial management. We want to help you create a practice you enjoy owning, so you can spend more time doing what you love.

Helpful Resources from the Dental CFO

Case Studies
Explore real-world examples of how we’ve helped dental practices overcome challenges, make informed decisions, and achieve long-term success.
Free Guides
Access practical guides, templates, and resources created by our team to support every stage of practice ownership and management.
Videos
Watch expert-led videos covering the financial, operational, and strategic topics that matter most to dental practice owners.

Frequently Asked Questions About Working With US


When should I engage The Dental CFO during the start-up process?

The earlier, the better. Ideally, we become involved before major decisions are made regarding financing, location selection, and business formation. Early guidance can help you avoid costly mistakes and establish a stronger financial foundation.

What does The Dental CFO help with during a practice start-up?

We provide strategic guidance throughout the start-up process, including practice formation, financial forecasting, location planning, hiring and human resources, financial management systems, marketing partner referrals, and insurance credentialing support.

Do I need to have financing secured before working with The Dental CFO?

No. We can help you understand your financial needs, develop projections, and prepare for conversations with lenders as part of your overall start-up planning process.

Does The Dental CFO coordinate with other professionals involved in my start-up?

Yes. We regularly collaborate with attorneys, lenders, real estate professionals, contractors, marketing partners, and insurance credentialing specialists to help ensure all aspects of your start-up move forward efficiently.

Is your start-up support only for first-time practice owners?

No. While many of our clients are launching their first practice, we also work with experienced dentists opening additional locations or pursuing new practice opportunities.

What makes The Dental CFO different from a traditional CPA firm?

Our team focuses exclusively on the dental industry. That specialized experience allows us to provide guidance that goes beyond tax compliance and bookkeeping, helping you make informed business decisions throughout the start-up process.

Will I receive ongoing support after my practice opens?

Yes. Many of our start-up clients continue working with us after opening for ongoing financial management, tax planning, accounting, and advisory services as their practices grow.

How do I get started?

The first step is scheduling a consultation with our team. We’ll discuss your goals, where you are in the start-up process, and how we can help you build a successful and financially sound practice.

Here’s What Other Dentists Say

Let’s Talk About Your Practice

Connect with us on our form. We’ll reach out to schedule a complimentary consultation to discuss if what we excel at fits your needs.

Ready to reclaim work-life balance at your dental practice?

Request a consultation to learn how we provide financial expertise and handle the heavy lifting so you can have peace of mind.