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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.

 

Dental Practice Start-Up Services We Provide

Having worked alongside dental practice owners at every stage of growth, we know what it takes to establish a financially sound, operationally efficient practice. Here’s how we help you make the right decisions from the very beginning.

Practice
Formation

Establish the right business structure, develop financial forecasts, and address key tax considerations for a strong start.

Human
Resources

Build and manage your team with hiring guidance, recruiting resources, and customized practice policies.

Practice Location Planning

Identify and secure the right location by connecting you with trusted industry professionals and resources.

Financial
Management

Develop financial forecasting strategies and implement sound financial management processes for long-term success.

Marketing

Attract new patients by connecting you with experienced marketing partners and proven growth resources.

Insurance Credentialing

Access our network of insurance credentialing professionals to ensure you’re set up with the right provider.

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.

 

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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.

MEET YOUR TEAM
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Helpful Resources from the Dental CFO

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Case Studies

Explore real-world examples of how we’ve helped dental practices overcome challenges, make informed decisions, and achieve long-term success.

READ
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Free Guides

Access practical guides, templates, and resources created by our team to support every stage of practice ownership and management.

DOWNLOAD
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Videos

Watch expert-led videos covering the financial, operational, and strategic topics that matter most to dental practice owners.

WATCH

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

Dr Richard van Gurp crop

"The Dental CFO has been instrumental to my success in the business of dentistry. From the start, it is easy to tell that they have a sincere interest in helping you succeed. It’s not cookie-cutter. It’s not perfunctory. It’s sound advice and assistance in an area where most dentists need it."

- Richard W. van Gurp, DDS, FACD

Dr Douglas Wolfe

“Working with The Dental CFO has transformed New Town Dentistry. I fully trust their expertise and guidance, and I can’t imagine where my practice would be without this partnership.” 

 

- Douglas Wolfe, DDS

Dr Stephen Rouse

“Partnering with The Dental CFO was one of the best business decisions I’ve made. They lifted the burden of administrative and financial management off my shoulders, making my life easier both inside and outside the office.”

 

- Stephen Rouse, DDS

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"What I love is their individual attention, sound guidance, and consistently excellent customer service… They have a great understanding of the dental industry, and they’re excited to pass along this knowledge to their clients… In addition to delivering great customer service, they’re also genuinely good people who care about their clients."

- M. Danielle Funny, DDS

Dr Benjamin Yarborough Crop

"The Dental CFO was extremely nice and anxious to make the transition from my previous accounting firm a positive one. They have looked after me over the years, guided me, gotten me through an audit with a positive outcome, and have always been there when I needed them. I am happy to have them behind me as they have taken worries away from me."

- Benjamin H. Yarborough, DDS

Let’s Talk About Your Practice

Tell us about your practice and the support you need. We’ll review your information and reach out to schedule a complimentary 30-minute consult to discuss how our team can help you.

Let’s talk