Active client engagements.
Multi-Location Dental Group Acquisition Advisory
Serving as financial lead on a buy-side dental group acquisition. Scope covers the full deal lifecycle — from identifying and targeting acquisition candidates, through valuation and financial modeling, to structuring a clear investment recommendation.
Delivering a rigorous quality of earnings framework and deal analysis that surfaces material adjustments to seller-presented earnings and provides leadership with actionable decision-ready output.
Key Deliverables
- Acquisition targeting and deal pipeline development
- Quality of Earnings workbook with multi-year trend analysis
- Comprehensive valuation framework and financial modeling
- Risk and quality scorecard across 40+ evaluation dimensions
- Deal structure alternatives and investment recommendation
Oral Surgery Practice — Financial Architecture & Launch Planning
Engaged as the financial lead for the ground-up launch of a new oral surgery practice. Building the complete financial infrastructure needed to bring the practice to market — from entity structure through launch-ready projections and ongoing modeling.
Key Deliverables
- Business entity structuring and tax optimization
- Financial model and revenue projections for launch
- Operational financial framework for part-time practice structure
Charitable Organization — Formation & Financial Oversight
Serving as financial lead for the creation and ongoing oversight of a new charitable organization. Scope encompasses the full formation process, financial compliance framework establishment, and ongoing financial stewardship to ensure sound organizational governance from day one.
Key Deliverables
- Organizational formation and 501(c)(3) filing support
- Financial compliance and reporting framework
- Ongoing financial oversight and budget planning
Dental Practice Management Company — Modeling & Expansion
Working alongside the founding physician and two additional partners as part of a cross-functional team focused on building a scalable dental practice management company. Responsible for financial modeling, projections, and optimization to support the company's expansion strategy.
Key Deliverables
- 12-month P&L model with driver-based assumptions
- Revenue growth projections for expansion planning
- Chart of accounts tailored to dental management
- Financial optimization analysis and strategic recommendations