Newport Beach Dental Consultant

Smart Transitions

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Smart Start Acquisition and Buyer Advocate Guided Plan

Do you know how to engage and retain patients?
Are you experienced in managing a team and business?
Do you have an understanding and plan on how to promote the opportunities of the practice?

Ideal for: Dentists who are preparing for business ownership and have chosen a practice.

The practice acquisition process can be a daunting journey filled with unpredictable challenges. The Smart Path provides clarity with due diligence and post-sale transition services designed to ensure your choices are strategically executed. Creating a plan for your team is the best way to maximize patient retention and systems growth. At the end of training, you will be able to understand benchmarks, key performance indicators (KPI’s), and possess a strong business acumen for practice management. It’s never too early Start your Smart Transition plan.

Targeted planning and Resources

  • Business Owner Preparation and checklists
  • Setting up a Practice
  • Insurance Plan and Contracting
  • Team Transitioning and Onboarding
  • Patient Engagement and Communications
  • Transition Systems and Transfers
  • Practice Operations and Systems
  • Retention Measures
  • Budget and Practice Goals
  • Practice Efficiency Measurements

Contact Us

Mailing Address:

1048 Irvine Avenue #898
Newport Beach, CA

(949) 523-1188