SGA Dental Partners · Growth · Advanced Care

Advanced Care Pilot Program

Target: all 27 practices live on the platform by the end of September 2026. Onboarding is compressed into a four-month window (Jun-Sep 2026) and starts now; ramp continues through 2027. Grouped so multi-site brands move together, across two tracks and four monthly onboarding cohorts plus a standing cosmetic group, with a conservative expected lift for each.

Target all 27 live by end of Sep 2026Scope 27 practices · 20 groups · 2 tracksData YTD Jan-May 2026, annualized · net basisDate 2026-06-16
The plan at a glance

27 practices, sequenced into onboarding cohorts

Advanced Care runs two tracks: an Implant / Full-Arch group and a Cosmetic group. Cosmetic practices are run for marketing optimization and incremental growth, not a full-arch ramp. Most plays are maintain or incremental small growth, sequenced behind the practices already in motion.

27
Advanced Care practices
Sep '26
target: all 27 live on platform
$135.1M
cohort net production / yr
$8.1M
conservative lift / yr
6%
blended lift vs net base
All 27 practices onboarded by the end of September 2026
Onboarding starts now and runs Jun-Sep 2026 in four waves. Ramp and scale continue through 2027.
4-month onboarding window
Performmature, hold & optimizeRampbuild the AC engineCut costfix efficiency firstOptimizetune active marketingDevelopbuild fundamentals

Cohort summary

Five sequencing buckets. Full detail on the Onboarding Cohorts and Timeline tabs.

CohortTimingPracticesNet prodCons. liftGroups
Cohort 1 · Active nowJun 2026 (live)10 $65.9M$3.5M Innovative, Troy Family, Ressler, Riverside, Peak (3 AZ), New Horizons, PCCD (2 CA)
Cohort 2 · July 2026July 20263 $16.8M$1.3M Allure Dental, Wagner Dental, Pryor Family Dentistry
Cohort 3 · August 2026Aug 20266 $12.8M$1.0M Pony Express (4 UT), Dakota Dental & Wellness, Smile Gulf Coast
Cohort 4 · September 2026Sep 20265 $14.6M$959k Southern Oak - Conway, Artistry in Dentistry, Beaumont (2), Dental Center of Florence
Cosmetic · standingOptimize (ongoing)3 $25.0M$1.3M Harris Dental, Nashville Aesthetic Dentistry, Century City Aesthetic Dentistry
TOTAL27$135.1M$8.1M
Implant / Full-Arch group
$96.4M net
22 practices · $6.1M conservative lift
Cosmetic group
$38.8M net
PCCD, Harris, Nashville, Century City · $1.9M conservative lift
Weekly update

Advanced Care updates

Bottom line: Cohort 1 is fully onboarded, the 829 rollout and internal GoHighLevel plan are set, and Advanced Care is in active scale mode, with early revenue-expansion signals at Innovative and a disciplined marketing pause at Peak.

This week
July 6 to 12, 2026
7 updates
  • Cohort 1 is fully onboarded. Every active-now practice is live, and Dakota Milner has taken over as primary account manager for the Advanced Care vertical, including PCCD Los Altos and Mountain View.
  • Rollout and execution plan aligned with 829. We have aligned with our agency, 829, on the practice rollout and execution plan, and have a plan in place to onboard more than 30 practices to our internal GoHighLevel experience. General practices move on for form tracking and collection; Advanced Care practices move on for improved visibility into sales-funnel performance and full-funnel attribution.
  • GoHighLevel CRM build underway. The first three Advanced Care CRMs are being built now, for Troy, Ressler, and Innovative, and Troy has begun the move off its legacy agency.
  • Inbound interest from former Gen4 doctors. Dr. Grant Olson is connecting with a handful of doctors alongside Mitch, Sarah, and Dakota, which has opened strong interest from former Gen4 doctors in scaling their Advanced Care practices.
  • Innovative is expanding capacity. Dr. Downs increased his arch surgery count in June and is engaging with us to carve out dedicated schedule space and marketing budget to support revenue-expansion opportunities.
  • Peak Family Dentistry paused for QA. There is meaningful interest from Dr. Shanahan, but we made the decision to pause implant marketing for July to QA the sales process and funnel economics. The account is running at a loss to breakeven, with upside if one very large case closes.
  • PCCD is expanding arches. PCCD wants to keep expanding arches at its Mid-Peninsula location, and we are stepping in to QA the agency experience after a soft June.
Onboarding sequence

Cohorts, grouped so brands move together

Each card is a practice or a multi-site brand. Multi-site groups (Peak, PCCD, Pony Express, Beaumont) onboard as one unit; the confirmed vertical accounts (New Horizons, Peak, PCCD) sit in the active-now cohort. Every site carries its bucket, primary objective, current mix, and conservative lift.

Performmature, hold & optimizeRampbuild the AC engineCut costfix efficiency firstOptimizetune active marketingDevelopbuild fundamentals
Cohort 1 · Active now

Live and onboarding now (Jun–Jul 2026)

The practices already in motion plus the confirmed Advanced Care vertical accounts. Innovative is the proven model; Troy is a clean-base build; Ressler and Riverside are efficiency fixes before any growth ask; New Horizons, Peak (3 AZ) and PCCD (2 CA) are the vertical’s primary accounts onboarding now.

10
practices
$3.5M
cons. lift
$65.9M
net prod
Innovative Dental Implant / Full-Arch
$777klift/yr
PerformInnovative Dental MODIS · Springfield, MO  ·  $13.5M rev r/r
Hold and optimize. Mature full-arch engine at ~30 arches/mo. Protect the model and tune efficiency, do not chase top-line.
44%
AC mix
43%
implant
30.0
arches/mo
$19.4M
net prod
$777k
cons. lift
Troy Family Dental Implant / Full-Arch
$724klift/yr
RampTroy Family Dental MODIS · Troy, IL
Build from a clean base. Scratch-start P&L reset; install the full-arch demand engine off proven Innovative mechanics.
53%
AC mix
45%
implant
16.8
arches/mo
$9.0M
net prod
$724k
cons. lift
Ressler Dental Implant / Full-Arch
$66klift/yr
Cut costRessler Dental SGA · Delray Beach, FL
Fix efficiency first. ~20% of revenue on marketing and the doctor is not bought into full-arch. Right-size spend before any growth ask.
29%
AC mix
24%
implant
0.0
arches/mo
$1.7M
net prod
$66k
cons. lift
Riverside Dental Implant / Full-Arch
$321klift/yr
Cut costRiverside Dental SGA · Jacksonville, FL
Stabilize before any growth ask. High AC mix but operational red flags; monitor on the backburner until the base is clean.
58%
AC mix
49%
implant
12.4
arches/mo
$8.0M
net prod
$321k
cons. lift
New Horizons Implant Center Implant / Full-Arch
$201klift/yr
PerformNew Horizons Implant Center GEN4 · Salina, KS · in audit
Hold to budget while the audit runs. Re-bucket to ramp or optimize once findings land.
43%
AC mix
35%
implant
5.2
arches/mo
$5.0M
net prod
$201k
cons. lift
Peak Family Dental Implant / Full-Arch3 locations · onboard together
$731klift/yr
RampPeak Family Dental Flagstaff GEN4 · Flagstaff, AZ
Multi-site ramp once the audit confirms the base. Three AZ locations onboard together.
29%
AC mix
21%
implant
0.0
arches/mo
$4.6M
net prod
$368k
cons. lift
RampPeak Family Dental Cottonwood GEN4 · Cottonwood, AZ
Multi-site ramp. Onboards with the Peak cluster.
22%
AC mix
14%
implant
0.2
arches/mo
$2.6M
net prod
$211k
cons. lift
RampPeak Family Dental Sedona GEN4 · Sedona, AZ
Multi-site ramp. Onboards with the Peak cluster.
17%
AC mix
13%
implant
0.0
arches/mo
$1.9M
net prod
$152k
cons. lift
PCCD Cosmetic2 locations · onboard together
$686klift/yr
OptimizePCCD Los Altos GEN4 · Los Altos, CA
Optimize active marketing. Cosmetic engine; find efficiency in existing spend and incremental growth, not a full-arch ramp.
9%
AC mix
7%
implant
0.0
arches/mo
$9.6M
net prod
$481k
cons. lift
OptimizePCCD Mountain View GEN4 · Mountain View, CA
Optimize active marketing. Cosmetic; efficiency in spend, incremental growth.
12%
AC mix
6%
implant
0.0
arches/mo
$4.1M
net prod
$205k
cons. lift
PCCD Mid-Peninsula Implant / Full-ArchInvestment opportunity
Investdiligence
EvaluatePCCD Mid-PeninsulaGEN4 · Mid-Peninsula, CA
New PCCD location specializing in implants and All-on-X. Surgical capability is already in place, which makes it a capital-investment opportunity to add full-arch capacity to the PCCD cluster. It already runs about $3.2M net production a year at a 24% Advanced Care and 17% implant mix. Shown as an investment opportunity and not counted in the 27-practice cohort totals.
24%
AC mix
17%
implant
0.2
arches/mo
$3.2M
net prod
Upside
investment
Cohort 2 · July 2026

July 2026

The big-base implant converts. Allure and Wagner are roughly $7–8M general practices at a 7% implant mix; Pryor runs a 22% implant base ready to grow full-arch.

3
practices
$1.3M
cons. lift
$16.8M
net prod
Allure Dental Implant / Full-Arch
$541klift/yr
RampAllure Dental GEN4 · Lafayette, IN
Big-base convert. ~$8M general base at a 7% implant mix; build the full-arch and implant mix.
21%
AC mix
8%
implant
0.2
arches/mo
$6.8M
net prod
$541k
cons. lift
Wagner Dental Implant / Full-Arch
$602klift/yr
RampWagner Dental GEN4 · Las Vegas, NV
Big-base convert. ~$8M base at a 7% implant mix; build implant volume.
15%
AC mix
8%
implant
0.2
arches/mo
$7.5M
net prod
$602k
cons. lift
Pryor Family Dentistry Implant / Full-Arch
$200klift/yr
RampPryor Family Dentistry SGA · Lebanon, TN
Ramp. 22% implant base; grow full-arch volume.
37%
AC mix
26%
implant
0.2
arches/mo
$2.5M
net prod
$200k
cons. lift
Cohort 3 · August 2026

August 2026

Pony Express (4-site Utah cluster) onboards as one group, alongside Dakota Dental & Wellness and Smile Gulf Coast.

6
practices
$1.0M
cons. lift
$12.8M
net prod
Pony Express Dental Implant / Full-Arch4 locations · onboard together
$582klift/yr
RampPony Express Saratoga Springs GEN4 · Saratoga Springs, UT
Multi-site ramp. UT cluster onboards together once a baseline is set.
14%
AC mix
11%
implant
0.0
arches/mo
$2.6M
net prod
$209k
cons. lift
RampPony Express Eagle Mountain GEN4 · Eagle Mountain, UT
Multi-site ramp. Onboards with the Pony Express cluster.
7%
AC mix
5%
implant
0.0
arches/mo
$2.7M
net prod
$214k
cons. lift
RampPony Express Daybreak GEN4 · Daybreak, UT
Multi-site ramp. Onboards with the Pony Express cluster.
8%
AC mix
5%
implant
0.0
arches/mo
$2.0M
net prod
$158k
cons. lift
DevelopPony Express Ortho GEN4 · UT · inside PEX
Ortho P&L inside PEX; not an AC ramp on its own.
0%
AC mix
0%
implant
0.0
arches/mo
$1k
net prod
n/a
cons. lift
Dakota Dental & Wellness Implant / Full-Arch
$325klift/yr
RampDakota Dental & Wellness GEN4 · Apple Valley, MN
Ramp candidate pending baseline. Already 19% implant; push full-arch.
28%
AC mix
24%
implant
2.2
arches/mo
$4.1M
net prod
$325k
cons. lift
Smile Gulf Coast Implant / Full-Arch
$111klift/yr
RampSmile Gulf Coast SGA · Gulf Coast, MS
Ramp. 23% implant on a small base; grow volume.
27%
AC mix
25%
implant
0.0
arches/mo
$1.4M
net prod
$111k
cons. lift
Cohort 4 · September 2026

September 2026

The final wave. Southern Oak and Artistry build fundamentals; Beaumont (2 sites) and Dental Center of Florence fold in so every practice is live by the end of Q3.

5
practices
$959k
cons. lift
$14.6M
net prod
Southern Oak - Conway Implant / Full-Arch
$155klift/yr
DevelopSouthern Oak - Conway SGA · Conway, SC
Restorative ramp. 22% AC but near-zero implants; add implant and full-arch capability.
24%
AC mix
0%
implant
0.0
arches/mo
$2.2M
net prod
$155k
cons. lift
Artistry in Dentistry Implant / Full-Arch
$118klift/yr
DevelopArtistry in Dentistry GEN4 · Gilbert, AZ
Develop. Small base; build the fundamentals before pouring demand.
16%
AC mix
11%
implant
0.0
arches/mo
$1.7M
net prod
$118k
cons. lift
Beaumont Family Dentistry Implant / Full-Arch2 locations · onboard together
$456klift/yr
RampBeaumont Family Dentistry Hamburg GEN4 · Lexington, KY
Ramp. Mid-base at 11% implant; build mix. (Lexington KY main has no production data yet.)
19%
AC mix
12%
implant
0.0
arches/mo
$3.3M
net prod
$261k
cons. lift
DevelopBeaumont Family Dentistry Leestown GEN4 · Lexington, KY
Develop. 7% implant; build implant mix.
15%
AC mix
8%
implant
0.0
arches/mo
$2.8M
net prod
$195k
cons. lift
Dental Center of Florence Implant / Full-Arch
$230klift/yr
OptimizeDental Center of Florence GEN4 · Florence, KY
Restorative-cosmetic optimize. 42% AC mix on only 4% implants; a crown, fixed-pros and veneer engine. Optimize what is already there.
47%
AC mix
4%
implant
1.8
arches/mo
$4.6M
net prod
$230k
cons. lift
Cosmetic · standing optimization

Standing optimization

The cosmetic group, managed for marketing optimization and incremental growth, not a full-arch ramp. PCCD (now in Cohort 1) runs on the same cosmetic playbook.

3
practices
$1.3M
cons. lift
$25.0M
net prod
Harris Dental Cosmetic
$521klift/yr
OptimizeHarris Dental GEN4 · Mesa, AZ
Optimize active marketing. ~$11M base; efficiency in existing spend and incremental cosmetic growth.
7%
AC mix
5%
implant
0.0
arches/mo
$10.4M
net prod
$521k
cons. lift
Nashville Aesthetic Dentistry Cosmetic
$344klift/yr
OptimizeNashville Aesthetic Dentistry GEN4 · Nashville, TN
Optimize active marketing. Aesthetic brand; tune spend, incremental growth.
7%
AC mix
3%
implant
0.0
arches/mo
$6.9M
net prod
$344k
cons. lift
Century City Aesthetic Dentistry Cosmetic
$387klift/yr
OptimizeCentury City Aesthetic Dentistry GEN4 · Los Angeles, CA
Optimize active marketing. Aesthetic brand; efficiency plus incremental growth.
14%
AC mix
10%
implant
0.0
arches/mo
$7.7M
net prod
$387k
cons. lift
Calendar view

Onboarding timeline: all live by end of September 2026

Every group onboards between now and the end of September 2026 (navy line). The red line marks today; the navy line marks the end of Q3, when all 27 are on the platform. This view runs by week from June through December 2026. Navy blocks are the onboarding window; tinted bars are the ramp / run period, colored by bucket. The candidate pipeline (dashed) sits after the pilot, for vetting into the next wave.

Four onboarding waves, Jun to Sep 2026
Cohort 1 live now, Cohort 2 in July, Cohort 3 in August, Cohort 4 in September. Nothing slips past Q3.
100% live by end of Q3
Onboarding windowRamp / activeCut costOptimizeMonitorCandidate (vetting)Today
Practice group
JUNE
JULY
AUGUST
SEPTEMBER
OCTOBER
NOVEMBER
DECEMBER
1
8
15
22
29
6
13
20
27
3
10
17
24
31
7
14
21
28
5
12
19
26
2
9
16
23
30
7
14
21
28
Cohort 1 · Active now
Innovative Dental$777k
Active / ramp
Troy Family Dental$724k
OnboardActive / ramp
Ressler Dental$66k
OnboardStabilize / cut cost
Riverside Dental$321k
OnboardStabilize / cut cost
New Horizons Implant Center$201k
OnboardRamp
Peak Family Dental 3 sites$731k
OnboardRamp
PCCD 2 sites$686k
OnboardOptimize
PCCD Mid-PeninsulaInvest
Investment opportunity (diligence)
Cohort 2 · July 2026
Allure Dental$541k
OnboardRamp
Wagner Dental$602k
OnboardRamp
Pryor Family Dentistry$200k
OnboardRamp
Cohort 3 · August 2026
Pony Express Dental 4 sites$582k
OnboardRamp
Dakota Dental & Wellness$325k
OnboardRamp
Smile Gulf Coast$111k
OnboardRamp
Cohort 4 · September 2026
Southern Oak - Conway$155k
OnboardRamp
Artistry in Dentistry$118k
OnboardRamp
Beaumont Family Dentistry 2 sites$456k
OnboardRamp
Dental Center of Florence$230k
OnboardRamp
Cosmetic · standing
Harris Dental$521k
OnboardOptimize (ongoing)
Nashville Aesthetic Dentistry$344k
OnboardOptimize (ongoing)
Century City Aesthetic Dentistry$387k
OnboardOptimize (ongoing)
Candidate pipeline · vetting (next wave)
WDG Murray$711k
Vet → next wave
RHD Rock Hotel Dental$655k
Vet → next wave
Rogers Family Dental$581k
Vet → next wave
SGC Douglas$562k
Vet → next wave
Total Care Dental$554k
Vet → next wave
Bright Dental - Matthews$431k
Vet → next wave
Today
All 27 live
Expansion pipeline

Vet, identify and explore

Beyond the 27 practices in the pilot, the expansion pipeline has three parts: a candidate short list ready to vet and add, the Van Scoyoc / Sandhills group that has asked to be added, and a short list of practices to click into with Amy. Figures are annualized from YTD production.

6
candidate short list
Wants in
Van Scoyoc / Sandhills
4
to review with Amy
$21.7M
candidate combined production
~873
est. single implants / yr
PCCD Mid-Peninsula is already reflected in Cohort 1
The confirmed implant / All-on-X investment opportunity sits in the active-now cohort as an opportunity card. The list below is the general-practice pipeline behind it.
6 to vet

Candidate short list

Sourced from the Advanced Care Scale Model: general and cosmetic practices with a real implant base that are the most concrete next adds.

PracticeBrandTotal prod (ann)Implant %AC mix %Implant prod (ann)Single implants / yrWhy it makes the list
WDG Murray Priority
Nelson & Tillmann Family Dentistry
Gen4$4,018,67018%22%$710,638178Nelson & Tillmann: a $4M general practice already running an 18% implant mix.
RHD Rock Hotel Dental Priority
Rock Hotel Dental
Gen4$5,170,53413%17%$655,469164The largest hidden gem: a $5.2M base at 13% implant, with real headroom to grow the mix.
Rogers Family DentalSGA$3,140,45019%24%$581,49614519% implant on a $3.1M base and surgical capability already present.
Note: middle of nowhere.
SGC Douglas
SGC - Douglas (South Georgia Cosmetic)
SGA$3,494,78416%24%$561,982140South Georgia Cosmetic is a cosmetic brand already, running a 16% implant mix.
Note: dead center of SGA.
Total Care DentalMODIS$3,938,35714%18%$553,577138A $3.9M MODIS-brand general practice at a 14% implant mix.
Bright Dental - MatthewsSGA$1,930,87922%26%$430,670108A 22% implant mix, punching above its $1.9M size.
Note: patient base to confirm.
6 candidates$21.7M$3.5M873

Est. single implants per year is modeled from implant-category production divided by a ~$4,000 blended single-implant case value; it is a sizing estimate, not a procedure-code count.

Wants to be added

Sandhills and Southern Pines (the Van Scoyoc periodontal group) have asked to be added to the vet list. They carry the strongest full-arch profile of any specialty practice we looked at.

Van Scoyoc / Sandhills wants in
Van Scoyoc Periodontics (Sanford and Southern Pines) and Sandhills Dental Rehabilitation Center asked to be considered. Sandhills runs a 54% implant and 69% AC mix. Recommendation: add the group and evaluate it as the East-Coast full-arch surgical hub.
Adding to vet list
PracticeBrandTotal prod (ann)Implant %Implant prod (ann)AC mix %Note
Sandhills / Van Scoyoc - Southern Pines Wants in
Sandhills Dental Rehabilitation Center (Van Scoyoc bldg)
SGA$3,333,55954%$1,812,94869%Strongest full-arch profile of any flagged practice. The Van Scoyoc group also includes a Sanford location.

To review with Amy

A short list of practices to click into with Amy. These are worth a closer look, several of them because of what they already spend on marketing.

PracticeBrandMarketing / moWhy look
SPS Dublin
Stoner Periodontic & Implant Specialists - Dublin
Gen4~$10kA $6.3M specialty practice at a 27% implant mix; strong marketing spend to dig into.
Smile South Holland
Smile One
~$34kHigh monthly spend; review the funnel and Advanced Care fit.
Fording Island OkatieReview with Amy.
Stone Barn Dentistry
Gentling
Review with Amy.
Group 1 of 2

Implant / Full-Arch group, by cohort

The full implant and full-arch group, organized by onboarding cohort. Arches/mo and mix are modeled from production; cut-cost and monitor sites carry the smallest near-term lift by design.

Performmature, hold & optimizeRampbuild the AC engineCut costfix efficiency firstOptimizetune active marketingDevelopbuild fundamentals
Cohort 1 · Active now 8 practices · $52.2M net · $2.8M lift
PracticeBrand · LocationBucketAC mixImplArch/moNet prodCons. liftPrimary objective
Innovative DentalMODIS · Springfield, MO Perform44%43% 30.0$19.4M$777k Hold and optimize. Mature full-arch engine at ~30 arches/mo. Protect the model and tune efficiency, do not chase top-line.
Troy Family DentalMODIS · Troy, IL Ramp53%45% 16.8$9.0M$724k Build from a clean base. Scratch-start P&L reset; install the full-arch demand engine off proven Innovative mechanics.
Ressler DentalSGA · Delray Beach, FL Cut cost29%24% 0.0$1.7M$66k Fix efficiency first. ~20% of revenue on marketing and the doctor is not bought into full-arch. Right-size spend before any growth ask.
Riverside DentalSGA · Jacksonville, FL Cut cost58%49% 12.4$8.0M$321k Stabilize before any growth ask. High AC mix but operational red flags; monitor on the backburner until the base is clean.
New Horizons Implant CenterGEN4 · Salina, KS Perform43%35% 5.2$5.0M$201k Hold to budget while the audit runs. Re-bucket to ramp or optimize once findings land.
Peak Family Dental FlagstaffGEN4 · Flagstaff, AZ Ramp29%21% 0.0$4.6M$368k Multi-site ramp once the audit confirms the base. Three AZ locations onboard together.
Peak Family Dental CottonwoodGEN4 · Cottonwood, AZ Ramp22%14% 0.2$2.6M$211k Multi-site ramp. Onboards with the Peak cluster.
Peak Family Dental SedonaGEN4 · Sedona, AZ Ramp17%13% 0.0$1.9M$152k Multi-site ramp. Onboards with the Peak cluster.
PCCD Mid-PeninsulaGEN4 · Mid-Peninsula, CAEvaluate24%17%0.2$3.2MUpsideNew PCCD implant and All-on-X practice flagged as an investment opportunity. Real production shown; still an investment opportunity, not counted in cohort totals.
Cohort 2 · July 2026 3 practices · $16.8M net · $1.3M lift
PracticeBrand · LocationBucketAC mixImplArch/moNet prodCons. liftPrimary objective
Allure DentalGEN4 · Lafayette, IN Ramp21%8% 0.2$6.8M$541k Big-base convert. ~$8M general base at a 7% implant mix; build the full-arch and implant mix.
Wagner DentalGEN4 · Las Vegas, NV Ramp15%8% 0.2$7.5M$602k Big-base convert. ~$8M base at a 7% implant mix; build implant volume.
Pryor Family DentistrySGA · Lebanon, TN Ramp37%26% 0.2$2.5M$200k Ramp. 22% implant base; grow full-arch volume.
Cohort 3 · August 2026 6 practices · $12.8M net · $1.0M lift
PracticeBrand · LocationBucketAC mixImplArch/moNet prodCons. liftPrimary objective
Pony Express Saratoga SpringsGEN4 · Saratoga Springs, UT Ramp14%11% 0.0$2.6M$209k Multi-site ramp. UT cluster onboards together once a baseline is set.
Pony Express Eagle MountainGEN4 · Eagle Mountain, UT Ramp7%5% 0.0$2.7M$214k Multi-site ramp. Onboards with the Pony Express cluster.
Pony Express DaybreakGEN4 · Daybreak, UT Ramp8%5% 0.0$2.0M$158k Multi-site ramp. Onboards with the Pony Express cluster.
Pony Express OrthoGEN4 · UT Develop0%0% 0.0$1kn/a Ortho P&L inside PEX; not an AC ramp on its own.
Dakota Dental & WellnessGEN4 · Apple Valley, MN Ramp28%24% 2.2$4.1M$325k Ramp candidate pending baseline. Already 19% implant; push full-arch.
Smile Gulf CoastSGA · Gulf Coast, MS Ramp27%25% 0.0$1.4M$111k Ramp. 23% implant on a small base; grow volume.
Cohort 4 · September 2026 5 practices · $14.6M net · $959k lift
PracticeBrand · LocationBucketAC mixImplArch/moNet prodCons. liftPrimary objective
Southern Oak - ConwaySGA · Conway, SC Develop24%0% 0.0$2.2M$155k Restorative ramp. 22% AC but near-zero implants; add implant and full-arch capability.
Artistry in DentistryGEN4 · Gilbert, AZ Develop16%11% 0.0$1.7M$118k Develop. Small base; build the fundamentals before pouring demand.
Beaumont Family Dentistry HamburgGEN4 · Lexington, KY Ramp19%12% 0.0$3.3M$261k Ramp. Mid-base at 11% implant; build mix. (Lexington KY main has no production data yet.)
Beaumont Family Dentistry LeestownGEN4 · Lexington, KY Develop15%8% 0.0$2.8M$195k Develop. 7% implant; build implant mix.
Dental Center of FlorenceGEN4 · Florence, KY Optimize47%4% 1.8$4.6M$230k Restorative-cosmetic optimize. 42% AC mix on only 4% implants; a crown, fixed-pros and veneer engine. Optimize what is already there.
Group 2 of 2

Cosmetic group

Objective across this group is the same: find optimization in active marketing and capture incremental small growth. PCCD is in Cohort 1, active onboarding now; Harris, Nashville and Century City are standing optimization.

PracticeBrand · LocationCohortBucketAC mixNet prodCons. liftObjective
Harris DentalGEN4 · Mesa, AZ StandingOptimize7% $10.4M$521kOptimize active marketing. ~$11M base; efficiency in existing spend and incremental cosmetic growth.
PCCD Los AltosGEN4 · Los Altos, CA Active nowOptimize9% $9.6M$481kOptimize active marketing. Cosmetic engine; find efficiency in existing spend and incremental growth, not a full-arch ramp.
Century City Aesthetic DentistryGEN4 · Los Angeles, CA StandingOptimize14% $7.7M$387kOptimize active marketing. Aesthetic brand; efficiency plus incremental growth.
Nashville Aesthetic DentistryGEN4 · Nashville, TN StandingOptimize7% $6.9M$344kOptimize active marketing. Aesthetic brand; tune spend, incremental growth.
PCCD Mountain ViewGEN4 · Mountain View, CA Active nowOptimize12% $4.1M$205kOptimize active marketing. Cosmetic; efficiency in spend, incremental growth.
COSMETIC GROUP TOTAL (5)$38.8M$1.9M
Execution

18-month scale roadmap

The same drivers apply across the cohort, sequenced: build the engine and prove it, pour demand and convert, then scale and systematize.

Phase 1 Onboard All 27 & Build the Foundation Jun-Sep 2026
Service mixBaseline AC mix per site; lock a per-practice AC-mix and case-mix target.AC-mix target set, all active sites
ClinicalCapability audit (place/restore in-house vs refer); build the hub-and-spoke map.Capability matrix + hub per site
MarketingStand up the DTC funnel template: AC landing pages, call tracking, lead forms, financing.Funnel live across Cohort 1-2
Sales / TCInstall a Treatment Coordinator + consult-to-close script; same-day financing decisions.TC named at every active site
FinanceWire the AC service-line dashboard (mix, case count, AOV, lead-to-case). Reuse the Innovative model.Dashboard live, weekly cadence
Phase 2 Demand Engine & Conversion Q4 2026 - Q1 2027
MarketingTurn on paid media behind full-arch and implants; geo-target by catchment; cut waste at cut-cost sites.Cost-per-AC-lead + booked-consult targets
Service mixPush ramp sites toward target mix; add full-arch days; optimize the cosmetic group's active spend.+6-10 pts AC mix at ramp sites
Sales / TCRoll consult-to-close to Cohort 2; weekly pipeline reviews; recapture unscheduled treatment.Consult-to-case close-rate target
Supply chainActivate in-network referral rails for surgical full-arch; restore back at the GP.In-network full-arch capture rate
PeopleAC clinical + sales cohort training; certify TCs; CE for implant and veneer workflows.Certified TC + clinician per site
Phase 3 Scale & Systematize Q2 - Q4 2027
Service mixBring Cohort 3-4 ramp sites onto the model; convert the big-base generals; hold perform sites.Cohort AC mix to plan
FinanceLock AC P&L per site; tie ramp to the growth bridge; standardize AOV reporting.AC contribution vs plan
MarketingScale spend to the ROAS ceiling; extend DTC to the next wave; centralize creative + landing pages.ROAS-positive scale across cohort
Supply chainFormalize hub capacity + SLAs; add surgical days where demand outruns supply.Hub utilization + lead-time SLA
PortfolioRe-run the stack rank quarterly; promote the repeatable AC operating model into onboarding.Next-wave cohort named
Methodology

The math, end to end

Two numbers matter: the conservative plan ($8.1M/yr, what the roadmap commits to) and the opportunity ceiling ($26.5M/yr, the theoretical max). Everything below shows how both are derived, and the unit economics that make the percentages credible.

1 · Inputs & basis

  • Source: YTD production Jan-May 2026 (5 months), by practice x procedure category, from the Power BI ops dataset.
  • Annualized x2.4 (12 / 5) to a run-rate.
  • Three bases, each lower than the last: gross production (splits cleanly by procedure, used for mix %) → net production (gross minus write-offs/adjustments, the canonical finance figure, used for lift dollars) → cash run-rate (after financing & collections).

2 · The growth lever: shift the mix toward Advanced Care

AC core = Implant Services + Prosthodontics (fixed) + Prosthodontics (removable)
AC mix % = AC core ÷ total production   |   Implant % = Implant Services ÷ total production

A general practice running a 7% implant mix has the same chairs and patients as one running 40%. The gap is the growth, and it is captured by changing the service mix, not by adding locations.

3 · The conservative lift (the plan number)

Lift = bucket rate × net annualized production
BucketRateWhy this rate
Perform4%mature, optimize only
Ramp8%real build, conservative vs 2x stories
Cut cost4%efficiency / contribution, not new demand
Optimize5%tune active marketing, incremental
Develop7%smaller base building up

Applied across the cohort: $135.1M net base → $8.1M/yr lift (6.0% blended). Deliberately modest; most practices are a maintain-or-incremental play.

Worked exampleBucketNet prodRateLift
Innovative DentalPerform$19.4M4%$777k
Allure DentalRamp$6.8M8%$541k
Ressler DentalCut cost$1.7M4%$66k

4 · The unit economics underneath

The percentages are not a guess. Each category's dollars are decomposed into service lines by average order value, so the lift can be read as real cases.

Estimated cases = (category $ × allocation %) ÷ AOV
Average order values
Service lineAOV
Single implant (surgical placement)$2,400
Full-arch surgical component (per arch)$9,000
Implant crown / abutment$2,800
Veneer (per unit)$1,800
Single crown / bridge unit$1,400
Implant overdenture / hybrid (per arch)$16,000
Conventional denture / partial$1,700
Cosmetic restorative (per unit)$1,800

All-in full-arch (All-on-X) ≈ $25,000 per arch: ~$9k surgical (Implant Services) + ~$16k prosthetic (Prosthodontics removable). The model splits it across two categories so each half ties to where the dollars actually book.

Category → service allocation
CategoryService lineShare
Implant ServicesSingle implant (surgical placement)60%
Full-arch surgical component (per arch)40%
Prosthodontics, fixedImplant crown / abutment35%
Veneer (per unit)25%
Single crown / bridge unit40%
Prosthodontics, removableImplant overdenture / hybrid (per arch)45%
Conventional denture / partial55%
RestorativeCosmetic restorative (per unit)8%
Self-check: the engine reproduces a known number
Arches per month now come from delivered full-arch codes (D6114/D6115 fixed plus D6110/D6111 removable). On that basis Innovative and Troy each deliver about 17 arches a month; Innovative is shown at its known ~30, which also counts interim arch starts (D6118/D6119). A Ramp practice's 8% lift translates to roughly 2 added full-arch cases/month at a ~$25k all-in arch (~$9k surgical + ~$16k prosthetic), plus a handful of single implants. A believable ask, not a hand-wave.

5 · The opportunity ceiling (the bigger number)

Prize = max(0, 40% − current AC mix) × annualized total production

If every short-list practice reached a best-in-class 40% AC mix, the ceiling is $26.5M/yr (on the gross $152.3M base). The $8.1M roadmap number is the conservative slice we plan to capture in the first ramp; the rest is upside as practices mature.

6 · The caveat that governs all of it

Production is not collected revenue. Each basis steps down: Innovative is ~$21.7M gross production → ~$19.4M net → ~$13.5M actual revenue run-rate after financing and collections. Lift is expressed on net production, so realized cash tracks each practice's collection rate. Treat the dollars as planning ranges, not committed forecasts.
Method & caveats

How the numbers were built

  • Source: SGA Power BI ops dataset, production by practice and procedure mix, Jan-May 2026, annualized. Shown on a net production basis (the canonical SGA finance figure).
  • Advanced Care = Implant Services + fixed Prosthodontics + removable Prosthodontics. Arches/mo come from delivered full-arch procedure codes (D6114/D6115 fixed plus D6110/D6111 removable); service mix and implant share come from category production. Innovative is shown at its known ~30/mo, which also counts interim arch starts (D6118/D6119); every other practice is on the delivered-arch basis.
  • Conservative lift = an archetype rate applied to net production: perform 4%, ramp 8%, cut cost 4% (efficiency-led), optimize / cosmetic 5%. Deliberately modest; most practices are a maintain or incremental-growth play. Total = $8.1M on $135.1M net (6%).
  • Production is not collected revenue. Net production runs above revenue run-rate after financing and collections (Innovative: ~$19.4M net production vs ~$13.5M revenue r/r). Realized lift will track the collection rate; treat these as planning ranges.
  • Timeline targets all 27 practices live on the platform by the end of September 2026, with onboarding compressed into a four-month Jun-Sep 2026 window and ramp continuing through 2027. This front-loads the vertical’s primary accounts into the active-now cohort (10 practices), then adds 3 in July, 6 in August and 5 in September; it assumes the onboarding playbook and Treatment-Coordinator hiring keep up. Windows are planning estimates anchored to the onboarding sequence, not committed dates.
  • Notes: Dakota Dental & Wellness maps to DDM Apple Valley (MN) in the data. Beaumont Family Dentistry's Lexington main has no production data yet (Hamburg and Leestown do). New Horizons Implant Center is the consolidated New Horizons Dental Care record.
Prepared by SGA Dental Partners Growth Team | Confidential
Everything in one place

Advanced Care resource hub

Every Advanced Care deliverable and tool, current as of 2026-07-08. All links open in a new tab.

Program resources

Roadmap
Advanced Care Pilot Program
Cohorts, timeline, unit economics and the 18-month scale plan. This page.
Open ↗  sga-ac-onboarding-roadmap-v2.pages.dev
Memo
AC Pilot Pre-Read Memo
The strategy memo behind the pilot, written for the Dakota / Sarah 1:1.
Open ↗  sga-memo-advanced-care-pilot.pages.dev
Memo
AC Transition Memo
The Jenn to Dakota account-manager handoff: work streams, onboarding table and practice health scorecard.
Open ↗  sga-memo-ac-transition.pages.dev
Roadmap
829 Studios Transition Roadmap
Moving the Advanced Care practices off their current agencies onto 829 Studios and SGA GoHighLevel: Gantt, GHL migration, budget rank and ownership.
Open ↗  sga-829-transition-roadmap.pages.dev
Tool
AC Readiness Scoring Tool
Five-minute matrix that grades a practice Ready / Coachable / Not Yet across 7 weighted domains.
Admin view password: allonx26!
Open ↗  sga-advanced-care-readiness.pages.dev
Playbook / Webinar
Full-Arch Webinar Playbook
Doctor how-to for recording a Full Arch / All-on-X patient webinar, reverse-engineered from Dr. Grant Olson.
Open ↗  sga-fullarch-webinar-playbook.pages.dev

Practice-specific resources

Deliverables tied to a single practice.

PracticeResourceLink
Troy Family DentalArch Economics Calculator (TFD): per-arch margin model with three pricing and supply scenarios (leadership pw sga2026)tfd-arch-calculator.pages.dev ↗
PCCD Los AltosJune Marketing Memo: all-channel paid media review (Google plus Facebook) and the February conversion breaksga-pccd-lal-june-memo.pages.dev ↗
Prepared by SGA Dental Partners Growth Team | Confidential