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.
| Cohort | Timing | Practices | Net prod | Cons. lift | Groups |
|---|
| Cohort 1 · Active now | Jun 2026 (live) | 10 |
$65.9M | $3.5M |
Innovative, Troy Family, Ressler, Riverside, Peak (3 AZ), New Horizons, PCCD (2 CA) |
| Cohort 2 · July 2026 | July 2026 | 3 |
$16.8M | $1.3M |
Allure Dental, Wagner Dental, Pryor Family Dentistry |
| Cohort 3 · August 2026 | Aug 2026 | 6 |
$12.8M | $1.0M |
Pony Express (4 UT), Dakota Dental & Wellness, Smile Gulf Coast |
| Cohort 4 · September 2026 | Sep 2026 | 5 |
$14.6M | $959k |
Southern Oak - Conway, Artistry in Dentistry, Beaumont (2), Dental Center of Florence |
| Cosmetic · standing | Optimize (ongoing) | 3 |
$25.0M | $1.3M |
Harris Dental, Nashville Aesthetic Dentistry, Century City Aesthetic Dentistry |
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: 13 practice groups and 20 individual practices are fully owned, 4 more begin onboarding this week, and the portfolio conversation has shifted from marketing performance to the unit economics that drive growth — comprehensive P&L and capital-allocation reviews are now the operating framework, starting with Peak and rolling to New Horizons, Peak and Mainstreet next week.
This week
July 20 to 26, 2026
Portfolio summary
13
practice groups fully owned
20
individual practices owned
+4
new practices onboarding this week
To date, I have fully assumed ownership of 13 practice groups representing 20 individual practices. This week, I’ll be introduced to and begin onboarding 4 additional practices, continuing to expand the portfolio while maintaining continuity across existing accounts.
Transition status
Running Managed independently
PCCD
Peak Family Dental
New Horizons Implant Center
I feel comfortable managing these practices independently and have established strong working relationships with the doctors, office managers, and agency partners.
Onboarding In transition
Wagner Dental
Allure
Dr. Isabella
Dedicated transition sessions are scheduled over the coming weeks to complete onboarding and transfer ownership.
Ready To transition
Minnesota
Lower-touch cosmetic practices
Pony Express
These practices are in a position to transition with minimal disruption. I’ve also joined several Advanced Care discussions with Dr. Deloach, and we’re working to schedule dedicated planning time before formally transitioning those accounts.
Strategic initiatives across the portfolio
As we’ve transitioned practices, we’ve intentionally shifted from primarily discussing marketing performance to understanding the economics that actually drive practice growth.
Financial & operational planningP&L reviews · capital allocation
We’ve begun conducting comprehensive P&L reviews with each doctor to understand:
Practice capacityUnit economicsOperational bottlenecksAreas of meaningful financial breakageHighest-return investment opportunities
We started this process with Peak Family Dental and had an excellent strategic discussion with Dr. Shanahan that has become the framework we’ll use across the rest of the portfolio.
Next week we’ll be presenting comprehensive growth and capital-allocation strategies for:
New Horizons Implant CenterPeak Family DentalMainstreet · new Advanced Care practice
Following those presentations, PCCD and three additional practices will enter the same strategic planning process.
In parallel, we’re continuing to standardize reporting, paid media strategy, CRM implementation, and operational planning so every Advanced Care practice operates from the same measurable growth framework.
Practice updates
New Horizons Implant CenterImplant
Current focus: Improving lead response time and consultation conversion.
- Testing a dedicated Treatment Coordinator capacity model by reserving protected lead-management blocks every morning and afternoon.
- Historical speed-to-lead has averaged approximately five days; the immediate objective is reducing that to under five minutes.
- This pilot will help determine whether operational scheduling changes alone solve the issue or whether a dedicated Lead Manager should be added.
Peak Family DentalImplant
Current focus: Fixing operational constraints before re-scaling marketing investment.
- Paid media remains paused while we improve downstream operations.
- Evaluating third-party setter solutions to improve lead follow-up and appointment conversion.
- Building a structured paid media reactivation strategy that aligns marketing investment with the practice’s ability to consistently contact, qualify, and convert high- and mid-intent opportunities.
- Completed the first in-depth P&L and growth-planning session with Dr. Shanahan.
PCCDCosmetic
Current focus: Increasing qualified implant opportunities.
- Recently launched a new Meta advertising campaign.
- Simultaneously testing expanded ZIP-code targeting and updated geographic radius restrictions within Google Ads.
- Monitoring consultation volume, lead quality, acquisition cost, and downstream conversion metrics to determine the optimal acquisition strategy.
Wagner DentalImplant
Current focus: Scaling top-of-funnel performance while implementing operational infrastructure.
- Successfully launched paid media with a new agency less than 30 days ago.
- Early performance is encouraging, with more than 25% Google impression share and strong conversion rates.
- Testing call-first versus form-first conversion strategies to maximize booked consultations.
- Beginning implementation of our standardized CRM and reporting infrastructure to improve attribution and lead management.
Innovative DentalImplant
Current focus: Expanding clinical production capacity.
- Met with the Office Manager to begin building a long-term capacity roadmap.
- Evaluating opportunities to shift restorative procedures to other providers, allowing implant-focused doctors to dedicate additional chair time to higher-value full-arch procedures.
- Building an operational model that increases both implant and orthodontic capacity while improving overall provider utilization.
Troy Family DentalImplant
Current focus: Improving marketing quality and reporting consistency.
- Transitioning away from underperforming marketing agencies.
- Migrating both implant and general dentistry campaigns to SGA’s preferred paid media partner.
- Standardizing reporting, CRM implementation, and attribution across both service lines to improve lead quality, ROI measurement, and operational visibility.
Looking ahead
The transition has progressed well, and I feel we’re reaching an inflection point where the conversations are shifting from onboarding and operational continuity to long-term strategic growth. Over the next several weeks, my priorities are to:
- Complete onboarding of the remaining practices.
- Continue rolling out standardized reporting and CRM infrastructure.
- Complete P&L reviews across the Advanced Care portfolio.
- Build individualized growth roadmaps for each practice based on capacity, economics, and marketing performance.
- Improve operational efficiency around lead management, treatment coordination, and patient conversion before increasing marketing investment.
Previous updates
Previous week
July 6 to 12, 2026
- 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.
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.
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.
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.
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.
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.
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.
RampPeak Family Dental Cottonwood
GEN4 · Cottonwood, AZ
Multi-site ramp. Onboards with the Peak cluster.
RampPeak Family Dental Sedona
GEN4 · Sedona, AZ
Multi-site ramp. Onboards with the Peak cluster.
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.
OptimizePCCD Mountain View
GEN4 · Mountain View, CA
Optimize active marketing. Cosmetic; efficiency in spend, incremental growth.
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.
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.
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.
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.
Pryor Family Dentistry Implant / Full-Arch
$200klift/yr
RampPryor Family Dentistry
SGA · Lebanon, TN
Ramp. 22% implant base; grow full-arch volume.
Cohort 3 · August 2026
August 2026
Pony Express (4-site Utah cluster) onboards as one group, alongside Dakota Dental & Wellness and Smile Gulf Coast.
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.
RampPony Express Eagle Mountain
GEN4 · Eagle Mountain, UT
Multi-site ramp. Onboards with the Pony Express cluster.
RampPony Express Daybreak
GEN4 · Daybreak, UT
Multi-site ramp. Onboards with the Pony Express cluster.
DevelopPony Express Ortho
GEN4 · UT · inside PEX
Ortho P&L inside PEX; not an AC ramp on its own.
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.
Smile Gulf Coast Implant / Full-Arch
$111klift/yr
RampSmile Gulf Coast
SGA · Gulf Coast, MS
Ramp. 23% implant on a small base; grow volume.
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.
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.
Artistry in Dentistry Implant / Full-Arch
$118klift/yr
DevelopArtistry in Dentistry
GEN4 · Gilbert, AZ
Develop. Small base; build the fundamentals before pouring demand.
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.)
DevelopBeaumont Family Dentistry Leestown
GEN4 · Lexington, KY
Develop. 7% implant; build implant mix.
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.
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.
Harris Dental Cosmetic
$521klift/yr
OptimizeHarris Dental
GEN4 · Mesa, AZ
Optimize active marketing. ~$11M base; efficiency in existing spend and incremental cosmetic growth.
Nashville Aesthetic Dentistry Cosmetic
$344klift/yr
OptimizeNashville Aesthetic Dentistry
GEN4 · Nashville, TN
Optimize active marketing. Aesthetic brand; tune spend, incremental growth.
Century City Aesthetic Dentistry Cosmetic
$387klift/yr
OptimizeCentury City Aesthetic Dentistry
GEN4 · Los Angeles, CA
Optimize active marketing. Aesthetic brand; efficiency plus incremental growth.
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
Ressler Dental$66k
OnboardStabilize / cut cost
Riverside Dental$321k
OnboardStabilize / cut cost
New Horizons Implant Center$201k
Peak Family Dental 3 sites$731k
PCCD Mid-PeninsulaInvest
Investment opportunity (diligence)
Cohort 2 · July 2026
Pryor Family Dentistry$200k
Cohort 3 · August 2026
Pony Express Dental 4 sites$582k
Dakota Dental & Wellness$325k
Cohort 4 · September 2026
Southern Oak - Conway$155k
Artistry in Dentistry$118k
Beaumont Family Dentistry 2 sites$456k
Dental Center of Florence$230k
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)
RHD Rock Hotel Dental$655k
Rogers Family Dental$581k
Bright Dental - Matthews$431k
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.
Wants in
Van Scoyoc / Sandhills
$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.
| Practice | Brand | Total prod (ann) | Implant % | AC mix % | Implant prod (ann) | Single implants / yr | Why it makes the list |
|---|
| WDG Murray Priority Nelson & Tillmann Family Dentistry | Gen4 | $4,018,670 | 18% | 22% | $710,638 | 178 | Nelson & Tillmann: a $4M general practice already running an 18% implant mix. |
| RHD Rock Hotel Dental Priority Rock Hotel Dental | Gen4 | $5,170,534 | 13% | 17% | $655,469 | 164 | The largest hidden gem: a $5.2M base at 13% implant, with real headroom to grow the mix. |
| Rogers Family Dental | SGA | $3,140,450 | 19% | 24% | $581,496 | 145 | 19% implant on a $3.1M base and surgical capability already present. Note: middle of nowhere. |
| SGC Douglas SGC - Douglas (South Georgia Cosmetic) | SGA | $3,494,784 | 16% | 24% | $561,982 | 140 | South Georgia Cosmetic is a cosmetic brand already, running a 16% implant mix. Note: dead center of SGA. |
| Total Care Dental | MODIS | $3,938,357 | 14% | 18% | $553,577 | 138 | A $3.9M MODIS-brand general practice at a 14% implant mix. |
| Bright Dental - Matthews | SGA | $1,930,879 | 22% | 26% | $430,670 | 108 | A 22% implant mix, punching above its $1.9M size. Note: patient base to confirm. |
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
| Practice | Brand | Total prod (ann) | Implant % | Implant prod (ann) | AC mix % | Note |
|---|
| Sandhills / Van Scoyoc - Southern Pines Wants in Sandhills Dental Rehabilitation Center (Van Scoyoc bldg) | SGA | $3,333,559 | 54% | $1,812,948 | 69% | 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.
| Practice | Brand | Marketing / mo | Why look |
|---|
| SPS Dublin Stoner Periodontic & Implant Specialists - Dublin | Gen4 | ~$10k | A $6.3M specialty practice at a 27% implant mix; strong marketing spend to dig into. |
| Smile South Holland Smile One | – | ~$34k | High monthly spend; review the funnel and Advanced Care fit. |
| Fording Island Okatie | – | – | Review 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
| Practice | Brand · Location | Bucket | AC mix | Impl | Arch/mo | Net prod | Cons. lift | Primary objective |
|---|
| Innovative Dental | MODIS · Springfield, MO |
Perform | 44% | 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 Dental | MODIS · Troy, IL |
Ramp | 53% | 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 Dental | SGA · Delray Beach, FL |
Cut cost | 29% | 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 Dental | SGA · Jacksonville, FL |
Cut cost | 58% | 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 Center | GEN4 · Salina, KS |
Perform | 43% | 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 Flagstaff | GEN4 · Flagstaff, AZ |
Ramp | 29% | 21% |
0.0 | $4.6M | $368k |
Multi-site ramp once the audit confirms the base. Three AZ locations onboard together. |
| Peak Family Dental Cottonwood | GEN4 · Cottonwood, AZ |
Ramp | 22% | 14% |
0.2 | $2.6M | $211k |
Multi-site ramp. Onboards with the Peak cluster. |
| Peak Family Dental Sedona | GEN4 · Sedona, AZ |
Ramp | 17% | 13% |
0.0 | $1.9M | $152k |
Multi-site ramp. Onboards with the Peak cluster. |
| PCCD Mid-Peninsula | GEN4 · Mid-Peninsula, CA | Evaluate | 24% | 17% | 0.2 | $3.2M | Upside | New 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
| Practice | Brand · Location | Bucket | AC mix | Impl | Arch/mo | Net prod | Cons. lift | Primary objective |
|---|
| Allure Dental | GEN4 · Lafayette, IN |
Ramp | 21% | 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 Dental | GEN4 · Las Vegas, NV |
Ramp | 15% | 8% |
0.2 | $7.5M | $602k |
Big-base convert. ~$8M base at a 7% implant mix; build implant volume. |
| Pryor Family Dentistry | SGA · Lebanon, TN |
Ramp | 37% | 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
| Practice | Brand · Location | Bucket | AC mix | Impl | Arch/mo | Net prod | Cons. lift | Primary objective |
|---|
| Pony Express Saratoga Springs | GEN4 · Saratoga Springs, UT |
Ramp | 14% | 11% |
0.0 | $2.6M | $209k |
Multi-site ramp. UT cluster onboards together once a baseline is set. |
| Pony Express Eagle Mountain | GEN4 · Eagle Mountain, UT |
Ramp | 7% | 5% |
0.0 | $2.7M | $214k |
Multi-site ramp. Onboards with the Pony Express cluster. |
| Pony Express Daybreak | GEN4 · Daybreak, UT |
Ramp | 8% | 5% |
0.0 | $2.0M | $158k |
Multi-site ramp. Onboards with the Pony Express cluster. |
| Pony Express Ortho | GEN4 · UT |
Develop | 0% | 0% |
0.0 | $1k | n/a |
Ortho P&L inside PEX; not an AC ramp on its own. |
| Dakota Dental & Wellness | GEN4 · Apple Valley, MN |
Ramp | 28% | 24% |
2.2 | $4.1M | $325k |
Ramp candidate pending baseline. Already 19% implant; push full-arch. |
| Smile Gulf Coast | SGA · Gulf Coast, MS |
Ramp | 27% | 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
| Practice | Brand · Location | Bucket | AC mix | Impl | Arch/mo | Net prod | Cons. lift | Primary objective |
|---|
| Southern Oak - Conway | SGA · Conway, SC |
Develop | 24% | 0% |
0.0 | $2.2M | $155k |
Restorative ramp. 22% AC but near-zero implants; add implant and full-arch capability. |
| Artistry in Dentistry | GEN4 · Gilbert, AZ |
Develop | 16% | 11% |
0.0 | $1.7M | $118k |
Develop. Small base; build the fundamentals before pouring demand. |
| Beaumont Family Dentistry Hamburg | GEN4 · Lexington, KY |
Ramp | 19% | 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 Leestown | GEN4 · Lexington, KY |
Develop | 15% | 8% |
0.0 | $2.8M | $195k |
Develop. 7% implant; build implant mix. |
| Dental Center of Florence | GEN4 · Florence, KY |
Optimize | 47% | 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.
| Practice | Brand · Location | Cohort | Bucket | AC mix | Net prod | Cons. lift | Objective |
|---|
| Harris Dental | GEN4 · Mesa, AZ |
Standing | Optimize | 7% |
$10.4M | $521k | Optimize active marketing. ~$11M base; efficiency in existing spend and incremental cosmetic growth. |
| PCCD Los Altos | GEN4 · Los Altos, CA |
Active now | Optimize | 9% |
$9.6M | $481k | Optimize active marketing. Cosmetic engine; find efficiency in existing spend and incremental growth, not a full-arch ramp. |
| Century City Aesthetic Dentistry | GEN4 · Los Angeles, CA |
Standing | Optimize | 14% |
$7.7M | $387k | Optimize active marketing. Aesthetic brand; efficiency plus incremental growth. |
| Nashville Aesthetic Dentistry | GEN4 · Nashville, TN |
Standing | Optimize | 7% |
$6.9M | $344k | Optimize active marketing. Aesthetic brand; tune spend, incremental growth. |
| PCCD Mountain View | GEN4 · Mountain View, CA |
Active now | Optimize | 12% |
$4.1M | $205k | Optimize active marketing. Cosmetic; efficiency in spend, incremental growth. |
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 mix | Baseline AC mix per site; lock a per-practice AC-mix and case-mix target. | AC-mix target set, all active sites |
| Clinical | Capability audit (place/restore in-house vs refer); build the hub-and-spoke map. | Capability matrix + hub per site |
| Marketing | Stand up the DTC funnel template: AC landing pages, call tracking, lead forms, financing. | Funnel live across Cohort 1-2 |
| Sales / TC | Install a Treatment Coordinator + consult-to-close script; same-day financing decisions. | TC named at every active site |
| Finance | Wire 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
| Marketing | Turn 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 mix | Push 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 / TC | Roll consult-to-close to Cohort 2; weekly pipeline reviews; recapture unscheduled treatment. | Consult-to-case close-rate target |
| Supply chain | Activate in-network referral rails for surgical full-arch; restore back at the GP. | In-network full-arch capture rate |
| People | AC 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 mix | Bring Cohort 3-4 ramp sites onto the model; convert the big-base generals; hold perform sites. | Cohort AC mix to plan |
| Finance | Lock AC P&L per site; tie ramp to the growth bridge; standardize AOV reporting. | AC contribution vs plan |
| Marketing | Scale spend to the ROAS ceiling; extend DTC to the next wave; centralize creative + landing pages. | ROAS-positive scale across cohort |
| Supply chain | Formalize hub capacity + SLAs; add surgical days where demand outruns supply. | Hub utilization + lead-time SLA |
| Portfolio | Re-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
| Bucket | Rate | Why this rate |
|---|
| Perform | 4% | mature, optimize only |
| Ramp | 8% | real build, conservative vs 2x stories |
| Cut cost | 4% | efficiency / contribution, not new demand |
| Optimize | 5% | tune active marketing, incremental |
| Develop | 7% | 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 example | Bucket | Net prod | Rate | Lift |
|---|
| Innovative Dental | Perform | $19.4M | 4% | $777k |
| Allure Dental | Ramp | $6.8M | 8% | $541k |
| Ressler Dental | Cut cost | $1.7M | 4% | $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 line | AOV |
|---|
| 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
| Category | Service line | Share |
|---|
| Implant Services | Single implant (surgical placement) | 60% |
| Full-arch surgical component (per arch) | 40% |
| Prosthodontics, fixed | Implant crown / abutment | 35% |
| Veneer (per unit) | 25% |
| Single crown / bridge unit | 40% |
| Prosthodontics, removable | Implant overdenture / hybrid (per arch) | 45% |
| Conventional denture / partial | 55% |
| Restorative | Cosmetic 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
Practice-specific resources
Deliverables tied to a single practice.
| Practice | Resource | Link |
|---|
| Troy Family Dental | Arch Economics Calculator (TFD): per-arch margin model with three pricing and supply scenarios (leadership pw sga2026) | tfd-arch-calculator.pages.dev ↗ |
| PCCD Los Altos | June Marketing Memo: all-channel paid media review (Google plus Facebook) and the February conversion break | sga-pccd-lal-june-memo.pages.dev ↗ |
Prepared by SGA Dental Partners Growth Team | Confidential