The analytical rigor of corporate finance, applied to your dental practice.
Before Pareto, I spent my career in institutional finance — working across investment banking, capital markets, and portfolio management at firms including Banc of America Securities and Merrill Lynch. I've managed trading books and portfolios measured in the billions, built infrastructure from scratch, and consulted for finance companies as a subject matter expert in capital markets and valuations.
Every role demanded the same thing: rigorous, data-grounded decision-making with real stakes attached. That discipline doesn't disappear when the asset class changes. It's exactly what dental practices at scale are missing — and what Pareto brings.
See Full BackgroundThere's an important distinction between someone who sells you software and someone who solves your business problems. Pareto is the latter.
As your fractional business analyst, I'm not here to hand you a dashboard and disappear. I'm here to understand your practice at the level your best team member does — your production patterns, your patient demographics, your growth constraints, your capital needs. The technology is just the delivery mechanism. The real value is the strategic thinking behind it.
I work closely with a practice in Charlotte, North Carolina, to continuously test and refine our approach. Every tool we build, every metric we track, every insight we surface has been validated against real practice operations. This isn't theoretical — it's battle-tested.
Pareto also isn't a substitute for coaching. If you work with an executive or leadership coach, we complement that relationship — giving you the objective performance data that makes coaching more effective and its impact measurable. Your coach shapes how you lead. We give you something concrete to lead with.
From inside the practice, you see patients and schedules. A PE firm sees revenue predictability, provider productivity, and scalable systems. We give you that outside investor's view — not because you're selling, but because it makes you a better operator.
Our analytics are built on the same quantitative methods used in corporate finance — not simplified metrics designed for a quick glance. We measure production per chair hour, not just monthly totals. We model capital decisions with cash flow analysis, not napkin math.
Every practice is different. Our platforms are purpose-built and tailored to your specific workflows, goals, and data sources — not adapted from a generic template. No one-size-fits-all dashboards. And because data flows in directly from your existing systems, there's no manual entry burden on your team keeping your metrics accurate.
You get the strategic perspective of a seasoned business analyst — someone who thinks about your practice the way a CFO would. Not just what happened last month, but what it means and what to do about it.
A practice at scale is never static — new providers, new services, shifting goals. Our platforms evolve with you, adapting to new questions as your practice grows more complex.
The practices that benefit most from Pareto are the ones that have already proven the model — and are ready to run it like the business it is. If that's you, let's talk.