Project-Based Analysis

Ad Hoc Analytical Consulting

The Right Analysis for the Right Decision

Not every decision needs a long-term engagement — some just need the right analysis. For capital expenditure decisions, expansion planning, or one-time deep dives, we bring the same analytical rigor on a project basis.

Every major purchase or strategic move deserves more than a vendor's ROI pitch or a gut check. We build custom quantitative models using your practice's actual data to evaluate the real impact on your business — so you invest with clarity, not hope.

Best for: Growth-oriented practices facing a high-stakes capital or strategic decision.

What We Analyze

Click each area to explore what's involved.

Capital Budgeting & ROI
Equipment Evaluation
Expansion & New Locations
Valuation & PE Readiness
Custom Quantitative Modeling
Document Digitization (OCR)

Capital Budgeting & ROI Analysis

Custom financial models that evaluate payback periods, cash flow impact, and risk using your practice's actual data — not generic industry averages.

Payback period and break-even analysis tailored to your revenue mix
Cash flow impact modeling under multiple scenarios
Sensitivity analysis to understand risk factors

Equipment Purchase Evaluation

Thinking about a CBCT, laser, or scanner? We model the true financial impact — utilization rates, revenue potential, financing costs — so you know what you're really buying.

Utilization rate projections based on your patient volume and case mix
Revenue potential modeling for new procedures the equipment enables
Financing structure comparison — lease vs. buy vs. loan scenarios

Expansion & New Location Studies

Adding an operatory? Opening a second location? We analyze market data, patient demographics, and your financial capacity to model the feasibility and timeline to profitability.

Market and demographic analysis for new locations
Timeline-to-profitability modeling with realistic ramp-up assumptions
Capacity analysis for operatory additions within your current space

Practice Valuation & PE Readiness

Private equity firms evaluate practices on metrics most owners never track. We've been on that side of the table — so we know exactly what buyers measure and where practices leave money behind.

Valuation analysis using the same metrics PE firms prioritize
Gap identification — where you're leaving value on the table
Readiness roadmap to maximize your practice's value before a transaction

Custom Quantitative Modeling

Have a unique question? We build bespoke models to answer it — from associate compensation structures to insurance mix optimization to multi-year growth projections.

Associate compensation and partnership buy-in modeling
Insurance mix and fee schedule optimization
Multi-year financial projections with scenario planning

Document Digitization (OCR)

Paper records slowing you down? Our optical character recognition solutions digitize documents and integrate them into your workflows, eliminating manual data entry bottlenecks.

Automated extraction from paper EOBs, statements, and forms
Integration with your existing PMS and financial systems

Have a decision that needs the right numbers behind it?

Tell us about the decision you're facing. We'll let you know how we can help and what the analysis would look like.