Practice IQ · General dentistry and orthodontics
Keep your name on the door. Take the machine behind it.
Growth. Operations. AI. Financing. Capital. One platform.
- Keep full ownership, or transition on your own timetable. Your call, not a template.
- Six things we can never do to your practice, written into the agreement and published here.
- You read our contract before we see a single one of your numbers.
- Built for general dentistry and orthodontics, on one platform.
40%
The gap between the first offer and the final one in a structured process. Published by FOCUS Investment Banking, 2025.
You will only sell this once
Every offer looks the same until you are too far in to walk away.
You give up your name. Then your numbers. Then your collections, your payer mix, your aging report. Somewhere after all of that, someone finally tells you the terms.
By then the person across the table knows exactly what your practice is worth, and you still do not know what they are asking for. The investment bank that brokers these deals reports first and final offers differing by 40% or more.
That spread is not negotiation. It is the price of knowing less than the other side.
What you actually get
Everything a practice buys from nine vendors. One platform, one number.
Most practices are already paying for half of this, in pieces, to companies that do not talk to each other. Here is the whole list.
Patient growth
Local market analysis, search and social advertising, geofencing, landing pages, call tracking, missed-call recovery, reactivation and recall, reputation management, referral and employer programs, and conversion reporting that counts people in chairs rather than clicks.
ReplacesA marketing agency, a call-tracking subscription, a reputation tool, and the reporting nobody has time to read.
Back-office operations
Insurance verification before the appointment, claims out clean, a named person on your aging report, credentialing, vendor and supply management, and group purchasing you can decline without penalty.
ReplacesA billing company, a verification service, a credentialing consultant, and the overtime your front desk is quietly working.
AI and automation
Answering and booking outside office hours, appointment confirmations and no-show recovery, treatment-plan follow-up that actually happens, and the integration work that makes any of it run against the practice management system you already own.
ReplacesAn answering service, a scheduling add-on, a reminder tool, and the integration project that never gets started.
Patient financing
Third-party financing offered at the point of case presentation, so the answer to a treatment plan is a payment the patient can make rather than a conversation they will think about.
ReplacesThe plan that gets declined on price and never comes back.
Orthodontic growth
Built for ortho specifically rather than bolted onto a general dentistry playbook: consult conversion, starts tracking, aligner and bracket case flow, and referral relationships with the general practices around you.
ReplacesA general-dentistry agency guessing at an ortho funnel.
Capital and transition
When you want it and only when you ask: an independent valuation you commission, a transition structured around how long you want to keep treating, and no obligation to take any of it.
ReplacesA broker whose fee depends on you signing.
Six systems. Take all of them, or take one. The calculator prices each line separately so you can see which ones are worth it to you.
Your practice, your goals, your path
Two ways in. Neither one takes your name off the door.
Some owners want to keep building and keep every share of it. Others are thinking about retiring, slowing down, or handing the practice to whoever comes next. Those are different problems, so they get different structures.
01
Keep ownership. Take the platform.
- You stay the owner and you lead the practice
- The marketing, operations and technology of a much larger group
- Nothing about it changes what the practice is worth later
- For doctors who are not selling and are not being asked to
02
Step back on your own schedule.
- Retirement, succession, expansion or liquidity
- Keep practicing, keep equity, or step back over time
- You decide what happens to your team, and we help you tell them
- An independent valuation you choose, before any number of ours
The two sides do not share a file. Financial information you give us on the growth side does not reach anyone who could bid on your practice unless you sign a separate page saying it can, and you can take that back. How we handle the obvious conflict.
Exhibit A · Practice protections
We wrote down what we can never do to you.
Every company in this category promises the doctor keeps control. None of them will show you the clause that makes it true. Here are two of ours, in the language that goes in the agreement.
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A.1 · Non-competition
The Manager shall not require, and shall not enforce, any covenant not to compete against the Doctor, in any jurisdiction, during the Term or following termination for any reason.
We can never ask you for a non-compete.
Not in any state, not at signing, not on the way out. If this does not work out, you keep the right to practice dentistry wherever you want, including across the street.
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A.3 · Clinical authority
Clinical judgment is reserved exclusively to the Doctor. The Manager shall not modify, override, or condition any diagnosis, treatment plan, or determination of clinical necessity, and shall not require the ordering of any diagnostic test.
We can never overrule a treatment plan.
We never change a diagnosis, never require a test, and never sit between you and a clinical decision. We are not dentists and the agreement says so.
See your number before you tell us your name.
Three of your own numbers. Move them and watch the figure move. Nothing here is sent anywhere.
How much better could it get?
Two of the six lines, a year
$0
- More new patients converted$0
- Unscheduled treatment recovered$0
The full calculator adds no-shows, admin hours and vendor spend, lets you switch each system on and off, and shows what your fee would have to be to break even.
Every percentage above is one you selected. This is your own arithmetic on your own assumptions, and it is not a projection, a forecast, or a representation that any practice has achieved a result.
Why this is public
The terms are on this website because of arithmetic, not virtue.
Three things worth knowing before you spend twenty minutes on a call.
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Everything we would commit to, you can read today.
Six practice protections and two conflict provisions, published as the clause text that goes into the agreement. No form in front of them, nothing to download, and no conversation required first.
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The operating side is not being invented from scratch.
Practice IQ Operations is built on SmartSource, the shared-services group one of our own principals owns. That is common ownership rather than an independent endorsement, and we would rather say so than let it read as a third party vouching for us.
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A group with a thousand practices signed cannot match this page.
Putting what is on our terms page onto theirs would re-price every agreement they already hold. That is arithmetic, not virtue, and it is the one thing we can put in front of you that they structurally cannot.
You read the whole agreement before we see a single financial statement.
If you walk away at that point, we never learned anything about your practice. That is the deal, and it is the reason the terms are on this website instead of behind a form.
Twenty minutes, on a call, with no deck. Tell us what you want the next five years to look like. That is enough to start.