Josh Gwinn

How Dental Practices Can Increase Their EBITDA and Why You Should Care: 1 Way to Scale

My Views on EBIDTA  

I’m of the firm belief that using EBIDTA to measure the growth of your dental practice is an essential measurement for its health and success. You never want to overlook the amount of debt you’re taking on and how that is impacting your business. And you don’t want to use EBIDTA as your only measurement of growth. But it is an effective tool if you use it to increase your cost conserving measures and pay attention to your expenses and investments.   

In the short video below, I discuss the importance of increasing your EBIDTA and two methods for increasing it. Not everyone uses this method of measurement in their practice, and I think that is a mistake. If you use it strategically to do monthly deep dives into your must-haves and nice-to-haves, you can get a very good idea of how effective your cost-cutting measures are month over month.  

What is EBIDTA? 

So, what is EBIDTA?  Basically, it’s a way to measure your practice’s overall financial performance by stripping out interest, taxes, depreciation, and amortization –  

Use EBITDA in your Dental Practice

Check out this article on Medium for a more broad context and understanding of EBITDA and how it generally works in business.

Strip out all these other factors and you will have a basic view of your dental practice’s profitability. In my mind, this is an important measurement because it helps you see gauge which cost-cutting measures you take are working. Also, when you strip out all the other numbers, you can focus on the essentials: your operating profitability and your cash flow.  

This is by no means the only way you should measure the success and profitability of your dental practice. You still need to take into account the other factors, but this is another great tool for your entrepreneurial toolbox.  

Increase EBITDA in Your Dental Practice

Why Should Dental Practices Increase Their EBIDTA Margin?  

First, what does increasing your EBIDTA margin mean? Sounds complicated but it simply means lowering your operating expenses in relation to your total revenue. The margin is the percentage of expenses to revenue. So, increasing your monthly EBIDTA margin by 10% means you’re lowering operating expenses or increasing your topline revenue by 10% of your revenue. 

It’s incredibly important for dental practices to be mindful of their operating costs in relation to their revenue. There will be times when your investments far exceed your revenue, but this is the exception rather than the rule. Buying a new piece of digital dental equipment that will increase the value of your offerings, or building out a new software system are essential to practices staying relevant and efficient, but these expenses should be taken in moderation at strategic times.  

Two Methods for Increasing EBIDTA in Your Dental Practice 

When I work with dental entrepreneurs, I like to show them two ways of increasing EBIDTA. These two methods are customized for dental practices and the unique challenges they face in an industry with quite large expenses and investments, especially at the outset of a business venture.  

Learn and Earn –

  • See the advantage of learning while on the job; learning a new piece of equipment; learning a new dental technique; as an investment. By learning while you earn, you continue to develop your skills as a dentist and entrepreneur while increasing the value of your dental practice to the community you serve. The more value you provide raises your production, which attracts more patients, and increases revenue.

Deep-Dive Accounting –

  • On a monthly basis, make sure you take a deep dive into your expenses. Pay close attention to your must-haves, the essentials of running your practice on a daily basis. You cannot run your dental practice without them. But also make sure you pay attention to your “nice-to-haves” and see where you can cut these expenses. You don’t need them. Pay attention to your vendor pricing. I’ve seen prices go up without discussion, get paid, and negatively impact a practice’s valuation without the dentist even knowing it happened. They will enhance your dental practice, but they are not essential to daily operations. The more you manage these expenses the more you increase your EBIDTA margin.  

These two methods increase your operating profit and your EBIDTA margin and that is an attractive measure for you as a dental entrepreneur and anyone looking to invest in your company.  

Turning EBITDA Insight into Action 

Understanding EBITDA is only powerful if you can actively influence it. Increasing EBITDA isn’t about chasing one big change—it’s about consistently improving the operational drivers underneath it: scheduling efficiency, case acceptance, patient retention, provider productivity, and cost control.

That’s why we created the Optimize KPI Tracker for dental entrepreneurs. This tool helps you monitor the metrics that directly impact EBITDA, so you can identify trends early, address inefficiencies, and make smarter decisions with confidence. When you know what’s driving your numbers, you’re no longer guessing, you’re leading strategically.

Ready to take control of your practice’s profitability and long-term value?

5 Proven Behaviors That Turn Your Dental Practice into a “Yes” Provider

When dental practice teammates, partners, or patients come to us with questions or requests, I truly believe that it is a leader’s job to enthusiastically say Yes! as often as we possibly can. 

Thoughtfully wielding the power to answer in the affirmative and help someone we serve create value for themselves and their lives is a seemingly superhuman ability to have; it is truly a power that creates momentum for people’s lives and dreams.  And when used in conjunction with strong expectations, open communication, and the ability to say ‘no’ when that is the right answer it is an excellent way to establish a culture of respect, empowerment, drive, and dedication within your team.  

Become a Yes provider in your Dental Practice
How to Become a Yes Provider in your Dental Practice

Early in my military career one of my leading Chief Petty Officers, (who loved giving unsolicited advice) pulled me aside one day and said, “Gwinn, everyone will figure out you’re good, if you’re good. You don’t have to tell them.” I guess that like so many of us in our less mature years, I had a tendency to try too hard to impress others at times, and he called me right out for it with pleasure and for sport. 

Maybe a bit because of the embarrassment I felt being called out in front of my peers, buy definitely because I felt like I’d taken a chair of truth straight to the forehead, I’ve never forgotten his words. It’s something I ponder regularly and make sure I live into because it’s something I truly believe. If you’re doing a good job people will notice.  

The lesson in his words is simple: work hard, grow, show results, and everyone will see it. The way I do this in my work with Optimize Practice Alliance is through actively leading our teams, being accountable, staying connected to the daily activities of our company and making sure that I am constantly providing guidance, mentorship and transparency to our clients.  

So, how do you show this type of leadership mentality with your teams as a dental practice owner? What are the principles we at Optimize follow and use to guide entrepreneurs in implementing in their own organizations? And what exactly are the qualities that make a ‘yes’ provider?  

What Is A ‘Yes’Provider?  

I believe that being a ‘yes’ provider starts with excellent patient service from the team at the front desk, the very first contact with your patient and client. It could be a walk-in, a first-time appointment or an inquiring phone call. No matter what the first point of contact is, it is your responsibility as the provider and business owner to instill the importance of first contact in your teams and employees. If your organization has an adversarial relationship with patients that will be apparent in the first contact. The entire front team should take responsibility for this as collectively they are the Directors of First Impressions in your practice. 

A brusque attitude, a dismissive tone, or a hostile front office environment can and will send people out your door forever. It may not be the first time. The patient may give your office the benefit of the doubt, but eventually you will lose them forever. And you will stay in a cycle of scrambling for patients, struggling with your front office and in a constant state of overwhelm with problem-solving overload.  

The ‘Yes’ mentality starts at the Top, the Dental Practice Owner 

So Doctor, why run a business that has an adversarial relationship with patients? It is a waste of time, a waste of money and most importantly, a waste of a great opportunity. You will also, in the long term, lose good workers and team players. After all, who wants to show up to a negative environment every day? It’s not sustainable. If I were in your shoes, here is where I would start… 

It starts with you, the business owner, the dental entrepreneur. It is solely your job to instill the values you want to convey to your patients in your team.  In their book, Extreme Ownership: How U.S. Navy Seals Lead and Win, Jocko Wilink and Leif Babin describe the leadership mindset as taking 100% ownership of everything, the wins and the failures. They write,  

“The SEAL troops and platoons that didn’t perform well had leaders who blamed everyone and everything else—their troops, their subordinate leaders, or the scenario. They blamed the SEAL training instructor staff; they blamed inadequate equipment or the experience level of their men. They refused to accept responsibility. Poor performance and mission failure were the result. The best-performing SEAL units had leaders who accepted responsibility for everything.

Every mistake, every failure or shortfall—those leaders would own it. During the debrief after a training mission, those good SEAL leaders took ownership of failures, sought guidance on how to improve, and figured out a way to overcome challenges on the next iteration. The best leaders checked their egos, accepted blame, sought out constructive criticism, and took detailed notes for improvement. They exhibited extreme ownership, and as a result, their SEAL platoons and task units dominated.”  

This passage illustrates two aspects of leadership. The first aspect is how the team leaders viewed their roles as leaders and the second aspect was how they conveyed this view to the people they were leading. The most important takeaway for me from this passage is, how important these team leaders viewed the role of leadership.  

On multiple occasions, I’ve walked into a dental organization to discover a dental owner who viewed his or her role as solely the dentist.  The various other teammates had their roles and they all worked typically independently of each other without a clear sense of teamwork, cohesion or even camaraderie. They all just clocked in, did their various duties and clocked out at the end of each day. 

They consistently left an incredible amount of productivity, opportunity for growth, and also opportunity for personal fulfillment on the table.  Those kinds of practices typically have high patient turnover, high employee turnover, stagnant growth, higher overhead costs, and lower EBIDTA margins than a practice that has a fully engaged owner who is leading the team with energy, consistency, and effort.  

The worst scenario is the type of practice I just described at the tail-end of a growth cycle where everyone is pretty burnt out and the overall tone in the practice is one of resentful tolerance. We’ve all had those types of experiences walking into a doctor’s office of one kind or another where the receptionist doesn’t look up to greet you, the doctor phone’s in his or her time with you and then you leaves wondering if you should have made another appointment or if there will be any follow-up on their part. That type of office goes from overwhelm to collapse of the growth cycle pretty quickly.  

So…… 

  • What stops employee turnover?  
  • What stops patient churn?  
  • What extends the lifecycle of a dental practice?  

The simplest answer is Leadership.  

80% Trust, 20% Hard Work 

I believe that 80% of what we do as leaders is cultivate trust. We must cultivate trust first in our employees and second in our patients. So how does a leader turn his or her practice into a ‘Yes’ provider? There are some simple and concrete foundational behaviors that every successful dental provider follows. They are not complicated or difficult behaviors to adapt but it may take some time to get all your team members on board if they don’t at first trust you or the process. These are principles and behaviors that, at first might be challenging for some members of your team, but in the long run will instill your practice with resilience, cohesion and high productivity.    

Five Behaviors that Make Your Dental Practice a ‘Yes’ Provider  

Below are five behaviors we have found in working with dental practices that increase business and revenue, keep patients coming back and allow your teams to stay cohesive, productive and resilient.   

Always Do Your Best to Say ‘Yes’

Seems simple enough: a ‘yes’ provider is someone who says ‘yes.’ Well almost. Of course, you can’t always say ‘yes.’ There will be times you need to say ‘no’ but if you lead with ‘yes’ often you are able to fulfill a patient’s wish. During those times when you need to say ‘no’ do it with compassion, empathy and 2-3 other options for the patient.

Providing options signals to the patient that you are willing to work with them and find ways to accommodate their needs. For instance, if a patient is uncomfortable with a certain type of anesthetic or they know that it makes them sick, listen to that. Instead of blowing them off with a “you’ll be fine” or “we don’t use anything else” say instead, “I’ll do some research and try to find another option for you.” Even if you can’t find another option, the fact that you listened and investigated instills in them a sense of trust that you are taking their needs and desires seriously.  

Don’t Turn People Away

It’s very easy to get into a routine and if someone doesn’t fit into that routine they’re out. The responsibility lies with them to get back in line and try again. “Oh well, better luck next time.” Not a very ‘yes’ position to take. It also signals to the patient that your office doesn’t lead with compassion or care. When we consult with our practices, we recommend getting rid of the 10-minute grace period for appointments.

For instance, how aware are you of the struggles and challenges your patients face? If someone is taking the bus or the train, borrowing a car, getting a ride, taking off work—whatever hurdles they jump through to get to their appointment, you need to do what it takes to see that patient. There is no such thing as a 10-minute grace period. It is not okay to turn these people away. 

Provide the Option of Same-Day Care

In today’s hustle and bustle world this level of care seems like an impossibility. However, setting aside a portion of your day for walk-ins or urgent appointments can increase your referrals greatly. Word spreads fast and it goes both ways. If you’re a ‘no’ provider, you’ll get stuck with that reputation. Likewise, if you’re a provider who’s willing to do whatever it takes to assist your patients and provide top quality care you’ll be stuck with that reputation as well.  

Make Sure Your Team Members Are Taking Care of Themselves

Employees have a responsibility to your patients, but they also have a responsibility to themselves. As the leader of your organization, let your employees know that it is reasonable as well as encouraged and expected of them to take care of themselves and this includes taking a mental health day if needed.

Again, you can’t always say ‘yes’ to every request but if you, the leader, and your organization strive to say ‘yes’ and provide options and compassion you will be instilling your team with resilience, cohesion and a higher level of productivity. Your team members will feel more resilient knowing they are showing up to a place that wants them to take care of themselves. When they feel that their sense of obligation and protection will kick in. They will want to give back as well as protect the place that is taking care of them.  

Make Sure You’ve Got the Right Butts in the Right Seats on the Bus

This ‘right butts in the right seats’ concept comes from Jim Collins and his book Good to Great: Why Some Companies Make the Leap and Others Don’t. In one passage he writes, “We expected that good-to-great leaders would begin by setting a new vision and strategy. We found instead that they first got the right people on the bus, the wrong people off the bus, and the right people in the right seats— and then they figured out where to drive it.”  As a leader it is your job to make sure you’ve got the right people on your bus.

Once that’s been achieved you may find that a team member is just not suited to dealing with the public on a daily basis. Maybe that person is a great administrator and might be better suited to an insurance coordinator position that deals less with patients. But if you are buried in your work as a dentist and leave everyone else to fend for themselves you will have missed your opportunity to find a better seat for that talented team member before they decide to join another organization that recognizes what they have.  

First People, Then Strategy 

 As Jim Collins reminds us, great leaders don’t start by deciding where to drive the bus, they start by getting the right people in the right seats. Only then does strategy matter. A true “yes provider” puts patients first, teams second, and strategy third. Revenue, profitability, and systems all follow, but they follow people, not the other way around.

Being a yes provider begins at the front desk: the phone call, the first impression, the familiar greeting. When you cultivate an atmosphere of compassion, clarity, and confidence, something powerful happens. Patient loyalty increases. Referrals grow. Team engagement strengthens. And contrary to common fear, boundaries don’t weaken, they make everything clearer.

The key is leadership backed by visibility. That’s why we created our KPI Tracker. This tool helps dental entrepreneurs measure the outcomes of people-first leadership, tracking patient retention, scheduling efficiency, case acceptance, and churn, so you can see exactly what’s working and where to improve.

You don’t have to guess whether your practice is becoming a true yes provider. You can measure it.

Ready to lead with clarity and track the results that matter?

Retrain Your Brain for Optimal Success as a Dental Practice Owner: 3 Strategies

Over the last two decades there has been a shift in dental practice ownership. Both dentists and dental workers have gravitated more and more toward DSOs. In fact, private dental practice ownership has decreased from 84.7% in 2005 to 73.0% in 2021 with a marked decreased in ownership attainment among younger dentists. So, taking control of your future, your dental practice organization and your legacy has never been more important. But we know something else about dentists too.

Dental practice owners have brains that are already trained to overcome obstacles, now it’s time to apply that to your business acumen. Let me back up. Multiple times in my life, starting with my youthful dreams of basketball stardom in the NBA, I’ve either failed or I’ve been told that what I am attempting is impossible. I’ve listened to these voices, both my own and others, at various times with varying degrees of success or failure. Many dentists, operators, and leaders I’ve met in my life have shared these same types of successes and failures.  

What I’ve come to learn from these experiences—and what I hope dental entrepreneurs take from this post—is that only when I’ve steered clear of comfort and dissenting voices and faced challenges head-on with eyes wide open, have I been able to live up to my true potential. 

“The most important conversations you’ll ever have are the ones you’ll have with yourself.”

~David Goggins

Recently, I read David Goggins’ book, Can’t Hurt Me: Master Your Mind and Defy the Odds and it was such a mind shift for me that I wanted to share it with you, the dental practice owner. I coach dental practice owners and dental entrepreneurs almost daily and I have learned that they are some of the most resilient, persevering business owners I have ever met. And yes, sometimes they get in their own way.

You work so hard for so many years training to be a doctor; then you work to get established as an associate; if you’re lucky you get or find the opportunity to start or buy your own practice; and by the time you’re in a position to scale and grow your practice, many times you’re overwhelmed, harried, frustrated and are just working to get through your day. I think this book can be a real mindset shift for you. So, here are my takeaways to help re-inspire, re-invigorate and re-align you on your path to growth, opportunity and success.

Teach Yourself to Finish in the Black in Your Dental Practice

In his book, David Goggins contemplates what he calls the mindset of accomplishment. He emphasizes always finishing the day ‘in the black’ as opposed to ‘in the red’ or at a deficit. The general idea is that each day, if you complete what needs to be completed you will have and maintain a habit of accomplishment. This habit yields self-esteem, confidence, and a trust in yourself that you are a person who is filled with GSD, in other words, someone who gets stuff done.  

Mindset Training for Dental Practice owners

Diametrically opposed to that mindset: If you finish every day in the red, if you chronically fail to complete what needs to be completed, this too becomes a habit. You will teach yourself to consistently not finish things or to let things go that should be done. That habitual mindset leads to stagnation and, yes, failure.  

If you build the habit to finish every day in the black, you will self-replenish your well of confidence, moving things forward in your life and your dental practice. Due to your shift in mindset, you will also be preparing for setbacks that will inevitably arise. Setbacks happen, this is a guarantee. But, a mindset of accomplishment helps us prepare so that setbacks don’t become stopping points.

Think about it like this: There’s an angel and devil on your shoulders, the angel represents your conscience while the devil represents temptation. I’m personally fascinated by this angel/devil trope.

However, in Goggins’ world, the way I see it, the angel is really trying to save our minds and hearts by steering us into unknown, uncomfortable, and uncharted reaches of life’s challenges so that we must confront our fears and overcome our inner obstacles. While the devil is guiding us away from challenges and into an existence of softness, and comfort. Too much of this makes us weak and threatens to soften us to the point of being unable or unwilling to take on the challenges that life throws our way. 

Now, I’m not trying to say that you, the dental practice owner with the amount of responsibility on your plate and challenges you face daily have become soft. No. But you may have entered a period of stagnancy both within your dental practice and in your mindset as you have moved from obstacle to challenge to crisis and so forth. It’s what’s called a siege or fixed mindset and there are times when we need to re-enlighten ourselves and retrain our brains to think a little differently.

In essence, we are training our minds every day, it’s just a matter of what we’re training them for, facing our challenges or putting them off until tomorrow. It’s up to each of us to decide how we’ll show up.  So, how do you train your mind? Goggins has several strategies he describes in the book. Following are three of my favorite strategies.  

Accountability Begins with Yourself

Look into the Accountability Mirror – Find a mirror in your home. Now take a stack of post-its and write on each one 1 of your insecurities, dreams or goals. Stick each one to the mirror and look at it every day as a way to hold yourself accountable for what you say you want to achieve as well as overcome. Each time you reach a new goal or eliminate an insecurity, remove that post-it.  

Do the Stuff You Don’t Want to Do

Every day, do something that sucks – By doing a task you hate, that’s boring, scary, or mind-numbing, you are developing your calloused mind. A calloused mind is no longer bothered by the boring, scary, or the hateful. It’s a mind conditioned to simply do what needs to be done. Start small. You can start with making your bed every day. It’s a chore, it needs to be done. Just do it. You start small and work up to the big sucky stuff.  

While Growing Your Dental Practice, Remove the Governor

The governor, according to Goggins, is the part of your brain that is the little saboteur keeping us from reaching our fullest potential. Our brains are designed this way to keep us safe and it does this by making it unattractive to push ourselves, exert too much energy or take risks. So, how do you remove the governor?  Push past your normal stopping point. This might be during physical exercise or staying a few minutes longer at your desk to complete one more task before knocking off. Start small and push a little further each day.  

Developing A ‘Calloused Mind’ As A Dental Practice Entrepreneur

So much of what Goggins talks about really starts with small steps. These small steps start to recondition our minds into believing we are the person we’re trying to be. We all want to believe we are the people that “get stuff done” until we actually have to push a little harder to get that sh** done and then we tend to fail ourselves by giving into our lesser angels (or devils). But starting small is key to building up a calloused mind capable of pushing through the hard part, when we want to quit.  

Getting started is key and it’s where many of us give in to the governor or that little devil. We see the task or sucky thing we have to do, and our brains freak out a little, like their looking for an exit in a crowded movie theater. You know the feeling. It’s that scramble in your brain where you hear yourself say, “I can do that tomorrow” or “does that need to be done right now?” or “I don’t wanna do this right now!” Or maybe you go into a little denial cloud and steer your attention quickly away from the thing.  

Andrew Huberman, a neuroscientist and tenured associate professor in the department of Neurobiology, Psychiatry and Behavioral Sciences at Stanford University School of Medicine, coined a term for this very phenomenon in our brains that frantically look for the exit when faced with a challenging task, chore or job. He calls this frenetic phenomenon, Limbic Friction. He describes limbic friction as the gap between having or needing to do something and actually doing it. In Huberman’s own words, it refers to the amount of activation energy required to overcome the mental hurdles of anxiety or fatigue and initiate a particular activity.

It’s the uncomfortable feeling you get doing something before it has become a habit. But Huberman also says that this feeling, this friction, can actually be a very helpful and useful tool. Think of that friction as a small atom bomb waiting to go off. If you point it in the right direction, the direction of the task, that friction will give you the energy to complete the task; Thereby strengthening the neurosynaptic spark that becomes a connection in your brain responsible for making a new habit.  

A Mindset of Accomplishment In Your Dental Practice Begins with Making Your Bed??

We humans have evolved to save mental energy, not expend it. So, it’s normal to want to cut corners, knock off early, or not make the bed in the morning. After all, making your bed is not going to help you scale your business. Or will it? Andrew Huberman and David Goggins assert that it will. By reconditioning your brain to do the sucky stuff, by recognizing that the limbic friction you’re feeling is the energy you need to get the task done, you are retraining your brain to find comfort in the uncomfortable; to enjoy and thrive on discomfort; and to experience excitement when faced with challenge.   

In essence, we must find consistent ways to challenge ourselves and get out of our comfort zones so often that it becomes second nature. This will lead us down a path in which we see challenges as the norm, and we are able to blow past our fears directly into the calloused mind; the mind that instead of swerving to avoid the unknown, excitedly asks, “how do I achieve this?”

Let’s Go GSD!!!!! 

Retrain Your Mindset by Measuring What Matters

One of the most effective ways to retrain your mindset as a dental practice owner is to remove uncertainty from your decision-making. Fear, hesitation, and self-doubt often come from not having clear visibility into what’s actually happening in your business.

That’s why we created our KPI Tracker, a practical tool designed specifically for dental entrepreneurs. By tracking the metrics that truly drive performance, growth, and sustainability, you replace guesswork with clarity and emotion with confidence.

When you know your numbers, you stop reacting and start leading. You gain perspective, build accountability, and develop the discipline required to do the hard things consistently—without relying on motivation alone.

Ready to shift your mindset from reactive to intentional?

How to Scale Your Dental Practice Successfully: 5 Essential Building Blocks

Read this checklist before you start growing your dental practice. When successfully scaling a dental practice, the key is to focus on the patient experience and the business operations. You can successfully scale your dental practice by creating efficiencies, streamlining processes, and enhancing patient experience and team alignment. Let’s look at five ways you can lay the foundational groundwork that will allow you to scale your business successfully.

Dental practice scaling and exit strategies

Develop A Strategic Plan for Your Dental Practice

The first step to scaling your dental practice is to create a strategic plan. Start by considering the current state of your practice, your current capabilities, and your future goals. Then, develop a plan to take you from where you are to where you want to go. One simple way to create your plan is to decide what goals you want to achieve over the next 3 years in terms of scaling your practice.

Next, and this is the fun part, work backwards to figure out what steps you need to take leading up to that 3-year completion. Determine what steps you need to take and goals you need to set in each year. Break those years down into monthly goals and then break those goals down into weekly goals and daily tasks to accomplish the weekly and monthly goals. Working backwards allows you to create a plan that you can chunk down with steps that you can create with your team and get everyone on board and excited about this growth phase.

Automate Your Dental Practice Systems

The next step is to look for ways to automate processes and create efficiencies. Automation can streamline tasks, decrease administrative costs and free up time for both staff and patients. For example, by automating appointment scheduling, billing and follow-up communications you can lighten the load of your team members so they can focus on ‘bigger rocks’ like the daily tasks needed to achieve that weekly and monthly goal chart bringing you closer to your 3-year scaling achievement.

Create and Refine an Excellent Dental Patient Experience

Creating a comfortable patient atmosphere is essential for a successful dental practice. Make sure your office is clean, comfortable and inviting. Patients should feel relaxed and at ease when they enter the practice, so provide comfortable seating and decor that reflects the practice’s values and mission. Offer convenient and flexible appointment availability. Patients want to be able to schedule appointments that fit their schedules. Offering flexible hours and options for online scheduling makes it easier for patients to set up appointments that work for them.

Also, utilize technology. Technology can be a great way to enhance the patient experience. Implementing an electronic health records app and offering other digital tools makes it easier for patients to access their records and schedule appointments much more effortlessly. You can also use digital tools to inform patients about their treatment and follow-up reminders. These automations add ease and control for your patients and streamline activity and effort for your team members.

Invest in a Marketing Strategy

Marketing is an essential component of scaling a dental practice. As a dental entrepreneur, focusing solely on providing the best possible services to your patients can be tempting. While this is undoubtedly important, you must also investing in marketing to help scale your practice. Here’s why: Marketing helps you reach more people. When you invest in marketing you increase your visibility in the local community. In addition, a robust online presence can help you establish yourself as a reliable and trustworthy practice.

Additionally, marketing can help you get the word out about new services, promotions, and other offerings that may attract new patients. Marketing also helps you build relationships with your existing patients and create new relationships with prospective patients. By creating content tailored to your target audience’s needs and interests, you can build a reputation of trust and loyalty in and among your community, both online and offline. Finally, investing in marketing can help you generate more recurring revenue over time.

Build Team Alignment within Your Clinical and Support Teams

Your scaling plan is only as strong as the team you’ve selected to implement and execute your strategic plan. You need a strong team capable of trusting your leadership through some rough waters. If you’ve got a team that can trust and execute in the tough times, that makes the more fluid times easier to navigate. I speak a lot about teams so I won’t go into too much detail here but team alignment and team strength is a fundamental requisite of any scaling plan.

These five essential and foundational activities: developing a Strategic Plan, automating where you can, refining patient experience, investing in offline and online marketing strategies, and building an aligned team all lay the groundwork for eventually scaling your organization successfully.

Once these systems and strategies are in place they are designed to free you and your teams up to focus on the new tasks and goals in your Strategic Plan that will allow you to scale and grow.


Scaling a business is a monumental task. These strategies will free you p to focus on your overall strategic plan. Once these strategies are implemented you, your teams and your whole organization will be more nimble and resilient to meet the challenges of scaling and growing your company. This is what it means to work ON your business rather than simply showing up to the dentist’s chair every day.

You are the leader of your organization and every leader needs a strategic plan.

Scaling Your Dental Practice Starts with Clarity, Not Speed

Scaling a dental practice isn’t just about growth, it’s about readiness. Many practices want to scale, but far fewer have the clarity, alignment, and structure required to do it sustainably. Without a clear understanding of where you are today and where you’re going, growth can create more stress than success.

Before you take the next step, it’s critical to define your Point A, clarify your long-term vision, and ensure your goals, team, and systems are aligned to support expansion. That’s exactly why we created the Extraction GPS.

The Extraction GPS is a practical planning tool designed to help dental practice owners assess their current reality, clarify their values and direction, and map a clear path forward. It gives you a framework to decide if, when, and how to scale, so growth is intentional, not reactive.

Thinking about scaling your dental practice?

3 Ways Your Dental Practice Can Supercharge Your Teams and Win with the Flywheel Concept

A well-run dental practice requires a strong team working together every day. We’ve all been there when the team isn’t behind us. We find ourselves pulling all the weight trying to make the dental practice hum…by ourselves.

A dental practice is like a well-oiled machine, in this analogy, a flywheel. This machine needs every part running smoothly in order to be effective. And achieving a smooth flywheel function requires removing friction and applying force, especially at the beginning of operation when momentum is key.

The flywheel effect in your dental practice results in an accumulation of small wins over time and is based on teamwork, consistency and excellence. Jim Collins introduced the ‘flywheel effect’ in his book, Good to Great. It’s a wonderful analogy to apply to your dental practice as a clear template for creating and sustaining momentum, efficiency and excellence with your teams and your dental practice.

Without teamwork, appointments may be missed, patients may feel neglected, processes may be overlooked and the overall efficiency of the practice may suffer. Each member of the team plays a crucial role, from the receptionist who schedules appointments to the dental assistants who assist the dentist during procedures. Their collective efforts create a positive and comfortable environment for patients, promoting trust and satisfaction. Effective communication and collaboration among team members are key to maintaining a well-run dental practice and delivering high-quality dental care.

Flywheel - Optimize Practice Services - Dental Practice

The Flywheel Concept

The Flywheel Effect pertains to how you can try to build efficiency and teamwork in the practice every day. To illustrate this, I want you to imagine a huge flywheel that weighs thousands of pounds. Your goal is to get that flywheel moving. So, you push and push as hard as you can.

Over time, it slowly starts to move, but it’s a lot of work. Now, add an excellent practice manager, hygienist, an associate or two, and dental assistants trained and ready to get that flywheel rolling. Not only do you not have to work as hard, but you see results faster. With every turn of the flywheel, it gets a little easier.

Eventually, the momentum shifts, and boom! The flywheel is turning, and the “inertia” is working for you, not against you. You find that not everything rests on your shoulders anymore. You’re not making all the decisions. You’re not double-checking everything and the momentum for your business doesn’t rely on one person, you, any longer. You’re created a well-oiled and fully spinning machine.

3 Ways to Leverage the Flywheel Concept in Your Dental Practice

The Flywheel Effect reminds us that real transformation doesn’t happen overnight. Momentum is built through consistent effort, shared commitment, and a clear direction everyone can rally around. When frustration shows up—as it inevitably will—that’s often a sign to lean back into your vision and recommit to the long game.

Progress accelerates when your team understands the destination and how their work contributes to it. Alignment turns effort into momentum, and momentum turns small wins into lasting success.

That’s why we created the Extraction GPS. This tool helps dental entrepreneurs clarify their values, define their current reality, and map a clear path forward—so the flywheel you’re turning is aimed at the right outcome. With clarity of direction, momentum becomes easier to build and sustain.

Ready to create alignment and build momentum that lasts?