Welcome to Apex Dental Advisory
Apex Dental Advisory empowers dental professionals with expert financial guidance and strategic insight to maximize cash flow, optimize profitability, and drive long-term success. In 15 minutes or less, we identify key areas of opportunity for your practice to maximize your success.
Industry Expertise
Proven Track Record
Customized Financial Solutions
Apex Dental Advisory
Apex Dental Advisory was built on a simple belief — dentists deserve the same financial clarity, strategy, and confidence as the world’s top corporations. Our founder’s roots are in dentistry — his father practiced and owned a dental office for over 30 years — giving him firsthand insight into the real challenges of running a successful practice.
With more than 15 years of experience driving strategic financial initiatives for Fortune 500 companies, startups, and private equity firms, he brings that expertise directly to the dental industry. At Apex Dental Advisory, we merge deep dental industry knowledge with modern financial strategies to make practices more profitable, efficient, and fulfilling to own.
Our Mission
Our mission is to empower dental professionals with financial clarity, strategic insight, and data-driven solutions that transform their practices into thriving, profitable, and sustainable businesses. We strive to simplify financial management so dentists can focus on what matters most — delivering exceptional patient care while building long-term financial success.
Our Services
Comprehensive Financial Analysis
Our comprehensive financial analysis dives deep into every aspect of your dental practice’s finances. We review profit and loss statements, balance sheets, cash flow reports, and key performance indicators to reveal the true financial standing of your business. Beyond the numbers, we identify inefficiencies, hidden expenses, and untapped revenue opportunities that impact profitability.
Cash Flow Management
Maintaining a healthy cash flow is essential to running a thriving dental practice. We specialize in creating structured cash flow systems that ensure your revenue is consistent and expenses are well-managed. Our experts evaluate billing cycles, patient collections, vendor payments, and overhead costs to identify gaps that may affect liquidity.
Strategic Financial Planning
Our strategic financial planning service is designed to align your financial decisions with your long-term practice vision. Whether you’re planning to expand, invest in new technology, or prepare for retirement, we help you chart a clear, data-backed financial roadmap. Through forecasting, budgeting, and goal-setting, we ensure every dollar works toward your objectives.
Performance Benchmarking
Performance benchmarking allows you to see how your practice stacks up against top performers in the dental industry. We analyze your key metrics—such as production per provider, overhead ratios, patient retention, and profit margins—against industry standards to reveal where you excel and where improvement is needed.
GET IN TOUCH
Feel free to get in touch with us for any questions, feedback, or inquiries. We're here to help!