Our Methodology

Dental Practice Value Acceleration

A comprehensive framework that guides dentists through every stage of practice ownership—from startup through successful transition—while integrating personal wealth goals with practice strategy.

The DPVA Difference
Why this framework matters for dental practice advisors

The Dental Practice Value Acceleration (DPVA) Framework is the only comprehensive methodology specifically designed for professionals advising dental practice owners. Unlike generic business advisory models, DPVA addresses the unique challenges of dental practice ownership across the entire lifecycle.

Industry-Specific

Built exclusively for dental practices, not adapted from general business models

Lifecycle Approach

Relevant from day one of practice ownership through final transition

Cross-Disciplinary

Provides common language for CPAs, attorneys, coaches, and consultants

The Six Pillars of DPVA

Each pillar represents a critical dimension of dental practice success. CDPA-certified advisors master all six to provide comprehensive guidance.

Pillar 1

Financial Performance

Optimizing profitability and building sustainable value

Key Focus Areas

  • EBITDA optimization and margin improvement
  • Overhead management and cost control
  • Revenue diversification strategies
  • Working capital management
  • Financial benchmarking and KPI tracking
  • Profitability analysis by service line

Pillar 2

Practice Operations

Building systems that drive efficiency and patient satisfaction

Key Focus Areas

  • Clinical and administrative systems optimization
  • Staff recruitment, training, and retention
  • Patient experience and retention strategies
  • Technology integration and digital workflows
  • Operational efficiency improvements
  • Quality assurance and clinical protocols

Pillar 3

Growth Strategy

Scaling the practice through strategic expansion

Key Focus Areas

  • Associate integration and partnership structures
  • Multi-location expansion planning
  • Service line development and specialization
  • Marketing and patient acquisition
  • Strategic positioning in the market
  • Organic growth vs. acquisition strategies

Pillar 4

Risk Management

Protecting the practice and owner from threats

Key Focus Areas

  • Insurance coverage analysis and optimization
  • Regulatory compliance and documentation
  • Legal structure and entity optimization
  • Key person and succession planning
  • Cybersecurity and data protection
  • Professional liability management

Pillar 5

Transition Readiness

Maximizing value and preparing for successful transitions

Key Focus Areas

  • Practice valuation drivers and enhancement
  • Buyer appeal and marketability factors
  • Transition timeline and milestone planning
  • Due diligence preparation and documentation
  • Deal structure optimization
  • Post-transition integration planning

Pillar 6

Personal Wealth Integration

Aligning practice strategy with owner's financial goals

Key Focus Areas

  • Tax planning and optimization strategies
  • Estate planning and wealth transfer
  • Retirement readiness assessment
  • Investment and asset allocation
  • Cash flow and liquidity management
  • Legacy and philanthropic planning

How CDPA Advisors Use the Framework

The DPVA Framework provides structure for every client engagement

1
Assess

Evaluate the practice across all six pillars to identify strengths, gaps, and opportunities for value acceleration.

2
Strategize

Develop a comprehensive action plan that addresses priority areas while aligning with the owner's personal and financial goals.

3
Execute

Guide implementation with coordinated advice from CPAs, attorneys, and other specialists using a shared framework.

Master the DPVA Framework

Become a CDPA-certified advisor and gain exclusive access to the complete methodology, tools, and resources to guide dental practice owners with confidence.