Dental Business Plans

Craft a successful dental practice with a well-structured Dental Business Plan. Navigate growth, secure funding, and make informed decisions.

Joshua Napilay

What is a Dental Business Plan?

A is a roadmap that outlines a dental practice's goals, strategies, and financial projections. It helps practitioners and stakeholders understand the business's direction and potential outcomes.

Typically created by dentists, entrepreneurs, or dental professionals looking to start their practices or expand existing ones, a well-structured and solid business plan covers a range of essential aspects:

  • Executive summary:  A concise plan overview highlighting key points such as the practice's mission, target market, competitive advantage, and financial projections.
  • Practice description : Detailed information about the dental services offered, the dental team's qualifications, and the unique value proposition that sets the practice apart from competitors.
  • Market analysis:  An assessment of the local dental market, including demographics, competition analysis, and market trends, to identify opportunities and challenges.
  • Sales and marketing strategy:  Plans for attracting and retaining patients, outlining approaches for online and offline marketing, patient engagement, and referral programs.
  • Operational plan:  Details about the practice's day-to-day operations, including staffing, office layout, equipment, technology integration, and appointment scheduling.
  • Financial projections : Forecasts of revenue, expenses, and profitability over a defined period, along with assessing startup costs and potential financing sources.
  • Legal and regulatory considerations:  Ensuring compliance with dental regulations, licensing, insurance, and other legal obligations.
  • Risk assessment:  Identify potential risks and strategies to mitigate them, ensuring a proactive approach to possible challenges.
  • Exit strategy:  Plans for the future, whether growing the practice, selling it, or passing it on to another practitioner.

Creating a dental practice business plan requires careful research, analysis, and strategic thinking. It provides clarity to stakeholders and potential investors about the practice's viability and long-term prospects. By following a well-crafted business structure, dental practitioners can optimize their chances of success in the competitive dental industry.

Printable Dental Business Plan

Download this Dental Business Plan to guide your practice toward success.

How does it work?

Step 1. download the form.

Access the Printable Dental Business Plan form from a reputable source or website.

Step 2. Gather information

Collect all necessary information and data to complete the form, including practice details, market analysis, financial projections, and operational strategies.

Step 3. Read instructions

Carefully read the form's accompanying instructions or guidelines to understand its structure and requirements.

Step 4. Practice description

Provide a clear and concise overview of your dental practice, including its mission, services, and unique value proposition.

Step 5. Market analysis

Analyze the local dental market, including demographics, competition, and trends, to identify your practice's target audience and opportunities.

Step 6. Marketing and sales strategies

Describe your plans for attracting and retaining patients through marketing, advertising, patient engagement, and referral programs.

Step 7. Operational plan

Outline your practice's day-to-day operations, staffing structure, office layout, technology integration, and appointment scheduling process.

Step 8. Financial projections

Project your practice's expected revenue, expenses, and profitability over a specified period, including startup costs and potential funding sources.

Step 9. Legal and regulatory considerations

Address any legal and regulatory obligations relevant to your dental practice, such as licensing, insurance, and compliance with dental regulations.

Step 10. Risk assessment

Identify potential risks your practice might face and detail strategies to mitigate them effectively.

Step 11. Exit strategy

Outline your plans for the practice's future, whether it involves growth, selling, or transitioning to another practitioner.

Step 12. Proofread and review

Thoroughly review the completed form to ensure the provided information's accuracy, coherence, and completeness.

Step 13. Seek professional advice

If needed, consult with legal, financial, or business experts to validate the accuracy and effectiveness of your dental business plan.

Step 14. Print and store

Print a physical copy of the completed dental business plan for your records and safekeeping.

A dental business plan is vital for managing your practice, attracting investors, and achieving your goals in a competitive industry.

Dental Practice Business Plan example (sample)

An illustrative example of a Dental Business Plan can offer valuable insights into the strategic approach for a dental practice. A Dental Business Plans PDF showcases a hypothetical dental practice's blueprint in this context. The example might encompass a brief executive summary outlining the practice's mission, target demographics, and competitive edge. It would delve into comprehensive market analysis, assessing local competition, patient demographics, and emerging trends. The sample plan would also elucidate effective marketing strategies, detailing how the practice aims to attract and retain patients online and offline.

Operational intricacies would be covered, including staffing, office layout, and technology integration. Financial projections would project revenue, expenses, and potential profits, accompanied by a breakdown of startup costs. This hypothetical plan would address legal considerations and potential risks and propose an exit strategy. Such a sample offers practitioners a tangible template to structure their Dental Business Plan, ensuring a clear path toward establishing and flourishing in the dental industry.

Download this Dental Business Plan Example:

Dental Business Plans Example (sample)

When would you use this form?

A  Dental Business Plan  is a pivotal resource for dental practitioners and entrepreneurs alike, serving as a roadmap to navigate the intricate landscape of the dental industry. Here's when this resource becomes indispensable:

  • Starting a new practice:  A Dental Business Plan is essential for dentists launching their practices. It outlines the vision, objectives, and strategies for a successful launch, helping practitioners anticipate challenges and set a clear trajectory.
  • Expanding an existing practice : Established dental practices seeking growth benefit immensely from a Dental Business Plan. It guides expansion efforts by assessing new opportunities, understanding market dynamics, and refining operational and marketing strategies.
  • Securing financing:  When seeking financial support from investors, lenders, or banks, a well-structured Dental Business Plan is crucial. It instills confidence in potential backers by thoroughly analyzing the practice's potential, financial projections, and risk mitigation strategies.
  • Strategic decision-making : Even for ongoing practices, a Dental Business Plan is valuable. It aids in making informed decisions about introducing new services, adopting advanced technologies, or revamping marketing efforts.
  • Professional collaboration:  When collaborating with other dental or medical professionals, such as specialists or associates, a Dental Business Plan aligns expectations and provides a joint roadmap for shared goals.
  • Succession planning : Practitioners considering retirement or transitioning their practice need a Dental Business Plan. It outlines the strategy for passing on the practice while safeguarding its legacy.
  • Navigating challenges : During challenging times like economic downturns or shifts in the healthcare landscape, a Dental Business Plan helps practitioners recalibrate strategies to remain resilient.
  • Legal compliance:  Dental Business Plans ensure adherence to regulatory requirements, licensing, and ethical standards, safeguarding the practice from legal complications.
  • Benchmarking progress : Regularly revisiting the Dental Business Plan enables practitioners to measure their progress against initial goals, fostering continuous improvement.

Enhanced clarity and direction  

Creating a Dental Business Plan provides practitioners with a clear roadmap for their practice's growth and success,  outlining strategic goals and actionable steps.

Informed decision-making 

The comprehensive analysis in crafting a Dental Business Plan ensures that decisions are well-informed, minimizing risks and increasing the likelihood of favorable outcomes.

Investor confidence 

When seeking investment or financing, a robust Dental Business Plan showcases the practice's potential, reassuring investors and lenders about the venture's viability.

Goal alignment 

A Dental Business Plan aligns the entire dental team toward shared objectives, fostering a unified approach and promoting efficient teamwork.

Risk mitigation 

A Dental Business Plan enhances the practice's preparedness to navigate uncertainties by identifying potential challenges and outlining strategies to overcome them.

Long-term viability 

Implementing a Dental Business Plan lays the groundwork for sustainable growth, setting the stage for long-term success and profitability.

A Dental Business Plan is a pivotal resource that assists in planning and launching a dental practice and supports ongoing operations, expansion efforts, and strategic decision-making. Its structured approach empowers practitioners to proactively address challenges, leverage opportunities, and confidently steer their dental ventures toward success.

Moreover, having access to free Dental Business Plans offers an economical way for practitioners to benefit from these advantages while efficiently planning for their practice's prosperous future.

Why use Carepatron as your dental app?

Utilizing Carepatron as your dental app is a strategic choice that offers a comprehensive and streamlined solution for managing your dental business. Carepatron is the premier platform for dental professionals seeking efficient and effective management through a Dental Business app and Dental Business Software. Here's why Carepatron is the best place to fulfill these needs:

  • Integrated functionality:  Carepatron offers an all-in-one solution, seamlessly combining various aspects of dental practice management into a single platform. From appointment scheduling and patient records to billing and treatment planning, it provides comprehensive functionality tailored to the specific needs of dental practices.
  • Customized for dentistry:  Unlike generic business software, Carepatron is specifically designed for dental professionals. It understands dental practices' unique workflows, challenges, and requirements, ensuring its features and tools align perfectly with your industry-specific needs.
  • Efficient patient management:  Carepatron's capabilities empower you to maintain accurate and organized patient records, treatment histories, and appointment schedules. This enhances patient care, satisfaction, and loyalty while streamlining administrative tasks.
  • Clinical documentation:  Carepatron's Dental Business Software strongly emphasizes clinical documentation, enabling you to maintain thorough and compliant patient records. This is vital not only for patient care but also for legal and regulatory purposes.
  • Financial management:  Carepatron facilitates efficient financial management through features like automated billing, insurance claims processing, and financial reporting. It ensures that the financial aspects of your practice run smoothly, minimizing errors and maximizing revenue.
  • User-friendly interface:  Carepatron is known for its user-friendly interface, making it easy for dental professionals and their staff to navigate and use the software effectively. This reduces the learning curve and allows your team to leverage its capabilities quickly.
  • Data security:  The platform prioritizes data security, offering robust encryption and compliance with industry standards. This ensures that your patient's sensitive information is well-protected.

Practice Management Software

Babkins, J. (2022, August 16). Dentistry Business Plan sample. OGScapital. https://www.ogscapital.com/article/dental-office-business-plan-sample/

Dental Office Business Plan - BPlans. (n.d.). Bplans: Free Business Planning Resources and Templates. https://www.bplans.com/dental-office-business-plan/

Dentist Business Plan Template | Business-in-a-BoxTM. (n.d.). https://www.business-in-a-box.com/template/dentist-business-plan-D11957/

FREE 3+ Dental Clinic Business Plan Samples in PDF | MS Word | Apple Pages | Google Docs. (n.d.). sampletemplates.com. https://www.sampletemplates.com/business-templates/plan-templates/dental-clinic-business-plan.html

Lavinsky, D. (2023a). Dental Business Plan Template. Growthink. https://www.growthink.com/businessplan/help-center/dental-business-plan

Lavinsky, D. (2023b). Dental Business Plan Template. PlanBuildr Business Plan Software. https://planbuildr.com/dental-business-plan-template/

Lavinsky, D. (2023c). Dental Business Plan Template [Updated 2023]. BusinessPlanTemplate.com. https://www.businessplantemplate.com/dental-business-plan-template/

Upmetrics. (2023, August 11). Dental Business Plan Template (2023). https://upmetrics.co/template/dental-business-plan

Commonly asked questions

Dental Business Plans help dental professionals start, manage, expand, or optimize their practices.

A solid business plan can help with starting or expanding a dental practice, seeking financing, making strategic decisions, and transitioning the practice plans for succession planning.

Dental business plans set clear goals, analyze the market, plan marketing strategies, detail operations, project finances, mitigate risks, secure financing, and monitor progress. They serve as essential roadmaps for dental practitioners, guiding them through practice management, growth, and decision-making.

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Dental Business Plans 101

Ready to create a business plan for your dental practice? The good news is that you can follow the same general guidelines as other small businesses.

Before you begin, ask yourself these key questions:

  • Can you describe your potential dental practice in detail?
  • Do you have an actionable marketing plan?
  • Who is in the market? What are they doing right - or wrong?
  • What pricing and payment policies are you considering?
  • What’s your growth strategy?

Download Supporting Materials  (Free for ADA members) Components of a Business Plan

Existing dental practices may also need to update their business plans, especially if they want to expand.

An updated plan needs:

  • Your dental practice’s financial position
  • Your current debt, if any
  • Updated lender information and terms
  • A recent financial comparison with similar businesses
  • An analysis of your current costs and your “break-even” point

Growthink logo white

Dental Business Plan Template

Written by Dave Lavinsky

Growthink.com Dental Business Plan Template

Over the past 20+ years, we have helped over 2,000 dentists create business plans to start and grow their dental practices. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a dental business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your dental business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why Dentists Need a Business Plan

If you’re looking to start a dental practice or grow your existing dental business you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your dental business in order to improve your chances of success. Your dental business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Dental Practices

With regards to funding, the main sources of funding for a dental practice are credit cards, personal savings, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding, or, like a bank, they will give you a loan.

Finish Your Business Plan Today!

Your business plan should include 10 sections as follows:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of dental practice you are operating and the status; for example, are you a startup, do you have a dental practice that you would like to grow, or are you operating a chain of dental offices.

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the dental industry. Discuss the type of dental business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.

Company Analysis

In your company analysis, you will detail the type of dental business you are operating.

For example, you might operate one of the following types:

  • General Dentist : this type of dentist will stick mostly to restorative dentistry and hygiene care in their office. This includes, but is not limited to, initial and emergency exams, including oral cancer screenings, cleanings and periodic hygiene exams, gum treatments for gum disease, white fillings to repair decayed or broken teeth, porcelain crowns, bridges and veneers, implant porcelain crowns and teeth whitening.
  • Periodontist : this type of dentist focuses on problems that patients have with their gums, bone and tissues which support the teeth.
  • Endodontist : this type of dentist is also known as a root canal specialist.
  • Orthodontist : this type of dentist does braces on kids and adults to straighten their teeth, as well as dentofacial orthopedics.
  • Pedodontist or Pediatric Dentist : this type of dentist specializes in treating children.

In addition to explaining the type of dental business you operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

  • When and why did you start the business?
  • What milestones have you achieved to date? Milestones could include sales goals you’ve reached, new clinic openings, etc.
  • Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the dental industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the dental industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your strategy particularly if your research identifies market trends. For example, if there was a trend towards cosmetic dentistry, it would be helpful to ensure your plan calls for plenty of cosmetic procedure options.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your dental business plan:

  • How big is the dental industry (in dollars)?
  • Is the market declining or increasing?
  • Who are the key competitors in the market?
  • Who are the key suppliers in the market?
  • What trends are affecting the industry?
  • What is the industry’s growth forecast over the next 5 – 10 years?
  • What is the relevant market size? That is, how big is the potential market for your dental practice. You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your dental business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: adults, children, teens, elderly, etc.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of dental business you operate. Clearly adults would want a different atmosphere and product options, and would respond to different marketing promotions than teens.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most dental practices primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other dental businesses.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes federal agencies who provide direct services to military personnel or disadvantaged populations, and nonprofit providers . You need to mention such competition to show you understand that not everyone who seeks dental services will choose a private dental practice.

With regards to direct competition, you want to detail the other dentists with which you compete. Most likely, your direct competitors will be dental practices located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

  • What types of patients do they serve?
  • What products do they offer?
  • What is their pricing (premium, low, etc.)?
  • What are they good at?
  • What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

  • Will you provide superior dental services?
  • Will you provide dental services that your competitors don’t offer?
  • Will you make it easier or faster for customers to make an appointment?
  • Will you provide better customer service?
  • Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a dental practice plan, your marketing plan should include the following:

Product : in the product section you should reiterate the type of dental practice that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to general dentistry, will you offer cosmetic procedures?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location of your dental practice. Document your location and mention how the location will impact your success. For example, is your practice located in a medical office building, in a commercial area, etc. Discuss how your location might provide a steady stream of customers. 

Promotions : the final part of your dental business marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

  • Advertising in local papers and magazines
  • Reaching out to local bloggers and websites 
  • Social media advertising
  • Local radio advertising
  • Banner ads at local venues

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your dental business such as serving patients, procuring supplies, keeping the office clean, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to serve your 1,000th patient, or when you hope to reach $X in sales. It could also be when you expect to hire your Xth employee or launch a new location.

Management Team

To demonstrate your dental practice’s ability to succeed as a business, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally you and/or your team members have direct experience in the dental business. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in dental practices and/or successfully running small businesses.

Financial Plan

Dentist financial plan

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you serve 20 patients per day or 50? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Example 5 Year Annual Income Statement

Balance Sheets : While balance sheets include much information, to simplify them to the key items you need to know about, balance sheets show your assets and liabilities. For instance, if you spend $100,000 on building out your dental office, that will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $100.000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Example 5 Year Annual Balance Sheet

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. 

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a dental business:

  • Location build-out including design fees, construction, etc.
  • Cost of equipment like radiographs, dental chairs, dental instruments, computers, software, etc.
  • Cost of maintaining an adequate amount of supplies
  • Payroll or salaries paid to staff
  • Business insurance
  • Taxes and permits
  • Legal expenses

Example 5 Year Annual Cash Flow Statement

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office design blueprint or location lease.

Dental Business Plan Summary

Putting together a business plan for your dental practice is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the dental business, your competition and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful dental practice.

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Dental Business Plan Template

Written by Dave Lavinsky

Dental Business Plan

You’ve come to the right place to create your Dental business plan.

We have helped over 10,000 entrepreneurs and business owners create business plans and many have used them to start or grow their dental businesses.

Below is a template to help you create each section of your Dental practice business plan.

Executive Summary

Business overview.

Bright Family Dental is a startup dental clinic located in Milwaukee, Wisconsin that will be owned and operated by Dr. Ingrid Williams. Dr. Williams has worked with a team of dentists at another local family local dentistry for the past 18 years and has become one of the most requested dentists in the area and has now decided to open a dental clinic of her own. Milwaukee is a large metropolitan area where there is a shortage of dental offices that can serve the growing population. Dr. Williams plans on recruiting a team of dental assistants and hygienists from the local college.

Bright Family Dental will provide a comprehensive array of dental services to all individuals that include cleanings, restoration, and cosmetic dental care. The dental clinic will be located in a mid to higher income area in town that is surrounded by other ancillary medical offices as well as retail stores and restaurants.

Product Offering

The following are the services that Bright Family Dental will provide:

  • Dental cleanings and examinations
  • Dental implants
  • Porcelain veneers
  • Crowns and bridges
  • Dentures and partials
  • Tooth extraction
  • Teeth whitening
  • Emergency dental care

Customer Focus

Bright Family Dental will target all households within a 5-mile radius. This will include families with children, teenagers, and young adults, seniors, and individuals who are insured and uninsured.

Management Team

Bright Family Dental will be owned and operated by Dr. Ingrid Williams. She will recruit a team of highly qualified and trained dental assistants and hygienists. She will also hire a receptionist to answer phone calls and administer scheduling and rescheduling of patients. The clinic will also employ a full-time financial coordinator to handle all billing, insurance processing, and bill payments.

Success Factors

Bright Family Dental will be able to achieve success by offering the following competitive advantages:

  • Clean, modern, and welcoming dental office with the latest dental technology
  • Comprehensive menu of services that covers most dental procedures
  • Is willing to take uninsured patients and offer flexible payment plans
  • Bright Family Dental offers the best dental pricing in the area

Financial Highlights

Bright Family Dental is seeking $150,000 in debt financing to launch its dental business. The funding will be dedicated towards securing the dental clinic, purchasing dental equipment and supplies, and purchasing the office equipment and supplies. Funding will also be dedicated towards three months of overhead costs to include payroll of the staff, rent, and marketing costs for the opening of the new dental clinic. The breakout of the funding is below:

  • Dental office space build-out: $20,000
  • Dental equipment and supplies: $50,000
  • Office equipment and supplies: $10,000
  • Three months of overhead expenses (payroll, rent, utilities): $50,000
  • Marketing costs: $10,000
  • Working capital: $10,000

The following graph below outlines the pro forma financial projections for Bright Family Dental.

dental practice business plan template

Company Overview

Who is bright family dental.

Bright Family Dental is a startup dental clinic located in Milwaukee, Wisconsin.  The clinic is founded by Dr. Ingrid Williams, a certified dentist who received her dental certification in 2004. Dr. Williams has worked with a team of dentists at another local family local dentistry for the past 18 years where she served children, teenagers, adults, and seniors to maintain a healthy and beautiful smile.  Dr. Williams has become one of the most requested dentists in the area and has now decided to open a dental clinic of her own. Milwaukee is a large metropolitan area where there is a shortage of dental offices that can serve the growing population. Dr. Williams plans on recruiting a team of dental assistants and hygienists from the local college.

Bright Family Dental will provide a comprehensive array of dental services to all individuals that include cleanings, restoration, and cosmetic dental care. Bright Family Dental will be the dental clinic of choice in Milwaukee as it will implement a clean, friendly space with the latest dental technology. The dental clinic will be located in a mid to higher income area in town that is surrounded by other ancillary medical offices as well as retail stores and restaurants.

Bright Family Dental History

Bright Family Dental is the first startup business for Dr. Ingrid Williams. As an established dentist in the community, Dr. Williams has gained a reputation for providing excellent dental care to her patients of all ages. She realized that a particular segment of Milwaukee was lacking a sufficient comprehensive dental clinic and decided to pursue the opportunity of opening up her own dental practice.

Since incorporation, Bright Family Dental has achieved the following milestones:

  • Registered Bright Family Dental, LLC to transact business in the state of Wisconsin.
  • Has located an office space that will be ideal for a dental practice and signed a Letter of Intent
  • Began the branding process of developing the clinic name, logo, and website
  • Began recruiting a staff of dental assistants and hygienists, receptionist, and financial coordinator

Bright Family Dental Services

The following will be the services Bright Family Dental will provide:

Industry Analysis

Over the past five years, the Dental industry experienced largely positive growth, as advances in dental technology and improved access to care for older adults resulted in greater gains. The industry benefited from rising disposable income and a relatively low unemployment rate, resulting in more consumers with healthcare coverage.

The average industry operator is expected to experience relatively high profit. The industry has historically experienced high margins, as a result, the industry is expected to continue expanding over the next five years, with more operators entering the field.

Industry revenue is projected to grow, increasing at an annualized rate of 2.3%. In particular, demand for industry services will come from older adults, who tend to need more serious and more frequent dental care as they age. In addition, the expansion of dental care through Medicaid will enable low-income adults to access the care they need. A relatively low unemployment rate will also support coverage and thus accessibility of industry services.

Customer Analysis

Demographic profile of target market.

Bright Family Dental will target all households within the immediate area. This will include families with children, teenagers, and young adults, seniors, and individuals who have insurance. Bright Family Dental will also take uninsured patients and offer payment plans if they need help with out-of-pocket dental expenses.

The precise demographics for Milwaukee, Wisconsin are:

Customer Segmentation

Bright Family Dental  will primarily target the following customer profiles:

  • Families with children
  • Young adults
  • Uninsured adults

Competitive Analysis

Direct and indirect competitors.

Bright Family Dental will face competition from other companies with similar business profiles. A description of each competitor company is below.

Holmgren Family Dental

Holmgren Family Dental is a local dental practice that operates with the leadership of Dr. Andrew Holmgren. The practice consists of a team of  hygienists and assistants who offer exams and cleanings, fluoride treatments, fillings, crowns, bridges, root canals, implant restorations, mouth guards, dentures, sealants, and dental x-rays. His practice consists mainly of children and teenagers who are in need of braces. Dr. Holmgren provides the initial braces evaluation and exams and then refers his patients to the nearby orthodontist whose practice is next door. In addition, Dr. Holmgren also offers treatments for snore prevention, sinus lift augmentation, and bone grafting. Service costs vary depending on the needs of the patient and treatment plan. The office uses MedPay Credit to offer payment plans for procedures that aren’t covered by insurance.

The Dental Specialists of Milwaukee

The Dental Specialists of Milwaukee provides family dental care with a focus on children’s dentistry. The clinic is committed to reducing the need for future extensive dental work and providing preventative dental care for its patients. Their list of services include general dentistry, children’s dentistry, oral surgery, orthodontics and braces, and aligners. With five locations throughout Milwaukee, the practice has ten dentists and a team of assistants and hygienists who are able to service the large patient base. As the largest dental group in Milwaukee, The Dental Specialists of Milwaukee take patients of all ages and incomes and offer flexible payment plans. They take most insurance as well as Medicaid. The clinic also offers a dental discount payment plan that has low monthly payments, no interest, and no credit check required.

Riley Dental

Riley Dental provides comprehensive oral health care while providing excellent customer service. The head dentist, Dr. Ana Riley, focuses on providing patient-focused comprehensive dentistry. As a general dentist, Dr. Riley has the experience and skill needed to offer the highest quality of care and services for her patients to maintain supreme oral health. Riley Dental offers dental cleanings and exams, crowns and bridges, dental fillings, emergency dentistry, dentures and partials, root canals, and extractions. The office also offers cosmetic treatments like veneers and teeth whitening. Dr. Riley also works extensively with geriatric patients to provide whatever is necessary for their unique needs. Riley Dental has invested in state-of-the-art technology and a digital x-ray machine. The clinic offers flexible payment plans for services that are not covered by insurance.

Competitive Advantage

Bright Family Dental will be able to offer the following advantages over their competition:

  • Friendly, knowledgeable, and highly qualified team of dental professionals who also offer excellent patient care
  • Comprehensive menu of services that provides excellent dental care for all of its patients
  • Will take uninsured payment plans and offer a flexible payment plan for dental services
  • Bright Family Dental offers the best pricing in town. Their pricing structure is the most cost effective compared to the competition.

Marketing Plan

Brand & value proposition.

Bright Family Dental will offer the unique value proposition to its clientele:

  • Clean, modern, and welcoming dental office that has implemented the latest dental technology
  • Competitive pricing
  • Does not over schedule patients. All patients will be seen at their scheduled time so that the family doesn’t spend hours of their time at the dentist office.

Promotions Strategy

The promotions strategy for Bright Family Dental is as follows:

Bright Family Dental will be located in a highly populated area with heavy traffic flow. The location has prime visibility to new and existing patients.

Word of Mouth/Referrals

Dr. Williams has built up an extensive list of contacts over the years by providing exceptional dental service and expertise to her patients. The majority of her patient base will likely follow her to her new practice.

Print Advertising

Bright Family Dental will invest in professionally designed print ads to display in the local newspapers or flyers and publications.

Website/SEO Marketing

Bright Family Dental will hire an outside advertising firm to develop the company’s website. The website will be well organized, informative, and list all the services that Bright Family Dental is able to provide. The website will also list their contact information and location. The marketing director will also manage the company’s website presence with SEO marketing tactics so that anytime someone types in the Google or Bing search engine “Milwaukee family dentist” or “dentist near me”, Bright Family Dental will be listed at the top of the search results.

The pricing of Bright Family Dental will be moderate and on par with competitors so customers feel they receive value when purchasing their services.

Operations Plan

The following will be the operations plan for Bright Family Dental.

Operation Functions:

  • Ingrid Williams will be the head Dentist and Operator of the dental clinic. She will employ the following:
  • Keith Murray – Dental Hygienist
  • Sarah Evans – Dental Assistant
  • Brenda Marshall – Financial Coordinator who will process all insurance claims, billing, and accounts payable and receivable
  • Rita Johnson – Receptionist who will handle all calls, files, and scheduling of patients

Milestones:

Bright Family Dental will have the following milestones complete in the next six months.

8/1/202X – Finalize contract to lease office space

8/15/202X – Finalize personnel and staff employment contracts for the Bright Family Dental team

9/1/202X – Order office and dental practice equipment and supplies

15/15/202X – Begin marketing efforts

10/22/202X – Begin moving into Bright Family Dental office

11/1/202X – Bright Family Dental opens its office for business

Dr. Ingrid Williams is a graduate of the University of Wisconsin Dental School and has been a practicing dentist at a local dental office for 18 years. During her tenure at the clinic, Dr. Williams performed a variety of dental services to patients of all ages.

Financial Plan

Key revenue & costs.

The revenue drivers for Bright Family Dental are the fees for dental services performed at the office.

The cost drivers will be the cost of supplies necessary to maintain the dental services. Other expenses will be the payroll cost, rent, utilities, and marketing materials.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

  • Number of Patients Per Month: 80
  • Average Cost of Services: $2,000
  • Office Lease per Year: $100,000

Financial Projections

Income statement, balance sheet, cash flow statement, dental business plan faqs, what is a dental business plan.

A dental business plan is a plan to start and/or grow your dental business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can  easily complete your dental business plan using our Dental Business Plan Template here .

What are the Main Types of Dental Businesses?

There are a number of different kinds of dental businesses, some examples include: General Dentist, Periodontist, Endodontist, and Pedodontist or Pediatric Dentist.

How Do You Get Funding for Your Dental Business Plan?

Dental businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Dental Business?

Starting a dental business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Dental Business Plan - The first step in starting a business is to create a detailed dental business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your dental business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your dental business is in compliance with local laws.

3. Register Your Dental Business - Once you have chosen a legal structure, the next step is to register your dental business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your dental business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Dental Equipment & Supplies - In order to start your dental business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your dental business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising.

dental practice business plan template

  • Read Time: 7 mins
  • May 5, 2021

How to write a business plan for your dental practice

  • Read Time: 7 min

Dental business plan

The Floss / For Dentists / How to write a business plan for your dental practice

A business plan. Your practice simply has to have one. It’s going to lay out all the detailed information that helps you set your practice on the road to success. It’ll include market analysis, a marketing plan, competitive analysis, cash flow projections, and more. 

In essence, a business plan allows you to track, monitor, and evaluate the progress of your practice over a period of time. It allows you to gauge how your practice is progressing against your original projections for your business. This, in turn, will make it easier to make an objective evaluation of your practice’s progress. 

And it functions as an essential marketing document. It helps show stakeholders in your business that your practice is sustainable and worth investing in, whether that investment is monetary or time-based. 

Your business plan should be a living document. As you gain experience and achieve goals, the plan should be modified to reflect changing goals and knowledge you have gained during the time the practice has been in operation. 

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Business plans provide you with a detailed guideline on what steps you need to follow in order to ensure your practice is a success and that it achieves both your short-term and long-term goals. They are an invaluable strategic tool that every dental plan should carefully consider and craft before opening their business. 

Each individual business plan will be unique to you and your business. However, here are some guidelines you can follow to make the process of creating your business plan easier. Some basic elements any business plan should incorporate include:

Executive summary

The executive summary is perhaps one of the most essential parts of the plan. It’s a short section at the start of the plan that summarizes the plan as a whole. Typically, this section is one to two pages in length.

Some elements that should be summarized as part of the executive summary are:

  • Legal structure : Key to establishing your practice, determine what type of business it will be. If you’re setting up a partnership, this section should also include percentage ownership of each partner. Other elements that you should mention include resources like attorneys and accountants who will be part of your support team.
  • Services provided : Explain which dental services you will be providing in your practice. This section will also clarify what your practice’s unique value proposition will be — what sets it apart from those of your competitors and other  dentists near you .
  • Goals : List the overall goals of your practice by priority. You should start with the mission statement and then list out the specific goals.
  • Market analysis : An analysis of the dental landscape in your area and your practice’s ability to meet your identified needs.
  • Marketing strategy : A quick summary of which strategies you will be employing. This section should be a response to the market analysis, and you should go into more detail in the marketing plan part of the business plan.
  • Break-even point : This will also be part of the financial plan and analyses how viable your practice is at the current time.
  • Operations plan summary : Summarize what systems you have in place in order to increase the growth of your practice. You will need to go into more detail in the operations plan section.
  • Organizational / staffing structure : A summary of how many staff you have, their responsibilities and roles, and a forecast of personnel needs.

This section is key when you approach lenders for loans. It should be enticing to potential lenders and explain how you plan to make your practice a success. Therefore, it should be persuasive and compelling.

While this section goes at the start of your plan, you should write it last. This is because it is a summary of the rest of the plan, and you will need to have a detailed plan completed before you can write it.

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Description of products and services

In this section, you should elaborate on the types of services your practice will provide patients. Explain whether specialty services will be performed in-house or will be referred to outside practices and doctors.

If you’re acquiring an existing practice as opposed to opening a new one, clarify any changes you’ll be implementing to the products and services the practice is already offering. 

Operations plan 

This is where you detail the operational systems that will help you run your practice, meet your goals, and measure how effective you are at achieving your aims.

It will describe how you will procure the products needed to keep the business running, what personnel will be part of your business, and how you will manage your inventory. You’ll also detail factors like hours of operation, any licenses and permits you’ll require before opening, dental insurances that your practice will and will not accept, schedule for equipment maintenance, and so on.

One of the most important parts of your operations plan is detailing a one-year action plan. This will serve as a template for you to follow and help you detail what steps you need to take to ensure your plan is a success.

This section is the ‘nuts-and-bolts’ part of your plan and is likely to be the longest section of your business plan. Managing operations efficiently helps increase profitability and decrease stress. Without an efficient operations plan, you will find meeting objectives and goals a challenging task. 

Market analysis and marketing plan

This is where you’ll document data on how your competitors operate. Some parts of your competitors’ practices you may want to look at include their online presence, SEO rankings, how they manage their digital content, and any other marketing efforts you think is relevant.

Once you have conducted a market analysis of your competitors, you’ll also need to document your own marketing plan. Elements you should include as part of your plan include an overview of your intended market and the type of patients you plan to target, their income level, age, and lifestyle.

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You should also clearly set out how you plan to set your business apart from competitors and maintain your own customer base. For example, if you operate in close proximity to another dental practice, how will you ensure patients looking to  find a dentist  visit your practice over that of your competitor?

Make sure to conduct a SWOT analysis. This is an analysis of your practice’s strengths and weaknesses, as well as the market opportunities you can take advantage of and the threats that your practice faces. This will help you better personalize your marketing plan to your goals while also considering outside factors that could hinder those goals and detailing how you will overcome those issues. 

Your marketing strategy should focus on developing awareness of your practice amongst prospective patients. This will include the use of internal marketing (brochures, posters, newsletters, etc.), external marketing (direct mail, email, advertising, online marketing through websites and social media, etc.), and customer service to ensure your patients have a good experience and keep on returning to your practice.

One key element of the marketing plan for modern dental practices is to map out their website design. Having a well-designed website can help you stand out from competitors and can be hugely beneficial in attracting patients. For example, suppose patients are able to make a  dentist appointment  online quickly. In that case, they are more likely to choose your practice over a competitor that makes it difficult to schedule an appointment. 

If your marketing strategy is going to be significantly different from that of your competitors, you should also explain the rationale behind your choice as part of your strategy.

Financial plan

A financial plan is a key component of the marketing plan and will be the section that’s of most interest to potential lenders. If you’re approaching banks or other individuals for a loan, this section will help them make an informed decision over whether or not to lend to you. Due to its importance, this section should be carefully planned out and meticulously written.

For new practices, the financial plan will be based on 12 and 24-month financial projections, as you won’t already have an existing performance to base it off. Some key elements that you should include in your financial plan include:

  • Income projections over a 12 and 24-month period
  • Your personal financial statement 
  • Collateral you’ll offer in exchange for a loan
  • The total amount of funds that will be required by your practice for a 24-month period
  • A plan for how the funds will be allocated
  • Cash flow forecast
  • Historical financial analysis looking into the viability of a dental practice
  • Supporting documents that may be required by the lender, including a copy of your credit report, historical financial statements, five-year financial projections, and any other relevant document

Your financial plan should lay out a plan that accounts for the impact of outside financial influences that will affect your finances. These influences include competition, the economy, seasonal variations, and business cycles, as well as any other factors that will impact your practice’s financials. 

Business plan checklist

If you’re just getting started on creating your business plan, there are a variety of templates and checklists that are easily available online. One free downloadable and printable checklist that you can use is  this one .

Before you get started on making your business plan, the American Dental Association (ADA) you make sure to ask yourself some important questions, including: 

  • Can you describe your potential dental practice in detail?
  • Do you have an actionable marketing plan?
  • Who is in the market? What are they doing right — or wrong?
  • What pricing and payment policies are you considering?
  • What’s your growth strategy?

These will help provide you with a guideline you can refer back to when writing your detailed plan.

The ADA also provides a business plan checklist that is tailored to dental practices. You can download the checklist  here .

FAQs about dental practice business plans

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How much does it cost to open a dental office?

While start-up costs will differ based on where your practice is located and the types of services you plan on offering, the estimated cost of starting a dental practice  can be  upwards of $450,000, with up to a third of that being equipment costs.

How profitable is a dental practice?

On average, dental practices can have  about a  25% profit margin. This profit margin can be more, depending on your specialty, location, and overhead costs. It is also possible to increase the profit margin of a dental practice in a variety of ways. For new practices, it your business plan allow you a profit margin of at least 40%.

How much does a dental office make a year?

The amount you earn is dependent on the type of services your practice offers, including whether or not you offer specialty services.  On average , general practices earn around $770,000 a year, while specialty practices can make around $1.1 million annually. 

How do I write a business plan for a mobile dental clinic?

If you’re planning a mobile dental clinic, the process for writing a business plan is similar to that of writing a plan for a traditional practice. The steps you need to follow will be the same, and any lenders will expect you to present the same information as part of your business plan.

Remember, the executive summary and the financial plan are two key aspects of your business plan when approaching lenders. A well thought-out and well-written business plan does not only make your practice more appealing to lenders but it also provides you with a blueprint to follow in order to achieve personal and business-related goals. So when you’re writing out your business plan, regardless of whether it is for a traditional practice or a mobile clinic, make sure to include all the relevant details.

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How to Create a Business Plan for Your Dental Practice

How to Create a Business Plan for Your Dental Practice

Creating an effective business plan is essential for any business’s success—including dental practices. Business plans provide detailed information that helps businesses forge a path towards long-term growth and success. Such information may regard market analysis, marketing, cash flow projection, competitive analysis, and other relevant business information. By determining such information and crafting a plan, businesses can focus on the actionable steps necessary to turn their goals into a reality and achieve their short- and long-term objectives. As such, business plans are an invaluable strategic tool that all businesses should take the time to carefully craft. To learn how to create a business plan for your dental practice, continue reading.

Executive summary

The executive summary is an essential aspect of any business plan. It is a short section that summarizes the entirety of your business plan in a way that allows readers to quickly become acquainted with the key points and its main purpose. Typically, your executive summary should not exceed two pages.

This section is especially important when it comes to approaching lenders. It should entice the potential lender to help you receive the funding you need to get your practice up and running. Therefore, your executive summary should be written in a way that is persuasive and compelling. Let the lender know how you intend to make your business a success and express the vision of your practice.

While the executive summary will be included as the first section of your business plan, it should be the last area that you write. Because the executive summary is a compilation of all other areas of your business plan, you must have already flushed out such details before writing it.

Description of products and services

This section should provide information regarding the products and services that your dental practice offers. If you are acquiring an existing practice, make sure to detail any major changes that will be made to the products and services that were being offered by the previous practice owner. For example, if you are planning on offering additional services that the current owner is not offering, mention them here.

When creating a business plan for your dental practice, you should also include a section that details how it will be managed. In this section, detail information about the type of business structure your practice will have. For example, you should determine if your practice will be structured as a partnership, corporation, or sole proprietorship.

This section should also include a list of the management personnel and professional advisers that will comprise your team, such as financial partners, insurance agents, real estate advisors, attorneys, and business associates. In addition to compiling a list of key management professionals, you should provide further information on their job responsibilities. Such information will help prove to business lenders that you have a plan for how your office will function and that you have the necessary support system to be successful.

Competitive analysis and marketing strategy

In this section, you should include data on what your competition is doing regarding their online presence, digital content, SEO rankings, and other relevant data. Upon detailing the state of your competitor’s marketing efforts, you should then detail your own marketing plan.

Here, you should first provide an overview of your intended market and your target patient. Include information on their income level, age, and lifestyle. If you target patient is similar to that of a competing dental practice in the area, clearly state how you intend to set your practice apart from your competition and maintain a consistent customer base.

In addition, you should also detail a content map and provide information regarding your website design. If your practice will be taking a different approach from other competitors, note it in your strategy and clearly provide a rationale as to why.

Financial plan

One of the most important sections in your business plan is the financial plan. This section will be of chief interest to potential lenders, as it will help them make an informed business decision regarding whether they can approve your loan proposal. As such, it should be carefully planned and written in great detail. Here, you should list a variety of relevant financial information, such as the following:

  • Projected income of your practice for the initial 12- through 24-month period
  • Cash flow forecast
  • Personal financial statement
  • Information on how startup funds will be allocated
  • Total funds required by your practice for the following two years
  • Offered collateral
  • Historical financial analysis

Supporting financial documents

In addition to the above information, you should also provide the necessary supporting documents that potential dental lenders can review when making their decision. If you are undergoing a dental practice acquisition , many of the necessary documents will be provided by the selling dentist. However, you will have to prepare some of them. Such financial documents to provide in this section may include:

  • Present business financial statements
  • Recent copy of your credit report
  • Copy of current aging schedule
  • Three years of historical financial statements, individual income tax returns, and business income tax returns
  • Current personal financial statement
  • Prospective financials for five years such as forecasts, cash flows, and projections

Such financial documents should be 90-days old or less to be considered current under lending guidelines.

Financial influences

In the financial section of your business plan, you should also provide information that displays you have accounted for the impact of financial influences. Such influences may include business cycles, competition, the economy, seasonal variations, and other events that may impact your practice’s finances. All other information included in your financial plan should account for such influences.

The operations section will likely be the last and longest section of your business plan. Here, you will get into the nitty-gritty details the day-to-day operations that occur at your practice. You should provide information regarding the following information to provide lenders with a clear picture of how your practice will function:

  • Office hours
  • Days of operation
  • Necessary equipment and supplies
  • Major suppliers you plan to source equipment from
  • Equipment-maintenance schedules
  • Ideal patient flow
  • Dental insurances you do and do not accept

Henry Schein Professional Practice Transitions is the leader in dental practice sales and transitions. Whether you are purchasing or selling a practice, we can help you through every step of the process. Thanks to our extensive marketing resources, national network of dental transition consultants, and superior hands-on client services, your dental practice transition is sure to be as advantageous as possible. To get started on the transition process, schedule a free 30-minute phone consultation with Henry Schein Professional Practice Transitions today.

How to Create a Business Plan for Your Dental Practice

How to write a business plan for a dental practice?

dental practice business plan

Writing a business plan for a dental practice can be an intimidating task, especially for those just starting.

This in-depth guide is designed to help entrepreneurs like you understand how to create a comprehensive business plan so that you can approach the exercise with method and confidence.

We'll cover: why writing a dental practice business plan is so important - both when starting up, and when running and growing the business - what information you need to include in your plan, how it should be structured, and what tools you can use to get the job done efficiently.

Let's get started!

In this guide:

Why write a business plan for a dental practice?

  • What information is needed to create a business plan for a dental practice?
  • What goes in the financial forecast for a dental practice?
  • What goes in the written part of a dental practice business plan?
  • What tool can I use to write my dental practice business plan?

Understanding the document's scope and goals will help you easily grasp its structure and content. Before diving into the specifics of the plan, let's take a moment to explore the key reasons why having a dental practice business plan is so crucial.

To have a clear roadmap to grow the business

It's rarely business as usual for small businesses. The economy follows cycles where years of growth are followed by recessions, and the business environment is always changing with new technologies, new regulations, new competitors, and new consumer behaviours appearing all the time...

In this context, running a business without a clear roadmap is like driving blindfolded: it's dangerous at best. That's why writing a business plan for a dental practice is essential to create successful and sustainable businesses.

To write an effective business plan, you will need to take stock of where you are (if you are already in business) and where you want the business to go in the next three to five years.

Once you know where you want your dental practice to be, you'll have to identify:

  • what resources (human, equipment, and capital) are needed to get there,
  • at what pace the business needs to progress to get there in time,
  • and what risks you'll face along the way.

Going through this process regularly is beneficial, both for startups and existing companies, as it helps make informed decisions about how best to allocate resources to ensure the long-term success of the business.

To maintain visibility on future cash flows

Businesses can go for years without making a profit, but they go bust as soon as they run out of cash. That's why "cash is king", and maintaining visibility on your dental practice's future cash flows is critical.

How do I do that? That's simple: you need an up-to-date financial forecast.

The good news is that your dental practice business plan already contains a financial forecast (more on that later in this guide), so all you have to do is to keep it up-to-date.

To do this, you need to regularly compare the actual financial performance of your business to what was planned in your financial forecast, and adjust the forecast based on the current trajectory of your business.

Monitoring your dental practice's financial health will enable you to identify potential financial problems (such as an unexpected cash shortfall) early and to put in place corrective measures. It will also allow you to detect and capitalize on potential growth opportunities (higher demand from a given segment of customers for example).

To secure financing

A detailed business plan becomes a crucial tool when seeking financing from banks or investors for your dental practice.

Investing and lending to small businesses are very risky activities given how fragile they are. Therefore, financiers have to take extra precautions before putting their capital at risk.

At a minimum, financiers will want to ensure that you have a clear roadmap and a solid understanding of your future cash flows (like we just explained above). But they will also want to ensure that your business plan fits the risk/reward profile they seek.

This will off-course vary from bank to bank and investor to investor, but as a rule of thumb. Banks will want to see a conservative financial management style (low risk), and they will use the information in your business plan to assess your borrowing capacity — the level of debt they think your business can comfortably handle — and your ability to repay the loan. This evaluation will determine whether they'll provide credit to your dental practice and the terms of the agreement.

Whereas investors will carefully analyze your business plan to gauge the potential return on their investment. Their focus lies on evidence indicating your dental practice's potential for high growth, profitability, and consistent cash flow generation over time.

Now that you recognize the importance of creating a business plan for your dental practice, let's explore what information is required to create a compelling plan.

Information needed to create a business plan for a dental practice

Drafting a dental practice business plan requires research so that you can project sales, investments and cost accurately in your financial forecast, and convince the reader that there is a viable commercial opportunity to be seized.

Below, we'll focus on three critical pieces of information you should gather before starting to write your plan.

Carrying out market research for a dental practice

As you consider writing your business plan for a dental practice, conducting market research becomes a vital step to ensure accurate and realistic financial projections.

Market research provides valuable insights into your target customer base, competitors, pricing strategies, and other key factors that can significantly impact the commercial success of your business.

Through this research, you may uncover trends that could influence your dental practice.

Your market research may reveal that patients may be looking for more convenient appointment times or more flexible payment options. Additionally, your research could indicate that patients might be interested in newer, more advanced dental treatments or services.

Such market trends play a significant role in forecasting revenue, as they offer valuable data about potential customers' spending habits and preferences.

By incorporating these findings into your financial projections, you can present investors with more accurate information, helping them make informed decisions about investing in your dental practice.

Developing the sales and marketing plan for a dental practice

Budgeting sales and marketing expenses is essential before creating a dental practice business plan.

A comprehensive sales and marketing plan should provide an accurate projection of what actions need to be implemented to acquire and retain customers, how many people are needed to carry out these initiatives, and how much needs to be spent on promotions, advertising, and other aspects.

This helps ensure that the right amount of resources is allocated to these activities in order to hit the sales and growth objectives forecasted in your business plan.

The staffing and equipment needs of a dental practice

As you embark on starting or expanding your dental practice, having a clear plan for recruitment and capital expenditures (investment in equipment and real estate) is essential for ensuring your business's success.

Both the recruitment and investment plans must align with the timing and level of growth projected in your forecast, and they require appropriate funding.

A dental practice might incur staffing costs such as wages for dentists, hygienists, and other administrative staff, as well as the cost of benefits and payroll taxes. Equipment costs could include items such as dental chairs, X-ray machines, sterilization equipment, and dental instruments.

To create a realistic financial forecast, you also need to consider other operating expenses associated with the day-to-day running of your business, such as insurance and bookkeeping.

With all the necessary information at hand, you are ready to begin crafting your business plan and developing your financial forecast.

What goes into your dental practice's financial forecast?

The financial forecast of your dental practice will enable you to assess the profitability potential of your business in the coming years and how much capital is required to fund the actions planned in the business plan.

The four key outputs of a financial forecast for a dental practice are:

  • The profit and loss (P&L) statement ,
  • The projected balance sheet ,
  • The cash flow forecast ,
  • And the sources and uses table .

Let's take a closer look at each of these.

The projected P&L statement

Your dental practice forecasted P&L statement enables the reader of your business plan to get an idea of how much revenue and profits your business is expected to make in the near future.

forecasted profit and loss statement in a dental practice business plan

Ideally, your reader will want to see:

  • Growth above the inflation level
  • Expanding profit margins
  • Positive net profit throughout the plan

Expectations for an established dental practice will of course be different than for a startup. Existing businesses which have reached their cruising altitude might have slower growth and higher margins than ventures just being started.

The projected balance sheet of your dental practice

The balance sheet for a dental practice is a financial document that provides a snapshot of your business’s financial health at a given point in time.

It shows three main components: assets, liabilities and equity:

  • Assets: are resources owned by the business, such as cash, equipment, and accounts receivable (money owed by clients).
  • Liabilities: are debts owed to creditors and other entities, such as accounts payable (money owed to suppliers) and loans.
  • Equity: includes the sums invested by the shareholders or business owners and the cumulative profits and losses of the business to date (called retained earnings). It is a proxy for the value of the owner's stake in the business.

example of projected balance sheet in a dental practice business plan

Examining the balance sheet is important for lenders, investors, or other stakeholders who are interested in assessing your dental practice's liquidity and solvency:

  • Liquidity: assesses whether or not your business has sufficient cash and short-term assets to honour its liabilities due over the next 12 months. It is a short-term focus.
  • Solvency: assesses whether or not your business has the capacity to repay its debt over the medium-term.

Looking at the balance sheet can also provide insights into your dental practice's investment and financing policies.

In particular, stakeholders can compare the value of equity to the value of the outstanding financial debt to assess how the business is funded and what level of financial risk has been taken by the owners (financial debt is riskier because it has to be repaid, while equity doesn't need to be repaid).

The projected cash flow statement

A cash flow forecast for a dental practice shows how much cash the business is projected to generate or consume.

example of cash flow forecast in a dental practice business plan

The cash flow statement is divided into 3 main areas:

  • The operating cash flow shows how much cash is generated or consumed by the operations (running the business)
  • The investing cash flow shows how much cash is being invested in capital expenditure (equipment, real estate, etc.)
  • The financing cash flow shows how much cash is raised or distributed to investors and lenders

Looking at the cash flow forecast helps you to ensure that your business has enough cash to keep running, and can help you anticipate potential cash shortfalls.

It is also a best practice to include a monthly cash flow statement in the appendices of your dental practice business plan so that the readers can view the impact of seasonality on your business cash position and generation.

The initial financing plan

The sources and uses table or initial financing plan is a key component of your business plan when starting a dental practice.

It shows where the capital needed to set up the business will come from (sources) and how it will be spent (uses).

sources and uses table in a dental practice business plan

This table helps size the investment required to set up the dental practice, and understand how risks will be distributed between the business owners, and the financiers.

The sources and uses table also highlights what the starting cash position will be. This is key for startups as the business needs to have sufficient funding to sustain operations until the break-even point is reached.

Now that you have a clear understanding of what will go into the financial forecast of your dental practice business plan, let's have a look at the written part of the plan.

The written part of a dental practice business plan

The written part of a dental practice business plan plays a key role: it lays out the plan of action you intend to execute to seize the commercial opportunity you've identified on the market and provides the context needed for the reader to decide if they believe your plan to be achievable and your financial forecast to be realistic.

The written part of a dental practice business plan is composed of 7 main sections:

  • The executive summary
  • The presentation of the company
  • The products and services
  • The market analysis
  • The strategy
  • The operations
  • The financial plan

Let's go through the content of each section in more detail!

1. The executive summary

In your dental practice's business plan, the first section is the executive summary — a captivating overview of your plan that aims to pique the reader's interest and leave them eager to learn more about your business.

When crafting the executive summary, start with an introduction to your business, including its name, concept, location, how long it has been running, and what sets it apart. Briefly mention the products and services you plan to offer and your target customer profile.

Following that, provide an overview of the addressable market for your dental practice, current trends, and potential growth opportunities.

Next, include a summary of key financial figures like projected revenues, profits, and cash flows.

Finally, in the "ask" section, detail any funding requirements you may have.

2. The presentation of the company

The second section in your dental practice's business plan should focus on the structure and ownership, location, and management team of the company.

The structure and ownership part provides an overview of the legal structure of the business, who the owners are and how much each has invested and owns. If you are seeking financing it is important that the reader gets a clear picture of which legal entity is receiving the funds, and who controls the business.

The location part should give an overview of the premises from which the company is operating, and why that location is of particular interest (catchment area, accessibility, amenities nearby, etc.).

When describing the location of your dental practice to a third party financier, you could emphasize the potential for increased patient volume due to its proximity to other medical facilities.

You could also mention that it is in an area that is growing and expanding, suggesting that the location could be an ideal place to invest in.

Additionally, you may point out that the practice is in a well-trafficked area with easy access to public transportation and ample parking. These factors could help to paint a compelling picture of the potential returns on investment.

Finally, you should introduce the management team. Explain each member's role, background, and experience.

It is also important to emphasize any past successes that the members of the management team have achieved, and how long they've been working together, as this will help potential lenders or investors understand why they should trust in their leadership.

3. The products and services section

The products and services section of your dental practice business plan should include a detailed description of what your company sells to its customers. 

For example, your dental practice may offer a variety of products and services to meet the needs of its customers, such as routine cleanings, fillings, and tooth extractions. It could also offer cosmetic services such as teeth whitening and dental implants.

Additionally, it may provide preventive services, such as fluoride treatments and sealants, to help prevent cavities and other oral health problems. All of these products and services help to promote good oral hygiene and keep people's smiles looking their best.

The reader will want to understand what makes your dental practice unique from other businesses in this competitive market.

When drafting this section, you should be precise about the categories of products or services you sell, the clients you are targeting and the channels that you are targeting them through. 

4. The market analysis

When presenting your market analysis in your dental practice business plan, you should detail the customers' demographics and segmentation, target market, competition, barriers to entry, and any regulations that may apply.

The goal of this section is to help the reader understand how big and attractive your market is, and demonstrate that you have a solid understanding of the industry.

You should start with the demographics and segmentation subsection, which gives an overview of the addressable market for your dental practice, the main trends in the marketplace, and introduces the different customer segments and their preferences in terms of purchasing habits and budgets.

The target market section should follow and zoom on the customer segments your dental practice is targeting, and explain how your products and services meet the specific needs of these customers.

For example, your target market might include young adults ages 18-25. These individuals may be in college or just starting their careers and want to maintain their dental health. They are likely to prioritize convenience, affordability, and value when looking for a dental practice.

Then comes the competition subsection, where you should introduce your main competitors and explain what differentiates you from them.

Finally, you should finish your market analysis by giving an overview of the main regulations applicable to your dental practice.

5. The strategy section

When you write the strategy section of your dental practice business plan, remember to cover key elements such as your competitive edge, pricing strategy, sales & marketing plan, milestones, and risks and mitigants.

In the competitive edge subsection, elaborate on what makes your company stand out from competitors. This becomes especially important if you're a startup, aiming to carve a place for yourself amidst established players in the marketplace.

The pricing strategy subsection should demonstrate how you plan to maintain profitability while offering competitive prices to attract customers.

Outline your sales & marketing plan, detailing how you'll reach out to new customers and retain existing ones through loyalty programs or special offers.

For the milestones subsection, outline your company's achievements to date and your main objectives for the future, complete with specific dates to set clear expectations for progress.

Lastly, the risks and mitigants subsection should address the main risks that could affect your plan's execution. Explain the measures you've put in place to minimize these risks, assuring potential investors or lenders.

As a dental practice, you may face a variety of risks. One possibility is a data security breach, which could result in the loss of confidential patient information. It is important to ensure that your systems are up-to-date and secure to help mitigate this risk.

Another potential risk is premises liability, which could arise from an accident that happens to a patient while they are in your practice. This could include slips and falls or medical malpractice.

To help reduce this risk, you may want to consider investing in liability insurance and establishing safety protocols in your practice.

6. The operations section

The operations of your dental practice must be presented in detail in your business plan.

Begin by addressing your staff, specifying the main roles and your recruitment plan to support the anticipated growth. Outline the qualifications and experience needed for each role and discuss your recruitment strategies, which may involve using job boards, referrals, or headhunters.

Next, clearly state your dental practice's operating hours, allowing the reader to gauge the adequacy of your staffing levels. Additionally, mention any considerations for varying opening times during peak seasons and your approach to handling customer queries outside regular operating hours.

The key assets and intellectual property (IP) required to run your business should also be highlighted. If you rely on licenses, trademarks, physical structures like equipment or property, or lease agreements, ensure they are well-documented in this section.

You may have key assets such as the physical premises of the practice and the equipment used to provide services. Additionally, the dental practice might also have intellectual property such as patient records and confidential business information. All of these could be kept secure and confidential to protect the practice from any potential risks.

Finally, provide a comprehensive list of suppliers you intend to collaborate with, along with a breakdown of their services and main commercial terms, such as price, payment terms, break clauses and contract duration. Investors often seek insight into the reasons behind your supplier choices, which may include a preference for higher-quality products or established relationships from past ventures.

7. The presentation of the financial plan

The financial plan section is where we will include the financial forecast we talked about earlier in this guide.

Now that you have a clear idea of the content of a dental practice business plan, let's look at some of the tools you can use to create yours.

What tool should I use to write my dental practice's business plan?

In this section, we will be reviewing the two main solutions for creating a dental practice business plan:

  • Using specialized online business plan software,
  • Outsourcing the plan to the business plan writer.

Using an online business plan software for your dental practice's business plan

Using online business planning software is the most efficient and modern way to create a dental practice business plan.

There are several advantages to using specialized software:

  • You can easily create your financial forecast by letting the software take care of the financial calculations for you without errors
  • You are guided through the writing process by detailed instructions and examples for each part of the plan
  • You can access a library of dozens of complete business plan samples and templates for inspiration
  • You get a professional business plan, formatted and ready to be sent to your bank or investors
  • You can easily track your actual financial performance against your financial forecast
  • You can create scenarios to stress test your forecast's main assumptions
  • You can easily update your forecast as time goes by to maintain visibility on future cash flows
  • You have a friendly support team on standby to assist you when you are stuck

If you're interested in using this type of solution, you can try The Business Plan Shop for free by signing up here .

Hiring a business plan writer to write your dental practice's business plan

Outsourcing your dental practice business plan to a business plan writer can also be a viable option.

Business plan writers are experienced in writing business plans and adept at creating financial forecasts without errors. Furthermore, hiring a consultant can save you time and allow you to focus on the day-to-day operations of your business.

However, hiring business plan writers is expensive as you are paying for the software used by the consultant, plus their time, and their profit margin of course.

From experience, you need to budget at least £1.5k ($2.0k) excluding tax for a complete business plan, more if you need to make changes after the initial version (which happens frequently after the initial meetings with lenders or investors).

You also need to be careful when seeking investment. Investors want their money to be used to grow the business, not spent on consulting fees. Therefore, the amount you spend on business plan writing services (and other consulting services such as legal services) needs to be negligible relative to the amount raised.

The other drawback is that you usually don't own the business plan itself: you just get the output, while the actual document is saved in the consultant's business plan software - which makes it difficult to maintain the document up to date without hiring the consultant on a retainer.

For these reasons, outsourcing the dental practice business plan to a business plan writer should be considered carefully, weighing both the advantages and disadvantages of hiring outside help.

Ultimately, it may be the right decision for some businesses, while others may find it beneficial to write their business plan using online software.

Why not create your dental practice's business plan using Word or Excel?

Using Microsoft Excel and Word (or their Google, Apple, or open-source equivalents) to write a dental practice business plan is a terrible idea.

For starters, creating an accurate and error-free financial forecast on Excel (or any spreadsheet) is very technical and requires both a strong grasp of accounting principles and solid skills in financial modelling.

As a result, it is unlikely anyone will trust your numbers unless - like us at The Business Plan Shop - you hold a degree in finance and accounting and have significant financial modelling experience in your past.

The second reason is that it is inefficient. Building forecasts on spreadsheets was the only option in the 1990s and early 2000s, nowadays technology has advanced and software can do it much faster and much more accurately.

And with the rise of AI, software is also becoming smarter at helping us detect mistakes in our forecasts and helping us analyse the numbers to make better decisions.

Also, using software makes it easy to compare actuals vs. forecasts and maintain our forecasts up to date to maintain visibility on future cash flows - as we discussed earlier in this guide - whereas this is a pain to do with a spreadsheet.

That's for the forecast, but what about the written part of my dental practice business plan?

This part is less error-prone, but here also software brings tremendous gains in productivity:

  • Word processors don't include instructions and examples for each part of your business plan
  • Word processors don't update your numbers automatically when they change in your forecast
  • Word processors don't handle the formatting for you

Overall, while Word or Excel may be viable options for creating a dental practice business plan for some entrepreneurs, it is by far not the best or most efficient solution.

  • Having an up-to-date business plan is key to maintaining visibility on your future cash flows.
  • A business plan has 2 parts: a financial forecast highlighting the expected growth, profitability and cash generation of the business; and a written part which provides the context needed to interpret and assess the quality of the forecast.
  • Using business plan software is the modern way of writing and maintaining business plans.

We hope that this guide helped you to better understand how to write the business plan for a dental practice. If you still have questions, do not hesitate to contact us.

Also on The Business Plan Shop

  • How to write a 5 years business plan
  • Business plan myths

Know someone who owns or wants to start a dental practice? Share this article with them!

Guillaume Le Brouster

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

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Dental Practice Business Plans

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Dental Office Business Plan

The Tooth Fairy offers general and cosmetic dentistry services.

There’s this weird stigma around going to the dentist and having someone poke around in your mouth. As you look to open your own practice, you need to find ways to get around this image and present your services as professional, easy, and comfortable. And the best way to set yourself and your practice up for success is to put together a business plan.

By starting with one of our Dental Practice Sample Plans, you can make sure that you have everything you need to get your practice off the ground. You’ll identify customers, marketing practices, equipment needs, and your mission as a dentist. All while building out your financing and steps to ensure your business is a success.

If you’re looking to develop a more modern business plan, we recommend you try LivePlan . It contains the same templates and information you see here, but with additional guidance to help you develop the perfect plan.

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Dental Business Plan

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Dentistry is one of the most rewarding and profitable entrepreneurial ventures for any dental professional.

You can easily start a dental business, but you need a detailed business plan when it comes to staying competitive in the market, raising funding, applying for loans, and scaling it like a pro!

Need help writing a business plan for your dental office? You’re at the right place. Our dental business plan template will help you get started.

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How to Write a Dental Business Plan?

Writing a dental business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

Introduce your business:

  • This section may include the name of your dental business, its location, when it was founded, the type of dental business (E.g., general dental practice, orthodontic practice, oral surgery practice.), etc.

Market opportunity:

Dental services:, marketing & sales strategies:, financial highlights:, call to action:.

Make sure your executive summary is clear, concise, easy to understand, and jargon-free.

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dental practice business plan template

2. Business Overview

The business overview section of your business plan offers detailed information about your company. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

Business description:

  • Business name and type: Describe what type of dental clinic you run and the name of it. You may specialize in one of the following dental practices:
  • Oral surgery practice
  • Cosmetic dental practice
  • General dental practice
  • Mobile dental practice
  • Pediatric dental practice
  • Company structure: Describe the legal structure of your dental office, whether it is a sole proprietorship, partnership, or others.
  • Location: Explain where your business is located and why you selected the place.

Mission statement:

Business history:, future goals:.

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The Market analysis section of your business plan should offer a thorough understanding of the dental care industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

Target market:

  • For instance, general dental clinics may target individuals and families seeking routine dental check-ups.

Market size and growth potential:

Competitive analysis:, market trends:.

  • For instance, there is an increasing demand for cosmetic dental services such as teeth whitening and dental implants; explain how you plan to address the growth opportunity.

Regulatory environment:

Here are a few tips for writing the market analysis section of your dental clinic business plan:

  • Conduct market research, industry reports, and surveys to gather data.
  • Provide specific and detailed information whenever possible.
  • Illustrate your points with charts and graphs.
  • Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific dentistry services offered to patients. To write this section should include the following:

Dental treatment & services:

  • Teeth whitening
  • Tooth extraction
  • Cosmetic fillings
  • Root canal therapy
  • Oral surgery, and more.

Describe each service:

  • For instance, tooth extraction involves dental examination, anesthesia, tooth loosening, tooth removal, socket cleaning, post-extraction treatment, and follow-up appointments.

Insurance & Payment Options:

  • In addition to these payment options, describe if your dentistry offers regular patients discounts or membership plans.

Additional service:

In short, this section of your dental office business plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

The sales and marketing strategies section describes how you will attract new patients and retain existing ones. Here are some key elements to include in your sales & marketing plan:

Unique selling proposition (USP):

  • For example, advanced technology, specialized services, and emergency dental care could be some of the great USPs for a general dental clinic.

Pricing strategy:

Marketing strategies:, sales strategies:, patient retention:.

Overall, this section of your dental office business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your dental business, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

Staffing & training:

Operational process:, safety & infection control :.

  • These protocols may include waste management, disinfection, sterilization, infection surveillance, etc.

Equipment & Technologies:

  • In addition, provide details on the sourcing and maintenance of these instruments and equipment. Explain how these technologies benefit your patients and help you stand out as a dental service provider.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your dentistry effectively.

7. Management Team

The management team section provides an overview of your dental business’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.

  • Founders/CEO: Mention the founders and CEO of your dental clinic, and describe their roles and responsibilities in successfully running the business.

Key managers:

  • It should include, Dental director, department/division heads, committees, and other dentists involved in the operations, including their education, specialization, professional background, and years of experience in the dental care industry.

Organizational structure:

Compensation plan:, advisors/consultants:.

This section should describe the key personnel for your dental care services, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:.

  • This exercise will help you understand how much revenue you need to generate to sustain or be profitable.

Financing needs:

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

  • Add a table of contents for the appendix section to help readers easily find specific information or sections.
  • In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more. These statements must be up-to-date and offer financial projections for at least the first three or five years of business operations.
  • Provide data derived from market research, including stats about the dental care industry, user demographics, and industry trends.
  • Include any legal documents such as permits, licenses, and contracts.
  • Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your dental business plan should only include relevant and important information supporting your plan’s main content.

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This sample dental business plan will provide an idea for writing a successful dental clinic business plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our dental business plan pdf .

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Frequently asked questions, why do you need a dental business plan.

A business plan is an essential tool for anyone looking to start or run a successful dental business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your dental clinic.

How to get funding for your dental business?

There are several ways to get funding for your dental business, but self-funding is one of the most efficient and speedy funding options. Other options for funding are:

Small Business Administration (SBA) loan

Crowdfunding, angel investors.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your dental business?

There are many business plan writers available, but no one knows your business and ideas better than you, so we recommend you write your dental practice business plan and outline your vision as you have in your mind.

What is the easiest way to write your dental business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any dental clinic business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software.

About the Author

dental practice business plan template

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

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Starting a Practice: How to Write an Effective Dental Business Plan

Every business needs a dedicated business plan. Dental practices that are focused and prepared with a documented plan of action reach key milestones quicker, and can steer their business more effectively as it grows. Plus, without a dental practice business plan in place, you’ll find it hard to get funding.

Creating a thorough dentistry business plan isn’t as daunting as it may seem. Learn about all of the key considerations, best practices, and how to create your own dental business plan in our helpful guide.

Starting a Dental Practice Business Plan: Considerations

Writing a business plan for a dental practice is no different to compiling one for any other organization. However, the list of considerations varies depending on whether you are a new or existing practice.

Dental Business Plans for New Practices

Before you put pen to paper, work through the following questions to help you prepare:

  • What will your new dental practice look like?
  • Where is it located?
  • What is your target market?
  • What prices will you charge?
  • How many competitors will you have?
  • What are your competitors doing that you could do better?
  • What is your growth strategy?
  • Do you have a marketing plan prepared?

Dental Business Plans for Existing Practices

Updating a business plan for dental offices that are already up and running will require some additional details:

  • Current financial position
  • A list of debts owed, with updated lender details and payment terms
  • An analysis of operational costs and your break-even point
  • A financial comparison of your practice versus a competitor

Once you have all of this information, you can start compiling your dental business plan.

Dental Business Plan Template

Creating a dental office business plan may seem daunting, but it’s not as complicated as you might think. The beauty of a good dentistry business plan is that it’s a living document that can evolve as your practice grows and develops. It’s normal that some areas of your business grow faster than others. So as you progress you can even create separate dental business plan samples for each specialty split into general dentistry, orthodontics, periodontics, etc. Here is a breakdown of the sections you’ll need to cover in any thorough dental business plan.

Executive Summary

Although this is the first section of your dental office business plan, it should be the last part you write because it summarizes all of the other sections. It should cover no more than two pages and be written professionally in a way that is compelling to potential investors. Be sure to include a mission statement explaining the company’s purpose, why it exists, and the overall goal of operations.

Company Summary

State the location of the company, days and hours of operation, what services are offered, a breakdown of company ownership, and details about the following expenses and assets:

  • Start-up expenses – Legal fees, stationery, deposit payments, office renovation costs, insurance, etc.
  • Fixed assets – Dentistry equipment , furniture, computers, display cabinets, etc.
  • Operating costs – Payroll, rent, utilities, equipment maintenance, practice management software, dental supplies, marketing costs, etc.
  • Liabilities and capital – Current cash balance, borrowing agreements, outstanding bills, the balance on loans taken, etc.

A detailed breakdown of every service offered and the costs for each. For example, a dentistry business plan for an orthodontist may list information and prices for braces, palatal expanders, and retainers. In contrast, a cosmetic practice may provide details about teeth whitening, gap removal, and veneers.

Market Analysis

A breakdown of your consumer market is a vital component of any business plan. Dental practices typically segment customers into three categories — children, adults, and seniors. Record how your current market split matches your intended target market, including details on income, lifestyle, and any other relevant factors. This will help improve your marketing plan.

Competitor Analysis

Collect as much data about your competition as you can, including how they manage their online presence, what digital platforms they are active on, their website SEO rankings, and any other relevant information that will help you develop a plan to beat them.

This section maps out exactly how you intend to achieve your goals. To do that, you’ll need to consider and stipulate your:

  • Unique selling points (USPs) – The tactics you will use to gain a competitive edge, like customer service, quality, affordability, etc.
  • Marketing strategy – What dental social media marketing channels and techniques you will use to attract and retain patients.
  • Sales strategy – How you’ll sell, upsell, and cross-sell your products and services, and what dental insurance policies you’ll accept.
  • Milestone targets – Specific targets you wish to achieve within a designated time frame.

Every dental business plan template should explain how the practice will be managed. Include a complete list of personnel, their qualifications, and responsibilities. In addition to full-time employees, you can also list business associates like insurance agents, real estate advisors, and attorneys. Always add a personnel plan for staff that are still required if your team has current vacancies.

Financial Plan

This is one of the most important sections of your business plan and should be presented in great detail. You should include:

  • Historical financial analysis
  • A projected income forecast for the following 12-24 months.
  • A cash flow forecast
  • Your personal financial statement
  • The total funding required for the next 12-24 months.
  • Offered collateral
  • Details on how funds will be allocated

You’ll also need to include supporting financial documents, which should be a maximum of 90 days old to comply with current lending guidelines:

  • Financial statements
  • Copies of credit reports
  • Individual income tax returns
  • Business income tax returns.
  • A copy of the aging schedule

We hope this business plan dental practice sample will help you develop a detailed and actionable plan for your clinic. As your patient base grows, you’ll need to partner with an efficient practice management system. Cloud 9 Software specializes in innovative orthodontic practice management software that helps businesses optimize for success by improving staff productivity, user efficiency, and workflow processes.

Get in touch today or book a demo to learn how our cloud-based solutions can help your business grow.

Related Resources

Dental operatory design: how to create the right environment for your practice.

A dental operatory design should be functional, safe, and professional. ✓ Find out why design matters and how to create the perfect layout for your practice.

Dentistry Management: How to Run a Successful Dental Practice

Need guidance on running your first dental practice? Read our dentistry management blog to learn how to run a successful dental business today!

15 Orthodontic Marketing Strategies You Need to Use Right Now

Learn the most effective strategies for how to market an orthodontic practice. ✓ Click here to find promotion ideas and tips to get more patients today!

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Dental Business Plan Template [Updated 2024]

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Dental Business Plan Template

If you want to start a Dental business or expand your current Dental business, you need a business plan.

The following Dental Office business plan template gives you the key elements to include in a winning Dental business plan.

You can download our Dental Practice Business Plan Template (including a full, customizable financial model) to your computer here.

Below are links to each of the key sections of a dental practice business plan example:

Dental Business Plan Home I. Executive Summary II. Company Overview III. Industry Analysis IV. Customer Analysis V. Competitive Analysis VI. Marketing Plan VII. Operations Plan VIII. Management Team IX. Financial Plan

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dental business plan template

How To Start A Dental Practice: Costs Involved And Checklist

dental practice business plan template

April 19, 2022

Adam Hoeksema

Although some dentists are content with earning a salary as an associate, some dream of starting their practice. If you're thinking of opening a dental practice, you're in for a lot of hard work - but the rewards can be great! 

From conceptualizing your venture to bringing it to life, there's a lot that you need to do. Some of the challenges you'll face include growing your business to the point that it's profitable and sacrificing some leisure time. 

It's important to do your research and understand the costs involved before taking the plunge. This article will give you a detailed breakdown of how to start a dental practice - the costs involved and the checklist to help make sure you haven't missed anything. 

How Profitable Is A Dental Practice?

One of the questions dentists want to be answered before starting their own practice is how profitable the business is. The average net income for a general dentistry practice, according to the ADA , is $190,440 per year. However, this number will differ based on the type of dental practice, location, and the number of patients seen. 

There are a few things that you need to take into account when trying to determine how profitable your dental practice will be: 

  • The size of your market - this includes the number of potential patients and the competition.
  • The type of dental practice - some procedures are more profitable than others.
  • Your business model - how you run your business will impact your bottom line. 

Should I Start My Own Dental Practice?

If you are still on the fence on whether to start your dental practice, here are a few things to consider: 

  • Do you have enough capital to get started? You'll need to factor in the cost of leasing or buying a facility and the cost of outfitting it with dental equipment. If you suspect that you do not have enough funds, consider getting a bank loan.
  • Can you handle the administrative and business responsibilities that come with owning your practice? In addition to being a great dentist, you'll need to wear many hats as a business owner.
  • Are you prepared for the long hours? You may have to work longer days to build up a client base when you first start.
  • Do you have a solid business plan? This is essential for any new business and will help you secure loans and investments.

Answering these questions will help you determine if your own practice is the way to go. During this process, you also need to consider if you will 

How To Start A Dental Practice

Now that you've determined that you want to open a dental practice, it's time to start putting your plans into action.  But before we jump in, this article is meant for general dental practices, if you are a surgeon or specialist you might find our article on How to Start a Medical Office to be a better fit.

Create a business plan

The first step is to develop a business plan. This document will outline your goals, strategies, and how you plan to make your dental practice successful. 

Your business plan should include: 

  • An executive summary: this is a brief overview of your business plan. The executive summary should include the name and location of your practice and your business model. For example, will you be a solo practitioner, or will you have partners? 
  • A description of your business: this is where you'll describe the services you plan on offering and any unique selling points that will set you apart from the competition. For instance, if you're planning on opening a pediatric dental practice, you'll want to highlight your experience working with children. 
  • Your target market: who are your potential customers? What are their needs, and how will you be able to meet them? You should also include an estimate of the potential number of patients you can attract. 
  • Your marketing strategy: how do you plan on getting the word out about your dental practice? Will you use traditional advertising methods or rely on word-of-mouth? 
  • Your financial projections: this is where you'll need to do some research to come up with realistic numbers. You'll need to estimate your start-up costs and your ongoing expenses. Be sure to include a buffer for unexpected costs. Once you know some of your input numbers and assumptions, you can use our financial projection template built specifically for Dentists to get your polished projected financial statements which will be crucial for obtaining financing.

Consider a partner

If you are not comfortable with running your practice independently, consider working with a partner. This can be another dentist, a business partner, or even a family member. 

There are several benefits to having a partner: 

  • You'll have someone to share the workload with. This can be especially helpful if you plan to open a larger practice. 
  • You can pool your resources to save on start-up costs. 
  • You can split the responsibility of making decisions, which can be helpful if you're struggling with decision fatigue. 

Of course, there are also some drawbacks to having a partner. It's important to have a clear understanding of your roles and responsibilities and a plan for what happens if one of you wants to leave the practice. 

Obtain financing

If you do not have capital, you'll need to obtain financing to run your dental practice. A few options are available, such as bank loans, private investors, or government grants. 

You'll need to put together a strong business case to secure funding. Your business plan will come in handy here, as it will provide potential lenders with an overview of your plans. 

You should also be prepared to provide collateral, such as your home or other assets. 

Since it can be difficult to predict exactly how much you will need, you might need professional help. A professional service (like us here at ProjectionHub ) can help you get started on something like accurate dental office financial projections . Their projections are industry-specific. Thus you can rest assured that they will offer the best estimates. To get your projections, all you have to do is fill out a template, upload it, and wait for expert review. 

Determine the size and layout requirements

Ask yourself how much square footage you require and what type of layout will work best for your dental practice. Do you need a reception area? How many treatment rooms do you plan on having? 

You should also think about the type of atmosphere you want to create. Do you want a modern and sleek design or a more traditional look? 

Find a location

Once you've determined the kind of space you want, the next step is to find a suitable location for your dental practice. 

Location is one of the things that greatly affect starting costs and the success of a venture. For instance, if you choose a low-cost location, you'll save on initial costs, but the area might not be the easiest for customers to access. In the end, such a location will limit your business growth. 

When choosing a location, there are a few things you should keep in mind: 

  • The size of the space: you'll need enough room for a reception area, dental chairs, and storage. 
  • The layout: the space should be functional and allow for a smooth flow of patients. 
  • The lease: be sure to negotiate a fair lease agreement that fits your budget. 
  • The neighborhood: you'll want to choose a location that's easily accessible and in a safe area. 
  • The competition: try to avoid areas where there are already many dental practices. 

Get insured

Having insurance is essential for any business, but it's especially important for healthcare businesses. There are a few different types of insurance you'll need to consider: 

  • Professional liability insurance: also known as malpractice insurance, this type of coverage will protect you if a patient sues you for negligence. 
  • Property insurance: if you own your own building, you'll need to insure it against damage from fire, theft, or natural disasters. 
  • Workers' compensation insurance: if you have employees, you'll be required to have this type of coverage in most states. 
  • Health insurance: as a healthcare provider, you'll need to have health insurance for yourself and your employees. 
  • Disability insurance: this type of insurance will provide you with an income if you cannot work due to an injury or illness. 

Outfit dental equipment

Once you get insured, it's time to start outfitting it with dental equipment. The type of dental equipment you'll need will depend on the services you plan on offering. For instance, if you're planning on doing x-rays, you'll need to purchase an x-ray machine. 

You should also make sure that your dental equipment is up-to-date and meets all the necessary safety standards. 

In addition to dental equipment, you'll also need to stock your office with supplies, such as gloves, dental instruments, and cleaning materials. You'll also need to purchase furniture for your waiting room and reception area. 

Now that you have all the equipment you need for your practice, you can start hiring staff. The size of your staff will depend on the size of your practice. For example, a solo practitioner may only need one dental assistant, while a larger practice may need several. 

When hiring staff, be sure to take your time and find employees that are a good fit for your business. In addition to dental assistants, you may also need to hire a receptionist and an office manager. 

You should also consider hiring a marketing consultant to help you promote your practice. 

Start marketing your dental practice a few days before opening to get people excited about it. You can hold a small opening party and send invites to friends and family. Create business cards to hand out to potential patients during the party.

There are several ways you can market your dental practice. You can place ads in local newspapers and magazines or create a website and use search engine optimization to attract new patients. 

Do not forget to establish a strong social media presence to help with social media marketing. Advertising on social media is critical to the success of your business, as you can create hyper-specific ad campaigns that target your ideal patients. 

You can also offer promotions and discounts to attract new patients. For instance, you could offer free teeth cleaning for new patients.

If you've been wondering how to open a dental office, follow the steps discussed above. Just do your research, create a solid business plan, and market your practice effectively. 

The Costs Of Starting A Dental Practice

Of course, one of the most important considerations when starting a dental practice is the cost. The initial investment can be significant, but there are ways to reduce the cost. Here are a few of the biggest expenses you'll face: 

Leasing or buying a building 

Leasing is relatively cheaper compared to buying a building outright. You'll need to factor in the cost of renovations, as you'll likely need to make some changes to the space to suit your needs. 

For renovations, choose a contractor who is experienced in dental office construction. Ensure that the building you choose to buy or lease is compliant with all the necessary safety and health regulations. 

The size of your dental office will greatly influence your start-up costs. A smaller space will be cheaper to lease or buy, but you'll need to make sure it's large enough to accommodate all your dental equipment and staff. 

You should also consider the location of your office when determining the size. If you're planning on opening a practice in a busy downtown area, you'll need to make sure that you have enough space to accommodate a large number of patients. 

Dental equipment

The cost of dental equipment can vary greatly depending on the type of equipment you need and the brand you choose. You'll need to purchase basic dental equipment, such as chairs, lights, and x-ray machines. You should also factor in the cost of dental supplies, such as gloves, dental instruments, and cleaning materials. 

You can either buy new or used equipment. If you're on a tight budget, you can look for used equipment. However, be sure to have the equipment inspected by a professional before purchasing. Consider purchasing your supplies in bulk to save money. 

You'll need to purchase furniture for your waiting room and reception area. The type of furniture you choose will depend on your budget and the style of your office. 

You should also consider purchasing a few art pieces to hang in your office. This will help make your office more inviting and comfortable for patients. 

Computers and software

You'll need at least one computer for your office and dental practice management software. The cost of the software will vary depending on the features you need. 

You should also factor in the cost of setting up a website for your practice. Setting up a website will require paying for hosting and domain name. 

You'll need to purchase liability insurance for your practice. The cost of the insurance will vary depending on the coverage you choose. 

Consider purchasing malpractice insurance. This type of insurance will protect you in the event that a patient files a lawsuit against you. 

Dental practitioners need to hire at least one dental hygienist and one dental assistant. The cost of salaries will vary depending on the employees' experience and your practice location. 

When budgeting, factor in onboarding costs, such as the cost of training your employees. You should also consider the cost of employee benefits, such as health insurance and retirement plans. 

Licenses and permits

Like with all physical businesses, you'll be required to obtain a business license and a dental license. The cost of the licenses will vary depending on the state in which you're practicing. When creating your budget, include the cost of any permits you'll need, such as zoning permits.

Marketing your dental practice can also be costly. You'll need to budget for advertising and marketing materials, such as business cards and flyers. It would help if you also considered hiring a marketing consultant to help you develop an effective marketing strategy. Soon as you open your business, you'll realize that you cannot do it all. Hiring a marketing consultant will help you to free up time that you can use to focus on other aspects of your new venture.

Market research

Set aside some funds for market research as it helps to ensure the success of your dental practice. Before opening your practice, you should conduct market research to determine the needs of potential patients in your area. 

This will help you tailor your services and marketing strategies to attract new patients. You can also use market research to determine the most effective way to price your services.

To nail down your startup costs and have an air-tight understanding of how long your investment will take to put money back into your pocket, be sure to have realistic dental office financial projections completed.  

How To Reduce The Cost Of Opening A Dental Practice

You can reduce the cost of opening a dental practice by leasing rather than buying a building and purchasing used rather than new dental equipment. It will help if you hire recent grads or dental assistants willing to work for a lower salary. However, do not compromise the quality of your services by hiring under-experienced people. At least one year of experience is required to guarantee excellent quality services. 

If you're wondering how to open a dental office, there are several things you need to consider, including the cost. Opening your practice can be costly and time-consuming. However, you can open a successful dental practice with careful planning and execution. 

Photo by Anna Shvets

About the Author

Adam is the Co-founder of ProjectionHub which helps entrepreneurs create financial projections for potential investors, lenders and internal business planning. Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

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Dental Practice Business Plan Template

  • Business Plan , Browse by Categories , Browse by Industry , Healthcare Industry , Startup Business Plan , Healthcare Industry Business Plan , financial modeling

Dental Practice Business Plan-Product Logo

Our Dental Practice Business Plan Template is a comprehensive resource tailored for dental professionals. Whether you’re launching a new practice or refining an existing one, this template provides a step-by-step guide for creating a strategic business plan. It covers all crucial aspects, from executive summaries to financial projections, ensuring your dental practice thrives. Elevate your financial performance, attract investors, and optimize patient care with this invaluable tool.

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Table of Contents

Introduction to our Dental Practice Business Plan Template

Welcome to our Dental Practice Business Plan Template, a comprehensive guide to crafting a strategic and successful business plan for your dental practice. Whether you’re starting a new practice, seeking financial investment, or aiming to optimize your existing operations, this template provides the framework you need for success. Welcome to the world of dental practice business planning! Our dental business plan template is your comprehensive guide to building a strategic and successful plan for your dental services. Whether launching a new practice, aiming to secure financial investment, or looking to enhance your dental office, this template provides the structure and insights you need.

Oak Business Consultant offers bespoke services tailored to your needs. We create custom business plans, pitch decks, and financial models with meticulous attention to detail to align perfectly with your requirements. Our commitment to personalization sets us apart from others in our field. We are dedicated to your satisfaction and can assist you in fine-tuning your Business Plan to meet your specifications.

Keys of Business Plan

A well-structured business plan is essential for dental practices to thrive. It serves as a roadmap for your practice’s growth and financial health. Here are the key elements that make up a robust Dental Practice Business Plan:

Our Dental Practice Business Plan Template

Our Dental Practice Business Plan Template simplifies the planning process for dental professionals. It offers a step-by-step approach to creating a comprehensive plan that addresses all aspects of your dental practice, from the executive summary to financial projections.

Executive Summary

The executive summary provides a concise overview of your Dental Practice Business Plan. It outlines your practice’s goals, strategies, and financial projections, allowing potential investors and stakeholders to grasp your practice’s essence quickly.

Service Portfolio

Describe the range of services your dental practice offers, including dental consultations, therapeutic and preventive services, diagnostics, and more. Specify any specialized services or unique selling points that set your practice apart.

SWOT Analysis

Conduct a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to assess your dental practice’s internal and external factors. This analysis helps you identify areas for improvement, leverage your strengths, and address potential challenges.

Industry Analysis

Examine the dental industry, including current trends, growth opportunities, and challenges. Understand the competitive landscape and the evolving needs of patients seeking dental care.

Dental Practice Business Plan-Industry Geographical Markets

Market Analysis

Analyze your local market to identify potential customers, competitors, and market demand. Determine your target audience’s behavior, preferences, and demographics.

Dental Practice Business Plan-Market Analysis

Competitive Analysis

Study your competitors within the dental practice industry. Identify their strengths and weaknesses to develop strategies that set your practice apart and capture market share.

Dental Practice Business Plan-Competitor Analysis

Marketing Plan

Create a comprehensive marketing strategy to promote your dental practice. Include online and offline marketing efforts, social media campaigns, email marketing, and other promotional tools.

Dental Practice Business Plan-Marketing Plan 4ps

Operational Plan

Detail the day-to-day operations of your dental practice, covering aspects such as staffing, facility management, patient care, and financial management.

Dental Practice Business Plan-Operational Plan 1

Set achievable milestones and objectives for your dental practice’s growth and development. Define key performance indicators (KPIs) to track your progress and ensure you stay on course.

Dental Practice Business Plan-Milestones

Financial Plan

Develop detailed financial projections , including revenue, costs, cash flow, and income statements. Provide a clear financial roadmap for your dental practice’s success, including startup costs and ongoing expenses.

Frequently Asked Questions

Explore common questions related to dental practice business planning, financial projections, marketing strategies, and operational considerations.

  • How can I attract angel investors for my dental practice?
  • Attracting angel investors for your dental practice involves showcasing your business overview, financial analysis, and sales strategy. Highlight the potential return on investment, the advanced technology you use, and the growth opportunities in the dental health sector. Additionally, having a clear cash flow forecast and a well-structured dental business plan template can make your venture more appealing to potential investors.
  • What steps can I take to improve the patient flow in my dental office?
  • Improving patient flow in your dental office requires attention to various factors, including hours of operation, dental assistants’ efficiency, and the use of advanced technology. Consider extending your office hours to accommodate more patients, ensuring your staff is well-trained and organized, and leveraging technology for appointment scheduling and patient records. A smooth patient flow enhances the overall patient experience and can increase your practice’s revenue.

In conclusion, our Dental Practice Business Plan Template equips dental professionals with the tools and structure needed to thrive in the competitive dental industry. Whether you’re starting a new practice, seeking to optimize an existing one, or attracting potential investors, a well-crafted business plan is the key to success.

A well-crafted dental business plan is the key to success in the competitive dental industry. It serves as your roadmap for achieving your goals, whether you’re focused on offering cutting-edge dental services, optimizing financial performance, or expanding your patient base. With a clear financial statement, a solid online presence, and a deep understanding of your target market, you can position your dental office for growth and profitability.

INSTRUCTIONS TO ACCESS YOUR PURCHASE:

  • Order Completion : Once your order is finalized, a download link for your files will be available in your dashboard.
  • Retrieve Document : Proceed to download your PDF document.
  • Engage with Canva : Register for a complimentary Canva account or access your existing account.
  • Activate Template : Open the PDF and select the highlighted LINK. This will redirect you to your specific Canva template.
  • Personalization : Within Canva, you have the flexibility to adjust colors, fonts, images, and other elements to match your branding specifications.
  • Finalize and Share : After customization, download your design and showcase it on your social media platform.

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Pitch deck faqs.

Once your order is finalized, you can access a download link for your files directly from your dashboard.

To retrieve your document, simply proceed to your dashboard and download the provided PDF document.

Yes, you will need to register for a complimentary Canva account or log in to your existing Canva account to engage with the template.

Open the PDF you downloaded and select the highlighted LINK (mentioned on the last page) within it. This link will redirect you to your specific Canva template.

Absolutely! Within Canva, you are free to adjust colors, fonts, images, and other elements to ensure the design matches your branding specifications.

After you have finished customizing your design, you can download it from Canva and showcase it on your preferred social media platform.

Yes, Indeed! Our Team has developed more than +1000 Financial Models on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Financial Model Library and have more 1000+ Financial models available here . 

Also check out our Customize Financial Model services plans here .

Yes, Indeed! Our Team has developed more than +500 Business Plan on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Business Plan Templates library more +500 Business Plan available here.

Also check out our Customize Business Plan services packages here .

Financial model faqs

An Oak Business Consultants Provides Various Financial Model Templates; each industry model has unique revenue and input assumptions based on the industry nature and operation requirement. We have dug into almost every industry and have built 100+ models for every specific niche market.

For Example; a website has a general base model for e-commerce business and several other businesses that come under the E-commerce industry like Online Clothing Business and Online Toy Store, etc.

The pre-built financial models are made to help an entrepreneur, by giving them financial projections for their business. These models provide a prebuilt detail and structure to those who have a similar business revenue model as already available on the website. However, if you have a business model which is unique and have several different revenue streams. Therefore, you need Buy Customization Plans financial model services where you can avail of modeling services as per your business nature and operation requirements. 

All pre-built models are Comprehensive and dynamic, designed by expert professionals by considering all the elements any business requires while computing the financial feasibility of the business. The financial model template will provide the assistance to compute the startup summary, detailed monthly and yearly profit and loss statement, balance sheet, cash flow Analysis, and Break-Even Output summary. The template also has project evaluation reports and diagnostic sheets which will allow you to determine the company’s performance in a specified period of time. Moreover, a visual representation of these reports is compiled on a dashboard to make a convenient report overview for the user.

The models will be in Microsoft Excel file format, and they are immediately available for download after making the purchase. A model can redownload at any time in the future from the same account.

The optimal way to use the model is to familiarize yourself first with how the model is linked and structured. There are already detailed instructions on howdetailed how to use the description mentioned under each product profile.

Moreover, then start with the input sheet with the most important assumptions, and start filling in the inputs as per your business information which is clearly labeled and formatted in a pink color cell. For Example; If your region tax rate is 25% so fill it under the tax field, which is already highlighted so then a model will automatically compute all related calculations. The same procedure will go with all operating and variable cost sections, which are mentioned in the model.

Next comes the revenue-related input; then go through the inputs around growth rate, churn rate, prices, and cost of sales, etc. These inputs will be changed from industry to industry; however, the basic structure is the same.

So far, you’ll get basic forecast reports, and now it comes down to looking at the Summary and Key Reports sheet(s) to see if the estimation makes logic: net income, gross margin and net cash flow, etc. Refine and iterates the inputs until you get a final result that makes sense for your business and your industry.

The Financial models are in xls. File format. We would recommend to use Excel or Google Sheets to develop and edit financial models. In practice, We use Excel to build and edit models and Google Sheets to share with clients. Because Excel is usually a faster software for building and designing with so many features, however, Google Sheets can make it convenient for sharing models with the user.

Our models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template into Google Sheets, and everything will be ready to go.

Undoubtedly Yes! All formulas’ cells and sheets are completely editable and open. Therefore, you can edit anything as per your requirement. But, you must need to consider the cell linkage first before making any change.

How to Edit the Mode? All peach Areas are your INPUT CELLS. Please fill the PEACH AREA as per your Business situation. All WHITE and COLORED CELLS are CALCULATED and LINKED CELLS.

The Model is easy to use, dynamic and Transparent. We did not use complex formulas to build the Pre-built Financial Model or Financial Template.

Yes, We provide Half an Hour of free consultancy. We help you to explain

  • The flow of Pre- Built Financial Model
  • Explain Financial Terminology
  • Explain How the Pre-built Financial Model work.

You can fix a meeting time with our Expert Financial Consultant and avail yourself of this opportunity to have one to one call with him/her.

Business Plan faqs

Oak Business Consultant can easily accommodate any industry and already has 100+ Pre Built Business Plan samples that help you along the way. Whether you’re a small or mid-sized business, freelancer, or literally any industry sector from tech to real estate to salon and restaurant. We do extensive research before writing a business plan so that each business plan is quite different from another according to its business nature and operation requirements.

At Oak Business Consultant, we ensure that each and every business plan is customized for every industry. Such as;

  • Real Estate  
  • Education ,
  • Entertainment etc.

Our team of experienced consultants and business analysts does not only ensures high-quality templates but also provides business consulting services to enhance your idea. However, these Pre Built Business Plan Templates are general. You will require our customized plan services and if your business idea is unique and generates revenue from various different streams.

Apart from the general pre-built business plan template, we provide three kinds of business plan customized services and Each plan package offers a variety of services based on its price.  

  • Comprehensive

For Example in Basic Plan, a 10 to 15 pages business plan with a three-year financial model, completely customized according to your business nature and idea. However, in the Comprehensive package, the packages will be based on 30 to 35 pages with 5 Years of financial analysis.

We have several business planning packages. Each package is developed keeping in mind the scale of the business industry and the purpose of the business plan. We provide extremely competitive and affordable pricing for business plans.

If you need help with choosing the right package please feel free to reach one of our consultants. We are available here to support your queries.

https://oakbusinessconsultant.com/contact-us/

The average venture capital company receives several business plans every day and they only invest in a handful of 1%. You need such a comprehensive and deal proven business plan to capture investment attention. Oak Business Consultant Provides you a dynamic business plan which not only jotted down your ideas into a well-structured format but also provides all essential market and financial analysis which would be eye-captured information to the investor.

We work with minimal inputs. We only require the basic information in the brainstorming and developing process. The basic questionnaire involves Brand Name, a Brief Description of the company and your Idea, Target you will earn your revenue? and Why do you think people would need your products/services? and What is the range of initial investment you are looking at? And what plans for your company? These questions will ask as a starting point for your project. 

We always encourage our clients to share other information related to their future operations that might have. In case more information is required, our team will contact you.

We work in a collaborative manner via phase to phase communication approach. We acknowledge that you would know your business idea better than anyone. We bring along years of experience and industry best consultants to help you enhance your idea into a venture.

We work in a phased manner. Every interim deliverable related to the business plan will be sent to you for review. We acknowledge that you would know your business idea better than anyone So that We would encourage you to go through the drafts and give us your feedback. Our consultants will have a discussion on your review comments. On the basis of the discussion, we will modify the drafts. For every phase, we will take a maximum of two update requests of each phase into consideration. We would request you to give us a complete and specific set of feedback.

The business plan template design would be a part of the package. The draft version would be written in a normal word document; however, once a consultant is done with the content. A non-designed business plan goes into the in-house graphic team that turns the non-designed version into an aesthetically appealing template by considering the brand color theme and industry nature.

Market Research report faqs

We offer three variations: Basic, Advanced, and Comprehensive.

Basic includes a PDF report; Advanced adds Excel files; Comprehensive includes PDF, Excel, and PowerPoint.

Yes, we offer a 7-day complimentary consultation post-purchase.

Reports are for single-user only and not for commercial sharing.

Data is up-to-date as of the report’s publication.

Digital reports are delivered instantly; customized reports may vary as per the requirements.

We offer ongoing support for any post-purchase inquiries. You can contact by email [email protected] or book a meeting with https://calendly.com/oakbusinessconsultant/30min

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Dentistry Business Plan Sample

MAY.04, 2018

Dental Office Business Plan

Dentistry business plan for your own dental practice

Do you want to start a dental office business? If you are a dentist and want to earn lots of money while also serving the society, you should definitely start this business. But before you consider how to start a dentistry business , you must prepare a comprehensive business plan for it. The business plan will help you in acquiring the license for your business from the state and will also help you take important decisions for the startup. In case you don’t know how to write a dentistry business plan, you can take help from this sample business plan of a dentistry business startup named ‘Spear’s Dental Clinic’.

Executive Summary

2.1 the dental business.

Spear’s Dental Clinic will be a licensed, registered and insured dental consultancy clinic which will provide all sorts of dental consultancy and treatment services to its customers. The business will be located at a 10 minutes’ drive from the center of Boston and the location is ideal to open dental office .

2.2 Management of Dental Office

Spear’s Dental Clinic is a sole proprietorship owned by Dr. John Spear, an experienced dentist from Boston. The company’s main management framework comprises of sales executives, dentists, and nurses.

2.3 Customers of Dental Office

Our customers include people from all age groups such as children, teens, adults and senior citizens but children and teens will form the bulk of our customers since they are most likely to have dental problems.

2.4 Target of the Dental Business

Our business targets to be achieved within next three years are as follows:

Dental Office Business Plan - 3 Years Profit Forecast

Dental Office Summary

3.1 company owner.

Spear’s Dental Clinic is a sole proprietorship owned by Dr. John Spear. Dr. Spear is a famous dentist who has been practicing in Boston for more than 6 years.

3.2 Why the Dental Business is being started

Dr. Spear decided for dentistry start up to make profits in this industry while also serving the community.

3.3 How the Dental Business will be started

Spear’s Dental Clinic will be started in a leased location in Boston which was previously used as a small restaurant. The facility requires a lot of work so that it can be converted into a dental office and the company has already hired William Sons Contractors for this job. In addition to the usual inventory, the procured equipment will include high- and low- speed drills, an ultrasonic scaler (for removing prophylaxis), curing and placing instrument, dental seats and lights, x-ray film, filling material and the front desk equipment. The financial experts have forecasted following costs for the startup:

Dental Office Business Plan - Startup Cost

The detailed startup requirements are given below:

Services for customers

An important part of any start up dentistry business plan  is the services it will provide to its customers because the planning of nearly all subsequent things depend on the provided services. Spear’s Dental Clinic will be a licensed, registered and insured dental consultancy clinic which will provide following services to its customers:

  • Dental diagnostics services
  • Dental examinations & consultations services
  • Dental restorative & preventive services
  • Dental treatments including gap removal, tooth whitening, tooth removal and implants

Patients can make a reservation with us by either visiting our clinic or through our official website.

Marketing Analysis of dental business

The most important component of an effective dentistry business plan  is its accurate marketing analysis and a good dental practice business plan can only be developed after this stage. If you are starting on a smaller scale, you can do marketing analysis yourself by taking help from this dentistry business plan template or other dentistry business plan examples available online. If you are starting on a larger scale, it is always best to seek the counsel of marketing experts for developing a good dentistry business plan . The success or failure of a business totally depends upon its marketing strategy for business plan which can only be developed on the basis of accurate marketing analysis.Therefore, it must be considered before you develop your dentistry  startup business plan . Dr. Spear acquired the services of marketing experts to carry out the marketing analysis for his dentistry business plan . He also went through various dentistry business plans  available online before developing his own dental clinic business plan .

5.1 Market Trends

For learning the market trends of the dental industry, you will have to carry out an in-depth research. You can also take help from this dentistry business plan sample . The dental industry is among those industries who have a high propensity for profit and a very low failure rate. According to the American Dental Association (ADA), dental clinics are the 3rd highest category of the startup businesses which are most likely to survive. Dentists are among the highest earning professionals in the United States and their average income lies in the United States’ highest 8 percent incomes. According to IBISWorld, the dentist industry contributes more than $134 billion in the revenue of the United States every year. As of March 2018, there are 187,437 registered dentist clinics in the United States which are responsible for employing around 1,000,000 people. The industry’s growth rate is estimated to be 2.6 percent. This increase is contributed to many factors, of which one is the increase in education and prosperity of the population. The second factor is the increasing trend of dental insurances, due to which, many people became able to afford the dental services. According to a recent report, around 40 percent of the population has private dental insurance. In short, dental industry has a lot of potential and a dental clinic can be immensely profitable provided that you provide quality services and plan as well as market your business successfully.

5.2 Marketing Segmentation

Our target market is the residential community-based in Boston. As of 2016, there are more than 673,000 people in Boston which belong to varying backgrounds and most of them are financially stable. Out of the 252,700 households in the city, 20.4% contain children with age below 18 years, 25.5% contain married couples, 16.3% contain a female householder without a husband, and 54.0% are non-families. As per the population distribution, around 21.9% of the population is below 19 years of age, 14.3% are from 20-24, 33.2% are from 25-44, 20.4% are from 45-64, and 10.1% are more than 65 years of age. Analyzing the demographics is important since it gives you an idea of the market segmentation of your future customers. A successful and efficient marketing strategy can only be developed after we completely know our potential customers hence it must be duly incorporated in any dentistry business plan. Our business consultants have identified the following type of target audience which can become our future consumers:

Dental Office Business Plan - Marketing Segmentation

The detailed marketing segmentation of our target audience is as follows:

5.2.1 Children & Teens:

Our first target group will be the children and teens aged below 19 years. This group is most likely to have dental problems like incorrect or misaligned jaw position, jaw joint disorder, under-bite, overbite, missing teeth, extra teeth, and crowded or crooked teeth. Moreover, due to their unhealthy habits like smoking, excessive intake of sweeteners, oral piercings for wearing jewelry, they are also frequently affected by other dental problems. That’s why this group will be the biggest contributor to our revenue.

5.2.2 Adults:

Our second target group comprises of adults aged above 19 years. This group contains people who are sensible and conscious of their dental health and, thus, seldom encounter a dental problem. That’s why they have the least contribution to our revenue.

5.2.3 Senior Citizens:

The third target group comprises of senior citizens. This group, due to its old age, is much likely to be affected by various dental problems like dental decay, gum disease, poor fitting dentures etc. and has, therefore, more contribution than the adults. The detailed market analysis of our potential customers is given in the following table:

5.3 Business Target

Our main business targets to be achieved as milestones over the course of next three years are as follows:

  • To become the best dental service in Boston within next five years of launch by providing high-quality services
  • To achieve the net profit margin of $10k per month by the end of the first year, $15k per month by the end of the second year, and $25k per month by the end of the third year
  • To balance the initial cost of the startup with earned profits by the end of the second year
  • To open another dental office in downtown by the end of the third year

5.4 Product Pricing

After considering the market demands and the competitive nature of this business, Dr. Spear has decided to price his services slightly less (10% less) as compared to that of his competitors. This pricing strategy has been carefully selected considering many factors, especially the competition provided by established dental clinics in the locality like Neo Dental Clinic. By setting our services in slightly lower range, we hope to target more customers during the initial period of our launch.

After you have identified the market demand, market trends, and the potential customers of the startup, you must now define an effective strategy for attracting those customers toward you.

Like marketing analysis, sales strategy is also an important component of a good dentistry business plan and it must be properly developed before thinking about how to open dental office .

High Quality Business Plan and Professional Support

It was amazing to work with OGS Capital for our business plan. They promptly responded our enquires and delivered document on time.The document was well organized high quality and content.We succeded with Alex and his team support. We thank you guys again for professional approach and easy communication.

6.1 Competitive Analysis

The dental industry is one of the most competitive industries since there are more than 187,000 registered dental clinics in the United States. Boston also houses hundreds of established dental clinics who are providing quality services, especially the Neo Dental Clinic which will be our main competitor in the locality. However, our economical services will be our biggest competitive advantage since our services will cost about 15% less than that of our competitors. Although the residential community in our vicinity is well-established, still, this factor will cause an increase in our revenue by specifically targeting those people who are not covered by any dental insurance. Our second competitive advantage will be our exceptional customer service which, we guarantee, will be the best in town.

6.2 Sales Strategy

After carrying out a detailed analysis, our experts came up with the following brilliant ideas to advertise and sell ourselves.

  • We will ensure a strong web presence by using SEO/SEM tactics.
  • We will advertise our dental clinic in health magazines, newspapers, TV stations, and social media.
  • We will arrange seminars and informational sessions in all local schools and other institutions to increase dental awareness among students and other people. These efforts will also result in the promotion of our business.

6.3 Sales Monthly

Dental Office Business Plan - Sales Monthly

6.4 Sales Yearly

Dental Office Business Plan - Sales Yearly

6.5 Sales Forecast

Dental Office Business Plan - Unit Sales

Personnel plan

Personnel plan is also an important component of a good dentistry business plan  template so make sure to duly consider it before thinking about how to open a dental office . The personnel plan of our company is as follows.

7.1 Dental Office Staff

Dr. Spear will act as the General Manager of the company and will initially hire following people:

  • 1 Accountant for maintaining financial and other records
  • 2 Sales Executives responsible for marketing and discovering new ventures
  • 3 Dentists for dental treatments and checkups
  • 5 Nurses for assisting the Dentists and undertaking day-to-day tasks
  • 1 Technical Assistant for managing the company’s official website and social media pages
  • 2 Customer Representatives for interacting with customers
  • 6 Cleaners for maintaining a clean and hygienic environment in the clinic

All the employees will be hired by following strict testing procedures and will also be trained before onboarding.

7.2 Average Salary of Employees

The following table shows the forecasted data about the salaries of the employees for the next three years:

Financial Plan

After you have prepared the dental office marketing plan and the personnel plan, it is time for you to prepare a detailed financial plan. The financial plan should craft a detailed map of all the expenses needed for the startup and how these expenses will be met by the earned profits. It is recommended that you hire a financial expert for guiding you through all financial aspects needed to open a dental office .

8.1 Important Assumptions

8.2 brake-even analysis.

Dental Office Business Plan - Brake-even Analysis

8.3 Projected Profit and Loss

8.3.1 profit monthly.

Dental Office Business Plan - Profit Monthly

8.3.2 Profit Yearly

Dental Office Business Plan - Profit Yearly

8.3.3 Gross Margin Monthly

Dental Office Business Plan - Gross Margin Monthly

8.3.4 Gross Margin Yearly

Dental Office Business Plan - Gross Margin Yearly

8.4 Projected Cash Flow

Dental Office Business Plan - Projected Cash Flow

8.5 Projected Balance Sheet

8.6 business ratios.

Download Dental Office Business Plan Sample in pdf

OGS capital professional writers specialized also in themes such as senior center business plan , business plans for pharmacy , medical marijuana dispensary business plan , medical business plan , massage business plan , hospital business plan and many others.

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

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dental practice business plan template

Diving Deep Into Marketing for Dentists (My Takeaways)

Precious Oboidhe

Published: February 08, 2024

An avalanche of both booked and patient walk-ins is the dream of dental practitioners. But let’s be honest — getting these patients requires hard work because the dental industry is fiercely competitive.

dentist uses dental marketing tactics

To help you win and bring your dream to fruition, I will discuss the most interesting dental marketing campaigns I’ve seen and highlight what makes them so effective.

Download Now: Free Marketing Plan Template [Get Your Copy]

I’ll also share some out-of-the-box marketing strategies for growing your dental business. Let’s get started.

Table of Contents

Dental Marketing Strategies: 5 Campaigns You Can Learn From

4 dentist marketing ideas and how to execute them.

dental practice business plan template

Free Marketing Plan Template

Outline your company's marketing strategy in one simple, coherent plan.

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Click this link to access this resource at any time.

Below are the top dental marketing campaigns I’ve discovered — from Google ads to unique website updates. Here’s how these dental offices and companies found success.

1. Increase lead capture with Google Ads.

Google Ads is one of the most effective marketing strategies I’ve seen dental companies use. Beyond helping to create brand awareness , Google Ads lets you generate leads fast.

Case in point: Smile Doctors.

dental marketing campaigns, Smile Doctors homepage

Image Source

Smile Doctors started in 2015 , and in the first few years, the brand had minimal brand recognition. To connect with people who may need its orthodontic services, they used Google Ads, and I’ll tell you why.

From my experience, marketing channels like SEO take time to bring results — often six and up to nine months to attract just traffic .

Waiting for results wasn’t in the best interest of Smile Doctors. As a business with offices across the U.S., Smile Doctors needed country-wide brand awareness to get clients across their branches.

Embarking on a Google Ad campaign was an easy (though costly) choice to get people searching for dental services in each location.

Part of the campaign included the creation of customized landing pages aligned with each ad campaign. The brand also created many location-specific landing pages.

In fact, as of the time of this writing, Smile Doctors has 269 location-specific landing pages. Here’s an example.

Smile Doctors location landing page

With the landing pages set up, they conducted research to find commercial and transactional keywords. They also did competitor analysis and found and bid on many location-based keywords.

The campaign was massive, and insights from SpyFu show they may have invested over $13,000 per month in Google Ads.

Smile Doctors estimated Google ads budget

Here are a few of their ads.

Smile Doctors Google ads example

Overall, these ads got Smile Doctors a 35% increase in conversion rates . Call and form submissions also surged by 73%.

The icing on the cake is the incredible increase in online brand awareness — going from a mere 252 monthly visits in 2016 to 62,115 visits in 2023.

Smile Doctors organic traffic from 2016 to 2023

My Takeaway

Google Ads can get you results, but it’s best when you pair it with customized landing pages. These pages have the potential to rank organically, causing you to attract organic traffic and possibly help you cut your Google Ad costs.

2. Increase organic website visits and qualified leads with a targeted SEO campaign.

Customers will always appreciate your willingness to direct them. Once you can teach them “How to do [insert topic idea],” you will stand out and become an industry authority.

The Klement Family Dental (KFD) knew this about SEO and went all-in on it.

Before they got aggressive with SEO, they had a one-page dental website with subpar copy and no blog.

Klement Family Dental former homepage

Fast forward to 2024, the website has a new look with lots of pages, resources, and clear calls to action.

Klement Family Dental current homepage

Their strategy? A combination of content marketing , on-page , off-page , and technical SEO .

Some of the technical SEO boxes they checked off include having a sitemap and optimized site architecture, which looks like this:

Site architecture

A practical example is their “dental services” top-level navigation. Hovering on it shows the next-level menu, which has yet another category.

Klement Family Dental website architecture

This website structure is a plus for user experience because it reduces the crawl/click depth to three clicks.

That means it takes three clicks for a user to reach the bottom of the architecture (tooth filling, for example) and find what they need.

The outcome? Search engines rank such pages high.

The KFD website also has an informative blog with 171 posts. The traffic value of these posts shows they save up to $40,000 on Google ad costs.

Organic traffic cost of KFD blog

Besides this saving, what I love even more is their targeting of keywords that have commercial value . For example, their top article about “home remedies for toothaches” brings in 19,000 monthly visitors with a traffic value of $26,800.

Organic traffic cost of KFD top article

The catch with this article? If the home remedy options do not satisfy visitors, they can contact KFD for professional help.

Implementing SEO and content marketing can unlock the full potential of your dental website. But this duo works even better when you target keywords with high commercial value.

3. Run a reputation management campaign.

A report by B2B SaaS Reviews says 52% of customers consider businesses with an average review rating of four out of five stars suspicious.

Parker Pediatrics and Adolescents, a dental brand, didn't meet this threshold. The outcome? Patient numbers were taking a hit.

To fix this, they embarked on a reputation management campaign using a two-pronged strategy.

First, they established and optimized business listings primarily focused on Google Reviews. Working on the business listings positioned this dental brand for local SEO success.

This process ensured they had consistent NAP (name, address, phone number) on the internet, which created trust for potential new patients.

Google Business Profile of Parker Pediatrics and Adolescents

The second approach was the simultaneous launch of a Google review solicitation campaign. This helped them generate a steady stream of reviews from actual patients.

Today, when you search for Parker Pediatrics, you see a consistent NAP across listings and a good review page.

Customer review of Parker Pediatrics and Adolescents

The clinic’s average Google Reviews rating underwent a remarkable transformation, going from 3.6 to an impressive 4.2. They’ve also witnessed a 16% increase in new users, according to Cardinal Digital Marketing .

The clinic now boasts over 100 reviews, a testament to the genuine satisfaction of their patients and an accurate reflection of their work.

Online reviews shape perceptions, especially in healthcare. To attract patients with reviews, always ask your past patients to always leave positive feedback.

More positive feedback helps you dilute the overall impact of any negative review on your brand.

4. Get leads with Facebook Ads.

Smile Design Dentistry (SDD) is a family-owned practice in Florida. Faced with a low number of new patients, the brand embraced Facebook ads as a solution.

Their objectives were to:

  • reduce customer acquisition cost.
  • increase patient volume while keeping spending stable.
  • enhance lead generation and new patient bookings across their 50 locations.

To meet these objectives, Cardinal Digital Marketing worked with SDD to tell video stories, use image carousels, and adopt value-based conversion actions that helped the Facebook algorithm find better prospects.

They also created ads tailored to each location at every stage of the funnel. Plus, the creative planning involved A/B testing assets to achieve the lowest cost per lead (CPL).

Facebook ads by Smile Design Dentistry

After this campaign, call duration, conversion rates (CVR), and cost per acquisition (CPA) improved. There was also a notable increase in brand search volume, which shows improved brand awareness.

The indicator of success was not just in the efficiency of conversions but in the actual results — an influx of new patients.

Facebook ads are helpful for patient acquisition. But while you’re at it, watch out for your CVR, CPA, and CPL. If they are too high, you might be doing something wrong. That said, the ultimate barometer for success is more patients.

Quick note: You can connect your ad account to your HubSpot Marketing Automation software to create and manage your Facebook ads directly in HubSpot.

5. Try a website update or refresh.

Dr. Geisca Horn and Dr. Chad Loween run Serene Oaks Dental. Looking at their website homepage, all I see is elegance .

Serene Oaks Dental homepage

But it wasn’t always this way.

The site looked like this in March 2016.

Web archive result of Serene Oaks Dental homepage

Web archive results show they have redesigned their dentist service website several times.

In fact, the good folks at Roadside Dental Marketing say they redesign their site roughly every 2 to 3 years. And in 2021, they did a complete website makeover.

This is fascinating. Their rationale?

Serene Oaks Dental is not your average dental practice.

Dr. Horn and Loween are trailblazers in cosmetic dentistry who constantly enhance their skills and invest in the latest technology. They are also in a competitive market near Minneapolis, so they need to always stand out to stay ahead.

According to Roadside Dental Marketing, the results of their rebrand were a 72% increase in mobile traffic, a 37.9% surge in total traffic, and a 52.5% boost in average pages per session.

Your website reflects on your practice. By updating it, you create a great brand perception. This is even more important if you work with patients who want expensive dental services.

Here are four dentist marketing ideas you can use to drive traffic and sales opportunities to your dental business.

1. Optimize your Google Business Profile for local search.

“Dentist near me.”

“Dentist in Florida.”

“Best dentist for Invisalign in [state].”

These are local search terms . When patients search for them, Google will return results with profiles in the user’s area.

To win such local clientele , you need to set up or claim your Google Business Profile. Here are some tips for optimizing your profile.

Claim and verify your business.

This is the first step to optimizing your Google Business Profile .

A verified profile adds authenticity to your brand. This reassures visitors they are engaging with a legitimate and established dental practice. Here is how a verified Google profile looks:

Google Business Profile of Sky Dental

Add images showing the physical location.

A picture is worth a thousand words, and with a dental practice, it’s worth even more. Showcase your clinic, staff, and facilities using high-quality images and videos.

A visual representation of your dental services can help potential patients get a feel for your clinic and set the tone for a positive experience.

Google Business Profile image of Sky Dental

Choose relevant categories for your dental service.

Doing this helps your business appear and rank in the right search results. For instance, here’s what I got when I searched for “orthodontist in New York.”

Google Business Profile results for orthodontist in New York

And “oral surgeon New York.”

Google Business Profile results for oral surgeon in New York

These results show Google will return results that reflect the category a user wants. So, if you run a specialized practice, clarify this by choosing the right category and emphasizing it in your description.

Optimized Google Business Profile description

Optimize your description for local keywords.

Research and identify local keywords for dental services. Think “orthodontist in [location],” “teeth whitening in [location],” etc.

Use these keywords in your profile description, services, and posts to enhance your local search visibility.

2. Bid for transactional and commercial intent keywords.

Both are bottom-of-the-funnel keywords . Customers who search for them are actively seeking to make a purchase or take action — you just need to be there and gain their trust.

From my experience, such keywords may not have lots of traffic potential.

But their commercial value is enormous and bidding for them will be expensive and rewarding. Smile Doctors’ success shows the effectiveness of these high-conversion keywords.

Here are a few ways you can identify these keywords:

  • If your dental practice serves a specific location, include location-based terms in your keywords. For example, “dentist near me” or “dental services in [city].”
  • Uncover competitor keywords with tools like Ahrefs and SEMrush and target those with the highest commercial value. Keywords related to services, pricing, or transactional actions are good examples.
  • Focus on long-tail keywords . These keywords are specific and indicative of user intent. For instance, targeting ‘my tooth hurts’ is a gigantic waste of money. But “my tooth hurts so bad?” That’s a keyword that someone who needs help right away will search for.
  • Include phrases that stimulate action in your ad copy. For example, same-day treatment is available and 24-hour emergency dentist.
  • Use adjectives that suggest intent, such as “best,” “top-rated,” “affordable,” or “near me.” These modifiers suggest commercial intent, and using them will help refine your keyword list to attract patients.

Recommended reading: The Ultimate Guide to Google Ads [Examples]

3. Create Meta ads (Facebook and Instagram).

Facebook has a global advertising audience of 2.25 billion , and Instagram forecasts 1.44 billion estimated users by 2025. Both platforms offer unparalleled reach and targeting capabilities for paid advertisement.

Below are some Facebook and Instagram ad ideas.

Before and After Images

The visual impact of a transformed smile speaks volumes.

By creating these images, you give potential patients the confidence to use your service. You can try this out with a side-by-side image featuring a client’s smile before and after using your services.

Lifestyle Transformation Display

Highlighting the impact of dental services on lifestyle can resonate deeply. This is as simple as showing happy people with well-aligned and white teeth.

Feature images or videos that capture the newfound confidence and joy your patients experience after fixing their teeth.

Education on Bad Habits

Educational content is highly shareable and can position your dental brand as an authority.

Create visually appealing content that educates people on bad habits affecting their dental health — you’ll get engagement and trust that’ll translate into more patients.

Igniting Pain Points

Addressing pain points associated with dental issues helps you tap into a patient’s emotional triggers. To execute this, you can design image carousels, create videos, feature past clients, and more.

Plus, there are a myriad of issues you can address, like bad breath, tooth pain, decay, smiles that ruin impressions, and yellow teeth.

You can also create behind-the-scenes videos displaying some work being done, the atmosphere, and everything to the final result.

Tips for Facebook and Instagram Ad Success

  • Branding : Maintain a consistent brand presence across both platforms to build recognition and trust.
  • Use carousel ads : Facebook and Instagram carousel ad formats help you tell a visual transformational story.
  • Generate engagement : Create posts that encourage engagement through comments and shares. Facebook’s algorithm rewards content that sparks conversations.
  • Use Instagram Reels : Engage your audience with short, entertaining Reels that educate on dental health in a fun and digestible manner. What’s great is that Reels are shareable on Facebook.
  • Call-to-action (CTA) : Always have clear and compelling CTAs. Whether it’s booking an appointment or learning more about your services, tell the prospective patient the next step.

4. Create TikTok videos.

TikTok is an invaluable tool for dental businesses to connect with a wide demographic.

According to TikTok user research by Backlinko , out of 5.3 billion internet users worldwide, 23% use TikTok. The most interesting part of this data is TikTok’s 1.218 billion ad reach potential.

But newsflash: you don’t need ads to make TikTok work. With organic content, you can get incredible reach and engagement, provided your content is relatable and shows expertise.

Two dentists who use the organic approach on TikTok are @thebracesguy and @veneercheck.

Tiktok pages of dental experts

Their numbers and what they do:

Achieving the above feat won’t be easy, but taking a step trumps stagnancy. Here are a few ideas you can implement to establish your brand presence on TikTok.

Before and After Smile Transformations

Create visually striking before-and-after videos showcasing the transformative power of your services. This format will both engage and reinforce the impact of your services and boost confidence.

3D Dental Work and Behind-the-Scenes Content

Offer a glimpse into cutting-edge dentistry by sharing high-quality 3D dental work and behind-the-scenes footage. This content can demystify dental procedures, building trust and appreciation for your services.

Dentist-Patient Conversations

Humanize your practice by featuring authentic interactions between dentists and patients. These conversations can address common concerns and foster a sense of community within your TikTok audience.

Hygiene Tips and Product Recommendations

Educate your audience with hygiene tips and product recommendations. You could create short and informative videos that highlight the importance of dental care practices while subtly promoting your services and endorsed products.

Concerns Your Audience May Have

There is no such thing as excess information or ‘the information is already out there.’ Your audience may want to hear from you.

To figure out their concerns, include a call to action in your videos and ask them to comment about their dental challenges.

Embracing Trends and Engaging Your Audience

There is a popular TikTok trend? Cool! Align it with what you do and make a fun video(s). This ensures your content remains relevant and resonates with the platform’s culture.

Also, respond to comments, ask questions, and encourage user-generated content. Bottom line: Engage with your audience.

Your Next Step as a Dental Practitioner

These marketing campaigns and ideas show you can achieve significant growth right now, while planning for future growth.

To grow right now, you need a substantial PPC or social media advertisement budget. For future growth, you need to consider organic content you can create that won’t only support your ad strategy but also generate traffic in the future.

And if you can execute both at once, that’s even better. You build brand awareness, attract new patients, and generate revenue — this trio will make you smile as a practitioner.

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Dental Practice Business Plan

The business plan template for a dental practice

$ 100 $ 75

Fully editable 30+ slides Powerpoint presentation business plan template to raise funds from investors or obtain a loan from a bank

  • 30+ slides already completed
  • Updated market research (2023)
  • Suitable for a business loan
  • 75hrs of work put into this document
  • Fully editable
  • Free support
  • Instant download

See an example

Fully editable 30+ slides Powerpoint presentation business plan template to raise funds from investors or obtain a loan from a bank.

  • 75 hrs of work put into this document

Vetted by professionals at leading organizations

dental practice business plan template

What's inside

This template is already completed and include everything you need in a business plan:

  • Executive summary
  • Business overview
  • Market research
  • SWOT analysis
  • Competitive landscape
  • Management team
  • Sales & marketing plan

FREE Business Plan_Cryotherapy (4)

The business plan shown here is an example from the Cryotherapy business plan template.

Naturally, the

is customised for your business instead.

FULLY EDITABLE & EASY TO CUSTOMIZE

  • Name of the business
  • Square footage of the facility
  • Services and prices
  • Revenue projections

FREE Business Plan_Cryotherapy (3)

DOWNLOAD THE FINANCIAL MODEL

Add the financial model template to your business plan

  • Excel spreadsheet
  • 5-year financial statements already built
  • 20+ charts & metrics
  • Business valuation
  • Easy to modify

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dental practice business plan template

Dental Practice Financial Model

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FREQUENTLY ASKED QUESTIONS

It is a 30+ slides presentation in Powerpoint format that can be used to raise funds from investors or a bank for your business.

We built this template with everything you need in a business plan so you save time preparing your own.

Download the template and customise it as you please by adding your own business information (name of your business, location, etc.).

The template has 30+ slides that include all you need to raise funds from investors or to obtain a loan from a bank:

  • Market overview
  • Sales & marketing plan
  • Strategy & timeline
  • Financial plan

All our business plan templates can either be used with Powerpoint or Google Slides, Google Slides being a free version of Powerpoint.

It is a one-time fee. By purchasing this template you can download it to your computer and use it for as long as you need to.

Yes you can! It’s actually recommended to customize the template.

We recommend you to change the photos, add your business information to make it truly yours.

Yes it is. All investors and lenders will require a business plan along with a financial plan in Excel format.

This business plan template also include a financial plan yet please note this is an example. To edit the financial plan (for example to customize your revenue projections), purchase the corresponding financial model template available on this same product page.

The short answer is no. Since these templates are digital products, it is impossible for us to retrieve the template once you have downloaded at least once on your computer.

Note that we offer a free business plan example that can be downloaded before purchase. This allows you to have a look at the structure and the level of information we include in all our business plans.

This explains why less than 2% of our customers ever ask us for a refund.

That being said, if you are unhappy with your purchase, we will always do our best to make it work for you, either by: offering another template for free, helping you to use and/or customize your plan so that it works for you. 

If we can’t find an arrangement, we will offer refunds exceptionally when, for example:

  • You have purchased but you have not yet downloaded the document to your computer
  • You have rightfully be misled by an element on our website

Yes we do. Many of our customers even come back to us for help a year post purchase as they update their business plan.

We provide free lifetime email support, period.

Privacy Overview

This business plan is an example in pdf format, therefore it cannot be used as a template nor modified., this free example has limited access and cannot be modified..

dental practice business plan template

Create a form in Word that users can complete or print

In Word, you can create a form that others can fill out and save or print.  To do this, you will start with baseline content in a document, potentially via a form template.  Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to database information.  Following are the recommended action steps in sequence.  

Show the Developer tab

In Word, be sure you have the Developer tab displayed in the ribbon.  (See how here:  Show the developer tab .)

Open a template or a blank document on which to base the form

You can start with a template or just start from scratch with a blank document.

Start with a form template

Go to File > New .

In the  Search for online templates  field, type  Forms or the kind of form you want. Then press Enter .

In the displayed results, right-click any item, then select  Create. 

Start with a blank document 

Select Blank document .

Add content to the form

Go to the  Developer  tab Controls section where you can choose controls to add to your document or form. Hover over any icon therein to see what control type it represents. The various control types are described below. You can set properties on a control once it has been inserted.

To delete a content control, right-click it, then select Remove content control  in the pop-up menu. 

Note:  You can print a form that was created via content controls. However, the boxes around the content controls will not print.

Insert a text control

The rich text content control enables users to format text (e.g., bold, italic) and type multiple paragraphs. To limit these capabilities, use the plain text content control . 

Click or tap where you want to insert the control.

Rich text control button

To learn about setting specific properties on these controls, see Set or change properties for content controls .

Insert a picture control

A picture control is most often used for templates, but you can also add a picture control to a form.

Picture control button

Insert a building block control

Use a building block control  when you want users to choose a specific block of text. These are helpful when you need to add different boilerplate text depending on the document's specific purpose. You can create rich text content controls for each version of the boilerplate text, and then use a building block control as the container for the rich text content controls.

building block gallery control

Select Developer and content controls for the building block.

Developer tab showing content controls

Insert a combo box or a drop-down list

In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.

combo box button

Select the content control, and then select Properties .

To create a list of choices, select Add under Drop-Down List Properties .

Type a choice in Display Name , such as Yes , No , or Maybe .

Repeat this step until all of the choices are in the drop-down list.

Fill in any other properties that you want.

Note:  If you select the Contents cannot be edited check box, users won’t be able to click a choice.

Insert a date picker

Click or tap where you want to insert the date picker control.

Date picker button

Insert a check box

Click or tap where you want to insert the check box control.

Check box button

Use the legacy form controls

Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.

Click or tap where you want to insert a legacy control.

Legacy control button

Select the Legacy Form control or Active X Control that you want to include.

Set or change properties for content controls

Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.

Select the content control that you want to change.

Go to Developer > Properties .

Controls Properties  button

Change the properties that you want.

Add protection to a form

If you want to limit how much others can edit or format a form, use the Restrict Editing command:

Open the form that you want to lock or protect.

Select Developer > Restrict Editing .

Restrict editing button

After selecting restrictions, select Yes, Start Enforcing Protection .

Restrict editing panel

Advanced Tip:

If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.

To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break .

Sections selector on Resrict sections panel

If the developer tab isn't displayed in the ribbon, see Show the Developer tab .

Open a template or use a blank document

To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.

Go to File > New from Template .

New from template option

In Search, type form .

Double-click the template you want to use.

Select File > Save As , and pick a location to save the form.

In Save As , type a file name and then select Save .

Start with a blank document

Go to File > New Document .

New document option

Go to File > Save As .

Go to Developer , and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .

Adding content controls to your form

In the document, click or tap where you want to add a content control.

On Developer , select Text Box , Check Box , or Combo Box .

Developer tab with content controls

To set specific properties for the control, select Options , and set .

Repeat steps 1 through 3 for each control that you want to add.

Set options

Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.

Set common properties.

Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.

Bookmark Set a unique name or bookmark for each control.

Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.

Add Help Text Give hints or instructions for each field.

OK Saves settings and exits the panel.

Cancel Forgets changes and exits the panel.

Set specific properties for a Text box

Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.

Default text sets optional instructional text that's displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.

Maximum length sets the length of text that a user can enter. The default is Unlimited .

Text format can set whether text automatically formats to Uppercase , Lowercase , First capital, or Title case .

Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.

Set specific properties for a Check box .

Default Value Choose between Not checked or checked as default.

Checkbox size Set a size Exactly or Auto to change size as needed.

Check box enabled Lets the user check or clear the text box.

Set specific properties for a Combo box

Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.

Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press - to remove a selected item.

Drop-down enabled Lets the user open the combo box and make selections.

Protect the form

Go to Developer > Protect Form .

Protect form button on the Developer tab

Note:  To unprotect the form and continue editing, select Protect Form again.

Save and close the form.

Test the form (optional)

If you want, you can test the form before you distribute it.

Protect the form.

Reopen the form, fill it out as the user would, and then save a copy.

Creating fillable forms isn’t available in Word for the web.

You can create the form with the desktop version of Word with the instructions in Create a fillable form .

When you save the document and reopen it in Word for the web, you’ll see the changes you made.

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IMAGES

  1. Dental Office Business Plan Template

    dental practice business plan template

  2. Dental Treatment Plan Template [Free PDF]

    dental practice business plan template

  3. Dental Treatment Plan Form Template

    dental practice business plan template

  4. Dentist Business Plan

    dental practice business plan template

  5. Dental Office Business Plan Template

    dental practice business plan template

  6. Business Plan for Dentistry

    dental practice business plan template

VIDEO

  1. Best Practice Management for Dental Office and Get FINANCIAL Stability

  2. The 3 Benefits You Must Know About Using A Dental CPA

  3. How to Start a Dental Marketing Agency

  4. Here's What Makes Essential Dental Services Stand Out🤩 #Service #Business

  5. Trailer: Dental Business RX

  6. Dental Care AE Template

COMMENTS

  1. Dental Business Plan & Example

    How does it work? Step 1. Download the form Access the Printable Dental Business Plan form from a reputable source or website. Step 2. Gather information Collect all necessary information and data to complete the form, including practice details, market analysis, financial projections, and operational strategies. Step 3. Read instructions

  2. Dental Business Plans 101

    Ready to create a business plan for your dental practice? The good news is that you can follow the same general guidelines as other small businesses. Before you begin, ask yourself these key questions: Can you describe your potential dental practice in detail? Do you have an actionable marketing plan? Who is in the market?

  3. Dental Business Plan Template [Updated 2024]

    Download our Ultimate Business Plan Template here > What Is a Business Plan? A business plan provides a snapshot of your dental business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

  4. Dental Business Plan Template (2024)

    Dental Business Plan Template Written by Dave Lavinsky Dental Business Plan You've come to the right place to create your Dental business plan. We have helped over 10,000 entrepreneurs and business owners create business plans and many have used them to start or grow their dental businesses.

  5. Dental Office Business Plan Example

    1.1 Objectives The objectives for the first years of operation include: To create a start-up organization from an already existing practice whose primary goal is to exceed customer's expectations. To increase the number of clients by 20% per year through superior performance and word-of-mouth referrals.

  6. How to Write a Dental Practice Business Plan: Complete Guide

    Use this template to create a complete, clear and solid business plan that get you funded. 1. Dental Practice Executive Summary The executive summary of a business plan gives a sneak peek of the information about your business plan to lenders and/or investors.

  7. Dental Clinic Business Plan Example For Practice Growth

    Reading Time: 7 minutes A business plan. Your practice simply has to have one. It's going to lay out all the detailed information that helps you set your practice on the road to success. It'll include market analysis, a marketing plan, competitive analysis, cash flow projections, and more.

  8. Dental Practice Finance Model & Business Plan

    How to Create a Business Plan for Your Dental Practice Creating an effective business plan is essential for any business's success—including dental practices. Business plans provide detailed information that helps businesses forge a path towards long-term growth and success.

  9. How to write a business plan for a dental practice?

    For these reasons, outsourcing the dental practice business plan to a business plan writer should be considered carefully, weighing both the advantages and disadvantages of hiring outside help. Ultimately, it may be the right decision for some businesses, while others may find it beneficial to write their business plan using online software.

  10. PDF Your Practice Business Plan

    A Template to Get You Started third and final article in the series provides a template to use for developing a dental practice business plan that incorporates both the career-stage considerations ("Personal Goals and Practice Objec-tives: The First Steps...,"

  11. Dental Practice Business Plan Examples

    Explore our library of Dental Practice Business Plan Templates and find inspiration for your own business.

  12. Dental Business Plan Template (2024)

    Medical & Health Care Dental Business Plan Are you thinking of starting a Dental business? We have prepared a solid Dental business plan sample that guides you on every stage of your business plan writing. Download Template Create a Business Plan

  13. Dental Office Business Plan Template

    Commence your dental practice with confidence using our free Dental Office Business Plan Template. With sections covering market analysis, business model, financial forecasts, and marketing strategies, you can establish a powerful plan that primes your dental office for success. Download our template now and pave the way to a flourishing dental practice!

  14. Writing a Business Plan: Dental Practice Sample

    Dental Business Plan Template Creating a dental office business plan may seem daunting, but it's not as complicated as you might think. The beauty of a good dentistry business plan is that it's a living document that can evolve as your practice grows and develops. It's normal that some areas of your business grow faster than others.

  15. Dental Business Plan Template [Updated 2024]

    The following Dental Office business plan template gives you the key elements to include in a winning Dental business plan. You can download our Dental Practice Business Plan Template (including a full, customizable financial model) to your computer here. Below are links to each of the key sections of a dental practice business plan example:

  16. How to Build a Financial Model for your Dental Practice

    How To Open a Dental Practice In 8 Steps 8 Strategies To Increase Profits For Your Dental Practice How to Write a Dental Practice Business Plan: Complete Guide 1. Forecast patients. The first thing you'll need to do is to forecast the number of patients you can expect to receive in your dental practice. Naturally, do this month over month.

  17. How To Start A Dental Practice: Costs Involved And Checklist

    The first step is to develop a business plan. This document will outline your goals, strategies, and how you plan to make your dental practice successful. Your business plan should include: An executive summary: this is a brief overview of your business plan. The executive summary should include the name and location of your practice and your ...

  18. Dental Practice Business Plan Template

    Our Dental Practice Business Plan Template is a comprehensive resource tailored for dental professionals. Whether you're launching a new practice or refining an existing one, this template provides a step-by-step guide for creating a strategic business plan. It covers all crucial aspects, from executive summaries to financial projections ...

  19. Dentistry Business Plan Sample [Update 2024]

    Article Business Plan Templates Health Business Plans Table of Content Dentistry business plan for your own dental practice Do you want to start a dental office business? If you are a dentist and want to earn lots of money while also serving the society, you should definitely start this business.

  20. Sales & Marketing Plan for a Dental Practice (Example)

    Sales & Marketing Plan for a Dental Practice (Example) Debbie. December 29, 2023. Business Plan, Sales & Marketing Strategy. Establishing and operating a successful dental practice requires more than just excellent dental skills; it demands a strategic approach to marketing and sales. This comprehensive guide aims to assist in crafting a ...

  21. Dental Practice Business Plan Template

    A sophisticated 5 year dental practice financial projection model excel needed, whatever size and stage of development your business is. Minimal previous financial planning experience and very basic knowledge of Excel is required: however, fully sufficient to get quick and reliable results. Dental Practice P&L Projection helps you evaluate your ...

  22. How to Write Dental Practice Business Plan? Guide & Template

    Guide & Template | by Ivan Smith | Feb, 2024 | Medium How to Write Dental Practice Business Plan? Guide & Template Ivan Smith · Follow 4 min read · 2 days ago In the realm of dental...

  23. Diving Deep Into Marketing for Dentists (My Takeaways)

    Here are four dentist marketing ideas you can use to drive traffic and sales opportunities to your dental business. 1. Optimize your Google Business Profile for local search. "Dentist near me.". "Dentist in Florida.". "Best dentist for Invisalign in [state].". These are local search terms.

  24. Dental Practice Business Plan

    This template is already completed and include everything you need in a business plan: Executive summary Business overview Market research SWOT analysis Competitive landscape Management team Sales & marketing plan Download for $75 The business plan shown here is an example from the Cryotherapy business plan template. Naturally, the

  25. Create a form in Word that users can complete or print

    In Word, you can create a form that others can fill out and save or print. To do this, you will start with baseline content in a document, potentially via a form template. Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to ...