Frequently Asked Questions
Absolutely. We recommend Non-Disclosure Agreements (NDAs) with our clients, their employees, and all vendors. Practice data and performance evaluations are handled with the highest level of confidentiality and professionalism.
No. We work around your schedule and implement changes gradually and strategically so your team isn’t overwhelmed.
Yes. We employ a team of marketing professionals, including graphic designers, web designers, social media managers, influencers, SEO / Google specialists, photographers, and videographers. We provide dental-specific marketing strategy, local SEO guidance, and patient acquisition support as part of your growth plan.
Our clients typically see revenue growth of 15–30% along with cost savings and improved patient and team satisfaction.
Both. We offer virtual consulting nationwide, and on-site visits for in-depth projects or multi-location evaluations. We prefer on-site, hands-on consulting and can schedule weekly, monthly, or quarterly visits.
Engagements can range from 30 days (for assessments) to 6–12 months for full-scale transformation projects, depending on your goals.
While our specialty is dental consulting, we also support other healthcare practices where operational, financial, and marketing improvements are needed. We have extensive experience in pediatrics, concierge medicine, functional medicine, otolaryngology, and cardiology.
We combine deep healthcare business experience with a hands-on, data-driven approach and provide end-to-end support — not just recommendations.
Any dentist looking to grow, transition, reduce stress, or increase profitability benefits from consulting — especially private practices, startups, or multi-location groups.
Dental consulting is a specialized service where business experts help dentists improve operational efficiency, revenue, patient flow, and practice management using proven strategies.
Many practices begin seeing measurable revenue improvements within 60–90 days. Operational improvements may be immediate.
We offer flexible engagements — from one-time audits that detail areas of improvements to fractional consulting models.
Start with a discovery call or request a free Practice Intelligence Assessment.
Absolutely. We aim to empower your staff and collaborate with them, not replace them.
Yes. We analyze PPO participation and optimize your fee schedules to improve margins.
We typically request practice management reports, production/collections, fee schedules, staffing info, patient demographics, and marketing performance data.
Yes. We assist dentists in acquisitions, exit planning, and succession strategy.
Not at all. You stay in full control — we work as partners and advisors, guiding you with data and helping you execute change.
Yes – Absolutely! Dentists who work with consultants like Caris Partners often realize 2–5x ROI from revenue improvements, efficiency gains, and reduced stress.
A dental consultant assesses your practice’s financial, operational, and strategic performance and develops a plan to improve profitability, reduce inefficiencies, and enhance growth.
