I've sat on every side of the table. Now I only sit on yours.
Independent, flat-fee budget planning for dentists starting, relocating, or building a practice. Based in California, serving dentists in all 50 states.
The story behind the flat fee.
I've spent my career inside dental office projects — equipment, financing, real estate, and the space and equipment budgets that tie them together — watching the same story repeat: a smart clinician surrounded by helpful people, every one of whom earns more when the project gets bigger.
The dealers aren't villains. The good ones genuinely like my clients — a doctor with a verified budget closes faster, changes orders less, and pays on time. But none of them can be your advocate, because none of them are paid to be.
So I built what I kept wishing my clients had: a flat-fee plan from someone with no line on the invoice. The model behind it — I call it Trust and Verify — turns your production, your market, and your debt capacity into one number you can defend in any room. A true line doesn't flatter and doesn't negotiate. It just shows you what's really there. That's the job.
Three rules I don't bend.
Paid by you alone
A published flat fee, scope set in writing before we start. No referral fees, commissions, or kickbacks from lenders, dealers, brokers, or contractors — in either direction.
Trust, then verify
Every number is checked against your production data and verified industry ranges, not one vendor's quote. Then it's stress-tested against the 1.25× debt-service coverage lenders expect.
Honest when it says wait
Sometimes the plan says build smaller, restructure, or not yet. That answer is part of the job, and you'll hear it plainly.
- Lenders
- Dealers
- Brokers
- Contractors
What I don't do: I don't sell equipment, construction, real estate, or loans, and I'm not a contractor, architect, broker, lender, attorney, or CPA. You keep your own team — the plan gives all of them the same verified numbers. Read the full six-phase process or the FAQ.
Everything I publish follows the same rules: cited sources, a clearly labeled planning model and no vendor money. See the editorial policy, the guides, the cost benchmarks behind the estimator, and the services and prices side by side.
Published prices, on purpose.
Feasibility Check
A go / no-go financial screen: space and site fit, a high-level equipment budget range, and a debt-service coverage pre-check against the 1.25× standard.
The Budget Plan
Space requirements, a line-item equipment and imaging budget, build vs. lease vs. condo projections, Section 179 and tax modeling, cash-flow and debt-service coverage analysis, and the lender-ready package. Most are completed in 3–5 weeks.
Know your number before you sign anything.
Start with a free, 30-minute Project Fit Call, or run the cost estimator and see what your project pencils at.