SGA Dental Partners · Growth · Advanced Care

Advanced Care Onboarding Roadmap

How we bring practices into Advanced Care, in cohorts, grouped so multi-site brands move together. Each practice carries a clear bucket (perform, ramp, cut cost, optimize), a primary objective, and a conservative expected lift. Most plays are maintain or incremental small growth, sequenced behind the practices already in motion.

Scope 27 practices · 20 onboarding groups · 2 tracks Data YTD production Jan-May 2026, annualized · net basis Date 2026-06-16
27
Advanced Care practices across the cohort
11
in active onboarding (Cohort 1 + 2)
$135.1M
Cohort net production, annualized
$8.1M
Conservative expected lift / yr
6%
Blended lift vs net base
How to read this

Two tracks, four onboarding buckets

Under Advanced Care we run an Implant / Full-Arch group and a Cosmetic group. Cosmetic practices are run for marketing optimization and incremental growth, not a full-arch ramp. Every practice is bucketed by the move it needs:

Performmature, hold and optimize   Rampbuild the AC engine   Cut costfix efficiency / stabilize first   Optimizetune active marketing, incremental   Developbuild fundamentals before demand
Cohort 1

Active now

Engaged today. Innovative is the proven model; Troy is a clean-base build; Ressler is an efficiency fix before any growth ask.

3
practices
$1.6M
conservative lift
Innovative Dental Implant / Full-Arch
$777k lift
Perform Innovative Dental MODIS · Springfield, MO  ·  $13.5M rev r/r
Hold and optimize. Mature full-arch engine at ~30 arches/mo. Protect the model and tune efficiency, do not chase top-line.
43%
AC mix
42%
implant
34.0
arches/mo
$19.4M
net prod
$777k
cons. lift
Troy Family Dental Implant / Full-Arch
$724k lift
Ramp Troy Family Dental MODIS · Troy, IL
Build from a clean base. Scratch-start P&L reset; install the full-arch demand engine off proven Innovative mechanics.
50%
AC mix
42%
implant
15.1
arches/mo
$9.0M
net prod
$724k
cons. lift
Ressler Dental Implant / Full-Arch
$66k lift
Cut cost Ressler Dental SGA · Delray Beach, FL
Fix efficiency first. ~20% of revenue on marketing and the doctor is not bought into full-arch. Right-size spend before any growth ask.
27%
AC mix
23%
implant
1.5
arches/mo
$1.7M
net prod
$66k
cons. lift
Cohort 2

Onboarding next

Just introduced or next up. Peak (3 AZ sites) and PCCD (2 CA sites) onboard as full groups; Allure and Wagner are the big-base implant converts added to this cohort.

8
practices
$2.8M
conservative lift
New Horizons Implant Center Implant / Full-Arch
$201k lift
Perform New Horizons Implant Center GEN4 · Salina, KS · in audit
Hold to budget while the audit runs. Re-bucket to ramp or optimize once findings land.
32%
AC mix
26%
implant
6.5
arches/mo
$5.0M
net prod
$201k
cons. lift
Peak Family Dental Implant / Full-Arch 3 locations · onboard together
$731k lift
Ramp Peak Family Dental Flagstaff GEN4 · Flagstaff, AZ
Multi-site ramp once the audit confirms the base. Three AZ locations onboard together.
23%
AC mix
17%
implant
3.5
arches/mo
$4.6M
net prod
$368k
cons. lift
Ramp Peak Family Dental Cottonwood GEN4 · Cottonwood, AZ
Multi-site ramp. Onboards with the Peak cluster.
19%
AC mix
12%
implant
1.4
arches/mo
$2.6M
net prod
$211k
cons. lift
Ramp Peak Family Dental Sedona GEN4 · Sedona, AZ
Multi-site ramp. Onboards with the Peak cluster.
14%
AC mix
11%
implant
0.9
arches/mo
$1.9M
net prod
$152k
cons. lift
PCCD Cosmetic 2 locations · onboard together
$686k lift
Optimize PCCD Los Altos GEN4 · Los Altos, CA
Optimize active marketing. Cosmetic engine; find efficiency in existing spend and incremental growth, not a full-arch ramp.
9%
AC mix
7%
implant
2.4
arches/mo
$9.6M
net prod
$481k
cons. lift
Optimize PCCD Mountain View GEN4 · Mountain View, CA
Optimize active marketing. Cosmetic; efficiency in spend, incremental growth.
12%
AC mix
6%
implant
0.9
arches/mo
$4.1M
net prod
$205k
cons. lift
Allure Dental Implant / Full-Arch
$541k lift
Ramp Allure Dental GEN4 · Lafayette, IN
Big-base convert. ~$8M general base at a 7% implant mix; build the full-arch and implant mix.
17%
AC mix
7%
implant
2.1
arches/mo
$6.8M
net prod
$541k
cons. lift
Wagner Dental Implant / Full-Arch
$602k lift
Ramp Wagner Dental GEN4 · Las Vegas, NV
Big-base convert. ~$8M base at a 7% implant mix; build implant volume.
14%
AC mix
7%
implant
2.1
arches/mo
$7.5M
net prod
$602k
cons. lift
Monitor

Backburner

Watching, not onboarding. Riverside produces a high AC mix but has operational red flags; stabilize before any growth ask.

1
practices
$321k
conservative lift
Riverside Dental Implant / Full-Arch
$321k lift
Cut cost Riverside Dental SGA · Jacksonville, FL
Stabilize before any growth ask. High AC mix but operational red flags; monitor on the backburner until the base is clean.
53%
AC mix
45%
implant
14.5
arches/mo
$8.0M
net prod
$321k
cons. lift
Cohort 3-4

Later implant waves

Sequenced behind the active cohorts. Pony Express (UT cluster) onboards together; the rest fold in as capacity and baselines confirm.

12
practices
$2.2M
conservative lift
Pony Express Dental Implant / Full-Arch 4 locations · onboard together
$582k lift
Ramp Pony Express Saratoga Springs GEN4 · Saratoga Springs, UT
Multi-site ramp. UT cluster onboards together once a baseline is set.
12%
AC mix
9%
implant
1.2
arches/mo
$2.6M
net prod
$209k
cons. lift
Ramp Pony Express Eagle Mountain GEN4 · Eagle Mountain, UT
Multi-site ramp. Onboards with the Pony Express cluster.
5%
AC mix
4%
implant
0.5
arches/mo
$2.7M
net prod
$214k
cons. lift
Ramp Pony Express Daybreak GEN4 · Daybreak, UT
Multi-site ramp. Onboards with the Pony Express cluster.
7%
AC mix
4%
implant
0.4
arches/mo
$2.0M
net prod
$158k
cons. lift
Develop Pony Express Ortho GEN4 · UT · inside PEX
Ortho P&L inside PEX; not an AC ramp on its own.
0%
AC mix
0%
implant
0.0
arches/mo
$1k
net prod
n/a
cons. lift
Dakota Dental & Wellness Implant / Full-Arch
$325k lift
Ramp Dakota Dental & Wellness GEN4 · Apple Valley, MN
Ramp candidate pending baseline. Already 19% implant; push full-arch.
23%
AC mix
19%
implant
4.1
arches/mo
$4.1M
net prod
$325k
cons. lift
Pryor Family Dentistry Implant / Full-Arch
$200k lift
Ramp Pryor Family Dentistry SGA · Lebanon, TN
Ramp. 22% implant base; grow full-arch volume.
32%
AC mix
22%
implant
2.4
arches/mo
$2.5M
net prod
$200k
cons. lift
Smile Gulf Coast Implant / Full-Arch
$111k lift
Ramp Smile Gulf Coast SGA · Gulf Coast, MS
Ramp. 23% implant on a small base; grow volume.
25%
AC mix
23%
implant
1.3
arches/mo
$1.4M
net prod
$111k
cons. lift
Southern Oak - Conway Implant / Full-Arch
$155k lift
Develop Southern Oak - Conway SGA · Conway, SC
Restorative ramp. 22% AC but near-zero implants; add implant and full-arch capability.
22%
AC mix
0%
implant
0.0
arches/mo
$2.2M
net prod
$155k
cons. lift
Artistry in Dentistry Implant / Full-Arch
$118k lift
Develop Artistry in Dentistry GEN4 · Gilbert, AZ
Develop. Small base; build the fundamentals before pouring demand.
14%
AC mix
9%
implant
0.7
arches/mo
$1.7M
net prod
$118k
cons. lift
Beaumont Family Dentistry Implant / Full-Arch 2 locations · onboard together
$456k lift
Ramp Beaumont Family Dentistry Hamburg GEN4 · Lexington, KY
Ramp. Mid-base at 11% implant; build mix. (Lexington KY main has no production data yet.)
18%
AC mix
11%
implant
1.4
arches/mo
$3.3M
net prod
$261k
cons. lift
Develop Beaumont Family Dentistry Leestown GEN4 · Lexington, KY
Develop. 7% implant; build implant mix.
14%
AC mix
7%
implant
0.8
arches/mo
$2.8M
net prod
$195k
cons. lift
Dental Center of Florence Implant / Full-Arch
$230k lift
Optimize Dental Center of Florence GEN4 · Florence, KY
Restorative-cosmetic optimize. 42% AC mix on only 4% implants; a crown, fixed-pros and veneer engine. Optimize what is already there.
42%
AC mix
4%
implant
0.7
arches/mo
$4.6M
net prod
$230k
cons. lift
Cosmetic

Standing optimization

The cosmetic group run for marketing efficiency and incremental growth (PCCD is the cosmetic site in active onboarding above).

3
practices
$1.3M
conservative lift
Harris Dental Cosmetic
$521k lift
Optimize Harris Dental GEN4 · Mesa, AZ
Optimize active marketing. ~$11M base; efficiency in existing spend and incremental cosmetic growth.
7%
AC mix
5%
implant
2.1
arches/mo
$10.4M
net prod
$521k
cons. lift
Nashville Aesthetic Dentistry Cosmetic
$344k lift
Optimize Nashville Aesthetic Dentistry GEN4 · Nashville, TN
Optimize active marketing. Aesthetic brand; tune spend, incremental growth.
6%
AC mix
3%
implant
0.8
arches/mo
$6.9M
net prod
$344k
cons. lift
Century City Aesthetic Dentistry Cosmetic
$387k lift
Optimize Century City Aesthetic Dentistry GEN4 · Los Angeles, CA
Optimize active marketing. Aesthetic brand; efficiency plus incremental growth.
14%
AC mix
10%
implant
3.0
arches/mo
$7.7M
net prod
$387k
cons. lift
The two groups under Advanced Care

Implant / Full-Arch group

Ranked by net production. Arches/mo and mix are modeled from production; the cut-cost and monitor sites carry the smallest near-term lift by design.

PracticeBrand · LocationCohortBucketAC mixImplArch/moNet prodCons. lift
Innovative DentalMODIS · Springfield, MO C1 activePerform 43%42%34.0 $19.4M$777k
Troy Family DentalMODIS · Troy, IL C1 activeRamp 50%42%15.1 $9.0M$724k
Riverside DentalSGA · Jacksonville, FL MonitorCut cost 53%45%14.5 $8.0M$321k
Wagner DentalGEN4 · Las Vegas, NV C2 nextRamp 14%7%2.1 $7.5M$602k
Allure DentalGEN4 · Lafayette, IN C2 nextRamp 17%7%2.1 $6.8M$541k
New Horizons Implant CenterGEN4 · Salina, KS C2 nextPerform 32%26%6.5 $5.0M$201k
Peak Family Dental FlagstaffGEN4 · Flagstaff, AZ C2 nextRamp 23%17%3.5 $4.6M$368k
Dental Center of FlorenceGEN4 · Florence, KY C3-4Optimize 42%4%0.7 $4.6M$230k
Dakota Dental & WellnessGEN4 · Apple Valley, MN C3-4Ramp 23%19%4.1 $4.1M$325k
Beaumont Family Dentistry HamburgGEN4 · Lexington, KY C3-4Ramp 18%11%1.4 $3.3M$261k
Beaumont Family Dentistry LeestownGEN4 · Lexington, KY C3-4Develop 14%7%0.8 $2.8M$195k
Pony Express Eagle MountainGEN4 · Eagle Mountain, UT C3-4Ramp 5%4%0.5 $2.7M$214k
Peak Family Dental CottonwoodGEN4 · Cottonwood, AZ C2 nextRamp 19%12%1.4 $2.6M$211k
Pony Express Saratoga SpringsGEN4 · Saratoga Springs, UT C3-4Ramp 12%9%1.2 $2.6M$209k
Pryor Family DentistrySGA · Lebanon, TN C3-4Ramp 32%22%2.4 $2.5M$200k
Southern Oak - ConwaySGA · Conway, SC C3-4Develop 22%0%0.0 $2.2M$155k
Pony Express DaybreakGEN4 · Daybreak, UT C3-4Ramp 7%4%0.4 $2.0M$158k
Peak Family Dental SedonaGEN4 · Sedona, AZ C2 nextRamp 14%11%0.9 $1.9M$152k
Artistry in DentistryGEN4 · Gilbert, AZ C3-4Develop 14%9%0.7 $1.7M$118k
Ressler DentalSGA · Delray Beach, FL C1 activeCut cost 27%23%1.5 $1.7M$66k
Smile Gulf CoastSGA · Gulf Coast, MS C3-4Ramp 25%23%1.3 $1.4M$111k
Pony Express OrthoGEN4 · UT C3-4Develop 0%0%0.0 $1kn/a
IMPLANT / FULL-ARCH GROUP TOTAL (22 practices)$96.4M$6.1M

Cosmetic group

Objective across this group is the same: find optimization in active marketing and capture incremental small growth. PCCD is in active onboarding (Cohort 2); Harris, Nashville and Century City are run as standing optimization.

PracticeBrand · LocationCohortBucketAC mixImplArch/moNet prodCons. lift
Harris DentalGEN4 · Mesa, AZ StandingOptimize 7%5%2.1 $10.4M$521k
PCCD Los AltosGEN4 · Los Altos, CA C2 nextOptimize 9%7%2.4 $9.6M$481k
Century City Aesthetic DentistryGEN4 · Los Angeles, CA StandingOptimize 14%10%3.0 $7.7M$387k
Nashville Aesthetic DentistryGEN4 · Nashville, TN StandingOptimize 6%3%0.8 $6.9M$344k
PCCD Mountain ViewGEN4 · Mountain View, CA C2 nextOptimize 12%6%0.9 $4.1M$205k
COSMETIC GROUP TOTAL (5 practices)$38.8M$1.9M
Execution

18-month scale roadmap

The same drivers apply across the cohort, sequenced: build the engine and prove it, pour demand and convert, then scale and systematize. Carried over from the Advanced Care stack rank.

Phase 1 Foundation & Proof Months 1-3
Service mixBaseline AC mix per site; lock a per-practice AC-mix and case-mix target.AC-mix target set, all active sites
ClinicalCapability audit (place/restore in-house vs refer); build the hub-and-spoke map.Capability matrix + hub per site
MarketingStand up the DTC funnel template: AC landing pages, call tracking, lead forms, financing.Funnel live across Cohort 1-2
Sales / TCInstall a Treatment Coordinator + consult-to-close script; same-day financing decisions.TC named at every active site
FinanceWire the AC service-line dashboard (mix, case count, AOV, lead-to-case). Reuse the Innovative model.Dashboard live, weekly cadence
Phase 2 Demand Engine & Conversion Months 4-9
MarketingTurn on paid media behind full-arch and implants; geo-target by catchment; cut waste at the cut-cost sites.Cost-per-AC-lead + booked-consult targets
Service mixPush ramp sites toward target mix; add full-arch days; optimize the cosmetic group's active spend.+6-10 pts AC mix at ramp sites
Sales / TCRoll consult-to-close to Cohort 2; weekly pipeline reviews; recapture unscheduled treatment.Consult-to-case close-rate target
Supply chainActivate in-network referral rails for surgical full-arch; restore back at the GP.In-network full-arch capture rate
PeopleAC clinical + sales cohort training; certify TCs; CE for implant and veneer workflows.Certified TC + clinician per site
Phase 3 Scale & Systematize Months 10-18
Service mixBring Cohort 3-4 ramp sites onto the model; convert the big-base generals; hold the perform sites.Cohort AC mix to plan
FinanceLock AC P&L per site; tie ramp to the growth bridge; standardize AOV reporting.AC contribution vs plan
MarketingScale spend to the ROAS ceiling; extend DTC to the next wave; centralize creative + landing pages.ROAS-positive scale across cohort
Supply chainFormalize hub capacity + SLAs; add surgical days where demand outruns supply.Hub utilization + lead-time SLA
PortfolioRe-run the stack rank quarterly; promote the repeatable AC operating model into onboarding.Next-wave cohort named
Method & caveats

How the numbers were built

  • Source: SGA Power BI ops dataset, production by practice and procedure mix, Jan-May 2026, annualized. Figures shown on a net production basis (the canonical SGA finance figure).
  • Advanced Care = Implant Services + fixed Prosthodontics + removable Prosthodontics. Arches/mo and implant counts are modeled from category dollars and average order values, not procedure-code counts. The model reproduces Innovative at ~34 arches/mo against the known ~30.
  • Conservative lift = an archetype rate applied to net production: perform 4%, ramp 8%, cut cost 4% (efficiency-led), optimize / cosmetic 5%. Deliberately modest; most practices are a maintain or incremental-growth play. Total = $8.1M on $135.1M net (6%).
  • Production is not collected revenue. Net production runs above revenue run-rate after financing and collections (Innovative: ~$19.4M net production vs ~$13.5M revenue r/r). Realized lift will track the collection rate, so treat these as planning ranges.
  • Notes: Dakota Dental & Wellness maps to DDM Apple Valley (MN) in the data. Beaumont Family Dentistry's Lexington main has no production data yet (Hamburg and Leestown do). New Horizons Implant Center is the consolidated New Horizons Dental Care record.
Prepared by SGA Dental Partners Growth Team | Confidential