Dental Business Plans

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

sample business plan for dental practice

What is a Dental Business Plan?

A is a roadmap that outlines goals, strategies, and financial projections for a dental practice. 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 dental business plan covers a range of essential aspects:

  • Executive Summary: A concise overview of the plan, highlighting key points such as the practice's mission, target market, competitive advantage, and financial projections.
  • Practice Description : Detailed information about the 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.
  • Marketing and Sales Strategies: 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 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 plan 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?

Download the form.

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

Gather Information

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

Read Instructions

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

Practice Description

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

Market Analysis

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

Marketing and Sales Strategies

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

Operational Plan

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

Financial Projections

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

Legal and Regulatory Considerations

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

Risk Assessment

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

Exit Strategy

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

Proofread and Review

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

Seek Professional Advice

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

Print and Store

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

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

Dental Business Plans Example (sample)

An illustrative example of a Dental Business Plan can offer valuable insights into the strategic approach for a dental practice. In this context, a Dental Business Plans PDF showcases a hypothetical dental practice's blueprint. The example might encompass a succinct 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 through online and offline channels.

Operational intricacies, including staffing, office layout, and technology integration, would be covered. 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 own 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: For dentists embarking on launching their own practices, a Dental Business Plan is essential. 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 presenting a thorough analysis of 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 professionals, such as specialists or associates, a Dental Business Plan aligns expectations and provides a common 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 involved 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 viability of the venture.

Goal Alignment 

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

Risk Mitigation 

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

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.

Research & Evidence

The use of Dental Business Plans as a resource has evolved alongside the growth of the dental industry and the broader field of business management. Over time, dental practitioners and entrepreneurs recognized the need for a structured approach to strategically plan, manage, and grow dental practices. The history of Dental Business Plans can be traced back to the increasing complexity of the dental profession, the rising competition within the healthcare sector, and the demand for efficient practice management.

Research and evidence supporting the use of Dental Business Plans primarily stem from the realms of business management, entrepreneurship, and healthcare administration. Studies have consistently shown that businesses with well-defined plans are more likely to succeed and achieve their goals. Translating this principle into the dental field, practitioners began to understand that a comprehensive business plan provides a structured framework to articulate their practice's mission, objectives, market analysis, financial projections, and operational strategies.

Moreover, case studies and success stories of dental practices that utilized well-structured business plans further bolstered the evidence for their effectiveness. These stories often highlight how practitioners could secure financing, attract patients, streamline operations, and adapt to changing market conditions due to their proactive planning and strategic approach.

In recent years, advancements in technology have facilitated the creation and dissemination of Dental Business Plans. Online templates, software, and resources have made it easier for practitioners to access guides, samples, and tools to build their customized plans efficiently.

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.

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 the unique workflows, challenges, and requirements of dental practices, ensuring its features and tools align perfectly with your industry-specific needs.
  • Efficient Patient Management: Carepatron's patient management 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.

Electronic Health Records Software

  • Babkins, J. (2022, August 16). Dentistry Business Plan sample. OGScapital .
  • Dental Office Business Plan - BPlans . (n.d.). Bplans: Free Business Planning Resources and Templates.
  • Dentist Business Plan Template | Business-in-a-BoxTM . (n.d.).
  • FREE 3+ Dental Clinic Business Plan Samples in PDF | MS Word | Apple Pages | Google Docs . (n.d.).
  • Lavinsky, D. (2023a). Dental Business Plan Template. Growthink .
  • Lavinsky, D. (2023b). Dental Business Plan Template. PlanBuildr Business Plan Software .
  • Lavinsky, D. (2023c). Dental Business Plan Template [Updated 2023]. .
  • Upmetrics. (2023, August 11). Dental Business Plan Template (2023) .

Joshua Napilay

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Dental Business Plan Template [Updated 2023]


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 Office Business Plan

Start your own dental office business plan

The Tooth Fairy

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">.

The Tooth Fairy is the dentistry practice of Steve Extractor.  The Tooth Fairy will offer general and cosmetic dentistry to the citizens of Eugene, Oregon. Through a combination of industry benchmark customer service and flexibility, The Tooth Fairy will quickly gain market share.

Steve will leverage the years he spent in private practice to model his new business.  His past experience in conjunction with his forward-looking customer-centric business model will allow him to rapidly grow a large and loyal patient base.  Profitability will be reached by month 10, and sales will reach comfortable levels by the end of year two.

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.
  • To form a dentistry practice that is able to eventually survive off its own cash flow.

1.2 Mission

The Tooth Fairy’s mission is to provide the finest dental care.  We exist to attract and maintain customers.  When we adhere to this maxim, everything else will fall into place.  Our services will exceed the expectations of our customers.

1.3 Keys to Success

The key to success is to meet the market need and exceed customer’s expectations.

Dental office business plan, executive summary chart image

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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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Free Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

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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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sample business plan for dental practice

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

sample business plan for dental practice

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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sample business plan for dental practice

Dental Business Plan Template

Written by Dave Lavinsky 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

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

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.

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.

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

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.

Dental Business Plan FAQs

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Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Dental Business Plan.

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Dental Business Plan Template

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.

sample business plan for dental practice

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


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.

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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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sample business plan for dental practice


How to Write a Dental Practice Business Plan: Complete Guide

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  • January 22, 2023

sample business plan for dental practice

👇 Check all our resources on dental practices 👇

Whether you’re looking to raise funding from private investors or to get a loan from a bank (like a SBA loan) for your dental practice, first you will need to prepare a solid business plan.

In this article we go through, step-by-step, all the different sections you need in the business plan of your dental practice. 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.

If the information you provide here is not concise, informative, and scannable, potential lenders and investors will lose interest.

Though the executive summary is the first and the most important section, it should normally be the last section you write because it will have the summary of different sections included in the entire plan.

Why do you need a business plan for a dental practice?

The purpose of a business plan is to secure funding through one of the following channels:

  • Obtain bank financing or secure a loan from other lenders (such as a SBA loan )
  • Obtain private investments from investment funds, angel investors, etc.
  • Obtain a public or a private grant

How to write your dental practice’s executive summary?

Provide a precise and high-level summary of every section that you have included in the business plan of your dental practice. The information and the data you include in this segment should grab the attention of potential investors and lenders immediately.

Also make sure that the executive summary doesn’t exceed 2 pages in total: it’s supposed to be a summary for investors and lenders who don’t have time to scroll through 40-50 pages, so keep it short and brief.

The executive summary usually consists of 5 major sub-sections:

  • Business overview : start by introducing your dental practice, where it is located, how big it is (space and number of dentists). Also mention the services and treatments you offer (if you have any specialty e.g. orthodontics for example), the average prices of treatments, whether they are typically reimbursed or not and to which extent. Finally, add the capacity of your clinic so investors and lenders get an idea of the size of your business before jumping in your financials later (the maximum number of clients you can receive in a day or a week).
  • Market analysis : summarise the market where you will operate and provide a brief about the target audience (age, demographics), market size, competitors, etc. No need to provide granular data here, save it for the Market Overview section later on (or the appendix).
  • People : hiring goes beyond the medical staff for a dental practice. Indeed, if you open a private practice, you may also need a receptionist, a cleaner, and other support staff members. And if you are partnering with other medical professionals, mention every individual’s role in the setup as well as their experience.
  • Financial plan : how much profit and revenue do you expect in the next 5 years? When will you reach the break-even point and start making profits? You can include here a chart depicting your key financials such as revenue, gross profits, and net profit
  • Funding ask : what loan/investment/grant are you seeking? How much do you need? How long will this last?

sample business plan for dental practice

Dental Practice Financial Model

Download an expert-built 5-year Excel financial model for your business plan

2. Dental Practice Business Overview

The business overview section is where you go into details about your dental practice. A few examples of questions you should answer here include:

  • Why are you starting a dental practice in your area now?
  • What’s the location, and why did you choose it?
  • What dental services (or products) will you offer? Do you have any specialty (e.g. orthodontics)?
  • What will be your operating hours? days?
  • How many dentists will operate in your clinic? Any specialist(s)?
  • What is your target market (youngsters, young professionals, retirees, etc.)?
  • How many patients can you take care of at the same time (how many rooms are there)?
  • What will be the legal structure of your dental practice?

Let’s look at different subsections that you must include:

a) History of the Project

Any business overview must start with explaining the history of the project. There are 2 components here:

  • Passion & experience of the business owner
  • Rationale behind starting a dental practice today

Passion & experience

You may or may not have prior experience working in the dental industry. So, make it clear in this section to help clients understand what to expect from your practice. Of course, prior experience gives you an edge over your competitors, showing the clients why they should choose your practice over the rest. 

Most often, dentists working in clinics decide to start their own dental practices. Yet it isn’t always the case: if you have entrepreneurial experience and a background in the dental industry (but not necessarily a dentist), you may want to start a dental practice. If the latter though, you will likely start either a franchise or a large clinic (as you may struggle to cover you own salary with a small independent clinic instead).

What justifies your decision to open a dental practice in that location today? For example, if there’s a scarcity of dental practices offering cosmetic fillings in the area, you could jump into the opportunity to fill the gap.

sample business plan for dental practice

b) Business Model

This section outlines the model you intend to adopt when running the business. It should answer the following questions;

  • Will you start an independent dental practice or partner with an existing facility? 
  • Will you target the general population or a specific age group (children vs. adults)?
  • Will you offer specialty treatments (e.g. orthodontics, surgery) or general dentistry consultations and treatments instead?

What are the different types of business models for dental practices?

Some of the most common dental practices include:

  • Sole Proprietorship-Single Ownership

This is the simplest model of starting and operating a dental practice. In this form of ownership, you only need a single personal tax return, making it easy to operate and maintain your clinic. Dental practices established under sole proprietorship are typically independent and small clinics.

  • Single Owner-Professional Corporation (PC)

Alternatively, you can incorporate your dental practice and enjoy the potential benefits like low tax rates and faster debt clearance. Remember, this model also suits associates willing to incorporate their businesses with other dentists acting as partners.

  • Joint Ownership

In this practice model, two or more dentists collaborate to form a practice. Usually, this type of arrangement works between a small number of individuals working towards the same goal. This is the most common form of dental practice.

Joint ownership has a few advantages, like low startup costs and reduced administrative burden. Also, patients visiting the practice can be shared amongst the practicing dentists, with revenue divided proportionally amongst the partners. 

  • Cost-sharing

With joint ownership becoming less common, many dentists opt for cost-sharing models. Here, the partnering dentists maintain their independence while sharing some expenses. The nature and type of shared expenses vary but may include equipment purchases, administrative expenses, and rent. 

sample business plan for dental practice

c) Products & Services

The dental services you offer will depend on the size of your practice and the business model. You should highlight this clearly to give the investors a sneak peek of your establishment. Here are a few examples of the treatments you can offer to your patients:

  • Cosmetic fillings
  • Dental cleanings
  • Root canal therapy
  • Dental sealants
  • Teeth extractions
  • Teeth whitening 
  • Dental veneers
  • Dental crowns
  • Dental bonding
  • Preventive care

d) Pricing Strategy

This section explains the pricing structure you will use in your dental practice. Indeed, the prices of dental services vary by type and complexity. Of course, your rates should reflect what other dental offices in the area offer. 

For example, a fully-fledged dental practice charges anywhere between $600 and $4,500 on dental services in the US. So, you may want to use that as your benchmark.

We strongly recommend you use here (or in your appendix) a pricing table of all your services and treatments along with the prices.

Along with the prices, make it clear whether the treatments are reimbursed by Medicare/Medicaid, the largest health insurance providers and to what extent. This will give investors and lenders (who aren’t necessarily experts in dental treatments) a good idea whether these treatments are affordable (or not) for your patients.

Also, it will allow them to tie your prices into the financial projections later on (see more on that later).

sample business plan for dental practice

e) Legal Structure

Finally, your business overview section should specify what type of business structure you want. Is this a corporation or a partnership (LLC)? Who are the investors? How much equity percentage do they own? Is there a Board of Directors? If so, whom? Do they have experience in the industry?

3. Dental Practice Market Overview

A thorough understanding of the market is just as important as the location. By understanding the target audience, you will know which services to offer, depending on the demands of the population.

At the very least, the market overview section of your dental practice business plan should address the following; 

  • Dental practice status quo : how big is the dental industry in your region? What is the growth rate? And what are the factors influencing its growth or decline in the region? 
  • Competition overview: how many dental practices are in the region? How do they compare to your setup? How can you outshine them? 
  • Customer analysis: who exactly is your target audience? What type of dental services do they need? How often do they need dental services? How much are they willing to spend on dental services on average?

a) Dental Practice Industry Status Quo

How big is the dental practice industry in the us.

The dental practice industry in the US is estimated to be $162 billion in 2022.

Also, according to the latest reports, there are approximately 191,497 dental offices in the US: that’s an average annual turnover of approximately $850,000 per dental practice.

The major driving force behind the rapid growth is the increased consumer expenditure on healthcare services. 

sample business plan for dental practice

How big is the dental practice industry in your area?

After getting a clear picture of the dental industry in the US as a whole, narrow down to your location. It’s very likely that you won’t find the number anywhere (at least not for free). In that case, you can use our guide to estimate the TAM, SAM, and SOM for your business. Here is an example of how to do it below:

For instance, let’s assume there are 50 dental practices in the city where you want to operate. Because each has an average annual revenue of $850,000, it’s safe to assume that the dental practice industry is worth $42,500,000 in your city.

How fast is the dental practice industry growing in your city?

As part of the market overview, you should also estimate the growth rate of the dental industry in your region. Here, you can rely on the number of practices if you can’t find this information online (which you likely won’t).

For example, if the area had 45 dental offices in 2020 and 50 in 2022, the average annual growth rate would be 5.4%. 

sample business plan for dental practice

b) Competition Overview 

Understanding who are your competitors and their strengths and weaknesses is very important for you to succeed in this industry. For example, patients might be looking for treatments and services existing dental practices cannot offer: this is where you could have an edge.

Start by understanding the services offered by your competitors, their marketing strategies, and their pricing structure. If all dental practices offer the same services, then what are their marketing strategies and revenue potential? 

Here, you should add a comparative table after doing your research to give the lenders and investors the best possible overview of your main competitors.

c) Customer Analysis

This is where you should describe your target audience. A few factors to consider when breaking down this section include:

  • Demographic data (age and gender distribution)
  • Frequency of visits to dental practices
  • Average monthly income
  • Average expenses on dental services per visit (or per year)
  • Most common types of treatments

sample business plan for dental practice

4. Sales & Marketing Strategy

Discuss your marketing strategy at this point. You will be good to go if you can answer the following questions:

  • Which marketing strategies will you use to acquire new customers?
  • How will you track the success of the chosen marketing strategies?
  • What will be your marketing budget?
  • What are your unique selling points (USPs)? 
  • Will you include any offers or promotions to attract new clients?

What marketing channels do dental practices use?

Like any new business, you will need to invest significantly in marketing in the first few months / years to attract new customers, including from your competitors.

A few typical marketing channels for dental practice are:

  • Word of mouth, recommendations
  • Online local listing (Google Reviews)
  • Social media content & ads
  • Search ads (Google Ads)

Note: Be careful when choosing a marketing channel for your dental practice. Besides being appropriate, the chosen strategy must be ethical: unlike other businesses, medical services have very stringent limitations when it comes to marketing, which can change state by state. Make sure you check with a lawyer before you go ahead.

sample business plan for dental practice

What are Your Unique Selling Points (USPs)?

In other words, how do you differentiate yourself vs. competitors?

This is very important to point out to investors and/or lenders your USPs as you will very likely need to win customers from competitors. A few examples of USPs for dental practices are:

  • Quality of services
  • Affordable treatments
  • Promotions and discounts (for example, discount on the first(s) consultation(s) when there are a series of checkups and treatments later on)
  • Location: your dental practice may be located closer to your patients vs. competitors

5. Management & People

You must address 2 things here:

  • The management team and their experience/track record
  • The organizational structure : different team members and who reports to whom?

a) Management

Small businesses often fail because of managerial weaknesses. Thus, having a strong management team is vital. Highlight the experience and education of the other dentists that you intend to hire to oversee your dental practice.

For the dentists and general partners, describe their duties, responsibilities, and roles. Also, highlight their previous experience and track record.

For the receptionists, personal assistants, office managers, dental assistants, etc. no need to go into a lot of detail, especially as it’s likely you won’t have hired them yet before you get the funding you need, which is the objective of this business plan.

b) Organization Structure

Even if you haven’t already hired anyone yet, you must provide here a chart of the organizational structure defining the hierarchy of reporting.

sample business plan for dental practice

6. Financial Plan

The financial plan is perhaps, with the executive summary, the most important section of any business plan for a dental practice.

Indeed, a solid financial plan tells lenders that your business is viable and can repay the loan you need from them. If you’re looking to raise equity from private investors, a solid financial plan will prove them your dental practice is an attractive investment.

There should be 2 sections to your financial plan section:

  • The startup costs of your dental practice
  • The 5-year financial projections

a) Startup Costs

Before we expand on 5-year financial projections in the following section, it’s always best practice to start with listing the startup costs of your project. For a dental practice, startup costs are all the expenses you incur before you open your clinic and start treating patients. These expenses typically are: the lease for the space, the renovation costs, the equipment and furniture.

Logically, the startup costs vary depending on the size of your clinic, the treatments you will offer (and therefore the equipment you need), the quality of the equipment and furniture, whether you buy the real estate or rent a commercial space, etc.

On average, it costs $170,000 to $550,000 to open a general dental practice with 2 dentists in the US.

Note that these costs are for illustrative purposes and may not be fully relevant for your business. For more information on how much it costs to open and run a dental practice, read our article here .

b) Financial Projections

In addition to startup costs, you will now need to build a solid 5-year financial model for your dental practice business plan.

Your financial projections should be built using a spreadsheet (e.g. Excel or Google Sheets) and presented in the form of tables and charts.

As usual, keep it concise here and save details (for example detailed financial statements, financial metrics, key assumptions used for the projections) for the appendix instead.

Your financial projections should answer at least the following questions:

  • How much revenue do you expect to generate over the next 5 years?
  • When do you expect to break even?
  • How much cash will you burn until you get there?
  • What’s the impact of a change in pricing (say 15%) on your margins?
  • What is your average customer acquisition cost?

You should include here your 3 financial statements (income statement, balance sheet and cash flow statement). This means you must forecast:

  • The number of patients over time ;
  • Your expected revenue ;
  • Operating costs to run the business ;
  • Any other cash flow items (e.g. capex, debt repayment, etc.).

When projecting your revenue, make sure to sensitize pricing, cost of raw materials (medical supplies) and the number of patients you will care for. Indeed, a small change in these assumptions may have a significant impact on your revenues and profits.

sample business plan for dental practice

7. Funding Ask

This is the last section of the business plan of your dental practice. Now that we have explained what your dental practice’s business model is, the treatments you offer, your marketing strategy, etc., this section must now answer the following questions:

  • How much funding do you need?
  • What financial instrument(s) do you need: is this equity or debt, or even a free-money public grant?
  • How long will this funding last?
  • Where else does the money come from? If you apply for a SBA loan for example, where does the other part of the investment come from (your own capital, private investors?)

If you raise debt:

  • What percentage of the total funding the loan represents?
  • What is the corresponding Debt Service Coverage Ratio ?

If you raise equity

  • What percentage ownership are you selling as part of this funding round?
  • What is the corresponding valuation of your business?

Use of Funds

Any dental practice business plan should include a clear use of funds section. This is where you explain how the money will be spent.

Will you spend most of the loan / investment in paying your employees’ salaries? Or will it cover mostly the cost for the lease deposit and the renovation of the building?

Those are very important questions you should be able to answer in the blink of an eye. Don’t worry, this should come straight from your financial projections. If you’ve built solid projections like in our dental practice financial model template , you won’t have any issues answering these questions.

For the use of funds, we also recommend using a pie chart like the one we have in our financial model template where we outline the main expenses categories as shown below.

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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



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