A CPA's Guide to Sustainable Growth

Scaling from a single location to a multi-office dental group is one of the most ambitious — and potentially rewarding — moves a dental entrepreneur can make. But success doesn’t happen by accident. Without a strategic financial plan, detailed operations model, and deep understanding of regulatory and tax implications, what begins as growth can quickly become chaos.

At Pro-Fi 20/20 Dental CPAs, we specialize in helping dental professionals grow wisely. Whether you're expanding organically, acquiring existing offices, or joining a dental support organization in GA, our team of industry-specific financial experts helps ensure your vision becomes reality — without compromising profitability.

Here’s what you need to know before launching your multi-location journey.

Start with a Scalable Business Model

Before you open a second location, ask: is your current practice replicable?

A scalable business model means:

• Systems are in place (billing, scheduling, training)
• Overhead is under control
• Profit margins are healthy
• You’re not overly reliant on one doctor’s production

As your dental CPA, we assess your current financials and practice structure to determine whether you're truly ready to grow — or if you need to stabilize your base first.

Secure the Right Financing for Expansion

Whether you’re building from the ground up or acquiring another office, you'll need access to capital. Our team has helped hundreds of doctors secure bank loans for dental businesses in GA with favorable terms and repayment structures.

We help with:

• Business plan development
• Pro forma financials
• Loan package preparation
• Cash flow analysis
• ROI forecasting

Banks are more likely to approve funding when your expansion is backed by professional financial projections and a growth-focused advisory team.

If you’re also seeking bank loans for dentists in GA, we help structure your loan so it aligns with your short-term and long-term goals — whether that’s building equity, reducing tax liability, or preparing for future acquisitions.

Establish Systems Before You Grow

The difference between thriving and struggling multi-location practices often comes down to systems.

This includes:

• Consistent bookkeeping
• Cross-location reporting
• Shared HR and payroll platforms
• Standardized training and onboarding

We help dental owners implement bookkeeping systems designed for dentists that track performance across all locations, allow for easy financial comparisons, and flag underperforming areas quickly.

Don’t Underestimate HR & Payroll Complexity

As your practice grows, so does the complexity of your team. Adding associates, hygienists, admin teams, and regional managers creates both an opportunity and a liability if not handled correctly.

We assist dental clients with:

• Payroll integration for multiple locations
• Tax filings across municipalities
• Compensation structuring for partners or associates
• Benefits programs and 401(k) plans

These services fall under our broader CPA consulting services in GA, where we provide compliance and organizational guidance tailored to dental group practices.

Know How to Value Every Location — and Your Entire Enterprise

When you grow, so does your business’s value — but only if it’s managed well. Proper valuation isn’t just important for buyers or sellers. It's essential for insurance, taxes, partner buy-ins, and strategic planning.

We offer comprehensive dental business valuations in GA to:

• Help you understand what your practice is worth today
• Determine the value of each location independently
• Identify areas to improve EBITDA and overall enterprise value
• Assist with equity distribution if you’re bringing in partners

As your dental group grows, accurate and current valuations are foundational to your ongoing financial strategy.

Explore the DSO Model with Caution

Many growth-minded dentists eventually consider converting to or forming a dental support organization in GA. While the DSO model offers operational efficiencies, centralization, and scalability, it also introduces legal, tax, and cultural complexities.

We guide our clients through:

• DSO structuring and registration
• Corporate tax planning
• Centralized vs. decentralized management
• Partner/shareholder agreements
• Long-term exit strategies

Not every practice is ready for the DSO model — and not every doctor wants to take on the demands it entails. Our team offers clarity on whether it’s the right move for your organization.

Maintain Profitability Across All Locations

It’s easy for new locations to become distractions — or worse, profit drains. We help you:

• Track KPIs by location and provider
• Manage overhead ratios
• Forecast staffing needs
• Reduce duplication of efforts
• Implement accountability systems

This data-driven approach ensures each location contributes to — rather than detracts from — the financial health of your practice as a whole.

Why Partner with Pro-Fi 20/20 Dental CPAs?

Because we don’t just understand accounting — we understand dentistry. Our firm is built to support dentists and dental groups exclusively, offering the insights you won’t get from generalist CPAs.

From bookkeeping for dentists to advanced CPA consulting services in Georgia, we provide strategic advice every step of the way. Whether you’re working toward five offices or fifteen, we tailor solutions for your stage of growth, market, and vision.

Final Thoughts

Building a multi-location dental practice isn’t just about growth — it’s about building something lasting. With the right financial systems, strategic planning, and expert support, you can create a scalable, profitable organization that thrives well into the future.

Let Pro-Fi 20/20 Dental CPAs help you get there. From loan structuring to dental business valuations in GA, we’re here to protect your investment and empower your expansion.