Growth capital for orthodontic practices

Grow the practice
you built. Keep the chair
you sit in.

We buy in as an operating partner, not a buyer looking to walk you out the door. Capital, back office, and de-risking on our side. Diagnosis, treatment planning, and the standard of care on yours.

Schedule a conversation See how it works
38
Practices in partnership across 11 states
$210M+
Growth and buyout capital deployed to date
100%
Clinical decisions remain with the treating orthodontist
The model

Three things we bring. One thing we don't touch.

A partnership structure built for owners who want to expand, not exit — the clinical side stays exactly where it is.

01 — CAPITAL

Buyout and expansion capital

Structured equity for a partial buyout, a second location, or new chairs — sized to your goals, not a standard template.

02 — OPERATIONS

Back office you don't have to run

Payroll, billing, insurance credentialing, supply purchasing, and HR move to a team that only does this, so your time goes back to patients.

03 — GROWTH

A path to more locations

Site selection, lease negotiation, and staffing for expansion, run in the background while the practice keeps its name and its culture.

How it works

Five conversations, not one contract.

Every step is reversible until you sign. Most practices take three to six months from first call to close.

01

Introductory conversation

A confidential call about what you want out of the next chapter — full exit, partial buyout, or capital to expand.

02

Practice valuation

An independent valuation of the practice, shared with you in full, before any structure is proposed.

03

Partnership design

We build the equity and governance structure around your goals for autonomy, timeline, and involvement.

04

Transition

Operations and administrative functions move over on a schedule you set, with clinical staffing untouched.

05

Ongoing support

A standing operating partner for the life of the practice, not a firm that disappears after close.

Who we work with

Orthodontist-owned practices at a turning point.

Whether that's succession planning, a partner buy-in, or simply outgrowing what one owner can administer alone.

  • Single or multi-location orthodontic practices, generally $1.5M+ in annual revenue
  • Owners seeking a partial buyout while continuing to practice clinically
  • Practices weighing DSO acquisition and wanting an alternative that keeps the name and the culture
  • Groups planning a multi-year expansion who don't want to self-finance it
Not ready for a partner

Just want the help, not the equity?

Some owners want an outside partner. Others just want an experienced operator's eyes on the practice for a season. We do fixed-scope consulting engagements for that second group — you keep full ownership, we hand off a plan and, where useful, the systems to run it.

How it's structured: fee-for-service, fixed scope and timeline, no equity taken and no long-term contract. Most engagements run six to twelve weeks.

  • Growth audit — a practice-wide review of production, scheduling, and case acceptance, with a prioritized plan
  • Operations buildout — systems and hires for scheduling, billing, and insurance so the practice runs without you in every decision
  • New location feasibility — site selection, demand analysis, and a staffing plan before you sign a lease
  • Patient acquisition strategy — a referral and marketing plan sized to your market, not a franchise template
  • Interim fractional COO — a part-time operator embedded with your team through a specific growth push
Ask about a consulting engagement
"I didn't want to sell my name to a DSO and become an employee in my own building. This let me bring on capital and still be the one making the call on every treatment plan." — Practicing orthodontist, partner practice since 2023
Get in touch

Let's talk about your practice.

Every conversation starts confidential and stays that way, whether or not it goes further. No obligation, no shopping your numbers around.