dental business plan sample

Dental Business Plans

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

By Joshua Napilay on Jul 15, 2024.

Fact Checked by RJ Gumban.

What is a Dental Business Plan?

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

• Executive summary:  A concise plan overview highlighting key points such as the practice's mission, target market, competitive advantage, and financial projections.
• Practice description : Detailed information about the dental 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.
• Sales and marketing strategy:  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 practice 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 structure, dental practitioners can optimize their chances of success in the competitive dental industry.

Dental Business Plans Template

Dental Business Plans Example

How does it work?

Step 1. download the form.

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

Step 2. Gather information

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

Step 3. Read instructions

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

Step 4. Practice description

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

Step 5. Market analysis

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

Step 6. Marketing and sales strategies

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

Step 7. Operational plan

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

Step 8. Financial projections

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

Step 9. Legal and regulatory considerations

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

Step 10. Risk assessment

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

Step 11. Exit strategy

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

Step 12. Proofread and review

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

Step 13. Seek professional advice

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

Step 14. Print and store

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

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

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: A Dental Business Plan is essential for dentists launching their practices. 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 thoroughly analyzing 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 or medical professionals, such as specialists or associates, a Dental Business Plan aligns expectations and provides a joint 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 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 venture's viability.

Goal alignment

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

Risk mitigation

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

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 existing 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 Dental Business Plans primarily stem from 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, technological advancements have facilitated the creation and dissemination of Dental Business Plans. Online templates, software, and resources have made it easier for practitioners to quickly access guides, samples, and tools to build customized plans efficiently.

Babkins, J. (2022, August 16). Dentistry Business Plan sample. OGScapital. https://www.ogscapital.com/article/dental-office-business-plan-sample/

Dental Office Business Plan - BPlans. (n.d.). Bplans: Free Business Planning Resources and Templates. https://www.bplans.com/dental-office-business-plan/

Dentist Business Plan Template | Business-in-a-BoxTM. (n.d.). https://www.business-in-a-box.com/template/dentist-business-plan-D11957/

FREE 3+ Dental Clinic Business Plan Samples in PDF | MS Word | Apple Pages | Google Docs. (n.d.). sampletemplates.com. https://www.sampletemplates.com/business-templates/plan-templates/dental-clinic-business-plan.html

Lavinsky, D. (2023a). Dental Business Plan Template. Growthink. https://www.growthink.com/businessplan/help-center/dental-business-plan

Lavinsky, D. (2023b). Dental Business Plan Template. PlanBuildr Business Plan Software. https://planbuildr.com/dental-business-plan-template/

Lavinsky, D. (2023c). Dental Business Plan Template [Updated 2023]. BusinessPlanTemplate.com. https://www.businessplantemplate.com/dental-business-plan-template/

Upmetrics. (2023, August 11). Dental Business Plan Template (2023). https://upmetrics.co/template/dental-business-plan

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.

Related Templates

Popular Templates

Join 10,000+ teams using Carepatron to be more productive

Dental Practice Business Plan Template & PDF Example

• September 4, 2024

Creating a comprehensive business plan is crucial for launching and running a successful dental practice. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your dental practice’s identity, navigate the competitive market, and secure funding for growth.

This article not only breaks down the critical components of a dental practice business plan, but also provides an example of a business plan to help you craft your own.

Whether you’re an experienced entrepreneur or new to the healthcare industry, this guide, complete with a business plan example, lays the groundwork for turning your dental practice concept into reality. Let’s dive in!

Our dental practice business plan is designed to be clear and comprehensive, covering all the essential aspects necessary for a detailed strategic outline. This plan elaborates on the practice’s operations, strategic direction, market positioning, competitive analysis , management structure, and financial projections, among other key components.

Here are the primary sections of our Dental Practice Business Plan:

• Executive Summary : A concise overview of your dental practice, showcasing the business concept, market positioning, leadership team, and a snapshot of financial plans.
• Practice & Location : Details about the practice’s environment, equipment, and special features.
• Treatments : Information on the range of dental services provided, including general dentistry, cosmetic procedures, and pricing models.
• Key Stats : Industry size , growth rates, and critical statistics relevant to the dental sector.
• Key Trends : Current trends influencing the dental industry, such as advances in dental technology or shifts in patient care standards.
• Key Competitors : Assessment of main competitors and how your practice stands out from them.
• SWOT : A detailed analysis of strengths, weaknesses, opportunities, and threats.
• Marketing Plan : Describes promotional tactics to attract new patients and retain existing ones, including digital marketing and community engagement.
• Timeline : Critical milestones and objectives from the opening phase to expansion, covering at least the first year.
• Management : Introduces the dental practice’s management team, emphasizing their roles, expertise, and how they drive the practice towards its goals.
• Financial Plan : Projects the practice’s financial performance over 5 years, detailing expected revenue, expenses, and outlines the funding strategy.

Dental Practice Business Plan Template (Download)

Fully editable 30+ slides Powerpoint presentation business plan template.

Download an expert-built 30+ slides Powerpoint business plan template

Executive Summary

The Executive Summary introduces your dental practice’s business plan, offering a concise overview of your clinic and its services. It should detail your market positioning, the range of dental care and treatments you provide, its location, size, and an outline of day-to-day operations. 

This section should also explore how your dental practice will integrate into the local healthcare market, including the number of direct competitors within the area, identifying who they are, along with your practice’s unique selling points that differentiate it from these competitors. 

Furthermore, you should include information about the management and co-founding team, detailing their roles and contributions to the practice’s success. Additionally, a summary of your financial projections, including revenue and profits over the next five years, should be presented here to provide a clear picture of your dental practice’s financial plan.

Dental Practice Business Plan Executive Summary Example

Business Overview

In the  business overview , you should clearly define your dental practice’s characteristics, including the name, location, facility details, and range of dental services offered. Highlighting the unique aspects of your practice is crucial to set it apart in the dental market.

Example: “SmileBright Dental,” located in Downtown Metropolis near schools and shopping areas, offers a modern, 4,000 sq. ft. facility with advanced dental equipment. The practice provides a comprehensive range of services, from preventive care and restorative dentistry to cosmetic procedures and orthodontics, catering to a diverse patient base.

Market Overview

This section should analyze the dental  market size , growth trends, consumer behavior, and the  competitive landscape . It helps position your practice within the industry and showcases how it meets the current demands in dental care.

Example: SmileBright Dental enters a U.S. dental market worth $145 billion, growing at 6% annually. Despite competition from other local practices, SmileBright stands out with its focus on preventive care, adoption of tele-dentistry, and cosmetic services, aligning with current consumer trends and spending behaviors.

Management Team

Detailing the management team’s experience and roles is essential. This part of the summary should emphasize their expertise in dentistry and healthcare management, underscoring their ability to drive the practice’s success.

Example: Dr. Jane Doe, Chief Dental Officer and co-founder of SmileBright, brings years of experience in pediatric dentistry, while Dr. John Smith, co-founder and COO, has extensive experience in healthcare management. Their combined expertise ensures high-quality patient care and efficient practice operations.

Financial Plan

A clear presentation of financial goals and projections is key. This section should include targets for revenue, providing insight into the practice’s financial health and growth prospects.

Example: SmileBright Dental aims for $2.6 million in annual revenue by 2028. With a strategic focus on expanding service offerings and enhancing patient experience, the practice is poised for growth in a thriving dental market.

For a Dental Practice, the Business Overview section can be effectively divided into 2 main slides:

Practice & Location

Briefly describe the dental practice’s physical environment, focusing on its modern, clean, and inviting atmosphere that reassures and comforts patients. Mention the practice’s location, highlighting its accessibility and the convenience it offers to patients, such as proximity to residential areas, schools, or ease of parking. Explain why this location is strategically chosen to attract your target patient base.

Detail the range of dental treatments and services offered, from routine check-ups and cleanings to specialized procedures like orthodontics, implants, or cosmetic dentistry. Outline your pricing strategy , ensuring it reflects the quality of care provided and aligns with the market you’re targeting. Highlight any special offers, insurance partnerships, or membership plans that provide added value to your patients, encouraging long-term relationships and patient loyalty.

Industry size & growth

In the Market Overview of your dental practice business plan, start by examining the size of the dental care industry and its growth potential. This analysis is crucial for understanding the market’s scope and identifying expansion opportunities.

Key market trends

Proceed to discuss recent market trends , such as the increasing consumer interest in advanced dental technologies, preventive care, and cosmetic dental services.

For example, highlight the demand for services that cater to specific dental health needs, alongside the rising popularity of aesthetic dental treatments like veneers and teeth whitening. Also, consider the impact of digital dentistry advancements, such as 3D imaging and CAD/CAM systems, on patient experience and treatment outcomes.

Competitive Landscape

A  competitive analysis  is not just a tool for gauging the position of your dental practice in the market and its key competitors; it’s also a fundamental component of your business plan.

This analysis helps in identifying your dental practice’s unique selling points, essential for differentiating your business in a  competitive  market.

In addition, competitive analysis is integral in laying a solid foundation for your business plan. By examining various operational aspects of your competitors, you gain valuable information that ensures your business plan is robust, informed, and tailored to succeed in the current market environment.

Identifying Your Dental Care Competitors

Initiating a competitive analysis in the dental care sector begins with identifying key competitors in your locality. Map out dental practices within your vicinity, considering not only other dental clinics but also specialized services like orthodontics or cosmetic dentistry. Additionally, take into account corporate dental chains or multi-specialty clinics that may operate in your area, as they could pose competition.

Online platforms such as Google Maps, Yelp, or Healthgrades offer valuable insights. Reviews and ratings on these platforms provide a glimpse into the  strengths and weaknesses  of your competitors. For instance, positive reviews highlighting the efficient service and friendly staff at “SmileCare Dental” indicate a notable strength of your competitor in providing a positive patient experience.

Dental Practice Competitors’ Strategies

Analyzing the strategies of your dental care competitors encompasses various facets:

• Services Offered:  Evaluate the spectrum of services provided by competitors. If a nearby clinic like “Bright Smiles Orthodontics” is gaining popularity for its innovative orthodontic treatments, it signals a market trend toward specialized orthodontic care.
• Technology and Equipment:  Consider the technological advancements and equipment utilized. A clinic that focuses on state-of-the-art equipment for procedures may attract a different clientele compared to a practice that emphasizes traditional techniques.
• Pricing Models:  Compare pricing structures. Are your service fees similar to those at “Affordable Dental Solutions” or do you align more with premium services like those offered at “Elite Dental Care”?
• Marketing Strategies :  Evaluate marketing approaches. Do competitors rely on digital marketing, social media campaigns, or community engagement events to promote their services?
• Patient Experience:  Assess the patient experience at rival clinics. A clinic like “Comfort Dental Haven” might stand out for its calming ambiance and personalized patient care.
• Operational Efficiency:  Observe if competitors leverage technology for appointment scheduling, digital records, or teleconsultation, such as “Tech-Savvy Smiles” with its advanced online appointment system.

What’s Your Dental Clinic’s Unique Value Proposition?

Identifying your dental clinic’s  unique value proposition  is pivotal. Perhaps your clinic specializes in pediatric dentistry or offers cutting-edge cosmetic dental procedures that are in demand.

Pay attention to market gaps by gathering patient feedback and staying updated on industry trends. For example, an increasing emphasis on holistic dental care could represent an untapped market opportunity if competitors still need to address this demand.

Tailor your services to your location. A clinic in a family-centric suburb might focus on family dental care and a child-friendly environment, while a practice in a corporate hub might highlight convenient scheduling and fast service for busy professionals.

First, conduct a SWOT analysis for the dental practice, highlighting Strengths such as highly qualified dental professionals and comprehensive dental care services, Weaknesses like high operational costs and the complexities of insurance billing, Opportunities in the form of increasing awareness about oral health and potential for community outreach programs, and Threats from intense competition and potential economic downturns that may affect patients’ spending on dental services.

Marketing Plan

Next, develop a marketing strategy for the dental practice that details how to attract and retain patients. This strategy should include targeted advertising to reach potential patients actively searching for dental services, promotional discounts for first-time visitors or referrals, an engaging social media presence that highlights patient testimonials and educational content, and involvement in community events to build brand awareness and trust within the local area.

Marketing Channels

Utilize diverse marketing channels to engage with potential patients and increase brand visibility.

Digital Marketing

Leverage digital platforms effectively:

• Website and SEO : Your practice’s website serves as a digital storefront. Develop a user-friendly website that not only showcases your services but also educates visitors about oral health. Integrate patient testimonials and case studies to build credibility. Optimize the site for local SEO by including location-specific keywords, enabling potential patients to find you easily.
• Social Media:  Social media platforms offer a space for interaction and community building. Regularly share valuable content—educational posts, engaging videos, patient success stories, and behind-the-scenes glimpses—to humanize your practice. 
• Email Marketing:  Building an email list allows you to nurture relationships with both existing and potential patients. Develop segmented email campaigns that offer value—whether it’s oral care tips, exclusive promotions, or updates about new services. 

Local Promotion and Community Engagement

Actively participate in the local community:

• Local Events:  Host or sponsor community health fairs, school dental check-ups, or seminars. Provide free dental check-ups or educational sessions at local community centers.
• Partnerships : Collaborate with local schools, health clinics, or businesses for joint health awareness campaigns or referral programs.

Promotional Activities

Entice potential patients with attractive offers:

• Special Promotions : Design promotional offers or seasonal packages that entice first-time visitors. Consider offering discounts on specific treatments or bundled services, encouraging new patients to experience the quality of care your practice provides.
• Loyalty Programs:  Rewarding patient loyalty encourages repeat visits. Implement a structured loyalty program where patients earn points for each visit or referral, which they can redeem for discounts or complimentary services. This not only incentivizes loyalty but also enhances patient retention.
• Referral Bonuses:  Encourage existing patients to become advocates for your practice by offering referral incentives. Provide discounts, free treatments, or other incentives for every successful referral they make, amplifying your reach through word-of-mouth.

Sales Channels

Deploy effective sales strategies to ensure a seamless patient experience and satisfaction.

In-Practice Upselling

Maximize opportunities during patient visits:

• Service Upgrades:  During appointments, suggest additional treatments like teeth whitening or cosmetic dental procedures based on patient preferences and needs.
• Retail Products:  Display dental care products or oral hygiene items prominently within the practice and educate patients about their benefits.
• Treatment Packages:  Offer comprehensive dental care packages that bundle multiple treatments or family packages at discounted rates.

Online Booking and Sales

Leverage technology for efficient service delivery:

• Online Booking:  Implement an easy-to-use online appointment booking system through your website or mobile app, offering convenience to patients.
• E-commerce:  Sell dental products, oral care kits, or dental health supplements directly through your website, expanding patient access and revenue opportunities.
• Virtual Consultations:  Offer online video consultations for initial assessments or post-treatment follow-ups, providing personalized care recommendations.

Membership and Loyalty Programs

Encourage patient loyalty and repeat visits:

• Membership Benefits:  Develop structured membership plans that offer regular check-ups, preventive care, or discounted treatments for a fixed monthly or annual fee. These plans ensure consistent patient engagement while providing them with cost-effective access to essential dental care.
• Loyalty Rewards:  Implementing a digital rewards system enables patients to earn points for each visit or referral. These accumulated points can be redeemed for free services, discounts, or exclusive offers, fostering a sense of appreciation and strengthening patient loyalty.

Strategy Timeline

Finally, create a detailed timeline for the dental practice that outlines key milestones such as the official opening date, the roll-out of marketing campaigns, the expected growth of the patient base, and plans for expanding services or facilities. This timeline should provide a clear framework for the practice’s development, ensuring every step is taken with purpose and direction towards achieving long-term success.

The Management section focuses on the dental practice’s management and their direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the practice towards its financial and operational goals.

For your dental practice business plan, list the core team members, their specific responsibilities, and how their expertise supports the business.

The Financial Plan section is a comprehensive analysis of your financial projections for revenue, expenses, and profitability. It lays out your dental practice’s approach to securing funding, managing cash flow, and achieving breakeven.

This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs and capital expenditures.

For your dental practice business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. number of customers and prices, expenses, etc.).

Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds

Related Posts

Dumpster Dudez Franchise FDD, Profits, Costs & Fees (2024)

• October 11, 2024

Healthy YOU Vending Franchise FDD, Profits, Costs & Fees (2024)

Monster Mini Golf Franchise FDD, Profits, Costs & Fees (2024)

Privacy overview.

• Sample Business Plans
• Medical & Health Care

Dental Business Plan

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.

Free Business Plan Template

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

• Fill in the blanks – Outline
• Financial Tables

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: Start your executive summary section by briefly introducing your business to your readers.
• 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: Summarize your market research, including market size, growth potential, and marketing trends. Highlight the opportunities in the market and how your business will fit in to fill the gap.
• Dental services: Highlight the dental services you offer to your patients. Mention any dental specialties you have. For instance, a geriatric physical therapy specialist specializes in treating elderly patients and helps them to improve their mobility and prevent falls.
• Marketing & sales strategies: Outline your sales and marketing strategies—what marketing platforms you use and how you intend to attract new patients and retain existing ones.
• Financial highlights: Briefly summarize your financial projections for the initial years of business operations. Include any capital or investment requirements, associated startup costs, projected revenues, and profit forecasts.
• Call to action: Summarize your executive summary section with a clear CTA, for example, inviting angel investors to discuss the potential business investment.

Make sure your executive summary is clear, concise, easy to understand, and jargon-free.

Say goodbye to boring templates

Build your business plan faster and easier with AI

Plans starting from $7/month

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: Describe your business in this section by providing all the basic information:
• 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.
• Ownership: List the names of the founders of your clinic. Describe what shares they own and their responsibilities for efficiently managing the business.
• Mission statement: Summarize your business’ objective, core principles, and values in your mission statement. This statement needs to be memorable, clear, and brief.
• Business history: If you’re an established dental business, briefly describe your business history, like—when it was founded, how it evolved over time, etc. Additionally, If you have received any awards or recognition for excellent work, describe them.
• Future goals: It’s crucial to convey your aspirations and vision. Mention your short-term and long-term goals; they can be specific targets for revenue, market share, or about expanding your services.

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: Start this section by describing your target market. Define your ideal customer and explain what types of services they prefer. Creating a buyer persona will help you easily define your target market to your readers.
• For instance, general dental clinics may target individuals and families seeking routine dental check-ups.
• Market size and growth potential: Describe your market size and growth potential and whether you will target a niche or a much broader market.
• Competitive analysis: Identify and analyze your direct and indirect competitors. Identify their strengths and weaknesses, and describe what differentiates your dentistry services from them. Point out how you have a competitive edge in the market.
• Market trends: Analyze emerging trends in the industry, such as technology disruptions, changes in customer behavior or preferences, etc. Explain how your business will cope with all the 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: List regulations and licensing requirements that may affect your dental business, such as dental license, business insurance, facility requirements(fire safety, infection control standards), HIPPA compliance, etc.

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: Mention the dentistry services your clinic will offer. This list may include services like,
• Teeth whitening
• Tooth extraction
• Cosmetic fillings
• Root canal therapy
• Oral surgery, and more.
• Describe each service: Provide a detailed description of each service you provide, including the process involved, any physical examination needed, the time required, etc.
• For instance, tooth extraction involves dental examination, anesthesia, tooth loosening, tooth removal, socket cleaning, post-extraction treatment, and follow-up appointments.
• Insurance & Payment Options: This section should include details about accepted payment methods and insurance plans. These options may include credit cards, cash, dental health insurance, third-party insurance, etc.
• In addition to these payment options, describe if your dentistry offers regular patients discounts or membership plans.
• Additional service: Mention if your dental office offers any additional services. You may include services like mobile dental services, sedation dentistry, etc.

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): Define your business’s USPs depending on the market you serve, the equipment you use, and the unique services you provide.
• For example, advanced technology, specialized services, and emergency dental care could be some of the great USPs for a general dental clinic.
• Pricing strategy: Describe your pricing strategy—how you plan to price your dental services and stay competitive in the local market. You can mention any discounts you plan on offering to attract new patients.
• Marketing strategies: Discuss your marketing strategies to market your dentistry services. You may include some of these marketing strategies in your business plan—social media marketing, Google ads, brochures, email marketing, content marketing, and print marketing.
• Sales strategies: Outline the strategies you’ll implement to maximize your sales. Your sales strategies may include partnering with other healthcare service providers(e.g., Orthodontists, oral surgeons.), offering referral programs, etc.
• Patient retention: Describe your patient retention strategies and how you plan to execute them. For instance, introducing patient loyalty programs, offering membership discounts, encouraging routine dental check-ups, etc.

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: Describe your staffing requirements, including the number of dentists, dental assistants, nurses, and any other support staff you will need. Include their qualifications, years of experience, and the duties they will perform.
• Operational process: Outline the processes and procedures you will use to run your dental business. Your operational processes may include managing patient flow, scheduling appointments, patient registration, patient treatment, record-keeping, billing, and after-treatment check-ups.
• Safety & infection control: Describe the safety and infection control practices and protocols you plan to implement, keeping patients, staff, and visitors’ safety in mind.
• These protocols may include waste management, disinfection, sterilization, infection surveillance, etc.
• Equipment & Technologies: Include the list of equipment and technology that will be used in the dental practice, such as digital X-rays, intraoral cameras, laser dentistry, etc.
• 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: Introduce your management and key team members, and explain their roles and responsibilities. Business plans for solo practitioners typically don’t include 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: Explain the organizational structure of your management team. Include the reporting line and decision-making hierarchy.
• Compensation plan: Describe your compensation plan for the management and staff. Include their salaries, incentives, and other benefits.
• Advisors/consultants: Mentioning advisors or consultants in your business plans adds credibility to your business idea. So, if you have any advisors or consultants, include them with their names and brief information about roles and years of experience.

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: Describe details such as projected revenue, operational costs, and service costs in your projected profit and loss statement. Make sure to include your business’s expected net profit or loss.
• Cash flow statement: This section should estimate and describe the cash flow for the first few years of your operation. This may include billing invoices, payment receipts, loan payments, and any other cash flow statements.
• Balance sheet: Create a projected balance sheet documenting your dental business’s assets, liabilities, and equity.
• Break-even point: Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal.
• This exercise will help you understand how much revenue you need to generate to sustain or be profitable.
• Financing needs: Estimate your financing needs and how much capital you need to raise to operate your business. Be specific about your short-term and long-term financing requirements, such as investment capital or loans.

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.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

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 .

Related Posts

Medical Transport Business Plan

Medical Billing Business Plan

Business Plan Template Example

Why Write a Business Plan Outline

Simple Business Pricing Strategy Guide

Best AI tools for Startups

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

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

Turn your business idea into a solid business plan

Explore Plan Builder

Plan your business in the shortest time possible

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

Create a great Business Plan with great price.

• 400+ Business plan templates & examples
• AI Assistance & step by step guidance
• 4.8 Star rating on Trustpilot

Streamline your business planning process with Upmetrics .

Dental Business Plan Template

Written by Dave Lavinsky

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.

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

Milestones:

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.

Dental Business Plan Template

Written by Dave Lavinsky

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 Dental 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 You Need a Business Plan for a Dentist Office

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.

Finish Your Dental Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

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 dental 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

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.

Example 5 Year Annual Income Statement

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.

Example 5 Year Annual Balance Sheet

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

Example 5 Year Annual Cash Flow Statement

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.

Don’t you wish there was a faster, easier way to finish your Dental business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.   Click here to see how Growthink’s business plan consulting services can create your business plan for you.

Other Helpful Business Plan Articles & Templates

• Read Time: 7 mins
• May 5, 2021

How to write a business plan for your dental practice

• Read Time: 7 min

The Floss / For Dentists / How to write a business plan for your dental practice

A business plan. Your practice simply has to have one. It’s going to lay out all the detailed information that helps you set your practice on the road to success. It’ll include market analysis, a marketing plan, competitive analysis, cash flow projections, and more. 

In essence, a business plan allows you to track, monitor, and evaluate the progress of your practice over a period of time. It allows you to gauge how your practice is progressing against your original projections for your business. This, in turn, will make it easier to make an objective evaluation of your practice’s progress. 

And it functions as an essential marketing document. It helps show stakeholders in your business that your practice is sustainable and worth investing in, whether that investment is monetary or time-based. 

Your business plan should be a living document. As you gain experience and achieve goals, the plan should be modified to reflect changing goals and knowledge you have gained during the time the practice has been in operation. 

Grow your dental practice

Opencare is the only risk-free patient acquisition solution for dentists.

Business plans provide you with a detailed guideline on what steps you need to follow in order to ensure your practice is a success and that it achieves both your short-term and long-term goals. They are an invaluable strategic tool that every dental plan should carefully consider and craft before opening their business. 

Each individual business plan will be unique to you and your business. However, here are some guidelines you can follow to make the process of creating your business plan easier. Some basic elements any business plan should incorporate include:

Executive summary

The executive summary is perhaps one of the most essential parts of the plan. It’s a short section at the start of the plan that summarizes the plan as a whole. Typically, this section is one to two pages in length.

Some elements that should be summarized as part of the executive summary are:

• Legal structure : Key to establishing your practice, determine what type of business it will be. If you’re setting up a partnership, this section should also include percentage ownership of each partner. Other elements that you should mention include resources like attorneys and accountants who will be part of your support team.
• Services provided : Explain which dental services you will be providing in your practice. This section will also clarify what your practice’s unique value proposition will be — what sets it apart from those of your competitors and other  dentists near you .
• Goals : List the overall goals of your practice by priority. You should start with the mission statement and then list out the specific goals.
• Market analysis : An analysis of the dental landscape in your area and your practice’s ability to meet your identified needs.
• Marketing strategy : A quick summary of which strategies you will be employing. This section should be a response to the market analysis, and you should go into more detail in the marketing plan part of the business plan.
• Break-even point : This will also be part of the financial plan and analyses how viable your practice is at the current time.
• Operations plan summary : Summarize what systems you have in place in order to increase the growth of your practice. You will need to go into more detail in the operations plan section.
• Organizational / staffing structure : A summary of how many staff you have, their responsibilities and roles, and a forecast of personnel needs.

This section is key when you approach lenders for loans. It should be enticing to potential lenders and explain how you plan to make your practice a success. Therefore, it should be persuasive and compelling.

While this section goes at the start of your plan, you should write it last. This is because it is a summary of the rest of the plan, and you will need to have a detailed plan completed before you can write it.

Collect 99% of your claims

We settle your claims, so you don’t settle for less.

Description of products and services

In this section, you should elaborate on the types of services your practice will provide patients. Explain whether specialty services will be performed in-house or will be referred to outside practices and doctors.

If you’re acquiring an existing practice as opposed to opening a new one, clarify any changes you’ll be implementing to the products and services the practice is already offering. 

Operations plan 

This is where you detail the operational systems that will help you run your practice, meet your goals, and measure how effective you are at achieving your aims.

It will describe how you will procure the products needed to keep the business running, what personnel will be part of your business, and how you will manage your inventory. You’ll also detail factors like hours of operation, any licenses and permits you’ll require before opening, dental insurances that your practice will and will not accept, schedule for equipment maintenance, and so on.

One of the most important parts of your operations plan is detailing a one-year action plan. This will serve as a template for you to follow and help you detail what steps you need to take to ensure your plan is a success.

This section is the ‘nuts-and-bolts’ part of your plan and is likely to be the longest section of your business plan. Managing operations efficiently helps increase profitability and decrease stress. Without an efficient operations plan, you will find meeting objectives and goals a challenging task. 

Market analysis and marketing plan

This is where you’ll document data on how your competitors operate. Some parts of your competitors’ practices you may want to look at include their online presence, SEO rankings, how they manage their digital content, and any other marketing efforts you think is relevant.

Once you have conducted a market analysis of your competitors, you’ll also need to document your own marketing plan. Elements you should include as part of your plan include an overview of your intended market and the type of patients you plan to target, their income level, age, and lifestyle.

Sign up for our newsletter.

Just let us know a bit about yourself..

You should also clearly set out how you plan to set your business apart from competitors and maintain your own customer base. For example, if you operate in close proximity to another dental practice, how will you ensure patients looking to  find a dentist  visit your practice over that of your competitor?

Make sure to conduct a SWOT analysis. This is an analysis of your practice’s strengths and weaknesses, as well as the market opportunities you can take advantage of and the threats that your practice faces. This will help you better personalize your marketing plan to your goals while also considering outside factors that could hinder those goals and detailing how you will overcome those issues. 

Your marketing strategy should focus on developing awareness of your practice amongst prospective patients. This will include the use of internal marketing (brochures, posters, newsletters, etc.), external marketing (direct mail, email, advertising, online marketing through websites and social media, etc.), and customer service to ensure your patients have a good experience and keep on returning to your practice.

One key element of the marketing plan for modern dental practices is to map out their website design. Having a well-designed website can help you stand out from competitors and can be hugely beneficial in attracting patients. For example, suppose patients are able to make a  dentist appointment  online quickly. In that case, they are more likely to choose your practice over a competitor that makes it difficult to schedule an appointment. 

If your marketing strategy is going to be significantly different from that of your competitors, you should also explain the rationale behind your choice as part of your strategy.

Financial plan

A financial plan is a key component of the marketing plan and will be the section that’s of most interest to potential lenders. If you’re approaching banks or other individuals for a loan, this section will help them make an informed decision over whether or not to lend to you. Due to its importance, this section should be carefully planned out and meticulously written.

For new practices, the financial plan will be based on 12 and 24-month financial projections, as you won’t already have an existing performance to base it off. Some key elements that you should include in your financial plan include:

• Income projections over a 12 and 24-month period
• Your personal financial statement 
• Collateral you’ll offer in exchange for a loan
• The total amount of funds that will be required by your practice for a 24-month period
• A plan for how the funds will be allocated
• Cash flow forecast
• Historical financial analysis looking into the viability of a dental practice
• Supporting documents that may be required by the lender, including a copy of your credit report, historical financial statements, five-year financial projections, and any other relevant document

Your financial plan should lay out a plan that accounts for the impact of outside financial influences that will affect your finances. These influences include competition, the economy, seasonal variations, and business cycles, as well as any other factors that will impact your practice’s financials. 

Business plan checklist

If you’re just getting started on creating your business plan, there are a variety of templates and checklists that are easily available online. One free downloadable and printable checklist that you can use is  this one .

Before you get started on making your business plan, the American Dental Association (ADA) you make sure to ask yourself some important questions, including: 

• Can you describe your potential dental practice in detail?
• Do you have an actionable marketing plan?
• Who is in the market? What are they doing right — or wrong?
• What pricing and payment policies are you considering?
• What’s your growth strategy?

These will help provide you with a guideline you can refer back to when writing your detailed plan.

The ADA also provides a business plan checklist that is tailored to dental practices. You can download the checklist  here .

FAQs about dental practice business plans

Worry-free insurance verification.

Opencare takes the guesswork and effort out of insurance verification.

How much does it cost to open a dental office?

While start-up costs will differ based on where your practice is located and the types of services you plan on offering, the estimated cost of starting a dental practice  can be  upwards of $450,000, with up to a third of that being equipment costs.

How profitable is a dental practice?

On average, dental practices can have  about a  25% profit margin. This profit margin can be more, depending on your specialty, location, and overhead costs. It is also possible to increase the profit margin of a dental practice in a variety of ways. For new practices, it your business plan allow you a profit margin of at least 40%.

How much does a dental office make a year?

The amount you earn is dependent on the type of services your practice offers, including whether or not you offer specialty services.  On average , general practices earn around $770,000 a year, while specialty practices can make around $1.1 million annually. 

How do I write a business plan for a mobile dental clinic?

If you’re planning a mobile dental clinic, the process for writing a business plan is similar to that of writing a plan for a traditional practice. The steps you need to follow will be the same, and any lenders will expect you to present the same information as part of your business plan.

Remember, the executive summary and the financial plan are two key aspects of your business plan when approaching lenders. A well thought-out and well-written business plan does not only make your practice more appealing to lenders but it also provides you with a blueprint to follow in order to achieve personal and business-related goals. So when you’re writing out your business plan, regardless of whether it is for a traditional practice or a mobile clinic, make sure to include all the relevant details.

Join the community

Join north america’s largest community of dental practices and patients., most popular.

• Cosmetic Advice

For Dentists

• Oral Health How-Tos
• Symptoms, Causes, & Treatments
• Uncategorized
• Wellness Advice

How to make a dentist appointment in 3 easy steps

Learn how to make a dentist appointment today. ✓ First you’ll need to find a local dentist, then prepare your info and questions, and call or go to the dental website to book.

How much do fillings cost with and without insurance?

Wondering how much do fillings cost, with insurance or without it? No matter how old you are, the mere thought of a toothache (and  its

COVID-19 Guidance

Patient Acquisition

Super Practice

Revenue Cycle Management

Practice Login

Popular Searches

Dentists Near Me

Dentists in Seattle

Dentists in San Francisco

Dentists in San Jose

Dentists in Chicago

Dentists in Toronto

Dentists in Denver

Dentists in Austin

Dentists in San Diego

Dental Marketing

Dentistry Practice Management

Dentist Appointments

Tonsil Stones

Dentist Referrals

Level up your oral wellness.

© Opencare 2021

Terms of Use

Privacy Policy

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.

• Account Login

Dental Business Plans 101

Ready to create a business plan for your dental practice? The good news is that you can follow the same general guidelines as other small businesses.

Before you begin, ask yourself these key questions:

• Can you describe your potential dental practice in detail?
• Do you have an actionable marketing plan?
• Who is in the market? What are they doing right - or wrong?
• What pricing and payment policies are you considering?
• What’s your growth strategy?

Download Supporting Materials  (Free for ADA members) Components of a Business Plan

Existing dental practices may also need to update their business plans, especially if they want to expand.

An updated plan needs:

• Your dental practice’s financial position
• Your current debt, if any
• Updated lender information and terms
• A recent financial comparison with similar businesses
• An analysis of your current costs and your “break-even” point

How to Successfully Start a Dental Practice

Lisa Furgison

10 min. read

Updated March 18, 2024

Free Download:  Sample Dental Practice Business Plan Templates

If your future career involves dentistry, you’re in luck—there are a growing number of opportunities for starting a dental practice.

While routine services like cleanings and filling cavities are always in demand, new research shows a growing number of people are interested in cosmetic dentistry, such as whitening services and implants.

As demand grows, so does the annual salary. According to the Bureau of Labor Statistics,  a dentist makes an average of $149,310 a year. The industry is expected to grow 16 percent between 2012 and 2022.

Of course, it takes some significant schooling and a license to practice dentistry, but if you have those two items crossed off your list, starting a dental practice is a real possibility.

For those thinking about this career path, we’ve put together a guide to help you plan, start, and grow your practice. So, if you’re wondering how to open a dental practice, read on.

To get the most important and relevant information, we asked two dental practice owners to help us create this guide.

Dr. Len Tau, owner of the  Pennsylvania Center for Dental Excellence,  and Dr. Frank DiCicco, owner of Manhattan-based Central Park South Dentistry,  were willing to share some of the lessons they’ve learned along the way.

• Starting a dental practice: Planning your business

To open your own dental practice, you need to do some planning. Here are the most crucial aspects of the planning stage:

Write a business plan

As with any business, you need a solid business plan, DiCicco says.

Every owner envisions opening a successful dental practice, but you need an actionable plan to get you there. That’s where a business plan comes in. A business plan describes your business, sets goals, defines your customer base, and addresses finances.

If you need a little help creating a business plan, we have some great resources. Here’s a short list:

• How to Write a Business Plan:  A step-by-step article that walks you through writing a plan.
• Free Business Plan Samples:  A few examples to give you some ideas.

Brought to you by

Create a professional business plan

Using ai and step-by-step instructions.

Secure funding

Validate ideas

Build a strategy

Create a financial plan

As you create a business plan, you’ll start to put figures together, but Tau says it’s vital to understand your finances before you open your practice.

In particular, he suggests knowing what your overhead will be. Your payroll will be your most expensive line item, so don’t bring on too many people at the beginning. Additionally, start with basic services for phone and internet to keep costs low.

Find the right insurance

Every business needs liability insurance, but the needs of a dental practice are unique. Before you start looking for places to set up shop, talk with an insurance agent about the kind of policies that you’ll need. Make sure this price is factored into your financial plan.

[see-also] Understanding Business Insurance [/see-also]

Pick the right location

Take some time to look around at a variety of office locations.

Location is key for dentists, DiCicco says. You want something that’s centrally located, visible, and in an area that your target market spends time in.

Of course, price will play a role in the space you pick, but make sure the spot is right for your practice. It’s better to wait for the right location to come around than it is to open your business sooner in a more remote location.

[see-also] How to Choose a Business Location [/see-also]

Talk with someone in the field

Ask other successful dentists if you can pick their brain—it’s one of the best ways to get tips on how to open a dental practice. Find someone who already runs a practice, and ask to come in and see how things work.

You’ll have the skills you need to open a dental practice, but there will be administrative tasks that you might not be familiar with that a current owner can walk you through. For instance, DiCicco says he had no idea how to manage expenses when he first started a practice.

“Everything added up to twice the cost that I expected,” he recalls.

To avoid these pitfalls, find a mentor who can guide you through these issues as they arise.

• Starting a dental practice: Marketing your business

Be a good dentist first, but a solid marketer second, Tau says.

You can have the best dental skills in the world, but if no one knows that you’re open for business, you won’t ever get the chance to show your skills—and you might not have success when it comes to opening a dental practice.

Before you open your doors, have a marketing plan in place. Figure out who your clients are and how you’ll attract them to your practice. For the first three years, you’ll need to devote five to seven percent of your collections to marketing.

“It’s not just a drill, fill, and bill business,” Tau says. “Reoccurring patients can only provide so much revenue. New patients are the lifeblood of your practice.”

Here are few marketing options to keep new customers coming in:

Create a user-friendly website

For starters, you need a website that’s appealing, easy to navigate, and offers vital customer information like the business phone number and office hours.

A surprising number of people will drive by your office and then go home and Google your business to see what it’s all about.

Use tools like Google My Business

Google is where it’s at, DiCiccio says, and his business uses as many Google tools as possible.

One of the newest tools you can take advantage of is Google My Business, a free tool that business owners can use to improve their online visibility.

Through the site, you input important information like your office hours, location, and contact information. You can collect and use customer reviews here, too.

Establish a social media presence

To keep your customers engaged when they’re not in your chair, take advantage of social media.  Tau makes use of six social media sites, all of which you can access via his website.

While Tau uses a variety of social media platforms, it is important to assess how much time you want to spend on these sites. Social media can eat up your time, so if you only have time to post and update one site it’s okay—just pick the platform that your target audience uses.

Take advantage of word of mouth

While there are a lot of digital options to promote your business, old-fashioned word of mouth still plays a big role in the dentistry world.

If your customers have an enjoyable experience, they’re more likely to recommend you to others. You might consider giving your regular customers a discount for referring a friend or family member.

Find time to network

You practice will run on referrals, DiCicco says. If you want referrals, you need to be active in the community. Join business groups, volunteer in the area, and make sure you’re getting your name out there.

• Starting a dental practice: Growing your business

Once your business is established, you’ll shift gears toward growth.

Here are a few tips to make sure your business heads in the right direction:

Hire amazing help

You might not bring on staff immediately, but one of the first staff members you’ll hire will probably be an office assistant or a receptionist.

You’ll want help answering phones, scheduling appointments, and doing other administrative tasks. When you’re ready to hire for this position, make sure you look for someone with impeccable personal skills, Tau suggests.

This is often the first person a customer comes in contact with, so you want him or her to not only make a great first impression, but also guide the patient through the process in a helpful way.

Specialize in an area of dentistry

What is it you like to do as a dentist? You need to answer that question to help refine your skills and clientele.

When you first start, you might try to be the jack-of-all-trades. After all, you want to pay the bills. However, having a focused skill set can improve the longevity of your practice.

“Master the techniques that you enjoy doing and focus on those techniques,” Tau says. “This may mean that you refer some of your clients elsewhere, but that’s okay when you’re growing your business.”

Once you are established in the community, other dentists will refer clients to your practice too.

Listen to your customers

Customer comfort and satisfaction should be at the top of your priority list.

Make sure you cultivate a good relationship with your clients. Take an interest in their lives before you get to work. If a customer is a bit scared, do what you can to make them comfortable. If a customer has feedback, whether it’s good or bad, take it into consideration.

When opening a dental practice, the bottom line is that you want to create a welcoming environment from start to finish, DiCicco says.

Take continuing education classes

You can’t stick with the skills that you learned during your residency; you have to constantly update your skills if you want your practice to grow, Tau says.

Make it a priority to take a certain number of classes each year, attend conferences, and cultivate a group of fellow dentists that you can interact with.

Refine your leadership skills

As you get comfortable with your new practice, you’ll start to bring on employees.

Growth means more responsibilities, including managing people. Just as you continue to work on your technical skills, you need to work on your leadership skills too. Your employees will follow your lead. Your attitude and decision-making process will dictate your company culture.

As you’re selecting classes to continue your education, you should also look into classes or conferences that can bolster your leadership qualities.

Review your business plan

It’s a good idea to review your business plan and see how you’re doing on the goals or milestones that you listed.

If you haven’t hit a certain goal, it’s time to renew your efforts to make it happen. If you’ve scratched a few milestones off of the list, now is a good time to look ahead and create goals for the next stage of your practice.

Make sure each goal is specific and measurable. Giving yourself a generic goal of “growing your business” isn’t enough. Instead, your goal could be to grow your customer base by 10 percent.

Plan for retirement

When you’re initially just focused on opening a dental practice, it can be tough to think about retirement. But, once you’re in the growth phase, you’ll need to plan for the next stage of your life.

“I live for today, but plan for tomorrow,” DiCicco says, who works with a financial adviser to invest in his retirement. He suggests that every owner does the same.

While it may seem as though retirement is far off, if you want to put away a comfortable amount of money, you’ll want to start investing sooner rather than later.

It will take some time to get your practice established in your area, but if you keep your customers happy and work to get referrals, you’ll have a good foundation to build on for years to come.

As the owner, you have a lot of responsibilities, but you also get a lot of perks, too. You work for yourself, set your own schedule, and create lasting relationships with your customers.

In time, you’ll become a successful and trusted member of the business community.

Lisa Furgison is a multimedia journalist with a passion for writing. She holds a graduate degree in mass communications and spent eight years as a television reporter before moving into the freelance world, where she focuses mainly on content creation and social media strategies. Furgison has crisscrossed the U.S. as a reporter, but now calls Key West, Florida home. When she's not conducting interviews or typing away on her laptop, she loves to travel.

Table of Contents

Related Articles

9 Min. Read

Should You Launch a Writing Business

7 Min. Read

Restaurant or Food Truck: Which Is Better for a Beginner?

8 Min. Read

How to Start an Etsy Shop

15 Min. Read

How to Start a Bed and Breakfast

The LivePlan Newsletter

Become a smarter, more strategic entrepreneur.

Your first monthly newsetter will be delivered soon..

Unsubscribe anytime. Privacy policy .

The quickest way to turn a business idea into a business plan

Fill-in-the-blanks and automatic financials make it easy.

No thanks, I prefer writing 40-page documents.

Discover the world’s #1 plan building software

• Paragraph Generator
• Cover Letter
• Authorization Letter
• Application Letter
• Letter of Intent
• Letter of Recommendation
• Business Plan
• Incident Report
• Reference Letter
• Minutes of Meeting
• Letter of Resignation
• Excuse Letter
• Research Proposal
• Job Application
• Acknowledgement
• Employment Letter
• Promissory Note
• Business Proposal
• Statement of Purpose
• Offer Letter
• Deed of Sale
• Letter of Interest
• Power of Attorney
• Solicitation Letter

10+ SAMPLE Dental Clinic Business Plan in PDF | MS Word

Dental clinic business plan | ms word, 10+ sample dental clinic business plan, what is a dental clinic business plan, benefits of owning a dental clinic, tips to improve the organization of your dental practice, how to operate a profitable dental practice, what is the profit of dental clinic, is dental business profitable, can a dentist be an entrepreneur.

Dental Clinic Expansion Business Plan

Medical Dental Clinic Business Plan

Sample Dental Clinic Business Plan

Dental Hygiene Clinic Business Plan

Dental Clinic Business Plan

Dental Practitioner Clinic Business Plan

Simple Dental Clinic Business Plan

Dental Clinic Analysis Business Plan

Dental Clinic Business Plan Example

Dental Clinic Business Strategic Plan

Dental Clinic Business Continuity Plan

1. utilize bins, cassettes, and other containers for instruments., 2. label equipment and materials, 3. develop and utilize process setup guidelines, 4. prepare operatory turnover items, 5. keep and identify handpieces and motors., 1. engage your staff members, 2. embrace office culture, 3. enhance your dental staff, 4. create a unique dental practice, 5. use working hours to your advantage., 6. adopt scheduling applications that are easy to use, 7. automatize your invoicing office, share this post on your network, you may also like these articles, 30+ sample hr budget plan in pdf | ms word | google docs | apple pages.

While planning an HR budget may appear to be a tiresome undertaking, this is not necessarily the case. A well-planned human resources budget ensures that appropriate funds support employee…

35+ SAMPLE Organizational Strategic Plan in PDF

According to a statistical report, 67% of leaders believe their organization is good at crafting strategy but only 47% believe their organization is good at implementing strategy. Developing a…

browse by categories

• Questionnaire
• Description
• Reconciliation
• Certificate
• Spreadsheet

Information

• privacy policy
• Terms & Conditions

Dental Clinic Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Healthcare and Medical » Dental Clinic

Are you about starting a dental clinic? If YES, here is a complete sample dental office business plan template & feasibility study you can use for FREE .

If you are a dentist and are interested in starting a business in the healthcare industry, one of the most preferred options is to open a dental clinic. With minimal startup capital you can successfully launch your own dental clinic. Before choosing a location for your dental clinic, ensure that you carry out thorough market survey and feasibility studies.

Suggested for You

• 6 Best Neck Pillows for Dental Care
• 35 Best Gifts for Dental Hygienist
• 12 Best Saddle Chairs for Dental Hygienist
• 10 Types of Dental Equipment [Cost Included]
• 15 Best Multifunction Color Printers for Dental Office

It will pay you to locate your dental clinic in a location where you will attract people that can pay for your services. Starting a dental clinic is one of those businesses that requires you to first look at the existing laws in the country or the State you reside, before going all out to start the business.

This is so because there is hardly any country that does not pay serious attention on their health sector. The health industry is usually highly regulated so as to guide against the infiltration of quacks or substandard hospital, clinics or health facilities. Here is a sample dental clinic business plan that is capable of leading you all the way;

A Sample Dental Clinic Business Plan Template

1. industry overview.

No doubt, the healthcare cum medical industry of which dental clinic is a subset of is perhaps one of the fastest growing and largest industries in the world; this is so because the wealth of any nation depends on the health of the nation.

Obviously there is hardly any country where the healthcare industry is not handled with all seriousness. As a matter of fact, the healthcare industry is known to gulp well over 10 percent of gross domestic product (GDP) of most developed countries.

The dentists industry includes practitioners with Doctor of Dental Medicine (DDM), Doctor of Dental Surgery (DDS) or Doctor of Dental Science (DDSc) degrees. Businesses that operate in this industry are primarily involved in the independent practice of general or specialized dentistry or dental surgery.

Dentists are known to either operate private or group practices in their own offices (e.g. centers or clinics et al). There is indeed a very large market for healthcare service providers in the united states and of course in most parts of the world.

For instance, the World Health Organization (W.H.O) estimated that there are about 9.2 million physicians, 19.4 million nurses and midwives, 1.9 million dentists and other dentistry personnel, 2.6 million pharmacists and other pharmaceutical personnel, and over 1.3 million community health workers worldwide. This goes to show that the healthcare industry is indeed one of the largest segments of the workforce of any nation.

It is on record that in 2011, healthcare costs paid to hospitals, dental clinics, physicians, nursing homes , diagnostic laboratories, pharmacies, medical device manufacturers and other players in the healthcare system business value chain, consumed an estimated value of 17.9 percent of the Gross Domestic Product (GDP) of the United States.

This is indeed the largest of any country in the world. As a matter of fact, experts projected that the healthcare share of the GDP of the United States will continue to grow, reaching 19.6 percent of GDP by 2016. The Dentists industry is indeed a very massive industry in the U.S. Recent statistics has it that The Dentists industry in the United States of America, is worth over $129bn, with an estimated growth rate of 3.4 percent.

There are about 182,784 dental clinics in the United States and they are responsible for employing about 955,958 people that comprises of dentist, dental surgeons, nurses and other health and non – health workers. It is important to state that there are no dental clinics with a lion share of the available market in the United States.

If you are considering starting your own dental clinic in the United States, then you should try and work around the industry barriers. The truth is that, the barriers to entry in the dental clinic line of business are high and this is due to the significant regulatory requirements and the experience and strength of incumbents. For example, medical licensure creates a barrier to entry in the healthcare sector.

As a matter of fact, it is absolutely compulsory for any investor who is looking towards starting a dental clinic to meet extensive federal, state and local laws and regulations. These regulations relate to the adequacy of medical care, equipment, personnel, operating policies and procedures.

Regulations also involve maintaining adequate records, preventing fires, setting rates and complying with building codes and environmental protection laws. These regulations make it difficult and costly for aspiring entrepreneurs to enter the industry.

Over and above, if you are determined and ready to go all the way, you will surely succeed in establishing your own dental clinic in the United States of America and you will be glad you did because it is indeed a profitable line of business.

2. Executive Summary

Benny Blanco® Dental Clinic, LCC is a standard, licensed and certified dental clinic that will be located in the heart of Long Beach, California – United States of America. We have been able to acquire a standard facility that is highly suitable for the kind of dental clinic business we want to operate.

Benny Blanco® Dental Clinic, LCC is in the healthcare cum dentist industry to provide dental care services such as dental consultations and diagnostic services, preventative services, restorative dental services, prosthodontics (fixed and removable), orthodontics, surgical oral and maxillofacial services, nonsurgical endodontic services, independent general dental practicing, independent specialized dental practicing, dental surgery, dental examinations, and dental treatments et al. We are well trained and equipped to service the market segments that require dental care services.

We are in the dental care business to deliver excellent dental care services to all those who will patronize our services. We will also ensure that in the line of carrying out our duty, we comply with the laws and health regulations in California and The United States of America. Our employees are well trained and qualified to handle the wide range of dental care services.

Benny Blanco® Dental Clinic, LCC will operate a 24 hours 7 days a week dental service; our dental clinic facility will be opened round the clock to attend to clients (patients). We have a standard medical call center that is manned by trained health workers. Our workforce is going to be well trained to operate within the framework of our organization’s corporate culture and also to meet the needs of all our customers.

Benny Blanco® Dental Clinic, LCC will ensure that all our patients cum customers are given first class treatment whenever they visit our dental clinic. We have a CRM software that will enable us manage a one on one relationship with our customers no matter how large the numbers of our customers’ base grows.

Benny Blanco® Dental Clinic, LCC is a family business that is owned and managed by Dr. Benny Blanco Doctor of Dental Surgery (DDS) and his wife Johannes Blanco (Nurse). Dr. Benny Blanco is going to be the Medical Director (Chief Executive Officer) of the dental clinic;

He is a qualified and well trained Doctor of Dental Surgery (DDS) with well over 15 years of experience working as a dental surgeon and dentistry researcher with the United States’ government. He will be ably supported by his wife Johannes Blanco who has grown in her career to become one of the most respected senior nurses in Long Beach – California.

3. Our Products and Services

Benny Blanco® Dental Clinic, LCC is in the business of ensuring that our patient / clients are well treated and taken care of and our services will be carried out by highly trained professional in the dentists industry who know what it takes to give our highly esteemed customers (patients) value for their money.

These are the dental care services that Benny Blanco® Dental Clinic, LCC will be offering;

• Independent general dental practicing
• Independent specialized dental practicing
• Dental surgery
• Dental examinations
• Dental treatments
• Dental consultations and diagnostic services
• Preventative services
• Restorative dental services
• Prosthodontics (fixed and removable)
• Orthodontics
• Surgical oral and maxillofacial services
• Nonsurgical endodontic services

4. Our Mission and Vision Statement

• Our vision is to become the number one choice when it comes to dental care service delivery in the whole of Long Beach, California and also to be amongst the top 20 dental care service providers in the United States of America within the next 10 years.
• Benny Blanco® Dental Clinic, LCC is in business is to establish a first class dental clinic that will take care of both highly placed clients and lowly placed clients as long as they can afford our services.
• We want to become one of the leaders in the dentists industry in California, and in The United States of America.

Our Business Structure

Benny Blanco® Dental Clinic, LCC is a business that will be built on a concrete foundation. From the outset, we have decided to recruit only qualified professionals in the dentists industry to man various job positions in our organization.

We are quite aware of the rules and regulations governing the dentists industry which is why we decided to recruit only well experienced and qualified employees as foundational staff of the organization. We hope to leverage on their expertise to build our dental clinic brand to be well accepted in Long Beach California and the whole of the United States.

When hiring, we will look out for applicants that are not just qualified and experienced, but honest, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of five years or more. These are the positions that will be available at Benny Blanco® Dental Clinic, LCC;

• Chief Medical Director / Chief Executive Officer
• Dentist / Doctor of Dental Surgery (DDS)

Nurses / Nurse’s Aides

• Admin and Human Resources Manager
• Sales and Marketing Executive
• Accountant / Cashier
• Customer Care Executive

5. Job Roles and Responsibilities

Chief Medical Director / Chief Executive Officer:

• Responsible for providing direction for the business
• Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Attends to high profile clients and severe dental surgery cases
• Responsible for fixing prices and signing business deals
• Responsible for recruitment
• Responsible for payment of salaries
• Responsible for signing checks and documents on behalf of the organization
• Evaluates the success of the organization

Dentists / Doctor of Dental Surgery (DDS)

• Handles independent general dental practicing
• Responsible for dental surgery
• Handles dental examinations
• Handles dental treatments
• Handles dental consultations and diagnostic services
• Responsible for preventative services
• Handles restorative dental services
• Handles prosthodontics (fixed and removable)
• Responsible for orthodontics
• Handles surgical oral and maxillofacial services
• Handles nonsurgical endodontic services

Pharmacist:

• Responsible for managing the daily activities in the dental clinic (dispensary store)
• providing advice about health issues, symptoms and medications in response to customer enquiries
• Responsible for recruiting, training and managing staff
• Responsible for processing prescriptions and dispensing medication
• Responsible for ordering, selling and controlling medicines and other stock
• Responsible for meeting medical representatives
• Responsible for managing the organizations’ budgets
• Responsible for keeping statistical and financial records
• Responsible for preparing publicity materials and displays
• Handles marketing services
• Interfaces with third – party providers (vendors)
• Handles any other duty as assigned by the Medical Director.
• Responsible for managing our patients
• Handles dental and oral injury case management
• Responsible for offering medication management services
• Assists the dentists and dental surgeon in treating patients and during dental surgery

Sales and Marketing Manager

• Manages external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
• Models demographic information and analyze the volumes of transactional data generated by customer
• Writes winning proposal documents, negotiate fees and rates in line with organizations’ policy
• Responsible for handling business research, market surveys and feasibility studies for clients
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develops, executes and evaluates new plans for expanding increase sales
• Creates new markets cum businesses for the organization
• Empowers and motivates the sales team to meet and surpass agreed targets

Accountant / Cashier:

• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensures compliance with taxation legislation
• Handles all financial transactions for Benny Blanco® Dental Clinic, LCC
• Serves as internal auditor for Benny Blanco® Dental Clinic, LCC.

Client Service Executive

• Welcomes clients and potential clients by greeting them in person or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the chief executive officer in an effective and timely manner
• Consistently stays abreast of any new information on the organizations’ products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries
• Responsible for cleaning the dental clinic facility at all times
• Ensure that toiletries and supplies don’t run out of stock
• Cleans both the interior and exterior of the dental clinic facility
• Handle any other duty as assigned by the admin and HR manager.

6. SWOT Analysis

Benny Blanco® Dental Clinic, LCC is set to become one of the leading dental clinics in Long Beach, California which is why we are willing to take our time to cross every ‘Ts’ and dot every ‘Is’ as it relates to our business. We want our dental clinic to be the number one choice of all residence and corporate organizations in Long Beach – California.

We know that if we are going to achieve the goals that we have set for our business, then we must ensure that we build our business on a solid foundation. We must ensure that we follow due process in setting up the business.

Even though our Chief Medical Director (owner) has a robust experience in dentists industry, we still went ahead to hire the services of business consultants that are specialized in setting up new businesses to help our organization conduct detailed SWOT analysis and to also provide professional support in helping us structure our business to indeed become a leader in the dentists / dental care industry.

This is the summary of the SWOT analysis that was conducted for Benny Blanco® Dental Clinic, LCC;

Our strength lies in the fact that we have a team of well qualified professionals manning various job positions in our dental clinic.

As a matter of fact, they are some of the best hands in the whole of Long Beach – California. Our location, the Business model we will be operating on, opening 24 hours daily and 7 days in a week, multiple payment options, well equipped medical call center and our excellent customer service culture will definitely count as a strong strength for us.

Our perceived weakness lies in the point that we are just starting out and we may not have the required finance to sustain the kind of publicity that we intend giving the business and also the finance needed for the acquiring some of the latest medical and dental surgical equipment et al.

• Opportunities:

The opportunities that are available to dental care services providers are unlimited and we are going to position our dental clinic to make the best out of the opportunities that will be available to us in Long Beach – California.

Just like any other business, one of the major threats that we are likely going to face is economic downturn and unfavorable government policies (healthcare reform). It is a fact that economic downturn affects purchasing power. Another threat that may likely confront us is the arrival of a new and bigger / well established hospital or dental clinic brand in same location where our dental clinic is located.

7. MARKET ANALYSIS

• Market Trends

The Dentists cum dental care industry has benefited from favorable government policies, favorable demographic trends, technological advances and of course continuous awareness of oral hygiene. Nevertheless, better dental preventive care has slightly suppressed the revenue generated in the industry.

So also, limited patient access to dental care, due to nearly one-half of states in the United States only covering emergency dental care for Medicaid patients, has caused some dental clinics to lower prices and cut into profitability.

The dentist cum dental care industry has recently begun consolidating, largely due to the pressures of healthcare reform. The truth is that, the demand for dental care services has steadily grown over the last five years, as dental care reform legislation broadened insurance coverage and the plummeting unemployment rate increased disposable income.

As an investor in the dentists cum dental care industry, in order to maintain an advantaged position in this competitive industry, you should source for the most skilled and specialized dental care professionals.

One thing about this industry is that labor costs are on the high side. However, hospitals have also faced nurse and dentist shortages and have struggled to recruit qualified personnel. Industry profitability has generally risen over the past five years due to increases in service prices. No doubt the dentists cum dental care industry will continue to grow and become more profitable because of the increasing awareness of oral hygiene.

8. Our Target Market

Benny Blanco® Dental Clinic, LCC is in business to service a wide range of but corporate and individual customers in Long Beach – California. We will ensure that we target but self – pay customers (who do not have health insurance cover), and those who have health insurance cover.

Generally, every living person, whether old or young will at one point or the order need to visit a dental clinic due to dental or oral health challenge. The fact that we are going to open our doors to a wide range of customers does not in any way stop us from abiding by the rules and regulations governing the dentists cum dental care industry in the United States.

Our staff is well – trained to effectively service our customers and give them value for their monies. Our customers can be categorized into the following;

• The whole residents within the area where our dental clinic is located
• Corporate organizations such as banks, insurance companies, manufacturing companies, oil and gas companies et al
• Health Management Organizations (HMOs)

Our Competitive Advantage

Aside from the competition that exists amongst various dental clinics, they also compete against other healthcare services providers such as hospitals, health centers and community clinics et al. that provide dental care services.

To be highly competitive in the dentists cum dental care industry means that you should be able to deliver consistent quality dental treatment and dental care service and should be able to meet the expectations of your patients at all time; they should experience improvement in their health when they patronize your dental clinic.

Benny Blanco® Dental Clinic, LCC is coming into the market well prepared to favorably compete in the industry. Our dental clinic facility is well positioned (centrally positioned) and visible, we have enough parking space with good security.

Our staff is well groomed in all aspect of dental care service delivery and all our employees are trained to provide customized customer service to all our clients (patients). Our services will be carried out by highly trained professionals who know what it takes to give our highly esteemed customers value for their money.

We are going to be one of the few dental clinics in the whole of Long Beach – California that will run a standard medical call center for 24 hours a day and 7 days a week. We have enough trained dental health workers that are ready to run a shift system.

Lastly, all our employees will be well taken care of, and their welfare package will be among the best within our category (startups dental care service providers in the United States) in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Benny Blanco® Dental Clinic, LCC will ensure that we do all we can to maximize the business by generating income from every legal means within the scope of our industry. Below are the sources we intend exploring to generate income for Benny Blanco® Dental Clinic, LCC;

10. Sales Forecast

It is important to state that our sales forecast is based on the data gathered during our feasibility studies, market survey and also some of the assumptions readily available on the field. We have been able to critically examine the dental care market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast.

The sales projection is based on information gathered on the field and some assumptions that are peculiar to similar startups in Long Beach – California. Below is the sales projection for Benny Blanco® Dental Clinic, LCC it is based on the location of our hospital and of course the wide range of our services and target market;

• First Fiscal Year-: $50,000 ( From Self – Pay Clients / Patients ): $100,000 ( From Health Insurance Companies )
• Second Fiscal Year-: $100,000 ( From Self – Pay Clients / Patients ): $150,000 ( From Health Insurance Companies )
• Third Year-: $150,000 ( From Self – Pay Clients / Patients ): $300,000 ( From Health Insurance Companies )

N.B: This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and natural disasters within the period stated above. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

The marketing and sales strategy of Benny Blanco® Dental Clinic, LCC will be based on generating long-term personalized relationships with customers. In order to achieve that, we will ensure that we offer top notch all – round dental care services at affordable prices compare to what is obtainable in Long Beach – California.

All our employees will be well trained and equipped to provide excellent and knowledgeable dental care services and customer service. We know that if we are consistent with offering high quality dental care service delivery and excellent customer service, we will increase the number of our customers by more than 25 percent for the first fiscal year and then more than 40 percent subsequently.

Before choosing a location for our dental clinic, we conducted a thorough market survey and feasibility studies in order for us to be able to be able to penetrate the available market and become the preferred choice for residence and corporate organizations in Long Beach – California. We have detailed information and data that we were able to utilize to structure our business to attract the numbers of customers we want to attract per time.

We hired experts who have good understanding of the dentists cum dental care industry to help us develop marketing strategies that will help us achieve our business goal of winning a larger percentage of the available market in Long Beach – California.

In summary, Benny Blanco® Dental Clinic, LCC will adopt the following sales and marketing approach to win customers over;

• Introduce our business by sending introductory letters to residence, business owners and corporate organizations in and around Long Beach – California
• Advertise our dental clinic in community based newspapers, local TV and local radio stations
• List our dental clinic on yellow pages ads (local directories)
• Leverage on the internet to promote our dental clinic
• Engage in direct marketing
• Leverage on word of mouth marketing (referrals)
• Enter into business partnership with health management organizations, government agencies and health insurance companies.
• Attend healthcare related exhibitions / expos.

11. Publicity and Advertising Strategy

We are in the dental care line of business to become one of the market leaders and also to maximize profits hence we are going to explore all available conventional and non – conventional means to promote our dental clinic. Benny Blanco® Dental Clinic, LCC has a long term plan of opening our dental clinic in key cities around California which is why we will deliberately build our brand to be well accepted in Long Beach before venturing out.

As a matter of fact, our publicity and advertising strategy is not solely for winning customers over but to effectively communicate our brand to the general public. Here are the platforms we intend leveraging on to promote and advertise Benny Blanco® Dental Clinic, LCC;

• Place adverts on both print (community based newspapers and magazines) and electronic media platforms
• Sponsor relevant community health programs
• Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, YouTube, Google + et al to promote our brand
• Install our Bill Boards on strategic locations all around Long Beach – California.
• Engage in road show from time to time in target communities
• Distribute our fliers and handbills in target areas
• Ensure that all our workers wear our branded shirts and all our vehicles are well branded with our dental clinic’s logo et al.

12. Our Pricing Strategy

Benny Blanco® Dental Clinic, LCC will work towards ensuring that all our services are offered at highly competitive prices compare to what is obtainable in The United States of America.

On the average, dental clinics, hospitals and healthcare service providers usually leverage on the fact that a good number of their clients do not pay the service charge from their pockets; private insurance companies, Medicare and Medicaid are responsible for the payment. In view of that, it is easier for dental clinics, hospitals and healthcare service providers to bill their clients based in their discretions.

However, in some cases dental clinics, hospitals and healthcare service providers also adopt the hourly billing cum per visit billing method. For example, it is easier and preferable for dental clinics, hospitals and healthcare services providers to bill oral injury case management services by the hour as against a fixed price.

• Payment Options

At Benny Blanco® Dental Clinic, LCC, our payment policy is all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that will be available in every of our outlets;

• Payment by cash
• Payment via Point of Sale (POS) Machine
• Payment via online bank transfer (online payment portal)
• Payment via Mobile money
• Check (only from loyal customers)

In view of the above, we have chosen banking platforms that will help us achieve our payment plans without any itches.

13. Startup Expenditure (Budget)

If you are looking towards starting a standard dental clinic, then you should be ready to go all out to ensure that you raise enough capital to cover some of the basic expenditure that you are going to incur. The truth is that starting this type of business does not come cheap.

You would need money to secure a standard dental clinic facility, you will need money to acquire medical equipment and supply and you would need money to pay your workforce and pay bills for a while until the revenue you generate from the business becomes enough to pay them.

The items listed below are the basics that we would need when starting our dental clinic in the United States, although costs might vary slightly;

• The Total Fee for Registering the Business in the United States – $750.
• Legal expenses for obtaining licenses and permits – $1,500.
• Marketing promotion expenses for the grand opening of Benny Blanco® Dental Clinic, LCC in the amount of $3,500 and as well as flyer printing (2,000 flyers at $0.04 per copy) for the total amount of – $3,580.
• Cost for hiring Business Consultant – $2,500.
• Cost for Computer Software ( Accounting Software , Payroll Software, CRM Software, Microsoft Office, QuickBooks Pro, drug interaction software, Physician Desk Reference software) – $7,000
• Insurance (general liability, workers’ compensation and property casualty) coverage at a total premium – $3,400.
• Cost for payment of rent for 12 month at $1.76 per square feet in the total amount of $105,600.
• Cost for dental clinic remodeling (construction of racks and shelves) – $20,000.
• Other start-up expenses including stationery ($500) and phone and utility deposits ($2,500).
• Operational cost for the first 3 months (salaries of employees, payments of bills et al) – $300,000
• The cost for Start-up inventory (stocking with a wide range of pharmaceutical items) – $150,000
• Storage hardware (bins, rack, shelves,) – $3,720
• Cost for Nurse and Drugs Supplies (Injections, Bandages, Scissors, et al)- $3,000
• Cost for dental / medical equipment – $100,000
• The cost for the purchase of furniture and gadgets (Computers, Printers , Telephone, TVs, tables and chairs et al): $4,000.
• The cost of Launching a Website: $700
• Miscellaneous: $10,000

We would need an estimate of $700,000 to successfully set up our dental clinic in Long Beach – California. Please note that this amount includes the salaries of all the staff for the first month of operation.

Generating Funding / Startup Capital for Benny Blanco® Dental Clinic, LCC

Benny Blanco® Dental Clinic, LCC is a private business that is solely owned and financed by Dr. Benny Blanco and his wife Johannes Blanco (Nurse). They do not intend to welcome any external business partners, which is why he has decided to restrict the sourcing of the start – up capital to 3 major sources.

These are the areas Benny Blanco® Dental Clinic, LCC intends to generate our start – up capital;

• Generate part of the start – up capital from personal savings
• Source for soft loans from family members and friends
• Apply for loan from my Bank

N.B: We have been able to generate about $200,000 (Personal savings $150,000 and soft loan from family members $50,000) and we are at the final stages of obtaining a loan facility of $500,000 from our bank. All the papers and document have been signed and submitted, the loan has been approved and any moment from now our account will be credited with the amount.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Benny Blanco® Dental Clinic, LCC is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our dental care services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Benny Blanco® Dental Clinic, LCC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our organizations’ corporate culture is designed to drive our business to greater heights and training and re – training of our workforce is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List / Milestone

• Business Name Availability Check:>Completed
• Business Registration: Completed
• Opening of Corporate Bank Accounts: Completed
• Securing Point of Sales (POS) Machines: Completed
• Opening Mobile Money Accounts: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Purchase of Insurance for the Business: Completed
• Leasing of facility and remodeling the facility to suit the design of our dental clinic: In Progress
• Conducting Feasibility Studies: Completed
• Generating capital from family members: Completed
• Applications for Loan from the bank: In Progress
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents and other relevant Legal Documents: In Progress
• Design of The Company’s Logo: Completed
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: In Progress
• Recruitment of employees: In Progress
• Purchase of Dental / Medical Equipment et al: In Progress
• Purchase of the Needed furniture, racks, shelves, computers , electronic appliances, office appliances and CCTV: In Progress
• Creating Official Website for the Company: In Progress
• Creating Awareness for the business both online and around the community: In Progress
• Health and Safety and Fire Safety Arrangement (License): Secured
• Opening party / launching party planning: In Progress
• Compilation of our list of products that will be available in our pharmacy store: Completed
• Establishing business relationship with vendors (wholesale pharmaceutical companies):  In Progress

• Free Samples
• Best DSOs to Work For
• Science + Tech
• Macroeconomics
• Solutions Lab
• Rising Stars

How to write a business plan

by Allison Farey

What’s the key to building a successful practice? I’m often asked that question when speaking to various dental professionals. While successful practitioners share many characteristics, they all have one thing in common: a good business plan.

In contrast, I have seen talented, hard-working practitioners struggle and even fail due to not having a good business plan. Others make a living but feel unfulfilled, never quite achieving their original goals. Many shared the mistaken belief that good clinical skills alone would be sufficient to ensure their success.

While your practice vision paints a picture of the kind of practice you want, your business plan offers a road map to get there. Having a vision is important, but without a solid plan to get there, it’s just a dream. Most business experts agree that people who succeed have one thing in common — they write down their goals and make a plan for how they will achieve them. A business plan is goal-setting on steroids!

Your business plan is a management tool to help you track, monitor, and evaluate your progress. By using it to establish timelines and milestones, you can gauge your progress against your original projections for actual accomplishments. It becomes a living document that you will modify as you gain knowledge and experience.

Believe it or not, your business plan is a marketing document! When you begin approaching lenders to finance your first practice, you’ll need to convince them that you’re a good risk. That means demonstrating that you understand that a dental practice must be run like any other business. A strong, well thought-out business plan says that loud and clear.

Wait a minute, you may say. I’m a doctor, not a business person. I got into this profession because I like being a dentist, not crunching numbers or managing and influencing people. That’s understandable. But realize that a little business savvy and planning go a long way toward supporting your clinical goals. So, let’s start by breaking the process down into steps. Although there is no official formula, most good business plans include three sections: an executive summary, a narrative, and the financials. Add to that any appendices that support the narrative, such as your curriculum vitae, organizational charts, or timelines. Now, let’s get started!

The executive summary

When you’re approaching lenders, the summary is the most important part of your business plan. In less than two pages, this plan must describe the services and products your practice will sell, how much money you need, and a repayment plan. This is where you need to “hook” the potential lender, just as a novelist must hook the reader with the first few pages. Make it persuasive, explaining why you and your team are uniquely positioned to make your business a success. This is a great place to include your practice vision, which we discussed last month.

Although the executive summary is the first thing a potential lender will read, it should be the last thing you write. That’s because you need the material you gathered for the narrative as back-up for the summary.

The narrative

This is the main body of the plan and follows the executive summary. To make it more manageable, break it down into these sections:

Business Overview — Begin with an overview of your practice for at least one year into the future. Describe its legal structure, as well as the services and products you’ll provide. Include staffing and practice goals. Also include an exit strategy — how will you maintain your practice in the event of disability or any other serious life change? Describe your break-even point, which is the production level that lets you meet monthly business overhead, loan payments, and your salary.

Include a description of the overall financial position and performance of your business sector and the role of governmental regulations such as OSHA. Next, describe the size and competitive nature of the general or specific type of dentistry you are going to offer. What, if any, are the barriers to entry and growth? Are there any economic swings that might affect the sector you’re targeting? If so, explain. For example, if you’re planning a high-end cosmetic dentistry practice, how will you maintain cash flow during a weak economy?

Location is an important criterion for your success. Discuss it in terms of client draw, access, zoning, cost, parking, competition, and even signage. Will your needs for space change in the next five years? Finally, list equipment you’ll need now and in the future as your practice expands.

Marketing Analysis and Plan — In the overview, you should have described your services. In this section, describe the kind of patients you hope to attract, including income levels, education, and lifestyles. Also, describe your competition in this market, and how you will differentiate yourself. For instance, if you’re starting a family practice in an area already served successfully by a similar practice, what will draw patients to you rather than the competition?

Next, analyze your marketplace. What are the demographics of your selected area today and in the future? Buying a demographic study (or market analysis of your area) can help you verify there is a clear need for an additional dental practice in a particular community. Your study should include statistics about the ratio of the population to the number of dentists, whether it is a growing area, the amount the community spends on health care, and the average household income. Keep in mind that, in general, urban areas tend to be more saturated with dental practices.

You’ll also need to define your marketing strategy to show the lender that you have a plan for attracting and retaining patients. Include internal marketing strategies (which rely on encouraging existing patients to make referrals) and external marketing (which aims to market directly to potential patients). List everything you plan to use: newsletters, open houses, brochures and posters, referral incentives, community public relations — whatever tools support your strategies.

Operations — The final section of your narrative should include a section on the “nuts and bolts” of your practice. List your practice hours and days of operation. Describe necessary equipment and supplies and identify major suppliers, including equipment-maintenance schedules.

Management and Organization — Include details about your planned operations. Will you structure your practice as a sole proprietorship, partnership, or corporation? If you’re going into business with others, attach a curriculum vitae for each principal owner or associate, along with a brief personal history. List your professional business resources, such as attorneys, accountants, and technology and management experts who form your practice team.

Staffing — List job titles for staff, and forecast personnel needs at the start and six, 12, and 24 months into the future. Discuss compensation strategies, including benefits. How will you handle performance evaluations, hiring, and firing?

This final section should include a projected income and cash flow forecast and a personal finance statement, along with supporting documents. Also describe the effects of seasonal variations, the business cycle, and other events that can be forecasted. Explain significant assumptions that you make about the business, the competition, the economy, and other financial and business influences. It is essential that your financial statement be consistent with the narrative.

Include a section describing the total funds needed by your practice over the next two years, detailing how borrowed funds will be used. List collateral that you are offering, including any personal guarantors. Provide a historical financial analysis that your financial partner has prepared or projections for the initial 12- through 24-month period.

The appendices section should include any charts and graphs that represent data or items mentioned in the narrative or financial sections, such as your action plans, timelines for opening and growing your practice, fee schedules, and an organization chart. Of course, if your plan is going to potential lenders, attach your curriculum vitae. The lender will want to know about your education, experience, and any other interests, affiliations, or awards that demonstrate your character and likelihood of success.

Does it sound like a lot? It is! Your lender may not require this level of detail in your business plan, especially if you’re starting with a need for little capital (less than $300,000). But the financial well-being of your first practice depends on it. Remember, your business plan is a document that you will use and revise continuously over the years as your business grows, so don’t file it away once you’ve secured financing.

Next month, we will discuss how to present your business plan to a lender and successfully secure financing for your first practice.

Allison Farey, president of Matsco, has more than 25 years of experience in the equipment leasing and financial services industry. For more information about Matsco’s practice financing and Practice SuccessTM Program, call (800) 326-0376 or visit www.matsco.com.

Sponsored Recommendations

Principles of Practice Management: To increase production, do less!

Meet Annie AI: Your front office staff’s new best friend

A simple, easy-to-use medical waste disposal option

Why don’t my employees do what I want them to do?

A message from your lab tech (pt. 1): Life lessons

Revenue cycle management for group practices: Trends to watch for in 2025

Free Download this Dental Clinic Business Plan Template Design in Word, Google Docs, Apple Pages Format. Easily Editable, Printable, Downloadable.

Are you a newly licensed dentist who is still starting to build your own name in the dental industry? If yes, check out our Dental Clinic Business Plan Template and learn the best ways of running this business. As a starter, it may be hard for you to build your own dental clinic, especially with the number of business rivals you need to keep up with. But if you come prepared with a concrete business plan, you’ll definitely get to the top eventually. Edit and customize any of its content on your different devices for easy access. Don’t wait for tomorrow, download this Dental Clinic Business Plan Template today while it’s still available!

Already a premium member?  Sign in

• Microsoft Word
• , Google Docs
• , Apple Pages

You may also like

5+ Education Business Plan Template Bundle

20 Construction Business Development Plan Template Bundle

60+ Construction Business Plan Template Bundle

20 Construction Business Continuity Plan Bundle

10+ Plan Template Bundle

10 Education Asset Management Template Bundle

5+ Education Financial Aid Template Bundle

Fertility Clinic Business Plan Template

Dental Business Plan Template

Dental Business Contingency Plan Template

Medical Clinic Sales Plan Template

Medical Clinic Marketing Plan Template

Fertility Clinic Marketing Plan Template

Dental Treatment Plan Template

Dental Marketing Plan Template

IT E-commerce & Online Business Consulting Business Plan Template

IT Data Analytics & Business Intelligence Business Plan Template

Small Business Startup Business Plan Template

Business Property Inspection Business Plan Template

Operational Plan Template In Business Plan

Marketing Plan Template In Business Plan

Financial Plan Template In Business Plan

Business Plan Outline Template

Food Business Plan Template

Coffee Shop Business Plan Template

Nonprofit Business Plan Template

Business Plan Budget Template

Business Plan Startup Template

Printable Business Plan Template

Legal Structure of a Business Plan Template

Small Business Plan Template

Business Action Plan Template

Catering Business Plan Financial Model Template

Drop Shipping E-commerce Business Plan Template

Finance In-Depth Business Plan Template

Small Business Environmental Management Plan Template

Small Business Marketing Plan Template

Professional Business Plan Template

Financial Plan for Startup Business Template

Business Plan Template

Startup Business Plan Template

Editable Business Plan Template

Marketing Strategy Business Plan Template

Bakery Business Plan Template

Business Project Plan Template

Recruitment Business Plan Template

Blank Business Plan Template

Business Plan Word Template

Basic Business Plan Template

Editable Trucking Business Plan Template

Call Toll Free: 888-315-5230 or at: 303-954-8282

• Request a Demo
• Visitor Management
• All Features
• Integrations
• Attend a Product Tour
• Enterprise Implementations
• Hardware Options
• What Does It Cost?
• Request a Quote
• Behavioral Health
• Coworking Spaces
• Engineering and Design
• Food & Beverage
• Financial Services
• Manufacturing
• Technology & Software
• Featured Customer Case Studies
• Product Updates
• The FABRIC podcast
• Refer a Friend to The Receptionist
• What is a Visitor Management System?
• Security and Compliance
• Partner Program
• COVID-19 Resource Center
• See How It Works

4 Easy Ways to Make Your Reception Area More Welcoming

If a host has done his job properly, his guests feel right at home — like they belong.

You’ve probably experienced this feeling yourself when you’ve visited friends and family who love entertaining. When you’re at their homes, you feel at ease. You don’t hesitate to ask for anything you might need or want.

Welcoming visitors into your office shouldn’t be so different. Office visitors won’t get a warm embrace or a glass of wine like they would at someone’s home, but the end goal is similar: to make guests feel at ease and make sure they have everything they need.

Going above and beyond for your office visitors as soon as they walk in can set your organization apart from others. Making office visitors comfortable sends a clear message that your organization values empathy and knows how to treat people well.

Sending this message is always important, but it can be particularly important when it comes to impressing job candidates and potential clients.

Here are four easy ways to make your office visitors more comfortable.

Greet visitors warmly

Picture yourself showing up to a party at a friend’s house. When your host opens the door, she’ll make eye contact with you, smile, and greet you by name, right?

You can make office visitors feel the same way by greeting them similarly. The key is to make them feel like they were expected and that you’re happy to see them.

To ensure that office guests are always greeted warmly, you’ll need three things in place.

• A staffed and attentive front desk – An empty front desk confuses visitors. Even if a full-time employee usually sits in the lobby, you’ll need a plan for when those administrators need a break, get busy, or aren’t available for another reason. This backup plan can involve designating another employee to step in as necessary, or even setting up a visitor self-check-in kiosk so visitors can get started on their own. Related: 6 Ways Business Receptions Can Get Awkward (And How to Avoid Them)
• A specific greeting protocol – Ideas about what it means to “be friendly” can vary a lot from one person to the next. It helps to make expectations very clear for employees. For example, you can specify that receptionists should smile and make clear eye contact when visitors arrive. You may even specify a standard greeting, such as “Good morning! Welcome to Company Name” — similar to the one you use for phone etiquette.
• A culture that respects the role of admin staff – No matter how specific you are with your greeting instructions, an unhappy or overwhelmed administrator won’t be able to muster much enthusiasm for visitors. That’s why it’s critical to avoid overloading your administrative staff. Don’t give them too much work that will be derailed by frequent interruptions, or work that will keep them on the phone when they should be receiving guests. Make sure they have somewhere besides the front desk to eat their lunch or take breaks so that guests don’t interrupt their time off. Related: Why Your Office Might Need a “Director of First Impressions”

When visitors come into your office, their primary goal is to get to their meeting, or accomplish the task they came to do. But they also have other needs.

Anticipate common needs

Many of them will need to use the restroom, for example, or want to charge their personal devices while they wait for their host. They may also be grateful for a drink of water or a cup of coffee if they’re offered one. If you’re in a multi-tenant facility, guests may need instructions on how to get to the office they’re looking for.

It’s your job to make it easier for visitors to get everything they need.

Your employees can instruct visitors verbally, or you can make sure things like phone charging stations, building directories, and refreshment options (or signs directing visitors to them) are placed prominently in the lobby area.

Make the lobby as inviting as possible

Friendliness and amenities are important, but a big component of what really puts visitors at ease is the room itself. The lobby must look and feel like an inviting place.

This starts with aesthetics. The lobby should be clean, well-designed and on-brand. For more on how to make that happen, check out our blog post 5 Ways to Style a Beautiful Reception Area .

There’s also the physical side of comfort. Namely, visitors need a comfortable place to sit once they check in.

Good hosts will make sure there are always enough seats in the lobby to accommodate all of the visitors waiting to be seen, and that those seats are clean and comfortable. You may want to look at the data from your visitor management software to analyze how many visitors come into your office throughout the day, week, and year so you can be prepared.

Finally, adding a few other soothing sensory experiences, such as a fresh scent or calming music, can work to make a space even more inviting. For more on how to integrate sensory experiences in your lobby, read How to Make an Impression That Office Visitors Will Remember .

Connect visitors to their hosts more quickly

You can make your lobby an inviting space where visitors won’t mind spending a bit of time waiting. But no matter how comfortable your lobby is, your visitors tend to prefer to spend as little time there as possible.

They want to go on to their appointments and move along with their day. And they certainly won’t feel comfortable if they get the feeling that their host wasn’t expecting them or that they’ve been forgotten about.

If at all possible, your front desk staff should be able to keep guests posted about their appointment status as they wait.

One easy way to make this happen is to let visitors chat with their hosts directly through the visitor check-in system. For example, when visitors log in with The Receptionist’s tablet-based system, hosts are notified automatically through SMS, email, or Slack message. They can then send visitors a message directly through the tablet.

The Receptionist even lets you set up notification preferences so that hosts can get periodic reminders of their visitors’ arrival. The system can also be set up to notify other employees if the original employee doesn’t respond within a specified time period.

Want to see our visitor management system in action? Our interactive 12-minute product tour walks through all of our most popular features and shows you how The Receptionist for iPad can instantly help make your reception area more welcoming for guests — whether you have someone at the front desk or not!

12-Minute Product Tour

Hosted by Michael Ashford & Tom Foster

Want to see The Receptionist for iPad in action? Let our team guide you through some of the most popular features and functionality The Receptionist for iPad has to offer in this interactive product tour.

If you don’t have a program like The Receptionist, your front desk staff should understand that their responsibilities for visitors’ comfort don’t end when the visitor is checked in. Administrators should try to keep visitors updated, and in the event of a delay, they should apologize on behalf of the host.

Finally, if you’d like to try The Receptionist, you can click here and enter your email to start your free 14-day trial . Or, you can contact us to request a personalized demo .

Share this Post

Privacy Overview

Your AI blogging companion

Sales channel built for e-commerce businesses

• B2B Database
• Location reports
• All Rentechdigital Products

List of Dental clinics in Samara Oblast

Dental clinics are also establishing a strong digital presence across various platforms: 13 have facebook pages, 41 are active on instagram, 7 have x (formerly twitter) handles, and 28 have youtube channels. about 285 dental clinics have their own website and the remaining 197 don’t have their own website., number of dental clinics, email addresses, phone numbers, with websites.

Facebook Profiles

Instagram Handles

YouTube Channels

Trusted by 100k+ Businesses

How Smartscrapers Data Services Helps Businesses

Explore the strategic advantages our web scraping solutions bring to your business.

Email Campaigns

Transform your email campaigns with accurate and up-to-date contact information. Our web scraping services empower you to build targeted email lists, enhance personalization, and boost deliverability, ensuring your messages reach the right audience.

Cold Calling

Revolutionize your cold-calling strategies with our web scraping solutions. Access updated contact information, tailor pitches based on audience insights, and increase conversion rates, turning leads into valuable customers through effective communication.

Mail Campaigns

Enhance your direct mail campaigns with our targeted data solutions. Craft tailored content based on precise insights, increase response rates by delivering resonant content and optimize your budget by targeting the most relevant recipients.

Number of Dental clinics locations by each city/area

How many Dental clinics are there in Samara Oblast ?

There are a total of 482 Dental clinics in Samara Oblast as of October 08, 2024 .

Number of Dental clinics in Samara Oblast with Phone Number

Number of Dental clinics in Samara Oblast with Email

List of Dental clinics in Samara Oblast with Social Media Accounts

WhatsApp Numbers

Download sales qualified leads of Dental clinics in the Samara Oblast

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

Related Dental clinics Leads By Location

• List Of Dental clinics in Democratic Republic of the Congo
• List Of Dental clinics in Cuba
• List Of Dental clinics in Mozambique
• List Of Dental clinics in Montenegro
• List Of Dental clinics in Trinidad And Tobago
• List Of Dental clinics in Somalia
• List Of Dental clinics in Zambia
• List Of Dental clinics in Guatemala
• List Of Dental clinics in Jamaica
• List Of Dental clinics in Cameroon
• List Of Dental clinics in Ontario
• List Of Dental clinics in Manitoba
• List Of Dental clinics in Saskatchewan
• List Of Dental clinics in Alberta
• List Of Dental clinics in Quebec
• List Of Dental clinics in British Columbia
• List Of Dental clinics in Leinster
• List Of Dental clinics in Galicia
• List Of Dental clinics in Metro Manila
• List Of Dental clinics in Alaska
• List Of Dental clinics in Bangor
• List Of Dental clinics in Burton upon Trent
• List Of Dental clinics in Evesham
• List Of Dental clinics in Grantham
• List Of Dental clinics in Leighton Buzzard
• List Of Dental clinics in Hemet
• List Of Dental clinics in Palm Desert
• List Of Dental clinics in Jajpur
• List Of Dental clinics in Jetpur
• List Of Dental clinics in Sangrur

Data of Dental clinics in Samara Oblast with/without Website

Download the list of Dental clinics in Samara Oblast as of October 08, 2024 with and without website information.

Number of Dental clinics in Samara Oblast with website

Number of Dental clinics in Samara Oblast without website

List of Dental clinics in Samara Oblast By Ratings

Download the data of the number of star-rated Dental clinics in Samara Oblast as of October 08, 2024 .

Number of 1 star-rated Dental clinics in Samara Oblast

Number of 2 star-rated Dental clinics in Samara Oblast

Number of 3 star-rated Dental clinics in Samara Oblast

Number of 4 star-rated Dental clinics in Samara Oblast

Number of 5 star-rated Dental clinics in Samara Oblast

• Essential data for sales, marketing professionals, investors, and analysts.
• Strategically compiled to inform and guide your marketing and sales tactics.
• Leverage monthly data to refine your sales leads and marketing strategies.
• Stay ahead of market trends with timely, comprehensive business insights.

Special Features

Monthly dispatch of business dynamics in over 5000 categories.

Data sets tailored for impactful sales and marketing applications.

Efficient access to a wide array of business information.

What is the total number of Dental clinics in Samara Oblast?

Where can i get the dental clinics in samara oblast leads database, how to download sales qualified leads database of dental clinics in samara oblast, can i download a sample dataset of dental clinics leads in samara oblast, in what formats can i download dental clinics in samara oblast leads, how much does the dental clinics in samara oblast dataset cost, how many dental clinics in samara oblast have phone numbers, how many dental clinics in samara oblast have email addresses, how many dental clinics in samara oblast have phone number lists and emails, how many dental clinics in samara oblast have facebook profiles, how many dental clinics in samara oblast have instagram handles, how many dental clinics in samara oblast have x handles, how many dental clinics in samara oblast have youtube channels, how many dental clinics in samara oblast have whatsapp numbers, what is the total count of dental clinics in samara oblast with a website, what is the total count of dental clinics in samara oblast without a website, how many 5-star rated dental clinics are there in samara oblast, what is the total count of 4-star rated dental clinics in samara oblast, how many 3-star rated dental clinics are there in samara oblast, what is the total count of 2-star rated dental clinics in samara oblast, how many 1-star rated dental clinics are there in samara oblast, how long do dental clinics stay in business in samara oblast, what are the top 3 cities with the most number of dental clinics in samara oblast, which is the best city for dental clinics in samara oblast, how to target dental clinics through facebook ad campaigns, how to target dental clinics through google ad campaigns, how do email addresses of dental clinics assist in online marketing, how do phone numbers of dental clinics help businesses, how does the mailing address data of dental clinics support marketing strategies.