Practice and platform optimization – the Phase 1 Equity difference

This unique Doctor Equity™ approach focuses on our doctors achieving returns usually reserved for private equity

Unlike DSOs, which buy practices using a traditional acquisition model, Phase 1 Equity practices join a network of practices that becomes the doctor-owned platform. We create unprecedented value in three important ways:

01

Platform Creation

By partnering with entrepreneurial doctors who want to grow and invest in their practices, we are building a collective network of practices for a future sale that puts doctors’ financial futures first

02

Practice EBITDA Optimization

With optimization, profit margins and EBITDA increase, and all of that value goes directly to the doctors through increased cash flow (near-term) and increased practice valuation (long-term)

03

Platform Optimization & Sale

The executive leadership team and the doctors optimize and ready the platform to ensure a successful collective sale to an attractive buyer

This is what we mean when we say platform optimization

We are building the legal organization, infrastructure, systems, integration, and management team necessary to attract the right future buyer for the platform – one that is aligned with both our values and our culture.

Unlock expert support and resources with Phase 1 Equity

Phase 1 Equity takes a consultative approach to our services; we teach you about efficiencies and why they matter to your bottom line, and you can pick the strategies that make the most sense for your business while retaining the flexibility of independent practice.

Shared business expertise

Our leadership team is made up of practicing doctors, healthcare executives, and private equity professionals who have a combined 150+ years of experience in growing healthcare platforms. We’ll educate you on how to optimize your practice and what is most important for future buyers. Small changes that increase efficiency and save costs multiply into large rewards.

Bookkeeping and payroll processing

Phase 1 Equity will perform monthly bookkeeping, payroll and other human resources services, and consolidate financials across the platform to prepare for a private equity sale.

Supply procurement and vendor management

Benefit from savings through clinical supplies and aligner deals. Centralized services reduce the burden of running your business and grow your bottom line.

Practice analytics and benchmarking

We provide Key Performance Indicators (KPIs) and practice-specific benchmarking data so you can compare your practice performance with practices within the Phase 1 Equity network, and with thousands of high-performing practices across the country. This allows practices to identify areas of potential improvement to help increase starts, conversions, efficiency, and their bottom line.

Digital marketing and patient engagement

Experienced marketing consultants will provide tools and strategies to enhance your practice’s visibility and advise on marketing strategies.

Collaboration

You have direct access to a community of best-in-class, like-minded orthodontists and pediatric dentists who will share best practices that can help you make better business decisions and improve efficiency and productivity. This is particularly valuable for solo practitioners who want to share ideas and get feedback from fellow experts.

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