Advisory Services

Stop evaluating AI tools alone.

You have 129 dental AI tools to choose from. We'll narrow it to the 3 that actually fit your practice.

Practice-first recommendations
Vendor-neutral recommendations
Led by dental operators
Full confidentiality

This is for

  • Dental operators who've seen the demos and still aren't sure what to buy
  • Groups ready to standardize their AI stack across locations
  • PE firms evaluating tech maturity in acquisition targets

This is not for

  • Practices looking for someone to sell them a tool
  • Vendor referral programs — we don't resell, refer, or take commissions
  • Generic IT consultants who've never run a practice

AI Readiness Assessment

$2,500–$5,000
1–2 weeks· Best for: Solo and small group practices

For practices ready to cut through the noise and find their highest-ROI entry point. We assess your current tech stack and deliver a clear action plan — not a vendor pitch.

  • 2-hour discovery session with practice leadership
  • Technology audit: current PMS, imaging systems, workflow gaps
  • Staff readiness evaluation
  • AI Readiness Scorecard with prioritized recommendations
  • Vendor shortlist for top 2–3 use cases
Most popular

Vendor Selection & Implementation

$10,000–$25,000
6–8 weeks· Best for: Mid-size groups and emerging DSOs

A full-service engagement from needs assessment through go-live. We handle vendor evaluation, negotiation support, and implementation planning so you don't have to.

  • Full needs assessment across clinical and operational workflows
  • Vendor shortlisting (3–5 options per category)
  • Facilitated demos and pilot design
  • Implementation roadmap with milestones
  • Staff training framework
  • 90-day post-implementation check-in

DSO AI Strategy Retainer

$5,000–$15,000/mo
Ongoing· Best for: DSOs with 20+ locations, dental PE firms

A dedicated advisor embedded in your technology decisions. We track the dental AI landscape, support M&A due diligence, and keep your multi-location rollouts on strategy.

  • Dedicated advisor for technology decisions
  • Quarterly dental AI landscape briefings
  • M&A tech due diligence support
  • Multi-location rollout planning and change management
  • Vendor negotiation support (pricing, SLAs, data ownership)
  • Board-ready AI ROI reporting

Investor Intelligence

Custom
Project-based· Best for: Dental-focused PE firms and family offices

Purpose-built intelligence for dental investors evaluating AI during acquisition or portfolio strategy. We assess tech maturity, vendor risk, and integration complexity.

  • AI maturity assessments for acquisition targets
  • Dental AI market maps and competitive analysis
  • Technology integration planning for platform builds
  • Vendor landscape briefings for investment thesis development

Why a waitlist?

We're onboarding our first advisory cohort deliberately — to ensure every client gets the attention they deserve. Joining the waitlist puts you in the first group we reach out to as we open spots. No obligation. No sales pitch.