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Read Our Reviews
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Read Our Reviews
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"Seven years ago we had three practices and visions of what we wanted to do but no roadmap and no tools. Today we are at 18 locations and we intend to continue to grow. The DEO broke our business down and helped us rebuild it in a much more effective and efficient way."
"When I joined I think we were doing around $11 million. We do about $20 million now. It was tough to navigate — every day felt like new territory. DEO helped me figure out how to grow strategically without running myself into the ground."
"Before joining DEO I was in the chair five days a week every week. Today I am 95% out of the chair. I have learned that I am far more efficient working on my business than in my business."
"The best thing we learned from DEO is that this is a business for people. Once we started tuning into our doctors, hygienists, front desk, and office managers the business took a different shape. Once you understand the fundamentals lie with the people — the numbers take care of themselves."
"Prior to joining DEO we had one office. We now have four locations — and in that original office we demolished it and built a new one double the size. A lot of it was we just did not know how to do certain things. DEO showed us there was a better way."
"When we started with DEO we had three to four locations. Since then we have grown to eight and we are about to open two more to hit 10. Me and my partner both do not practice full time anymore. DEO helped us understand the strategy behind the growth and gave us the confidence that we could actually do it."
"Talking to groups that are larger gives me a reference for what the future can hold and what the end result can be for us. It gives us motivation to keep going — and helps me see the positive in every situation."
"When we started we had four locations. Now we have 12. I take a month off every year — this last year went to Portugal and Iceland. When I joined DEO in 2018 I was practicing five days a week, had a two hour commute, and two kids under five. It was pretty stressful."
"We did about $6.5 million together last year and we should hit close to $8 million this year. When you start to scale you do not know what you do not know — and DEO stepped in and gave me clear direction and prioritization to say this is what we should be working on now and this is what is coming next."
"We went from $3M to $5M in revenue, and when I look back at all the decisions we've made building our company, The DEO has easily been the most impactful."
"My biggest frustration was I wanted to grow but I did not know how to do it without undermining the special way I take care of patients. I did not want to ruin something that was really good. DEO helped me figure out how to grow in a way that kept our mission going in the right direction."
"I spent nine years thinking the best way to be successful was to be the best clinician I could be. I ignored the business totally. DEO gave me the financial clarity I never had — and this year we are on track to go from $1.6 million to over $2 million."
"Before DEO we were at one location with 11 team members and heavily insurance dependent. We now have three locations, solid team members at all positions, and are moving more and more away from insurance dependence. We are stronger, leaner, and faster than we have ever been."
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"Seven years ago we had three practices and visions of what we wanted to do but no roadmap and no tools. Today we are at 18 locations and we intend to continue to grow. The DEO broke our business down and helped us rebuild it in a much more effective and efficient way."
"When I joined I think we were doing around $11 million. We do about $20 million now. It was tough to navigate — every day felt like new territory. DEO helped me figure out how to grow strategically without running myself into the ground."
"Before joining DEO I was in the chair five days a week every week. Today I am 95% out of the chair. I have learned that I am far more efficient working on my business than in my business."
"The best thing we learned from DEO is that this is a business for people. Once we started tuning into our doctors, hygienists, front desk, and office managers the business took a different shape. Once you understand the fundamentals lie with the people — the numbers take care of themselves."
"Prior to joining DEO we had one office. We now have four locations — and in that original office we demolished it and built a new one double the size. A lot of it was we just did not know how to do certain things. DEO showed us there was a better way."
"When we started with DEO we had three to four locations. Since then we have grown to eight and we are about to open two more to hit 10. Me and my partner both do not practice full time anymore. DEO helped us understand the strategy behind the growth and gave us the confidence that we could actually do it."
"Talking to groups that are larger gives me a reference for what the future can hold and what the end result can be for us. It gives us motivation to keep going — and helps me see the positive in every situation."
"When we started we had four locations. Now we have 12. I take a month off every year — this last year went to Portugal and Iceland. When I joined DEO in 2018 I was practicing five days a week, had a two hour commute, and two kids under five. It was pretty stressful."
"We did about $6.5 million together last year and we should hit close to $8 million this year. When you start to scale you do not know what you do not know — and DEO stepped in and gave me clear direction and prioritization to say this is what we should be working on now and this is what is coming next."
"We went from $3M to $5M in revenue, and when I look back at all the decisions we've made building our company, The DEO has easily been the most impactful."
"My biggest frustration was I wanted to grow but I did not know how to do it without undermining the special way I take care of patients. I did not want to ruin something that was really good. DEO helped me figure out how to grow in a way that kept our mission going in the right direction."
"I spent nine years thinking the best way to be successful was to be the best clinician I could be. I ignored the business totally. DEO gave me the financial clarity I never had — and this year we are on track to go from $1.6 million to over $2 million."
"Before DEO we were at one location with 11 team members and heavily insurance dependent. We now have three locations, solid team members at all positions, and are moving more and more away from insurance dependence. We are stronger, leaner, and faster than we have ever been."
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"Seven years ago we had three practices and visions of what we wanted to do but no roadmap and no tools. Today we are at 18 locations and we intend to continue to grow. The DEO broke our business down and helped us rebuild it in a much more effective and efficient way."
"When I joined I think we were doing around $11 million. We do about $20 million now. It was tough to navigate — every day felt like new territory. DEO helped me figure out how to grow strategically without running myself into the ground."
"Before joining DEO I was in the chair five days a week every week. Today I am 95% out of the chair. I have learned that I am far more efficient working on my business than in my business."
"The best thing we learned from DEO is that this is a business for people. Once we started tuning into our doctors, hygienists, front desk, and office managers the business took a different shape. Once you understand the fundamentals lie with the people — the numbers take care of themselves."
"Prior to joining DEO we had one office. We now have four locations — and in that original office we demolished it and built a new one double the size. A lot of it was we just did not know how to do certain things. DEO showed us there was a better way."
"When we started with DEO we had three to four locations. Since then we have grown to eight and we are about to open two more to hit 10. Me and my partner both do not practice full time anymore. DEO helped us understand the strategy behind the growth and gave us the confidence that we could actually do it."
"Talking to groups that are larger gives me a reference for what the future can hold and what the end result can be for us. It gives us motivation to keep going — and helps me see the positive in every situation."
"When we started we had four locations. Now we have 12. I take a month off every year — this last year went to Portugal and Iceland. When I joined DEO in 2018 I was practicing five days a week, had a two hour commute, and two kids under five. It was pretty stressful."
"We did about $6.5 million together last year and we should hit close to $8 million this year. When you start to scale you do not know what you do not know — and DEO stepped in and gave me clear direction and prioritization to say this is what we should be working on now and this is what is coming next."
"We went from $3M to $5M in revenue, and when I look back at all the decisions we've made building our company, The DEO has easily been the most impactful."
"My biggest frustration was I wanted to grow but I did not know how to do it without undermining the special way I take care of patients. I did not want to ruin something that was really good. DEO helped me figure out how to grow in a way that kept our mission going in the right direction."
"I spent nine years thinking the best way to be successful was to be the best clinician I could be. I ignored the business totally. DEO gave me the financial clarity I never had — and this year we are on track to go from $1.6 million to over $2 million."
"Before DEO we were at one location with 11 team members and heavily insurance dependent. We now have three locations, solid team members at all positions, and are moving more and more away from insurance dependence. We are stronger, leaner, and faster than we have ever been."
"Seven years ago we had three practices and visions of what we wanted to do but no roadmap and no tools. Today we are at 18 locations and we intend to continue to grow. The DEO broke our business down and helped us rebuild it in a much more effective and efficient way."
"When I joined I think we were doing around $11 million. We do about $20 million now. It was tough to navigate — every day felt like new territory. DEO helped me figure out how to grow strategically without running myself into the ground."
"Before joining DEO I was in the chair five days a week every week. Today I am 95% out of the chair. I have learned that I am far more efficient working on my business than in my business."
"The best thing we learned from DEO is that this is a business for people. Once we started tuning into our doctors, hygienists, front desk, and office managers the business took a different shape. Once you understand the fundamentals lie with the people — the numbers take care of themselves."
"Prior to joining DEO we had one office. We now have four locations — and in that original office we demolished it and built a new one double the size. A lot of it was we just did not know how to do certain things. DEO showed us there was a better way."
"When we started with DEO we had three to four locations. Since then we have grown to eight and we are about to open two more to hit 10. Me and my partner both do not practice full time anymore. DEO helped us understand the strategy behind the growth and gave us the confidence that we could actually do it."
"Talking to groups that are larger gives me a reference for what the future can hold and what the end result can be for us. It gives us motivation to keep going — and helps me see the positive in every situation."
"When we started we had four locations. Now we have 12. I take a month off every year — this last year went to Portugal and Iceland. When I joined DEO in 2018 I was practicing five days a week, had a two hour commute, and two kids under five. It was pretty stressful."
"We did about $6.5 million together last year and we should hit close to $8 million this year. When you start to scale you do not know what you do not know — and DEO stepped in and gave me clear direction and prioritization to say this is what we should be working on now and this is what is coming next."
"We went from $3M to $5M in revenue, and when I look back at all the decisions we've made building our company, The DEO has easily been the most impactful."
"My biggest frustration was I wanted to grow but I did not know how to do it without undermining the special way I take care of patients. I did not want to ruin something that was really good. DEO helped me figure out how to grow in a way that kept our mission going in the right direction."
"I spent nine years thinking the best way to be successful was to be the best clinician I could be. I ignored the business totally. DEO gave me the financial clarity I never had — and this year we are on track to go from $1.6 million to over $2 million."
"Before DEO we were at one location with 11 team members and heavily insurance dependent. We now have three locations, solid team members at all positions, and are moving more and more away from insurance dependence. We are stronger, leaner, and faster than we have ever been."
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"Seven years ago we had three practices and visions of what we wanted to do but no roadmap and no tools. Today we are at 18 locations and we intend to continue to grow. The DEO broke our business down and helped us rebuild it in a much more effective and efficient way."
"When I joined I think we were doing around $11 million. We do about $20 million now. It was tough to navigate — every day felt like new territory. DEO helped me figure out how to grow strategically without running myself into the ground."
"Before joining DEO I was in the chair five days a week every week. Today I am 95% out of the chair. I have learned that I am far more efficient working on my business than in my business."
"The best thing we learned from DEO is that this is a business for people. Once we started tuning into our doctors, hygienists, front desk, and office managers the business took a different shape. Once you understand the fundamentals lie with the people — the numbers take care of themselves."
"Prior to joining DEO we had one office. We now have four locations — and in that original office we demolished it and built a new one double the size. A lot of it was we just did not know how to do certain things. DEO showed us there was a better way."
"When we started with DEO we had three to four locations. Since then we have grown to eight and we are about to open two more to hit 10. Me and my partner both do not practice full time anymore. DEO helped us understand the strategy behind the growth and gave us the confidence that we could actually do it."
"Talking to groups that are larger gives me a reference for what the future can hold and what the end result can be for us. It gives us motivation to keep going — and helps me see the positive in every situation."
"When we started we had four locations. Now we have 12. I take a month off every year — this last year went to Portugal and Iceland. When I joined DEO in 2018 I was practicing five days a week, had a two hour commute, and two kids under five. It was pretty stressful."
"We did about $6.5 million together last year and we should hit close to $8 million this year. When you start to scale you do not know what you do not know — and DEO stepped in and gave me clear direction and prioritization to say this is what we should be working on now and this is what is coming next."
"We went from $3M to $5M in revenue, and when I look back at all the decisions we've made building our company, The DEO has easily been the most impactful."
"My biggest frustration was I wanted to grow but I did not know how to do it without undermining the special way I take care of patients. I did not want to ruin something that was really good. DEO helped me figure out how to grow in a way that kept our mission going in the right direction."
"I spent nine years thinking the best way to be successful was to be the best clinician I could be. I ignored the business totally. DEO gave me the financial clarity I never had — and this year we are on track to go from $1.6 million to over $2 million."
"Before DEO we were at one location with 11 team members and heavily insurance dependent. We now have three locations, solid team members at all positions, and are moving more and more away from insurance dependence. We are stronger, leaner, and faster than we have ever been."
"Seven years ago we had three practices and visions of what we wanted to do but no roadmap and no tools. Today we are at 18 locations and we intend to continue to grow. The DEO broke our business down and helped us rebuild it in a much more effective and efficient way."
"When I joined I think we were doing around $11 million. We do about $20 million now. It was tough to navigate — every day felt like new territory. DEO helped me figure out how to grow strategically without running myself into the ground."
"Before joining DEO I was in the chair five days a week every week. Today I am 95% out of the chair. I have learned that I am far more efficient working on my business than in my business."
"The best thing we learned from DEO is that this is a business for people. Once we started tuning into our doctors, hygienists, front desk, and office managers the business took a different shape. Once you understand the fundamentals lie with the people — the numbers take care of themselves."
"Prior to joining DEO we had one office. We now have four locations — and in that original office we demolished it and built a new one double the size. A lot of it was we just did not know how to do certain things. DEO showed us there was a better way."
"When we started with DEO we had three to four locations. Since then we have grown to eight and we are about to open two more to hit 10. Me and my partner both do not practice full time anymore. DEO helped us understand the strategy behind the growth and gave us the confidence that we could actually do it."
"Talking to groups that are larger gives me a reference for what the future can hold and what the end result can be for us. It gives us motivation to keep going — and helps me see the positive in every situation."
"When we started we had four locations. Now we have 12. I take a month off every year — this last year went to Portugal and Iceland. When I joined DEO in 2018 I was practicing five days a week, had a two hour commute, and two kids under five. It was pretty stressful."
"We did about $6.5 million together last year and we should hit close to $8 million this year. When you start to scale you do not know what you do not know — and DEO stepped in and gave me clear direction and prioritization to say this is what we should be working on now and this is what is coming next."
"We went from $3M to $5M in revenue, and when I look back at all the decisions we've made building our company, The DEO has easily been the most impactful."
"My biggest frustration was I wanted to grow but I did not know how to do it without undermining the special way I take care of patients. I did not want to ruin something that was really good. DEO helped me figure out how to grow in a way that kept our mission going in the right direction."
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Oct 8 - Oct 10, 2026
Grapevine, TX
Three days of high level revenue intensive strategy, peer learning, and hands on training with the industry's most experienced dental operators at The Gaylord Texan in Grapevine, Texas. This event is exclusive to The DEO members.
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Oct 8 - Oct 10, 2026
Grapevine, TX
Three days of high level revenue intensive strategy, peer learning, and hands on training with the industry's most experienced dental operators at The Gaylord Texan in Grapevine, Texas. This event is exclusive to The DEO members.
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The DEO's bookkeeping uses a proprietary chart of accounts built specifically for multi-location dental group practices. Unlike a general bookkeeper recording transactions in isolation, DEO's books feed directly into the fractional CFO reporting infrastructure and your coaching conversations, so your numbers are structured the way your coach and CFO team need them to drive real decisions.
The DEO's CFO services and bookkeeping are available as a fractional add-on to any full DEO coaching membership for practices at $1.2M and above. For practices interested in adding financial services to their membership, the best first step is raising it in your next coaching session. Your DEO coach will assess your current financial infrastructure, identify your primary gaps, and outline whether CFO services, bookkeeping, or both make the most sense for your organization right now. Not yet a member? Schedule a Growth Accelerator Call and we will walk you through both the core membership and the financial add-on services that make the most sense for your stage.
The timeline depends on the current state of your books and the number of locations involved. The DEO's bookkeeping team conducts an initial audit at the start of every engagement, assesses the scope of cleanup required, and communicates a clear timeline before any work begins. Most organizations receive their first consolidated DEO-formatted financial report within their first month, regardless of where the books started.
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The DEO's bookkeeping uses a proprietary chart of accounts built specifically for multi-location dental group practices. Unlike a general bookkeeper recording transactions in isolation, DEO's books feed directly into the fractional CFO reporting infrastructure and your coaching conversations, so your numbers are structured the way your coach and CFO team need them to drive real decisions.
The DEO's CFO services and bookkeeping are available as a fractional add-on to any full DEO coaching membership for practices at $1.2M and above. For practices interested in adding financial services to their membership, the best first step is raising it in your next coaching session. Your DEO coach will assess your current financial infrastructure, identify your primary gaps, and outline whether CFO services, bookkeeping, or both make the most sense for your organization right now. Not yet a member? Schedule a Growth Accelerator Call and we will walk you through both the core membership and the financial add-on services that make the most sense for your stage.
The timeline depends on the current state of your books and the number of locations involved. The DEO's bookkeeping team conducts an initial audit at the start of every engagement, assesses the scope of cleanup required, and communicates a clear timeline before any work begins. Most organizations receive their first consolidated DEO-formatted financial report within their first month, regardless of where the books started.
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The 5X Return is the standard every coaching engagement is measured against — for the coach and the member. It keeps the work honest, the priorities clear, and the outcomes measurable. You own the execution. DEO makes sure you always know what to execute on and why it matters.
Most dental entrepreneurs are working on too many things at once — and none of them as well as they could be. The 5X Return framework gives every coaching conversation a filter — is this the highest return activity we could be focused on right now? If it is not, we find what is.
Not every problem in your organization deserves your attention this quarter. DEO helps you identify the specific constraints that, when solved, produce the highest return — so your time, your energy, and your resources are always pointed at what moves the needle most.
The most sophisticated financial systems and cleanest operational infrastructure will underperform without an aligned team to execute them. The DEO builds the leadership layer, accountability structures, and organizational culture that lets the owner lead from above — and implements the systems that make every improvement sustainable, so when something gets fixed it stays fixed and the team knows how to get it back on track without you.
Growing the top line through production optimization, case acceptance improvement, marketing strategy, and patient flow — without simply adding more clinical hours from the owner. Revenue maximization addresses the question every dental entrepreneur eventually faces: how do I grow revenue beyond what I can personally produce?
The gap between what a dental practice produces and what it actually collects is one of the most common and most underdiagnosed profit leaks in the industry. Collections maximization closes that gap through billing system improvements, insurance process optimization, and financial coordination training that turns presented treatment into collected revenue.
Profitable growth is not just about generating more revenue — it is about keeping more of what you generate. Expense reduction focuses on allocating resources efficiently, eliminating waste, and optimizing overhead across every location so that every dollar of revenue works as hard as possible.
Every new practice or new specialty starts here. At this stage the organization is typically losing money and the primary goal is to get to breakeven as quickly as possible. Launching Profits is not a bad place to be — but too many launching activities at once and the organization can start moving backwards. The work is focus, financial clarity, and getting the fundamentals in place fast.
With the foundation in place, the focus shifts to maximizing what you already have. The goal at this stage is to reach 20% practice level profitability using The DEO's proven benchmarks — improving margins, tightening overhead, and building the team performance that makes every location run at its best. The wins here compound quickly when the right levers are pulled in the right sequence.
This is where the real leverage begins — not by adding locations but by duplicating the revenue producing activities that drive more profit within the ones you already have. Bringing on associates, building a hygiene team, leading a clinical team, and creating a consistent standard of care across every provider. The owner steps into a clinical leadership role rather than a solo production role — and revenue grows without the organization having to expand its footprint.
The foundation of everything. Before any other element of the cycle can be optimized, a dental entrepreneur needs a clear, accurate, and complete picture of their numbers — across every location, every month, without exception. Financial clarity is where every DEO coaching engagement begins and where the most significant early breakthroughs happen.
The ultimate stage — the organization runs without the owner's constant involvement, representing true executive level freedom. This does not mean you have retired from the business. It means you have retired from everything you never wanted to be doing in the first place. The systems are strong, the leadership team runs the business day to day, and the focus shifts to legacy, capital structure, and what comes next. Passive Profits is the proof that you have made the full transition from entrepreneur to executive — and that everything The DEO has been building toward has taken hold.
Let's take what you have built and expand it across more locations with intention and discipline. This is not about starting something new — it is about doing what you do best across a larger footprint. The biggest risk at this stage is the Launching Profits trap — opening practices that do not fit your core systems and pulling the organization backward just as momentum is building.
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A benchmark that keeps everyone accountable
The 5X Return is the standard every coaching engagement is measured against — for the coach and the member. It keeps the work honest, the priorities clear, and the outcomes measurable. You own the execution. DEO makes sure you always know what to execute on and why it matters.
Clear filter for every decision
Most dental entrepreneurs are working on too many things at once — and none of them as well as they could be. The 5X Return framework gives every coaching conversation a filter — is this the highest return activity we could be focused on right now? If it is not, we find what is.
Focus on the problems worth solving
Not every problem in your organization deserves your attention this quarter. DEO helps you identify the specific constraints that, when solved, produce the highest return — so your time, your energy, and your resources are always pointed at what moves the needle most.
Team alignment and systems implementation
The most sophisticated financial systems and cleanest operational infrastructure will underperform without an aligned team to execute them. The DEO builds the leadership layer, accountability structures, and organizational culture that lets the owner lead from above — and implements the systems that make every improvement sustainable, so when something gets fixed it stays fixed and the team knows how to get it back on track without you.
Revenue maximization
Growing the top line through production optimization, case acceptance improvement, marketing strategy, and patient flow — without simply adding more clinical hours from the owner. Revenue maximization addresses the question every dental entrepreneur eventually faces: how do I grow revenue beyond what I can personally produce?
Collections maximization
The gap between what a dental practice produces and what it actually collects is one of the most common and most underdiagnosed profit leaks in the industry. Collections maximization closes that gap through billing system improvements, insurance process optimization, and financial coordination training that turns presented treatment into collected revenue.
Expense reduction
Profitable growth is not just about generating more revenue — it is about keeping more of what you generate. Expense reduction focuses on allocating resources efficiently, eliminating waste, and optimizing overhead across every location so that every dollar of revenue works as hard as possible.
Launching profits
Every new practice or new specialty starts here. At this stage the organization is typically losing money and the primary goal is to get to breakeven as quickly as possible. Launching Profits is not a bad place to be — but too many launching activities at once and the organization can start moving backwards. The work is focus, financial clarity, and getting the fundamentals in place fast.
Optimizing profits
With the foundation in place, the focus shifts to maximizing what you already have. The goal at this stage is to reach 20% practice level profitability using The DEO's proven benchmarks — improving margins, tightening overhead, and building the team performance that makes every location run at its best. The wins here compound quickly when the right levers are pulled in the right sequence.
Duplicating profits
This is where the real leverage begins — not by adding locations but by duplicating the revenue producing activities that drive more profit within the ones you already have. Bringing on associates, building a hygiene team, leading a clinical team, and creating a consistent standard of care across every provider. The owner steps into a clinical leadership role rather than a solo production role — and revenue grows without the organization having to expand its footprint.
Financial clarity
The foundation of everything. Before any other element of the cycle can be optimized, a dental entrepreneur needs a clear, accurate, and complete picture of their numbers — across every location, every month, without exception. Financial clarity is where every DEO coaching engagement begins and where the most significant early breakthroughs happen.
Passive profits
The ultimate stage — the organization runs without the owner's constant involvement, representing true executive level freedom. This does not mean you have retired from the business. It means you have retired from everything you never wanted to be doing in the first place. The systems are strong, the leadership team runs the business day to day, and the focus shifts to legacy, capital structure, and what comes next. Passive Profits is the proof that you have made the full transition from entrepreneur to executive — and that everything The DEO has been building toward has taken hold.
Scaling profits
Let's take what you have built and expand it across more locations with intention and discipline. This is not about starting something new — it is about doing what you do best across a larger footprint. The biggest risk at this stage is the Launching Profits trap — opening practices that do not fit your core systems and pulling the organization backward just as momentum is building.
CMS-driven benefits section with icons, check items, and supporting text.
Making a decision and actually sleeping that night
Hiring your first associate with a proven playbook
A steady stream of new patients
A platform built to last
Capital working as hard as you do
A leadership bench that holds up under real scrutiny
EBITDA that compounds every quarter
Executive level masterminds for you and your team
A legacy that lives beyond you
A leadership team that runs without you in the room
Consistent systems across every location
Financial clarity at every level
A team that leads with systems and processes
A second location on the horizon
More free time by adding an associate
Vendor savings that pay for the membership
A playbook for every problem you face
A community that actually gets what you are building
No more guessing at what needs to change
A clear diagnosis of your practice
A prioritized plan built from the ground up
Accountability that keeps you moving when the work gets hard
Support from coaches who have already solved what you are facing
A group of people in your same shoes
Systems that outlast the engagement
Executive leadership in every department
Revenue you are no longer leaving on the table
A leadership team built to scale
Consistent case acceptance
A full schedule that actually converts
Executive level leadership of your team every week
A practice that scales without you
A coach who has actually done it
Making a decision and actually sleeping that night
An executive onsite to work directly with your team
Implementation of proven system for you
Saving $1,500+ a month on what you're already buying
Vendor pricing you never have to negotiate yourself
Decisions backed by real data
More margin without more effort
Complete financial clarity
Overhead that makes sense
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Making a decision and actually sleeping that night
Hiring your first associate with a proven playbook
A steady stream of new patients
A platform built to last
Capital working as hard as you do
A leadership bench that holds up under real scrutiny
EBITDA that compounds every quarter
Executive level masterminds for you and your team
A legacy that lives beyond you
A leadership team that runs without you in the room
Consistent systems across every location
Financial clarity at every level
A team that leads with systems and processes
A second location on the horizon
More free time by adding an associate
Vendor savings that pay for the membership
A playbook for every problem you face
A community that actually gets what you are building
No more guessing at what needs to change
A clear diagnosis of your practice
A prioritized plan built from the ground up
Accountability that keeps you moving when the work gets hard
Support from coaches who have already solved what you are facing
A group of people in your same shoes
Systems that outlast the engagement
Executive leadership in every department
Revenue you are no longer leaving on the table
A leadership team built to scale
Consistent case acceptance
A full schedule that actually converts
Executive level leadership of your team every week
A practice that scales without you
A coach who has actually done it
Making a decision and actually sleeping that night
An executive onsite to work directly with your team
Implementation of proven system for you
Saving $1,500+ a month on what you're already buying
Vendor pricing you never have to negotiate yourself
Decisions backed by real data
More margin without more effort
Complete financial clarity
Overhead that makes sense
CMS-driven testimonial video list with card media, quotes, and play controls.
We are now at seven locations and $16 million. Every single one of these events I pull so many great things away from — I cannot put a tangible number on how much of that growth is attributed to DEO but certainly a chunk of it very much is.
I’ve gone from practicing four to five days a week to not practicing at all for the past year. The biggest win has been the connections; having peers I can text anytime who understand the same challenges. That support helped us grow, realize we’re not alone, and build the confidence to keep expanding.
But more importantly my net profits has gone from some months being in the red to now consistently being 15 to 20% more. And I have gone from working four days a week painfully to working three and a half days a week with an associate and more time off.
Rendered CMS structure materialized as ordinary static elements, preserving original design classes and static parity styles.
We are now at seven locations and $16 million. Every single one of these events I pull so many great things away from — I cannot put a tangible number on how much of that growth is attributed to DEO but certainly a chunk of it very much is.
I’ve gone from practicing four to five days a week to not practicing at all for the past year. The biggest win has been the connections; having peers I can text anytime who understand the same challenges. That support helped us grow, realize we’re not alone, and build the confidence to keep expanding.
But more importantly my net profits has gone from some months being in the red to now consistently being 15 to 20% more. And I have gone from working four days a week painfully to working three and a half days a week with an associate and more time off.
Second CMS-driven testimonial video list variant with card media, quotes, and play controls.
I’ve gone from practicing four to five days a week to not practicing at all for the past year. The biggest win has been the connections; having peers I can text anytime who understand the same challenges. That support helped us grow, realize we’re not alone, and build the confidence to keep expanding.
Rendered CMS structure materialized as ordinary static elements, preserving original design classes and static parity styles.
We are now at seven locations and $16 million. Every single one of these events I pull so many great things away from — I cannot put a tangible number on how much of that growth is attributed to DEO but certainly a chunk of it very much is.
I’ve gone from practicing four to five days a week to not practicing at all for the past year. The biggest win has been the connections; having peers I can text anytime who understand the same challenges. That support helped us grow, realize we’re not alone, and build the confidence to keep expanding.
But more importantly my net profits has gone from some months being in the red to now consistently being 15 to 20% more. And I have gone from working four days a week painfully to working three and a half days a week with an associate and more time off.
CMS-driven program or feature-card list for presenting program content.

Fractional COO Services
Your practice doesn't need a full-time COO salary. What it needs is operational clarity, accountability structures that actually stick, and a leader who knows dental inside and out. DEO's fractional COO steps into your operation for a defined engagement — running the systems audit, building the playbook your team follows, installing the metrics that matter, and coaching your existing leadership through the implementation. You get the expertise without the overhead.

Treatment Closing Academy
Your clinical team can diagnose like surgeons. But if patients aren't accepting treatment, revenue stalls. TCA flips the script by teaching your entire team — from front desk to clinician — how to present, communicate, and close with confidence. The result is higher case acceptance, stronger patient relationships, and the revenue your clinical excellence deserves.

Fractional COO Consulting
Your practice doesn't need a full-time COO salary. What it needs is operational clarity, accountability structures that actually stick, and a leader who knows dental inside and out. DEO's fractional COO steps into your operation for a defined engagement — running the systems audit, building the playbook your team follows, installing the metrics that matter, and coaching your existing leadership through the implementation. You get the expertise without the overhead.

Post-assessment coaching session
Your onsite findings don't sit in a report and collect dust. Every DEO onsite assessment is followed by a dedicated coaching session to walk through the findings with your DEO coach, pressure-test the action plan against your specific goals, and assign ownership across your leadership team before anything loses momentum.

New patient playbooks
Access proven resources like The 7 Pillars of New Patient Acquisition to help you consistently attract more new patients and keep your schedule full. These practical strategies show you exactly what to focus on to build steady patient flow and real growth.

Patient growth systems
Learn the systems successful practices use to generate demand and convert more new patients. From marketing fundamentals to front desk execution, these tools help Builders create predictable growth instead of hoping the schedule fills itself.

The Cost Savings Club
DEO's Cost Savings Club gives Builder members access to negotiated vendor pricing across a curated list of dental suppliers and partners. The savings are worth over $1,500 per month — more than three times the cost of the App membership — making it one of the most immediately impactful benefits in the entire DEO platform.

Checklists, tools, and templates
The DEO content library gives you on demand access to the exact playbooks, SOPs, and frameworks that The DEO coaches use with full coaching members. From financial reporting templates to hiring checklists to operational frameworks — every resource you need to stop guessing and start executing is right here.

Live monthly trainings
Every month The DEO coaches and subject matter experts deliver live training sessions built specifically for dental entrepreneurs at the Builder stage. Get practical, actionable education on the topics that matter most — financial clarity, hiring your first associate, understanding overhead, and building the systems that make growth possible.

DEO live events
Exclusive access to DEO's two member only live events — Operations Intensive and Revenue Intensive — with priority access to the executive track programming designed specifically for Board Investor and Executive Circle level leaders. These are the rooms where the most consequential conversations in dental entrepreneurship happen.

Community access
The DEO App gives you instant access to a thriving peer network of dental entrepreneurs at every Growth Ladder stage. Connect with other Builders who are navigating the same challenges, get answers from operators who have already solved them, and build the relationships that will support you through every stage of your growth journey.

Platform strategy and positioning
DEO works with Board Investor members on the long term strategic positioning of the platform — capital structure optimization, board governance, investor relations, and the organizational design that makes the platform attractive to the right partners and sustainable for the long term.

PE readiness and transaction advisory
For Board Investor members with PE conversations on the horizon, DEO provides comprehensive PE readiness advisory — strategic narrative development, financial positioning, leadership documentation, and the organizational preparation that maximizes enterprise value and minimizes due diligence risk. Emmet has navigated PE conversations from the inside and knows exactly what partners evaluate.

M&A strategy and advisory
DEO works with Board Investor members on the full spectrum of M&A strategy — from target identification and evaluation to transaction structure and post merger integration. Emmet's direct experience navigating M&A at the platform level means this advisory is informed by firsthand operational knowledge, not theoretical frameworks.

Direct advisory with Emmet Scott
The Board Investor program centers on a direct strategic advisory relationship with Emmet Scott — co-founder of a $150M DSO, former President of the ADSO, and the most experienced dental entrepreneurship advisor in the country. This is not a coaching program with a rotating roster of coaches. It is a personal advisory relationship with someone who has been exactly where you are and knows what the path forward looks like from firsthand experience.

Board level peer network
Access to DEO's most exclusive peer community — a curated network of dental platform leaders operating at $100M and above. The conversations in this network are unlike anything available anywhere else in the dental industry. Every person in the room has built something significant and is thinking about the same questions of legacy, capital, and platform strategy that you are.

Bootcamps and Masterminds
Every DEO membership includes access to dedicated bootcamps — Treatment Closing, Marketing, Office Manager, and Recruiting — plus virtual mastermind groups and forum and chat rooms organized by owner level, position, specialty, and region. Whether you need focused team training or a peer group that is navigating the exact same High Producer challenges you are, both are included in your membership from day one.

Platform strategy and positioning
The DEO works with Executive Circle members on the long term strategic positioning of the platform — capital structure optimization, board governance, investor relations, and the organizational design that makes the platform attractive to the right partners and sustainable for the long term.

PE readiness and transaction advisory
For Executive Circle members approaching a PE conversation for the first time, The DEO coaches you through the full readiness process — financial positioning, EBITDA normalization, leadership documentation, strategic narrative development, and the organizational preparation that maximizes enterprise value and minimizes due diligence risk. Your dedicated DEO Executive Coach has navigated PE conversations from the inside and knows exactly what partners evaluate — which means every PE readiness conversation is grounded in firsthand operational experience, not theory.

Cost Savings Club
At $10M and above vendor spend across multiple locations is a significant and often under-optimized line item. The Cost Savings Club delivers negotiated pricing across the most important operational categories in a dental organization — worth over $1,500 per month in savings — and connects directly to the Expense Reduction element of The Profitability Cycle™ that your DEO coach works through with you in every coaching engagement. For Executive Circle members where every percentage point of overhead reduction translates to meaningful enterprise value, the Cost Savings Club is a compounding financial asset — not just a membership perk.

Bootcamps and Masterminds
At the Executive Circle stage the peer group you are in matters as much as the coaching itself. The DEO's virtual mastermind groups and forum and chat rooms are organized by owner level, position, specialty, and region — putting you in focused, structured conversations with leaders running organizations at your scale and complexity. The DEO's dedicated bootcamps give your leadership team the functional training that sustains performance across a growing enterprise without requiring your direct involvement in every department.

M&A strategy and advisory
The DEO works with Executive Circle members on the full spectrum of M&A strategy — from target identification and evaluation to transaction structure and post merger integration. Your coach's direct experience navigating M&A at the platform level means this advisory is informed by firsthand operational knowledge.

DEO App
Full access to The DEO App and its complete library of on demand playbooks, SOPs, and frameworks — including executive leadership resources, EBITDA optimization guides, and PE readiness content built specifically for the Executive Circle stage.

Executive Circle peer network
Access to a curated peer network of dental group leaders operating between $10M and $100M — the only room in dentistry where every person at the table is navigating the same executive level challenges you are. The relationships built in this community are among the most valuable assets an Executive Circle member will ever develop.

1:1 executive coaching
Weekly or bi-weekly 1:1 coaching sessions with a dedicated DEO Executive Coach who has personally operated at the Executive Circle level and beyond. Every session focuses on the executive leadership, EBITDA optimization, org design, and strategic planning challenges that define this stage — delivering the kind of coaching that only someone who has actually done it at this scale can provide.

The DEO live events
Exclusive invitations to The DEO's two member only live events — Operations Intensive and Revenue Intensive — where 600+ dental leaders come together for the kind of high energy, peer driven experience that no industry conference can replicate. At the Executive Circle level these events are where the most important strategic conversations happen.

Cost Savings Club
Managing overhead across multiple locations is one of the defining financial challenges of the Entrepreneur Growth stage — and the Cost Savings Club addresses it from day one. Included in every DEO membership, the Cost Savings Club delivers negotiated vendor pricing across the most important operational categories in a dental organization, worth over $1,500 per month in savings. For members working through the Expense Reduction element of The Profitability Cycle™ it is one of the most immediately measurable levers available across a growing portfolio of locations.

Bootcamps and Masterminds
Every DEO membership includes access to dedicated bootcamps — Treatment Closing, Marketing, Office Manager, and Recruiting — plus virtual mastermind groups and forum and chat rooms organized by owner level, position, specialty, and region. At the Entrepreneur Growth stage where consistency across locations and leadership development are defining challenges, having a peer group navigating the exact same multi location complexity — and focused bootcamp training for your team — compounds the impact of every coaching session.

1:1 executive coaching
Weekly or bi-weekly 1:1 coaching sessions with a dedicated DEO Executive Coach who has personally built and scaled a multi location dental organization at the Entrepreneur Growth stage and beyond. Every session applies The Profitability Cycle™ framework directly to your numbers, your team, and your most pressing growth constraints — so every conversation produces a clear, prioritized action plan.

Group coaching calls
Weekly group coaching calls connect you with other Entrepreneur Growth stage members who are navigating the exact same multi location challenges. Get answers from operators who have already solved your problems, share wins, and build the peer accountability that keeps you moving forward even when the work gets hard.

Community and live events
Access to The DEO's full peer community of dental entrepreneurs at every Growth Ladder stage — plus exclusive invitations to The DEO's two member only live events: Operations Intensive and Revenue Intensive. The connections you build in the room at a DEO live event are the ones that will change the trajectory of your organization.

DEO App
Full access to The DEO App and its complete library of on demand playbooks, SOPs, templates, and frameworks — including multi location systems guides, financial reporting templates, and leadership development resources built specifically for the Entrepreneur Growth stage.

Cost Savings Club
Every DEO member gets full access to the Cost Savings Club — negotiated vendor pricing across the most important operational categories in a dental organization, worth over $1,500 per month in savings. For High Producers who are watching overhead closely and building the financial foundation for the next stage of growth, the Cost Savings Club delivers immediate, measurable value that offsets a significant portion of the membership investment before your first coaching session has even taken place.

Playbooks
Full access to The DEO App and its complete library of on demand playbooks, SOPs, templates, and frameworks. From financial reporting systems to associate hiring guides to overhead benchmarking tools — every resource you need to execute at the High Producer stage is right here.

Group coaching calls
Weekly group coaching calls connect you with other High Producer stage members who are navigating the exact same challenges. Get answers, share wins, and build the peer relationships that make the journey less lonely and the growth faster.

Community and live events
Access to The DEO's full peer community of dental entrepreneurs at every Growth Ladder stage — plus exclusive invitations to DEO's two member only live events: Operations Intensive and Revenue Intensive. The energy in the room at a DEO live event is something no industry conference can replicate.

1:1 executive coaching
Weekly or bi-weekly 1:1 coaching with a dedicated DEO Executive Coach who has personally built and scaled a multi-million dollar dental organization. Every session applies The Profitability Cycle™ directly to your numbers, your team, and your specific growth constraints, never generic advice.

Available to any stage of the Growth Ladder
The DEO App is not just for practices at one stage. It is available to dental entrepreneurs across every tier of the Growth Ladder. Whether you are just getting started or already scaling a multi location organization, you'll find playbooks, trainings, and peers who are solving the exact problem you're facing right now.

Masterminds and peer problem solving
The DEO App members get access to peer mastermind groups organized by Growth Ladder stage and topic — bringing together dental entrepreneurs who are navigating the same challenges for focused, structured problem solving conversations. Masterminds are one of the most consistently high value experiences The DEO members report — because the insight that comes from a room of people who are living the same challenges you are is different in kind from anything a coach, consultant, or course can provide.

Vendor directory and Cost Savings Club
The DEO App includes access to a curated vendor directory of DEO's recommended dental suppliers and partners — vetted for quality, reliability, and value across the most important operational categories in a dental organization. Every App member also gets full access to the Cost Savings Club — The DEO's negotiated vendor pricing program that delivers over $1,500 per month in savings across supplies, technology, and services your organization is already buying. For most members the Cost Savings Club alone covers the cost of the App membership three times over — making the decision to join effectively cost neutral from day one.

Playbooks, SOPs, and templates
The DEO App's content library gives every member on demand access to DEO's complete collection of proprietary playbooks, SOPs, templates, and frameworks — built and refined across thousands of dental organizations at every stage of the Growth Ladder. Whether you need a scheduling optimization framework, a financial reporting template, a treatment coordinator training guide, or a multi location org chart design — The DEO App has a proven resource for it. Every playbook in the library is built to be immediately executable — not theoretical, not generic, and not something you need a consultant to interpret.

The DEO community and peer network
The DEO App gives every member full access to The DEO community — a curated, moderated network of dental entrepreneurs at every stage of the Growth Ladder. The community includes dedicated spaces for practice owners, operations managers, and executive leaders across The DEO's five segments — so every conversation you have is with someone who understands the specific stage, scale, and complexity of what you are building. Whether you are looking for a referral, a second opinion, a vendor recommendation, or simply the perspective of someone who has solved the exact problem you are facing right now, The DEO community is where you find it.

Live monthly trainings
Every DEO App member gets access to live monthly training sessions led by The DEO Executive Coaches and subject matter experts — covering the financial, operational, marketing, and leadership topics that matter most at every stage of dental entrepreneurship. The trainings are interactive, practical, and built around the real challenges DEO members are navigating right now — not generic business content repackaged for a dental audience. Every session is recorded and added to The DEO App content library so members can access any training they miss on demand.

Detailed assessment report and prioritized action plan
Every DEO onsite assessment produces a comprehensive written report documenting what was observed, what the operational gaps are, and — most importantly — what to do about them. The report organizes findings into a clear, prioritized action plan that sequences improvements by impact and urgency — giving your leadership team an immediately executable roadmap rather than a general list of recommendations. Every action item in the report is tied to a specific operational outcome, a defined owner, and an accountability checkpoint so nothing falls through the cracks after the assessor leaves.

On the ground operational assessment
The DEO's onsite assessment puts an experienced dental operator physically inside your practice or locations for a comprehensive, firsthand operational review. Your DEO assessor observes patient flow and scheduling efficiency, shadows front desk and clinical team members, sits in on treatment presentations and financial conversations, reviews SOPs and whether they are actually being followed, evaluates team dynamics and communication patterns, and assesses provider productivity and leadership accountability structures in action. The result is the most complete, accurate operational picture your organization has ever had — built from direct observation rather than self reporting, financial data, or leadership interviews alone.

Executive and leadership masterminds
Every role in a dental organization faces a different set of challenges — and The DEO's role based mastermind groups reflect that. Dedicated groups for CEOs, CFOs, COOs, office managers, and hygienists give every member of your team a peer group built around their specific function, their specific responsibilities, and the specific problems they are working through right now. When your whole team is plugged into the right peer conversations the entire organization grows faster.

Regional masterminds
Geography matters. The DEO's regional mastermind groups bring together dental entrepreneurs in the same market — including dedicated groups for Texas, New York, California, and more — for conversations about the local market dynamics, regulatory environment, and competitive landscape that only someone operating in the same region can fully understand.

Stage matched masterminds
Every Growth Ladder stage has a dedicated mastermind group — bringing together dental entrepreneurs at the same revenue level, organizational complexity, and set of challenges for focused, peer driven problem solving conversations facilitated by a DEO Executive Coach. Whether you are a High Producer navigating clinical dependency or an Executive Circle leader optimizing EBITDA, your mastermind group is built around exactly where you are right now.

Specialty masterminds
The DEO runs dedicated mastermind groups for every major dental specialty — including orthodontics, endodontics, all on X, implants, pediatrics, periodontics, and more. Every specialty has its own unique clinical, operational, and financial challenges — and these groups bring together practitioners who are navigating those exact challenges together, sharing what is working and what is not across their specific specialty context.

Live events
TCA Live is DEO's dedicated case acceptance event held twice a year — an immersive, hands on training experience for you and your entire TC team. Available as a paid add-on, TCA Live gives your team the focused in person reps and peer energy that accelerates implementation and sustains performance long after the event ends.

Weekly team trainings
Regular virtual training sessions with your TC team focused on the real objections, real patient scenarios, and real financial conversations happening in your practice right now — building the confidence and consistency that turns case acceptance from a personality dependent outcome into a repeatable organizational system.

Onsite assessments
For members who want to begin the fractional leadership engagement with the clearest possible picture of where the functional gaps are, The DEO's onsite assessments put an experienced operator physically inside your locations to diagnose the specific clinical, marketing, or revenue coordination challenges that the fractional executive will be addressing. The assessment report feeds directly into the fractional leadership engagement plan — giving your fractional executive a clear, prioritized action plan from day one.

Fractional Chief Marketing Officer (CMO)
The DEO's fractional CMO owns the patient acquisition strategy, marketing systems, ROI tracking, and brand positioning for dental group practices that need executive level marketing leadership. Your fractional CMO does not just manage campaigns — they build the marketing infrastructure that makes patient acquisition measurable, accountable, and consistently productive across every location. For organizations where marketing spend is significant but ROI is unclear or inconsistent, the fractional CMO brings the strategic and operational marketing leadership that turns spend into a predictable, optimizable growth engine.

Fractional Treatment Coordinator Director
The DEO's fractional TC Director embeds inside your organization to build the case acceptance systems, TC training programs, and revenue coordination infrastructure that sustains and deepens the Treatment Closing Academy framework over time. Your fractional TC Director coaches your TC team, manages performance metrics, standardizes treatment presentation across every location, and builds the financial coordination systems that turn case acceptance into a consistent, measurable organizational competency rather than a personality dependent outcome.

Weekly metrics review
Every week your Director of TC reviews your case acceptance numbers with your team — tracking close rates by provider and coordinator, identifying where cases are being lost, and making the real time adjustments that keep performance moving in the right direction.

Fractional Chief Dental Officer (CDO)
The DEO's fractional CDO provides executive level clinical operations leadership for dental group practices that need it without a full time hire. Your fractional CDO is accountable for clinical performance across every location — building clinical SOPs, managing provider performance, developing associate talent, and creating the clinical quality systems that make consistent patient outcomes possible at scale. For multi location groups where clinical inconsistency across providers and locations is a defining quality and profitability challenge, the fractional CDO is the single most impactful leadership addition an organization can make.

Events
Exclusive invitations to The DEO's two member-only live events — Operations Intensive and Revenue Intensive — where 600+ dental leaders come together for the kind of high-energy, peer-driven experience that no industry conference can replicate. These are the rooms where the most important breakthroughs happen.

System implementation and scripting
Your fractional Director of TC builds and implements the case acceptance systems, presentation scripts, and objection handling frameworks your team needs to close more treatment consistently — installed directly inside your organization so the results outlast the engagement.

Onsite team assessment
Your DEO Director of TC comes onsite to assess your treatment coordinator team firsthand — observing case presentations, evaluating your current systems, and identifying the specific gaps in language, process, and confidence that are costing your organization accepted cases every single day.

Cost Savings Club
The DEO coaching members have access to the Cost Savings Club — negotiated vendor pricing across a curated list of dental suppliers and partners worth over $1,500 per month in savings. For members at every stage of the Growth Ladder the Cost Savings Club delivers immediate, tangible financial value that compounds across every location in the organization.

Masterminds and bootcamps
DEO's peer mastermind groups bring together dental entrepreneurs at similar Growth Ladder stages for focused, structured problem solving conversations. Bring your biggest challenge, hear how others have solved it, and leave with a clear action plan — every single time. The DEO also runs dedicated bootcamps for Treatment Closing, Marketing, Office Manager, and Recruiting — giving you and your team focused, hands on training for the functions that drive the most impact at your stage.

DEO app
Full access to The DEO App and its complete library of on demand playbooks, SOPs, templates, and frameworks — giving every coaching member the exact how to resources they need to execute between coaching sessions at every stage of the Growth Ladder. The App also includes monthly virtual trainings with The DEO coaches and subject matter experts, tools and resources built specifically for dental group practices, and forum and chat rooms organized by owner level, position, specialty, and region — so the support and peer connection available to every member goes well beyond the coaching session itself.

Leadership accountability structures
Great org charts and great SOPs only work if the people responsible for executing them are held accountable in a structured, consistent way. The DEO builds the leadership accountability frameworks — meeting cadences, performance metrics, reporting structures, and consequence systems — that give your management team the tools they need to lead rather than just show up.

Group coaching
The DEO's group coaching calls bring together members at similar Growth Ladder stages for structured, coach led conversations around the challenges, decisions, and opportunities that define each stage. Learn from how others are navigating the same problems you are, share what is working in your organization, and build the peer accountability that makes every individual coaching session more focused and more effective.
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1:1 executive coaching
Every DEO coaching member receives two dedicated 1:1 coaching sessions per month with their assigned DEO Executive Coach — a battle tested operator who has personally built and scaled a dental organization at or above the member's current stage. Every session applies The Profitability Cycle™ directly to the member's numbers, team, and most pressing constraints, producing a specific, prioritized action plan that moves the needle before the next session.

Onsite assessments
For members who want a ground truth diagnosis of what is actually happening across their locations, The DEO's onsite assessments put an experienced operator physically inside your practice — observing workflows, shadowing team members, and diagnosing the operational gaps that remote coaching simply cannot see. The assessment report feeds directly into the COO consulting engagement, giving your DEO operator a clear, prioritized action plan from day one.

Org chart design and restructuring
The DEO's fractional COO consulting begins with a clear eyed assessment of your current organizational structure — identifying the reporting gaps, accountability overlaps, and leadership voids that are creating operational chaos across your locations. From there The DEO builds a clean, functional org chart that defines who does what, who is accountable to whom, and how decisions get made at every level of the organization — giving your team the structural clarity they need to perform independently.

Scheduling system optimization
Inconsistent scheduling systems are one of the most common and most costly operational inefficiencies in multi location dental groups. The DEO's COO consulting audits and optimizes your scheduling infrastructure across every location — identifying the production capacity that inconsistent scheduling is leaving on the table and building the systems that capture it consistently.

Financial planning and PE readiness
The DEO's fractional CFO connects your financial performance directly to your growth plan — building the financial roadmap that makes the next stage of growth possible and preparing the clean, credible financial story that PE partners need to see. For members with PE conversations on the horizon, DEO works through the full financial cleanup, EBITDA normalization, and reporting standardization that due diligence requires.

SOP development and implementation
The DEO's operators work with your team to document the systems, workflows, and processes that make your best locations run well — and build them into repeatable, teachable SOPs that can be implemented consistently across every location. The goal is to turn institutional knowledge into organizational infrastructure — so the practice runs the same way whether the owner is in the building or not.

Executive coaching
Every DEO coaching member receives twice-monthly 1:1 coaching sessions with a dedicated DEO Executive Coach — a battle-tested operator who applies The Profitability Cycle™ directly to your numbers, your team, and your most pressing constraints every single session. Financial clarity is the foundation of every coaching engagement, which means your CFO services and coaching relationship work together as a single integrated system rather than two disconnected resources.

Community and peer network
One of the most consistent sources of vendor insight inside The DEO is the membership itself. The broader DEO community gives every coaching member access to peer recommendations, vendor experiences, and purchasing decisions from dental entrepreneurs at every Growth Ladder stage — so the Cost Savings Club directory is always supplemented by the firsthand operational experience of 2,000+ practices who are making the same vendor decisions you are.

Vendor directory
The Cost Savings Club is supported by a curated vendor directory inside The DEO App — giving every coaching member a vetted, organized reference for the suppliers and partners The DEO recommends across every operational category. The directory is built specifically for multi location dental group practices, which means every vendor in it has been evaluated for the quality, reliability, and scalability that growing dental organizations need — not just the price point that looks good on paper.

Collective buying power
The Cost Savings Club is built on the combined purchasing power of 2,000+ DEO member practices generating $3.7 billion in annual revenue. That scale is what gives The DEO the leverage to negotiate pricing individual practices and even mid-size groups can't access on their own — and every new member who joins strengthens the collective, deepening the savings for everyone inside it.

Cash flow forecasting and EBITDA optimization
The DEO's fractional CFO builds and maintains a rolling cash flow forecast that gives you advance visibility into your organization's financial position — eliminating the surprises that derail growth plans and capital decisions. For Executive Circle members and practices approaching PE conversations, the fractional CFO focuses specifically on EBITDA optimization — identifying and eliminating the overhead inefficiencies and collections gaps that are suppressing your organization's true enterprise value.

Negotiated vendor pricing
The DEO has built vendor relationships and negotiated pricing across every major operational category a dental group practice relies on — supplies, technology, services, and more. Every full coaching member gets immediate access to these negotiated rates the moment their membership is activated. No lengthy approval processes, no minimum volume requirements, and no complex onboarding — just enterprise level pricing applied to the vendors your organization is already working with and the new ones The DEO recommends.

Bookkeeping and financial reporting
The DEO's bookkeeping service provides clean, consistent, DEO formatted books across every location — built on QuickBooks Online and organized around a proprietary chart of accounts designed specifically for multi location dental group practices. Every month your DEO fractional CFO delivers a consolidated financial report across your entire organization — a clear, location by location picture of revenue, overhead, collections, and profitability that makes every strategic decision faster and more confident.
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Fractional COO Services
Your practice doesn't need a full-time COO salary. What it needs is operational clarity, accountability structures that actually stick, and a leader who knows dental inside and out. DEO's fractional COO steps into your operation for a defined engagement — running the systems audit, building the playbook your team follows, installing the metrics that matter, and coaching your existing leadership through the implementation. You get the expertise without the overhead.
Treatment Closing Academy
Your clinical team can diagnose like surgeons. But if patients aren't accepting treatment, revenue stalls. TCA flips the script by teaching your entire team — from front desk to clinician — how to present, communicate, and close with confidence. The result is higher case acceptance, stronger patient relationships, and the revenue your clinical excellence deserves.
Fractional COO Consulting
Your practice doesn't need a full-time COO salary. What it needs is operational clarity, accountability structures that actually stick, and a leader who knows dental inside and out. DEO's fractional COO steps into your operation for a defined engagement — running the systems audit, building the playbook your team follows, installing the metrics that matter, and coaching your existing leadership through the implementation. You get the expertise without the overhead.
Post-assessment coaching session
Your onsite findings don't sit in a report and collect dust. Every DEO onsite assessment is followed by a dedicated coaching session to walk through the findings with your DEO coach, pressure-test the action plan against your specific goals, and assign ownership across your leadership team before anything loses momentum.
New patient playbooks
Access proven resources like The 7 Pillars of New Patient Acquisition to help you consistently attract more new patients and keep your schedule full. These practical strategies show you exactly what to focus on to build steady patient flow and real growth.
Patient growth systems
Learn the systems successful practices use to generate demand and convert more new patients. From marketing fundamentals to front desk execution, these tools help Builders create predictable growth instead of hoping the schedule fills itself.
The Cost Savings Club
DEO's Cost Savings Club gives Builder members access to negotiated vendor pricing across a curated list of dental suppliers and partners. The savings are worth over $1,500 per month — more than three times the cost of the App membership — making it one of the most immediately impactful benefits in the entire DEO platform.
Checklists, tools, and templates
The DEO content library gives you on demand access to the exact playbooks, SOPs, and frameworks that The DEO coaches use with full coaching members. From financial reporting templates to hiring checklists to operational frameworks — every resource you need to stop guessing and start executing is right here.
Live monthly trainings
Every month The DEO coaches and subject matter experts deliver live training sessions built specifically for dental entrepreneurs at the Builder stage. Get practical, actionable education on the topics that matter most — financial clarity, hiring your first associate, understanding overhead, and building the systems that make growth possible.
DEO live events
Exclusive access to DEO's two member only live events — Operations Intensive and Revenue Intensive — with priority access to the executive track programming designed specifically for Board Investor and Executive Circle level leaders. These are the rooms where the most consequential conversations in dental entrepreneurship happen.
Community access
The DEO App gives you instant access to a thriving peer network of dental entrepreneurs at every Growth Ladder stage. Connect with other Builders who are navigating the same challenges, get answers from operators who have already solved them, and build the relationships that will support you through every stage of your growth journey.
Platform strategy and positioning
DEO works with Board Investor members on the long term strategic positioning of the platform — capital structure optimization, board governance, investor relations, and the organizational design that makes the platform attractive to the right partners and sustainable for the long term.
PE readiness and transaction advisory
For Board Investor members with PE conversations on the horizon, DEO provides comprehensive PE readiness advisory — strategic narrative development, financial positioning, leadership documentation, and the organizational preparation that maximizes enterprise value and minimizes due diligence risk. Emmet has navigated PE conversations from the inside and knows exactly what partners evaluate.
M&A strategy and advisory
DEO works with Board Investor members on the full spectrum of M&A strategy — from target identification and evaluation to transaction structure and post merger integration. Emmet's direct experience navigating M&A at the platform level means this advisory is informed by firsthand operational knowledge, not theoretical frameworks.
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Plug into the community and live trainings
Introduce yourself in The DEO community, connect with other Builder stage entrepreneurs, and register for your first live monthly training. The community is curated and moderated. Every person in it is serious about building their practice, which means every conversation is worth having. Your first live training will give you immediate, actionable clarity on one of the biggest challenges you are facing right now.
Start executing with the playbooks
Dig into The DEO's content library and find the playbooks and frameworks most relevant to where you are right now. Whether you are trying to understand your overhead, hire your first associate, or build your first real financial reporting system, The DEO content library has a proven resource for every challenge you will face at the Builder stage. This is where the guesswork ends and the real building begins.
Join The DEO App
Sign up for The DEO App for $700 per month. There's no long term contract and you can cancel anytime. From the moment you join you will have instant access to the full DEO community, the content library, and the Cost Savings Club. Your foundation starts the day you sign up.
Activate your Cost Savings Club
One of the first things every new Builder member does is activate their Cost Savings Club membership. With over $1,500 per month in negotiated vendor savings available immediately, most members cover the cost of their App membership before their first month is up. Your DEO onboarding guide walks you through every vendor and how to access your savings.
Ongoing strategic advisory
From here the advisory relationship operates at the pace and intensity the organization requires, not on a fixed coaching schedule but in response to the real moments that demand the highest quality counsel. Emmet is available for board meetings, investor conversations, M&A negotiations, and the inflection points that define what the platform becomes. This is the advisory relationship that the most consequential dental platform leaders in the country have been looking for.
Strategic assessment
If the relationship moves forward, Emmet and The DEO advisory team review the organization in full — capital structure, leadership bench strength, platform positioning, M&A pipeline, and the specific questions you're working through. The output is a clear picture of where the organization stands and a prioritized focus for the engagement.
Your board level advisory plan
Based on that assessment, Emmet builds a specific, prioritized advisory plan tied to the organization's most consequential near-term decisions and long-term objectives. Whether the primary focus is PE preparation, M&A strategy, platform positioning, or capital structure optimization, the plan gives the Board Investor a clear roadmap with Emmet's direct counsel at every critical decision point.
Your private introduction
Every Board Investor engagement begins with a private, confidential introduction with Emmet Scott. You'll engage in a real conversation about where your organization is, where you want it to go, and whether DEO's Board Investor advisory is the right fit. There is no standard intake form and no sales process — just two people who have built real organizations, figuring out whether working together makes sense.
Your executive growth plan
With a clear organizational picture in place your DEO coach builds a specific, prioritized executive growth plan tied to your most significant constraints and your current Profitability Stage. The plan gives your leadership team a clear sequence of strategic and operational improvements with defined outcomes and accountability checkpoints — so every coaching session is focused on execution at the executive level. For members who want additional functional leadership support beyond the core coaching membership, The DEO's fractional add-on services — including COO consulting, CFO services, Director of TC, CDO, and CMO — are available to address specific gaps within your organization.
Coaching, services, and executive execution
From here the coaching relationship drives everything. 1:1 sessions with your dedicated Tribe Coach keep executive execution on track, surface new strategic constraints as they emerge, and ensure that every organizational improvement compounds with the next. Your full DEO membership, including exclusive live events for you and your team, The DEO App, virtual mastermind groups with Executive Circle peers, the Cost Savings Club, and forum and chat rooms organized by owner level and position, supports the coaching work between sessions and accelerates your progress toward the Passive Profits stage and beyond.
Enterprise financial baseline
Your DEO coach analyzes your financials, organizational structure, and leadership infrastructure in the first sessions, identifying the gaps in EBITDA performance, team accountability, and strategic direction that are limiting your organization's growth and enterprise value. This baseline becomes the foundation of every coaching conversation that follows and the starting point for tracking your progress through The Profitability Stages™.
Your 90 day growth plan
With a clear financial and operational picture in place your DEO coach builds a specific, prioritized 90 day growth plan tied to your most significant constraints and your current Profitability Stage. The plan gives you a clear sequence of improvements with defined outcomes and accountability checkpoints, so every coaching session is focused on execution rather than diagnosis. For members who want additional operational or financial support beyond the core coaching membership, DEO's fractional add-on services, including COO consulting, CFO services, Director of TC, CDO, and CMO, are available to address specific functional gaps within your organization.
Your Growth Accelerator Call
Every Executive Circle engagement starts with a confidential 60 minute Growth Accelerator Call. A DEO coach reviews your current organizational structure, confirms your Growth Ladder stage, and identifies the primary constraints your organization is navigating at the Executive Circle level, whether that is EBITDA optimization, org design, leadership bench development, or PE readiness.
Coaching, services, and execution
From here the coaching relationship drives everything. Weekly or every other week 1:1 sessions with your dedicated Tribe Coach keep execution on track, surface new constraints as they emerge, and ensure that every financial and operational improvement compounds with the next. Your full DEO membership, including live events, The DEO App, virtual masterminds, and the broader peer community, supports the coaching work between sessions and accelerates your progress through The Profitability Stages™.
Your Growth Accelerator Call
Every DEO coaching relationship starts with a free 60 minute Growth Accelerator Call. A DEO coach identifies your Growth Ladder stage, diagnoses your primary constraint across financials, operations, and leadership, and outlines exactly how the Entrepreneur Growth program addresses it. There is no obligation and no sales pressure, just a clear, honest picture of where you are and what the path forward looks like.
Your financial clarity baseline
The first thing every new High Producer coaching member does is establish their financial clarity baseline. Your DEO coach and team work together to get your systems organized, your reporting consistent, and your overhead benchmarked against The DEO's database of 2,000+ coached practices. You cannot fix what you cannot measure, and this step makes everything that follows faster and more impactful.
Your 90 day growth plan
With a clear financial picture in place your DEO coach builds a specific, prioritized 90 day growth plan tied to your Profitability Stage and your primary constraint. Whether that constraint is clinical dependency, overhead, team performance, or associate model development, your plan gives you a clear sequence of actions with defined outcomes and accountability checkpoints.
Your Growth Accelerator Call
Every DEO coaching relationship starts with a free 60 minute Growth Accelerator Call. A DEO coach identifies your Growth Ladder stage, diagnoses your primary constraint, and outlines exactly how DEO coaching addresses it. There is no obligation and no sales pressure, just clarity about where you are and what the path forward looks like.
Coaching, community, and execution
From here the work begins in earnest. Twice monthly 1:1 coaching sessions apply The Profitability Cycle™ to your numbers and your progress. Weekly group calls keep you connected, accountable, and moving forward. The DEO community gives you a peer group that pushes you harder than you would push yourself. And The DEO App gives you the exact playbook for every challenge you face along the way.
Financial clarity across every location
Every Entrepreneur Growth coaching engagement begins by establishing a clear financial baseline across your organization. Your DEO coach analyzes your financials in the first sessions: identifying the revenue, overhead, collections, and profitability gaps that are limiting growth across your locations. This baseline becomes the foundation of every coaching conversation that follows and the starting point for tracking your progress through The Profitability Stages™.
Know your next step on the Growth Ladder
The most important question is always the same: where are you on the Growth Ladder and what does the next stage require? If your practice is approaching or has crossed $1.2M a Growth Accelerator Call is the natural next step. A DEO coach will confirm your stage, identify your primary constraint, and walk you through exactly what full coaching adds to the foundation you have already built.
Plug into the community and start building
Introduce yourself to The DEO community, register for the next live monthly training, and explore the playbook library for frameworks relevant to where your organization is right now. The community is where the real value of the App compounds. Every conversation, every peer connection, and every shared experience adds to the foundation you are building.
Activate your Cost Savings Club
Your first move after joining is activating your Cost Savings Club. It allows you to unlock negotiated vendor pricing worth over $1,500 per month in savings. For most members this single step covers the cost of the App membership three times over before a single training has been attended or a single playbook opened. Already a member and not yet activated? Reach out and we will walk you through it.
Join or log in
New to The DEO? Select your membership, complete your profile, and your access is live immediately: community, playbooks, vendor directory, and Cost Savings Club included from day one. Already a member? Click the Member Login button in the top navigation to access your account on Mighty Networks. Forgot your login? Use the password reset option or reach out to The DEO team directly and we will get you sorted quickly.
Assessment report, debrief, and action plan
Within a defined timeframe after the assessment visit your DEO assessor delivers a comprehensive written report documenting findings, identifying gaps, and presenting a prioritized action plan with specific, sequenced improvement recommendations. The report debrief is a working session. Your assessor walks through the findings with you and your leadership team, answers questions, clarifies priorities, and ensures that the action plan is understood and ready to execute.
The onsite assessment visit
Your DEO assessor arrives on site and spends focused time inside your practice or locations, observing patient flow and scheduling systems, shadowing front desk and clinical team members, sitting in on case presentations, reviewing how SOPs are actually being applied, and assessing team dynamics and communication patterns in real conditions. The assessment is comprehensive and firsthand. Your assessor is not interviewing leadership about what they think is happening. They are watching what is actually happening and building the diagnostic picture from direct observation.
Assessment planning and scheduling
Once the onsite assessment is confirmed your DEO assessor works with your team to plan the visit, determining which locations to assess, which team members and workflows to observe, and what the specific focus areas of the assessment will be based on the operational challenges you have identified. For multi location organizations with significant operational complexity, The DEO may recommend assessing multiple locations across separate visits to get the most complete picture of where consistency gaps exist and where the highest impact improvements are.
Your Growth Accelerator Call
Every DEO onsite assessment starts with a free 60 minute Growth Accelerator Call. A DEO operator reviews your current operational situation, identifies the locations and functional areas where an onsite assessment would be most impactful, and outlines exactly what the assessment process involves and what you can expect to receive at the end of it. The call also establishes whether an onsite assessment is the right starting point for your organization, or whether another DEO service would address your most pressing constraint more directly.
Ongoing accountability and compounding growth
From here the masterminds become one of the most consistent and most valuable parts of your DEO membership. Sessions build on each other as the group deepens. Accountability commitments are tracked, shared experiences accumulate, and the collective intelligence of the group compounds with every meeting. The peer relationships that form inside DEO mastermind groups are among the most frequently cited sources of long term value by The DEO's most successful members, because the people you grow with inside the mastermind become the network you rely on long after any individual coaching engagement ends.
Your first Mastermind session
Your first session is where the value of stage matched peer accountability becomes immediately apparent. Your DEO Executive Coach facilitates the conversation, introduces you to the group, and creates the space for the kind of honest, high trust peer exchange that most dental entrepreneurs have never had access to before. Most members leave their first mastermind session with at least one insight they can implement immediately, and a clear sense of how much faster they will grow with this group behind them.
Mastermind group matching
Once your stage is confirmed, The DEO matches you with a mastermind group whose members are at the same Growth Ladder segment, ensuring that every peer in the room is dealing with the same scale, the same complexity, and the same category of challenges you are. The matching process accounts for group size, current cohort composition, and the specific focus areas most relevant to your organization's stage and primary constraints.
Your Growth Accelerator Call
Every DEO mastermind placement starts with a Growth Accelerator Call. A DEO coach confirms your Growth Ladder stage, assesses your current coaching engagement, and identifies the mastermind group that aligns most closely with your revenue stage, organizational complexity, and the specific challenges you are working through right now.
Embedded executive leadership and ongoing development
From here your fractional executive works inside your organization on an ongoing basis, attending team meetings, building SOPs, coaching direct reports, managing performance metrics, and reporting directly to you or your leadership team. The engagement deepens over time as the systems take hold, the team develops, and the functional domain moves from a source of organizational weakness to a genuine competitive advantage. The goal of every DEO fractional leadership engagement is to build the organizational self sufficiency that makes the fractional leader's ongoing involvement optional because the systems, the team, and the culture are strong enough to sustain themselves.
Your Growth Accelerator Call
Every DEO fractional leadership engagement starts with a free 60 minute Growth Accelerator Call. A DEO coach reviews your current organizational structure, identifies the specific functional domain where executive level leadership is most needed, and outlines exactly how The DEO's fractional leadership program addresses it. Whether you need a fractional CDO, CMO, or TC Director, or are not yet sure which role would have the highest impact, the call gives you a clear picture of what executive level leadership in that domain would change for your organization.
Onboarding and 90 day leadership plan
Your fractional executive begins with a comprehensive onboarding process, meeting the team, reviewing existing systems and performance data, and building a clear 90 day leadership plan for their functional domain. The plan identifies the highest priority gaps, defines the specific systems and accountability structures that need to be built, and establishes the performance metrics that will track progress and demonstrate impact. For members who complete an onsite assessment before the fractional leadership engagement begins, the onboarding process is significantly faster and more targeted.
Measurement, accountability, and ongoing optimization
From here TCA becomes a system rather than a one time training event. Case acceptance rates are tracked by location, by coordinator, and by treatment type, giving your leadership team the visibility to identify performance gaps early and address them before they compound.
Fractional leader matching
Once onboarded, The DEO matches your organization with a fractional executive from DEO's roster of experienced dental operators whose direct experience aligns with your specific functional domain, Growth Ladder stage, and organizational context. The matching process accounts for the size and complexity of your organization, the specific challenges the fractional leader will be addressing, and the cultural fit that makes an embedded executive relationship productive from day one. The DEO's fractional leaders are not generic executives — they are operators who have built and run dental organizations at your scale and know your specific challenges from firsthand experience.
TCA training and implementation
The TCA training program is delivered to your entire treatment coordinator team, giving every participant the language, framework, and confidence to present treatment and navigate the financial conversation without pressure. The training is practical and hands on. It's built around real case presentation scenarios, real patient objections, and the real financial conversation that happens every day in your practice. Most teams begin seeing measurable improvement in case acceptance rates within the first 30 days of implementation.
Case acceptance baseline assessment
Once onboarded your DEO TCA team establishes a clear case acceptance baseline across every location and every treatment coordinator, measuring current acceptance rates by provider, by coordinator, and by treatment type. This baseline gives your DEO coach and TCA team a precise picture of where the biggest conversion gaps are and which locations and team members will benefit most from the TCA training program.
Continuous coaching and compounding results
From day 91 forward the coaching relationship deepens, the frameworks evolve, and the results compound. Twice monthly 1:1 sessions keep The Profitability Cycle™ moving continuously through your organization. Weekly group calls keep you connected and accountable. The DEO community and live events amplify the coaching work between sessions. And as your organization grows through the Profitability Stages™ your coach grows with you — applying the same frameworks to the new constraints each stage brings.
Coach matching and onboarding
Once you join The DEO's coaching program you are matched with a dedicated DEO Executive Coach whose experience and background align with your current Growth Ladder stage and the specific challenges your organization is facing. Your onboarding process establishes a clear financial baseline, identifies your current Profitability Stage, and builds the 90 day growth plan that will drive the first phase of your coaching engagement.
Your Growth Accelerator Call
Every TCA engagement starts with a free 60 minute Growth Accelerator Call. A DEO coach reviews your current case acceptance rates, identifies your primary conversion gaps, and outlines exactly how TCA addresses them across your organization. Whether you have one location or twenty, the call gives you a clear picture of how much revenue your current case acceptance rate is leaving on the table and what it would take to capture it.
Your Growth Accelerator Call
Every DEO coaching relationship begins with a free 60 minute Growth Accelerator Call. A DEO coach identifies your Growth Ladder stage, diagnoses your primary constraint, and outlines exactly how The DEO's executive coaching program addresses it. There is no obligation and no sales pressure, just a clear, honest picture of where you are and what the path forward looks like.
Your first 90 days
The first 90 days of The DEO coaching are focused on establishing financial clarity, identifying the highest leverage improvement available in your organization right now, and building the systems and accountability structures that will make every subsequent coaching session more impactful. Most members experience their first significant measurable improvement, in collections rate, overhead, or case acceptance, within the first 90 days of the coaching relationship.
Implementation, accountability, and ongoing consulting
From here the real work begins. Your DEO operator works alongside your team to implement the systems, structures, and accountability frameworks the plan calls for, not as a consultant who advises from a distance but as an operator who builds alongside you. As the systems take hold across your locations the consulting relationship evolves, shifting from building to optimizing, from implementation to sustainability, and from operational management to true organizational leadership.
Your operational build plan
With a clear operational picture in place your DEO operator builds a specific, prioritized operational plan tied to your most significant constraints and your current Profitability Stage. Whether the highest priority is org chart redesign, SOP development, scheduling optimization, or leadership accountability infrastructure, your plan gives you a clear sequence of operational improvements with defined outcomes, ownership, and accountability checkpoints built in.
First consolidated financial report
Within your first month your DEO fractional CFO delivers the first consolidated financial report across your entire organization: a clear, location by location picture of revenue, overhead, collections, and profitability in The DEO format. For most members this is the first time they have ever seen their organization's full financial picture in a single, comparable, actionable report. The clarity it produces is immediate and significant.
Operational audit and assessment
Once onboarded your DEO operator conducts a comprehensive operational audit of your organization, reviewing your current org chart, existing SOPs, scheduling systems, and leadership accountability structures across every location. For members who want the most complete diagnostic possible, an onsite assessment puts a DEO operator physically inside your locations to observe what is actually happening on the ground and identify the gaps that a remote audit cannot see.
Ongoing financial oversight and strategic planning
From here your fractional CFO relationship deepens with every passing month. Monthly reporting builds a growing financial data set that makes trends visible and decisions more confident. Cash flow forecasting eliminates surprises. EBITDA optimization improves the bottom line continuously. And every financial improvement connects directly to the growth objectives your coaching relationship is working toward — so your numbers and your plan are always moving in the same direction.
Your Growth Accelerator Call
Every DEO COO consulting engagement starts with a free 60 minute Growth Accelerator Call. A DEO operator reviews your current organizational structure, identifies your primary operational constraints, and outlines exactly how The DEO's COO consulting addresses them. Whether you are running two locations or twenty, the call gives you a clear picture of what building a truly operational organization actually looks like for your specific situation.
Activate your membership
Once your DEO coaching membership is confirmed your Cost Savings Club access is activated immediately, giving you instant access to negotiated vendor pricing across every major operational category. The activation process is straightforward and the savings begin from the moment your membership is live.
Your Growth Accelerator Call
Every DEO CFO services engagement starts with a free 60 minute Growth Accelerator Call. A DEO coach reviews your current financial infrastructure, identifies your primary financial gaps, and outlines exactly how The DEO's CFO services and bookkeeping address them. Whether you are starting from messy books or sophisticated but incomplete reporting, the call gives you a clear picture of what getting to financial clarity actually looks like for your organization.
Schedule your Growth Accelerator Call
The Cost Savings Club is available exclusively to full DEO coaching members. The first step is a free 30 minute Growth Accelerator Call, where a DEO coach confirms your Growth Ladder stage, outlines the full coaching membership, and walks you through exactly how the Cost Savings Club works and what it would save your organization every month.
Unlock savings
The next step is applying negotiated pricing across the vendors your organization is already using and identifying new vendors from The DEO directory where better pricing is available. Your DEO coach can help you identify the categories where the biggest savings opportunities exist for your specific organization, so the financial impact is felt across the right areas from the start.
Track the savings
From there, the Cost Savings Club becomes part of the Expense Reduction focus in your Profitability Cycle™ coaching. Your DEO coach monitors the ongoing financial impact of the vendor savings and identifies new opportunities as your organization grows, so the Cost Savings Club keeps delivering value at every stage of the journey, not just at the point of activation.
Financial audit and bookkeeping migration
Once you are onboarded your DEO bookkeeping team conducts an initial audit of your existing books across every location. During this step, they will assess the scope of cleanup required and establish a migration plan to The DEO's standardized QuickBooks Online format. For organizations with significantly behind or disorganized books, The DEO's team manages the full cleanup process and communicates clearly about timeline and what to expect at every step.
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Plug into the community and live trainings
Introduce yourself in The DEO community, connect with other Builder stage entrepreneurs, and register for your first live monthly training. The community is curated and moderated. Every person in it is serious about building their practice, which means every conversation is worth having. Your first live training will give you immediate, actionable clarity on one of the biggest challenges you are facing right now.
Start executing with the playbooks
Dig into The DEO's content library and find the playbooks and frameworks most relevant to where you are right now. Whether you are trying to understand your overhead, hire your first associate, or build your first real financial reporting system, The DEO content library has a proven resource for every challenge you will face at the Builder stage. This is where the guesswork ends and the real building begins.
Join The DEO App
Sign up for The DEO App for $700 per month. There's no long term contract and you can cancel anytime. From the moment you join you will have instant access to the full DEO community, the content library, and the Cost Savings Club. Your foundation starts the day you sign up.
Activate your Cost Savings Club
One of the first things every new Builder member does is activate their Cost Savings Club membership. With over $1,500 per month in negotiated vendor savings available immediately, most members cover the cost of their App membership before their first month is up. Your DEO onboarding guide walks you through every vendor and how to access your savings.
Ongoing strategic advisory
From here the advisory relationship operates at the pace and intensity the organization requires, not on a fixed coaching schedule but in response to the real moments that demand the highest quality counsel. Emmet is available for board meetings, investor conversations, M&A negotiations, and the inflection points that define what the platform becomes. This is the advisory relationship that the most consequential dental platform leaders in the country have been looking for.
Strategic assessment
If the relationship moves forward, Emmet and The DEO advisory team review the organization in full — capital structure, leadership bench strength, platform positioning, M&A pipeline, and the specific questions you're working through. The output is a clear picture of where the organization stands and a prioritized focus for the engagement.
Your board level advisory plan
Based on that assessment, Emmet builds a specific, prioritized advisory plan tied to the organization's most consequential near-term decisions and long-term objectives. Whether the primary focus is PE preparation, M&A strategy, platform positioning, or capital structure optimization, the plan gives the Board Investor a clear roadmap with Emmet's direct counsel at every critical decision point.
Your private introduction
Every Board Investor engagement begins with a private, confidential introduction with Emmet Scott. You'll engage in a real conversation about where your organization is, where you want it to go, and whether DEO's Board Investor advisory is the right fit. There is no standard intake form and no sales process — just two people who have built real organizations, figuring out whether working together makes sense.
Your executive growth plan
With a clear organizational picture in place your DEO coach builds a specific, prioritized executive growth plan tied to your most significant constraints and your current Profitability Stage. The plan gives your leadership team a clear sequence of strategic and operational improvements with defined outcomes and accountability checkpoints — so every coaching session is focused on execution at the executive level. For members who want additional functional leadership support beyond the core coaching membership, The DEO's fractional add-on services — including COO consulting, CFO services, Director of TC, CDO, and CMO — are available to address specific gaps within your organization.
Coaching, services, and executive execution
From here the coaching relationship drives everything. 1:1 sessions with your dedicated Tribe Coach keep executive execution on track, surface new strategic constraints as they emerge, and ensure that every organizational improvement compounds with the next. Your full DEO membership, including exclusive live events for you and your team, The DEO App, virtual mastermind groups with Executive Circle peers, the Cost Savings Club, and forum and chat rooms organized by owner level and position, supports the coaching work between sessions and accelerates your progress toward the Passive Profits stage and beyond.
Enterprise financial baseline
Your DEO coach analyzes your financials, organizational structure, and leadership infrastructure in the first sessions, identifying the gaps in EBITDA performance, team accountability, and strategic direction that are limiting your organization's growth and enterprise value. This baseline becomes the foundation of every coaching conversation that follows and the starting point for tracking your progress through The Profitability Stages™.
Your 90 day growth plan
With a clear financial and operational picture in place your DEO coach builds a specific, prioritized 90 day growth plan tied to your most significant constraints and your current Profitability Stage. The plan gives you a clear sequence of improvements with defined outcomes and accountability checkpoints, so every coaching session is focused on execution rather than diagnosis. For members who want additional operational or financial support beyond the core coaching membership, DEO's fractional add-on services, including COO consulting, CFO services, Director of TC, CDO, and CMO, are available to address specific functional gaps within your organization.
Your Growth Accelerator Call
Every Executive Circle engagement starts with a confidential 60 minute Growth Accelerator Call. A DEO coach reviews your current organizational structure, confirms your Growth Ladder stage, and identifies the primary constraints your organization is navigating at the Executive Circle level, whether that is EBITDA optimization, org design, leadership bench development, or PE readiness.
Coaching, services, and execution
From here the coaching relationship drives everything. Weekly or every other week 1:1 sessions with your dedicated Tribe Coach keep execution on track, surface new constraints as they emerge, and ensure that every financial and operational improvement compounds with the next. Your full DEO membership, including live events, The DEO App, virtual masterminds, and the broader peer community, supports the coaching work between sessions and accelerates your progress through The Profitability Stages™.
Your Growth Accelerator Call
Every DEO coaching relationship starts with a free 60 minute Growth Accelerator Call. A DEO coach identifies your Growth Ladder stage, diagnoses your primary constraint across financials, operations, and leadership, and outlines exactly how the Entrepreneur Growth program addresses it. There is no obligation and no sales pressure, just a clear, honest picture of where you are and what the path forward looks like.
Your financial clarity baseline
The first thing every new High Producer coaching member does is establish their financial clarity baseline. Your DEO coach and team work together to get your systems organized, your reporting consistent, and your overhead benchmarked against The DEO's database of 2,000+ coached practices. You cannot fix what you cannot measure, and this step makes everything that follows faster and more impactful.
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