Adding new dental clinics (or selling) presents unique business challenges. Our Practice Assessment solution provides affordable and rigorous operating, demographic and financial analysis. These reports are instrumental in succession planning; merger and acquisition decision making; practice expansion planning and more.

The proprietary algorithms behind the EDMS Platform and Assessment service offer unparalleled transparency and 100% accuracy for a more complete view of practice performance.


We consolidate clinical data from ANY dental patient management software and financial/operational data from ANY reporting program to our cloud based service.

Once that data is in our warehouse, our program generates the following assessment reports:

FINANCIAL ANALYSIS – including breakdown of revenue, collections, reimbursements, payrolls, cash flow projection etc.

OPERATIONAL ANALYSIS – integrated with leases, leaseholds and operating expenses for a complete and accurate picture of clinic value.

TREND ANALYSIS – active patients, new patients, patient demographics, patient spending, patient retention, patient attrition, insurance coverage, historical data

ADDITIONAL FINANCIAL ANALYSIS – such as bad debt, financial fraud, any data issues, trends and changes- we have view into years worth of data.

VALUATION OF PHYSICAL ASSETS – net asset value of dental and technological equipment based on age, financing, service schedules and future use prediction