What Dentists Say
Testimonials from practitioners we have worked with on acquisitions, due diligence, and practice management.
What Our Clients Have to Say
Every engagement is different, but the feedback is consistent: thorough, honest, and worth every dollar.
"JoAnne didn't just look at the surface numbers. She uncovered what the broker packet left out. Her insights into treatment tracking, insurance adjustments, and production gaps gave me the clarity I needed to make a confident, well-informed decision."
"We were about to close on a practice that looked great on paper. JoAnne's due diligence found equipment issues and staff retention risks that would have cost us over $200K in the first year. We renegotiated the deal and saved our investment."
"After six months of working with Tanner Management, our collections were up 22% and overhead dropped by nearly 4 points. Cecie helped us build systems that actually stuck. The team is more accountable and I am not micromanaging every detail anymore."
"I was a first-time buyer and had no idea what to look for beyond the financials. JoAnne walked me through every step, from evaluating the patient base to understanding the insurance mix. I felt prepared and confident at closing."
"The PPO analysis alone paid for the entire engagement. We were leaving tens of thousands on the table with our fee schedules. JoAnne showed us exactly which contracts to renegotiate and what the financial impact would be."
"What I appreciated most was the honesty. JoAnne told us to walk away from two deals before we found the right one. That kind of integrity is rare in consulting. She was not trying to close a transaction. She was trying to find the right fit."
What Clients Consistently Value
Our clients come for due diligence or acquisition consulting. Many stay for years because the value compounds over time. Here is what they tell us matters most:
- Honest, evidence-based guidance with no sugarcoating
- Operational perspective that goes beyond financials
- Direct access to experienced consultants, not junior staff
- Implementation support, not just strategy documents
- Long-term partnership that adapts as the practice grows
- Responsive communication and clear reasoning
Results Our Clients Report
While every engagement is different, these are the outcomes our clients mention most frequently.
Confident Acquisition Decisions
Thorough due diligence that eliminates guesswork and gives you the full picture before you commit.
Costly Mistakes Avoided
Red flags identified early that saved clients from overpaying or acquiring operationally broken practices.
Production Increases of 15-25%
Operational optimization, better systems, and focused coaching that drive measurable production growth.
Stronger Systems
Strategic insurance decisions, better scheduling, and operational improvements that create consistency and reduce daily friction.
Ready to Experience the Difference?
Whether you are evaluating an acquisition, planning to optimize your existing practice, or navigating a major transition, the next step is a conversation. We offer free initial consultations to discuss your goals.
Schedule a Consultation Get in Touch