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Work Background
Forefront DentalManaging Partner
Nov. 2022United States · HybridAs the founder and managing partner of Forefront Dental, I harness a decade of experience that spans all areas of dental practice management, now with a laser focus on empowering dentists in navigating the rapidly expanding field of sleep dentistry. I successfully founded, grew, and exited three general dentistry practices (sold to a well-known DSO) and then did the same with a medical spa. Most recently, I scaled a sleep-dentistry-only practice from a single location to nine in merely 12 months as its COO... ... And in the process grew to truly love sleep dentistry because it's truly as win-win for dentists - they help their patients become healthier by providing a life-saving alternative treatment to the dreaded CPAP machine while reaping the benefits and wealth that come with it. Having run (full stack) $3mm+ worth of sleep dentistry digital marketing campaigns, I've gained an incredible amount of audience targeting and content optimization data that my firm now puts to work for our clients. The results? ROI up to 35x. Although our primary focus at Forefront Dental lies in digital marketing, we are more than that. We understand the administrative complexities that often serve as obstacles to a thriving sleep dentistry practice. Drawing upon our operational expertise, we are committed to helping our clients conquer these challenges, ensuring no stone is left unturned when it comes to growth opportunities. Our mission is simple yet impactful: to allow dental practices to tap into and benefit from the burgeoning sleep dentistry niche. Through our unique insights and innovative marketing strategies, we assist our clients in uncovering novel growth avenues, boosting their practice's success, and ultimately enhancing their bottom line. In a world where sleep dentistry is fast gaining momentum, we stand at the forefront, guiding practices in their journey towards operational success and exceptional patient outcomes.
DSM Associates - Sleep Dentistry GroupVice President Operations
Nov. 2019 - Nov. 2020United StatesLeading strategy development and execution, marketing and operations for a well funded multi-location dental sleep medicine practice group expanding rapidly through the southeast.
[Confidential] Private Equity GroupManaging Director
Dec. 2017 - Jun. 2019Toronto, Ontario, CanadaLed executive team of a Canadian private equity firm as a contract consultant in the acquisition and rollup of 242 dental practices around the U.S, building a highly profitable, $300mm revenue stream from scratch with full P&L responsibility. Developed and executed strategic plan, led capital raises and acted as lead executive on all acquisitions from target identification through valuation and integration. Built internal executive team, developed processes and systems and scaled organization to accommodate rapid growth and support onboarded practices. Organization is currently positioning itself for sale to a larger dental service organization.
Group Dentistry Transition SolutionsManaging Consultant
Jan. 2017 - Dec. 2017Charlotte, North CarolinaFacilitated sale of 15 private dental groups, each consisting of up to 8 practices as a solo, private consultant to larger corporate buyers with individual deals as large as $18mm and total deals completed of ~$95mm. Worked as advisor, shopped deals, performed valuations and negotiations, and oversaw closings for owners as their acquisition representative, often in place of an attorney. Each group was sold at or above owners’ expected asking price and successful contracts for owners to cash out and keep working were achieved on each deal.
Pura Wellness SpaOwner & Managing Partner
Feb. 2014 - Dec. 2016Columbia, SC"Challenging the concept of traditional medical and day spas, Pura offers an integrative, individualized approach for each client that focuses on mental wellness, physical health, aggressive prevention and correction of the signs of aging." -Again struck out as entrepreneur searching for new challenge in a new industry. Performed detailed market research to find gap in geographical segment of local market with need for luxury spa services and consumer demographics to support viability of business. -Developed business' brand, value proposition and marketing strategy and collateral while also creating startup's strategic business plan. Acquired financing from local bank for startup initiatives such as purchase and construction of real estate, spa equipment, supplies and working capital. Had operational oversight of all aspects of startup process from contractor management to initial marketing campaign and business launch. -Generated first year revenue of $500k+ through personal day-to-day general management of business and continuous focus and refinement of external and internal marketing campaigns. Continuously refined process and systems and managed marketing campaign to ensure increased top and bottom line growth. -Grew business from a cold startup to become Columbia, SC's premier medical spa in just over a year, being recognized in numerous local publications as "Best Spa" winner, generating just under $900k/year in revenue for 2015 while growing client base to ~800 customers taking part in treatments from therapeutic massage to facial services, laser therapy, injectable and dermal fillers, and even float therapy. -Increased increased revenue and profit margins through refinement of marketing strategy through heavy use of internet and social media analytics, internal process and improvement and relentless commitment to quality patient care and customer service. -**Sold Pura Wellness Spa to private buyer in 2016 after achieving total yearly revenue of $1.1m+.
Schweiger Family PracticesOwner & Managing Partner
Jun. 2009 - Dec. 2016Columbia, South Carolina Area"Group of general dentistry practices committed to providing families with a warm and welcoming environment for adults and children while delivering personalized, comfortable, meticulous and unhurried dental care." -Struck out as entrepreneur to develop startup's strategic business plan while acquiring financing from local bank for startup initiatives such as purchase and construction of real estate, dental equipment, supplies and working capital. -Solely developed and executed all internal/external business functions including strategic marketing plans, advertising, creation of internal administrative process/systems, HR functions, insurance & billing functions, etc. -Generated ~$1mm revenue in just first 12 months of operations after acquiring over 1300 active patients while continuing to solely manage practice administrative and clinical operations. Increased revenue to ~$1.5mm after just 30 months of operations. -Expanded to second practice in 2011, again solely performing same roles as above while continuing to manage initial practice. New practice acquired over 1500 active patients and generated $1.1mm in first 12 months. Increased revenue to $1.75m by 30 months. -Expanded to third satellite practice to original practice to accommodate excess capacity in 2013 and by 2016 had acquired over 7000 active patients amongst group, generating combined revenues of over $3.75mm. -Continually increased profit margins through refinement of marketing strategy through heavy use of internet and social media analytics, internal process and improvement and relentless commitment to quality patient care and customer service. -**Sold practice group to large dental corporation in 2016 after achieving total practice group revenue of $4mm+.
Lippert and Associates GroupVP of Strategic Management and M&A
May. 2004 - Jun. 2009Washington D.C. Metro AreaFormer boutique strategic management and M&A consulting firm with richly diverse client portfolio across numerous industries of mid-market, privately-held organizations to global Fortune 500 companies. - Principle lead of project team facilitating expansion of non-US fertilizer company by assisting owners acquire division of a major US corporation. Provided valuations of the division and conducted negotiations with the target company's executives on behalf of acquiring CEO. -Lead integration analyst on team facilitating merger of two major US oil companies, merging and subsequent integration of senior executive teams of each company's upstream business units. -Principle lead of project team several senior executive teams and facilitated CEO in string of multiple projects across five divisions including strategic planning and acquisition integration that generated 50% profitable growth for publicly traded industrial and consumer packing company over a five year period across multiple business lines and throughout various industries. -Principle lead of project team in working with CEO and senior executives in expansion of an integrated US Corporation with conglomerate portfolio of industrial kitchen manufacturing divisions by facilitating the development and execution of a strategic plan for integration of business units and implementation of solutions-selling methodologies across the organization to offer customers a full industrial kitchen package. Project completed in 2007 and to date, organization has achieved strong double-digit revenue growth every year since. -Principle lead of project team facilitating division head and senior executives in restructuring of the world's third largest bank's global compliance division heavily-matrixed organizational structure as well as the development of a strategic planning process for division to decrease compliance violations. Followed on as lead coach for division head as strategic plan was executed internally.
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