CASE
STUDIES
Scaling Smiles: How we help analyze acquisitions and optimize forecasts for a Dental Support Organization
Supported CFO in analysis of 10+ M&A transactions
Implemented new, comprehensive budgeting processes for 30+ practices
Provide ongoing monthly reporting and quarterly Board of Directors’ presentation
Context:With 73% of dental practices independently owned, many dentists seek to sell their practices as they approach retirement or aim to reduce the burdens of business ownership. The Client steps in to acquire these transitioning practices, centralizing operations, and introducing efficiencies. By removing the managerial responsibilities from dentists, the Client allows them to focus on their clinical expertise and enhancing patient care.
Problem: As a PE-backed Dental Support Organization, the Client’s success relies on the quality of its acquisitions and the performance of its practices. However, managing complex M&A and budgeting activities for its practices posed a challenge. Lacking the internal capacity to handle these critical functions, the Client needed a reliable partner to streamline these processes and provide accurate insights.
Solution: The Client partnered with DBA to fulfill their finance function needs. Through our partnership, DBA developed a proprietary acquisition analysis template for evaluating potential dental practice opportunities while also actively analyzing ongoing deals. This included conducting detailed P&L analysis, EBITDA and investment calculations, maintaining broker communications, and providing holistic assessments of acquisition opportunities. Additionally, DBA implemented advanced budgeting templates, drafted monthly financial reports, and contributed on quarterly board presentations to ensure thoughtful forecasting and effective financial performance monitoring.
Impact: DBA’s strategic partnership empowered the Client to efficiently analyze over 10 M&A transactions, develop detailed financial forecasts for their 2025 budget, and deliver impactful reports and board presentations. This collaboration enabled the Client to focus on enhancing their practices and patient care while avoiding the significant costs of building in-house financial capabilities, delivering the critical functionality for operational excellence.
Testimonial: "DBA brings professionalism, functional expertise, and a proactive approach to every engagement. Their ability to anticipate our needs and deliver high-quality insights has made them an invaluable partner in our growth journey.“ – CFO
Expanding health outcomes by securing $75M in funding for a leading-edge Primary Care Provider
Supported C-Suite in a successful $75M+ fundraising effort
Modeled business expansion across states & locations
Analyzed partnership with Sovereign Entity in Middle East
Context:Conventional healthcare approaches have remained stagnant, failing to evolve with medical advancements. Notably, 90% of the nation’s $4.5 trillion in annual healthcare expenditures are for people with chronic and mental health conditions, underscoring the need for a more proactive approach. The Client, a multidisciplinary health and wellness-based practice, aims to integrate state-of-the-art medical technology, predictive testing, and a personalized approach to optimize patient care and advance the future of medicine.
Problem: Faced with ambitious expansion plans, the client encountered critical challenges, including evaluating growth opportunities, projecting financial viability, and securing necessary funding. Beyond just data, they required a strategic financial framework, actionable insights, and professionally crafted materials to engage investors and grow their vision.
Solution: Driven by our collaboration, DBA was able to deliver a robust financial model that evaluated the profitability of expansion initiatives, including a detailed analysis of a potential partnership with an overseas entity. Additionally, DBA elevated their financial reporting and investment presentations, equipping them with polished, investor-ready materials essential for securing the funding needed to drive their ambitious expansion.
Impact: Through our financial analysis and investor materials, the client successfully secured over $75M in funding, enabling them to double their current operations, expand into a new state, and engage in discussions for a novel partnership with a sovereign Middle Eastern entity. With more capital and a clear vision, the client is now well-positioned to enhance patient outcomes and drive meaningful advancements in the healthcare space.
Testimonial: “DBA’s team went above and beyond to guide us through a pivotal time. They brought clarity, expertise, and unwavering support, helping us through our fundraising efforts, operational improvements, and turning our vision into a reality. We couldn’t have done it without them.“ – CEO
Empowering business model transformation to shape the future of dental procurement
Supported CEO in negotiating $10M venture debt facility
Assisted company through a major business model transition
Provided key financial updates to CEO for effective performance oversight
Context:Running a successful dental practice is no easy feat. Dentists juggle providing top-notch patient care, managing staff, meeting ongoing education requirements, and running a business—all while navigating the fragmented and often inefficient dental procurement space. The Client, a visionary leader in dental supply innovation, sought to eliminate these challenges by becoming the one-stop-shop for all dental supply needs. Their business combines streamlined procurement with the cost advantages of a large dental wholesaler, redefining the future of dental procurement.
Problem: To better serve its customers, the Client made the strategic decision to transition to a subscription-based business model. Such a significant shift came with a lot of questions from investors and lenders, which required comprehensive analysis, reevaluating the company’s financial strategy to align with its new business model while also potentially needing to secure a venture debt facility to ensure sufficient liquidity to support rapid growth.
Solution: The Client partnered with DBA to bring clarity and structure to their business model transition. DBA developed a high-fidelity operating model and provided strategic guidance on structuring their venture debt facility, ensuring their ability to meet repayment obligations. These tools delivered actionable insights, real-time progress tracking, and impact assessments, empowering the Client to make informed decisions, refine strategies, and confidently engage with stakeholders.
Impact: DBA enabled the Client to successfully navigate a transformative business model transition, providing the financial clarity and strategic support needed to thrive during a pivotal moment. By delivering actionable insights and tailored financial tools, DBA also positioned the Client to secure a $10M venture debt facility, preserving equity and strengthening their path towards sustainable growth.
Testimonial: “DBA was instrumental in helping us navigate an exciting business transition. Their expertise and hands-on support made a complex process manageable, consistently providing practical solutions and high-quality work that kept us on track and gave us confidence in our decisions.” – CEO
Helping Schools Stay Safe: Navigating a $3M Raise for Life-Saving Evacuation Routing Technology
Successful $3M Seed Round raise
Strategic advisor to client through entire funding process
Created financial model and presentation for investors
Context:The safety of schools and children remains a critical societal priority, demanding innovative and effective solutions. The Client, a Texas-based venture, rose to the challenge by developing a groundbreaking active shooter alert system designed to protect students and support first responders during critical situations.
Problem: The Client successfully engineered and pilot-tested their product but lacked the funding needed for large-scale manufacturing and market entry. While their executive team, with expertise in military and sensor technology, had an exceptional mix of skills to develop this critical innovation, they lacked the financial expertise to navigate the complex process of raising the necessary capital to bring their vision to life.
Solution: The Client partnered with DBA to provide necessary financial expertise, facilitating investor discussions and ensuring financial clarity. During the engagement, DBA developed a comprehensive financial model to understand the company’s unit economics and project profitability, aided in creating an investor story, offered deal structuring advice, and engaged with investors on behalf of the Client’s interests.
Impact: Throughout the engagement, DBA provided the Client with the confidence and financial expertise needed to secure funding, enabling them to successfully negotiate a $3 million funding deal with favorable terms from multiple venture partners. As a result, they were enabled to kickstart production of their potentially life-saving product, advancing efforts to ensure the safety of our schools and children.
Testimonial: "Working with DBA was like having a trusted co-pilot through one of the most critical times in our journey. They handled the financial complexities we couldn’t, giving us the confidence to secure the funding we needed. Thanks to them, we can focus on our mission—protecting schools and saving lives.“ – CEO & Founder
Testimonials
“DBA brings professionalism, functional expertise, and a proactive approach to every engagement. Their ability to anticipate our needs and deliver high-quality insights has made them an invaluable partner in our growth journey.“
DBA Impact:
- Supported CFO in analysis of 10+ M&A transactions
- Implemented new, comprehensive budgeting processes for 30+ practices
- Provide ongoing monthly reporting and quarterly Board of Directors’ presentation
“DBA’s team went above and beyond to guide us through a pivotal time. They brought clarity, expertise, and unwavering support, helping us through our fundraising efforts, operational improvements, and turning our vision into a reality. We couldn’t have done it without them.“
DBA Impact:
- Supported C-Suite in a successful $75M+ fundraising effort
- Modeled business expansion across states & locations
- Analyzed partnership with Sovereign Entity in Middle East
“DBA was instrumental in helping us navigate an exciting business transition. Their expertise and hands-on support made a complex process manageable, consistently providing practical solutions and high-quality work that kept us on track and gave us confidence in our decisions.”
DBA Impact:
- Supported CEO in negotiating $10M venture debt facility
- Assisted company through a major business model transition
- Provided key financial updates to CEO for effective performance oversight
"Working with DBA was like having a trusted co-pilot through one of the most critical times in our journey. They handled the financial complexities we couldn’t, giving us the confidence to secure the funding we needed. Thanks to them, we can focus on our mission—protecting schools and saving lives.“
DBA Impact:
- Successful $3M Seed Round raise
- Strategic advisor to client through entire funding process
- Created financial model and presentation for investors
Ready to build something exceptional?
If you’re ready to elevate your financial strategy and operations with the discipline of a professional athlete and the structure of a world-class organization, DBA Group is the partner you’re looking for.
