Gold Acquisition Program

For dentists looking for guidance during the acquisition process

Even though the purchase of a practice offers exciting changes, this period can be exhausting and quite cumbersome to navigate successfully. Dentists and their teams must juggle their everyday activities alongside the process of the acquisition as well. In almost every case, neither the selling dentist or purchasing dentist have experienced this process before. Gene St. Louis Consulting guides you every step of the way ensuring you understand how to optimize success.

Both staff and patient retention are critical elements especially during the first year or two after the purchase. We have provided the roadmap for hundreds of dentists and their teams. You can count on our expertise to make sure your acquisition is a seamless journey. We will not overwhelm the existing team by creating a whirlwind of change. Working in harmony, we teach teams the skills they need to help you take the existing practice from good to great while still achieving your vision for the practice.

WHAT WE DO

Patient Advocacy | We develop patient advocate roles with all team members to support your patient relationships and increase their appreciation for your work.

Communication Skills | We coach your team to enhance their communication skills, and understanding of the patient experience in order to create recognized effectiveness in your practice systems.

SWOT | We evaluate and analyze each area of the business systems used by the practice by engaging the SWOT Rule: Strengths, Weaknesses, Opportunities, and Threats.

Action Plan | We then provide the doctor and the team with an evidence-based, step-by-step Action Plan derived from the comprehensive analysis. We include an Implementation Report to guide the dental team on administering the Action Plan.

SNAPSHOT

What You Can Expect

Throughout the year, Gene St. Louis Consulting will work with your team to achieve greater customer satisfaction while streamlining your business systems. Here is a snapshot of what you can expect:

TIMELINE

Start | Prior to closing on the practice

• Unlimited telephone and email support
• Review of timeline and activities to ensure a seamless acquisition
• Questionnaires provided for team members prior on-site visit regarding current impressions of office environment
• Creation of Transition Letter

Month 1 | Initial on-site visit — 4 days in office

• Meeting with Doctor to review team questionnaires and personality profiles the evening before on-site visit
• 4 day initial on-site analysis and implementation of business systems; on last 2 days, no patients are scheduled
• 30 day action plan
• Practice Analysis Report delivered within 3 weeks of on-site visit — includes implementation process

Months 2 & 3

Video conferencing coaching with doctor/team includes:

• Monthly monitoring progress
• Implementation updates and coaching
• Overhead Analysis
• Fee Analysis

Month 4 | Second on-site visit — 1 day in office

• One on one team meetings during work day, afternoon no patients scheduled
• Meeting with Doctor to review teams progress of practice

Months 5 & 6

Video conferencing coaching with doctor/team includes:

• Monthly monitoring progress
• Implementation updates and coaching
• Overhead Analysis

Month 7 | Third on-site visit — 4 days in office

• 4 day initial on-site analysis and implementation; on last 2 days, no patients are scheduled
• 30 day action plan
• Practice Analysis Report delivered within 3 weeks of onsite visit — includes implementation process

Months 8 & 10

Video conferencing coaching with doctor/team includes:

• Monthly monitoring progress
• Implementation updates and coaching
• Overhead Analysis
• Team bonus

Month 11 | Fourth on-site visit — 1 day in office

• One on one team meetings during work day, afternoon no patients scheduled
• Meeting with Doctor to review teams progress of practice

Month 12

• Video conference with Doctor to recap and finalize next steps.