Dental Practice Pro Forma
Operating Businesses Excel Template (Free Download)
Project visits, production, collections, service mix, compensation, operating costs, and profitability for a single-location dental practice.
professionals from Deloitte
About this pro forma
This pro forma projects four service categories—Hygiene, Restorative, Major, and Ortho—using annual visits, growth, and average ticket. Gross production converts to collected revenue through a firm-wide collection rate, preserving the distinction between billed work and cash received.
Doctor and hygienist compensation scales from collections, lab fees apply to Major and Ortho production, and supplies, rent, admin, D&A, and tax complete the five-year P&L. Practice owners, acquirers, lenders, and advisers can assess mix, productivity, and margin outcomes.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Dental Practice Pro Forma
- Five-year visits by Hygiene, Restorative, Major, and Ortho
- Service-specific average ticket and production
- Collection-rate bridge from gross production to cash revenue
- Doctor and hygienist compensation tied to collections
- Lab fees, supplies, rent, admin, D&A, and tax forecast
- Production per visit, doctor productivity, EBITDA, and margin
- Service-mix and collection-rate decision sensitivities
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What is the difference between production and collections?+
Production is billed service value; collections are receipts after write-offs and adjustments, driven by the collection-rate assumption.
Why are lab fees tied to Major and Ortho?+
Those services typically generate outside lab work, while hygiene and most restorative visits do not.
How is owner compensation treated?+
Doctor compensation is a percent of collections, with residual net income available as owner draw in the projected output.
Who uses this pro forma?+
Dentists, practice buyers, lenders, and advisers use it for acquisition diligence and operating plans.
Have more financial modelling questions? Contact us
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