SGA Dental Partners · Advanced Care Program

Advanced Care Investment Case

Incremental monthly cost and Year-1 return for six full-arch practices, in two funding groups.

Prepared September 29, 2026 · Figures from the Advanced Care Investment Case v2 model · October 2026 pilot start

We are funding a proven full-arch engine at six practices. Group 1 (Peak, New Horizons, Dakota, Minnesota) already run direct-to-consumer implant marketing and are ready to scale. Group 2 (PCCD, Pony Express) have run arch marketing before and restart from a clean base. The total incremental cost is about $85,750 a month against $5.89M of incremental Year-1 revenue and roughly 4.8x back on every invested dollar.

Practices funded across two groups

$85.8k

Incremental cost per month (net of today's spend)

$1.23M

All-in Year-1 investment

$5.89M

Incremental Year-1 revenue

4.8x

Blended revenue return on invested dollars

Group 1

Ready to scale

Already running DTC implant media · fund the line to the floor + setter + coordinator

Practice	Media today / mo	Incremental cost / mo	All-in Yr-1 invest	Yr-1 revenue lift	Arches Yr 1	Net Yr 1	Return
Peak Family DentalDr. Shanahan · program paused since June	$3,000	$14,200	$206k	$982k	72	$246k	4.8x
New HorizonsDr. Guy Gross · dedicated implant center	$7,500	$8,600	$193k	$1,257k	54	$385k	6.5x
Dakota DentalAi 4.0 pipeline · multi-doctor surgical capacity	$3,000	$16,500	$234k	$1,120k	70	$281k	4.8x
Minnesota DentalAi 4.0 pipeline · fix speed-to-human	$3,000	$16,500	$234k	$931k	55	$194k	4.0x
Group 1 subtotal	$16,500	$55,750	$867k	$4,290k	251	$1,106k	4.9x

Group 2

Built from the ground up

Ran DTC arch marketing before · restart at $5,000 / mo, step up only as the funnel clears its gates

Practice	Media today / mo	Incremental cost / mo	All-in Yr-1 invest	Yr-1 revenue lift	Arches Yr 1	Net Yr 1	Return
PCCDCosmetic center · $0 full-arch line today	$0	$15,000	$180k	$767k	34	$173k	4.3x
Pony Express DentalCBCT / IV / same-day · referral arches sit outside program	$0	$15,000	$180k	$832k	34	$203k	4.6x
Group 2 subtotal	$0	$30,000	$360k	$1,600k	68	$376k	4.4x

All six practices

$85,750 / mo

$1,227k

$5,890k

319

$1,482k

4.8x

Incremental cost per month = all-in Year-1 investment less today's annual media spend, divided by 12. All-in Year-1 investment = media plan + Briteline setter + coaching + program management. Net Year 1 = incremental revenue at the 46% blended Advanced Care gross margin, less all-in Year-1 investment. Return = incremental Year-1 revenue divided by all-in Year-1 investment. Peak and New Horizons carry higher realized margins in the detailed model, so their true net exceeds the 46% figure shown here. Source: Advanced Care Investment Case v2 (GHL pipelines and 5P intake, pulled September 2026).

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Advanced Care Investment Case · The monthly cost model

What the money buys, and how it is released

The monthly cost is two lines

Marketing media

Google + Meta DTC implant demand

$9k → $18k / mo

Group 1 · $5k → $12k Group 2

Briteline setter

Speed-to-human, books the consult

$4,000 / mo

$48k a year

Coaching

Treatment-coordinator case acceptance

$500 / mo

$6k a year

Program management

Media ops, reporting, standards

$1,500 / mo

$18k a year

All-in per practice

Ramps with the media line

$15k → $24k / mo

Group 1 · $11k → $18k Group 2

Media starts low and steps up only as each practice clears its gate. The fixed $6,000 a month of team and management is the same across every practice. Group 2 holds media at $5,000 until booking clears 15%.

Incremental revenue, Year 1

New Horizons$1.26M

Dakota$1.12M

Peak$0.98M

Minnesota$0.93M

Pony Express$0.83M

PCCD$0.77M

Why the return holds

Demand is already paid for. Group 1 practices are buying leads today the funnel cannot fully convert.
The gap is conversion, not clinical. A setter plus a funded line turns booked consults into arches.
Each arch is worth about $25,000 at a 46% blended margin, so a handful of added cases covers the spend.

Money is released one gate at a time

Gate 1 · Day 90

Prove the funnel. Briteline live, booking to 15%, show 60%+, ROAS tracking to 5x. Decision: release the next media step, hold, or stop.

Gate 2 · Month 6

Prove the economics. Booking held a quarter, show 70%, close 25%, case value to $25k, P&L re-tied. Decision: fund the next tranche or hold.

Gate 3 · Month 12

Prove the return. Case value at $25k, every practice paid back inside Year 1, positive Year 2 net. Decision: scale to the next cohort.

The ask

$85,750 a month of incremental spend (net of the roughly $16,500 a month these practices already spend), totaling $1.23M all-in for Year 1. Fund Group 1 first ($55,750 a month) because the demand is already bought, then Group 2 ($30,000 a month) on the same gated ramp. Expected Year-1 return: $5.89M of incremental revenue, 319 full-arch cases, and about $1.48M of net gain, with every practice paying back inside twelve months.

Ramps are funnel-derived: leads = today's leads plus each added media dollar at about $45 a lead; booking to 15%, show to 70%, close 25%, arch value ramping to $25,000. Group 2 lines carry a slower first 90 days (account build) and hold media until booking clears 15%. Pony Express referral arches (1 to 2 a month) sit outside the program and are not counted. Full detail, per-practice P&L, and the Year-1-by-month plan are in the Advanced Care Investment Case v2 deck.

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