SGA Dental Partners · Advanced Care Program

Advanced Care Investment Case

A 6-month case: incremental monthly cost and 6-month return for six full-arch practices, in two funding groups.

Prepared September 30, 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 and reading the result at 6 months. 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 6-month commitment is about $544k ($74k a month of incremental spend), and every practice pays back inside the 6-month window, returning about $1.99M of incremental revenue and 109 arches.

Practices funded across two groups

$544k

All-in 6-month investment

$74k/mo

Incremental cost, first 6 months

$1.99M

6-month incremental revenue

< 6 mo

Payback at every practice · 3.7x 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	6-month investment	6-month revenue lift	Arches 6 mo	Net 6 mo	Return
Peak Family DentalDr. Shanahan3 sites, AZ · program paused since June	$3,000	$12,800	$95k	$327k	24	$56k	3.4x
New HorizonsDr. Guy GrossDedicated implant center	$7,500	$7,200	$88k	$419k	18	$105k	4.8x
Dakota DentalDr. Bennett IsabellaAi 4.0 pipeline · multi-doctor surgical capacity	$3,000	$14,050	$102k	$448k	28	$104k	4.4x
Minnesota DentalDr. Bennett IsabellaAi 4.0 pipeline · fix speed-to-human	$3,000	$14,050	$102k	$322k	19	$46k	3.1x
Group 1 subtotal	$16,500	$48,100	$388k	$1,516k	89	$310k	3.9x

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	6-month investment	6-month revenue lift	Arches 6 mo	Net 6 mo	Return
PCCDDr. Joe FieldCosmetic center · $0 full-arch line today	$0	$13,000	$78k	$226k	10	$26k	2.9x
Pony Express DentalDr. Dallin DeLoachCBCT / IV / same-day · referral arches sit outside program	$0	$13,000	$78k	$245k	10	$35k	3.1x
Group 2 subtotal	$0	$26,000	$156k	$471k	20	$60k	3.0x

All six practices

$74,100 / mo

$544k

$1,987k

109

$370k

3.7x

6-month view. Incremental cost per month = 6-month all-in investment less today's media spend, averaged over the ramp. 6-month investment = media plan (months 1 to 6) + Briteline setter + coaching + program management. 6-month revenue lift = the arches closed in the first six months at the plan's ramping case value, net of today's run rate. Net 6 mo = revenue lift at the 46% blended Advanced Care gross margin, less 6-month investment (positive = paid back inside the window). Return = 6-month revenue lift divided by 6-month investment. Source: Advanced Care Investment Case v2 (GHL pipelines and 5P intake, pulled September 2026).

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Advanced Care Investment Case · The 6-month 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 → $14k / mo

Group 1 · $5k → $9k Group 2 (mo 1 to 6)

Briteline setter

Speed-to-human, books the consult

$4,000 / mo

Coaching

Treatment-coordinator case acceptance

$500 / mo

Program management

Media ops, reporting, standards

$1,500 / mo

All-in per practice

Ramps with the media line

$15k → $20k / mo

Group 1 · $11k → $15k 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, first 6 months

Dakota$448k

New Horizons$419k

Peak$327k

Minnesota$322k

Pony Express$245k

PCCD$226k

Why it pays back by month 6

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 fast.
Each arch is worth about $25,000 at a 46% blended margin, so a handful of added cases covers the six-month spend.

Two reads, then a decision at month 6

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 · the decision point

Prove the economics and the payback. Booking held a quarter, show 70%, close 25%, case value moving to $25k, and the 6-month spend recovered. Decision: move each practice onto the full run-rate (media to the $9k+ floor) and open the next cohort, or hold the practices that missed their gate.

The ask

$544k over 6 months (about $74,100 a month of incremental spend, net of the roughly $16,500 a month these practices already spend). Fund Group 1 first ($48,100 a month) because the demand is already bought, then Group 2 ($26,000 a month) on the same gated ramp. By month 6 we expect $1.99M of incremental revenue, 109 full-arch cases, about $370k of net gain, and every practice paid back. Practices that clear Gate 2 then step onto the full run-rate, which carries the six to roughly $5.9M of incremental revenue a year.

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. The 12-month run-rate, per-practice P&L, and the month-by-month plan are in the Advanced Care Investment Case v2 deck.

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