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From Associate to Owner: The Real Playbook

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AAPD 2026 Presentation Overview

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Go beyond basic survival rates to build a high-performing pediatric dental practice. This premium, data-backed masterclass exposes the exact timeline, financial frameworks, and first-year operational mistakes that traditional programs leave out. Master site selection, protect your capital, and optimize your payer mix to transition successfully from an employee to a true business owner.

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1. A de novo pediatric dental practice finishes its third month of operations with an average monthly overhead of $42,000. Based on data from the ADA Health Policy Institute, what is the expected revenue and cash flow status of this practice during this initial phase (Months 1–3)?
A) Revenue is consistently matching overhead at ~$42,000; the practice is breaking even. B) Revenue is typically under $25,000/month; the practice is running negative cash flow and remains underwater. C) Revenue has spiked to $55,000/month due to initial marketing, generating minor equity. D) Revenue is unpredictable but historical data shows collections lag by exactly 120 days.
2. Practice A and Practice B both complete the fiscal year with $600,000 in gross clinical production. Practice A operates with an 80% PPO and 20% Medicaid mix, while Practice B operates with a 50% PPO and 50% Medicaid mix. What is the final variance in effective collections between the two practices?
A) There is no variance; gross production dictates exact bank deposits. B) Practice A collects $64,000 more than Practice B due to superior PPO optimization. C) Practice B collects $126,000 less than Practice A due to lower effective Medicaid reimbursement rates (~61% vs ~82%). D) Practice A collects $210,000 more because Medicaid payments do not register as effective collections.
3. Under the cash flow protection rules established in The Real Playbook, what immediate operational action must be executed if an outstanding insurance claim remains unpaid on day 28?
A) The claim must be written off completely as bad debt to maintain clean data. B) A follow-up call must be placed to the specific payer that same day to identify the bottleneck. C) The claim must be ignored until day 90 to give insurance systems adequate time to clear. D) The patient's parent must be sent to a third-party collections agency immediately.
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