What is the Breakaway Growth Accelerator and how does it help a dental practice?

By Gretchen Roberts

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The Breakaway Growth Accelerator (BGA) is a financial advisory program for dental practice owners who have stable books and are ready to stop leaving money on the table. It focuses on four areas: profit optimization, tax savings strategy, owner compensation structure, and cash flow clarity. Unlike a standard accounting relationship, the BGA isn’t about compliance. It is about building a practice that generates real, lasting wealth. Most practices that engage the BGA find six-figure opportunities within the first 90 days.

Who is the Breakaway Growth Accelerator for?

The BGA is designed for dental practice owners who are:

  • Generating at least $1M in annual collections
  • Working with a CPA who files taxes but does not proactively plan
  • Profitable on paper but unsure where all the money is going
  • Paying a tax bill every April that surprises them
  • Ready to build real personal wealth from the practice, not just keep the lights on

If your practice is in survival mode, the BGA is not the right starting point. If your practice is functioning and growing but the financial results do not match the effort you are putting in, the BGA is exactly what you need.

What does the Breakaway Growth Accelerator actually do?

The BGA is a structured, quarterly engagement with four core components.

Profit leak identification. We benchmark your practice against dental industry standards across every major cost category: staff, lab, supplies, overhead, and marketing. Most practices have at least two significant leaks they are unaware of. We find them and build a plan to close them.

Proactive tax strategy. Instead of waiting until tax season, we run mid-year projections and identify every legal tax-saving move available to you before December 31. This includes retirement plan optimization, owner compensation structure review, equipment timing, and entity structure analysis.

Owner compensation optimization. Most dental practice owners are either paying themselves too much in salary, creating unnecessary payroll tax exposure, or paying themselves too little and underreporting their own ROI. We build a compensation structure that is defensible, tax-efficient, and tied to what the practice actually produces.

Cash flow planning. We build a forward-looking cash flow model so you know what your bank account will look like 60 to 90 days from now. No more surprises on payroll week. No more wondering if there is enough to make a quarterly tax payment.

What results do Breakaway Growth Accelerator practices typically see?

Results vary by practice, but the patterns are consistent. In a recent engagement with a two-doctor dental practice generating $2.1M in collections, the BGA process identified:

  • $47,000 in annual tax savings through S-Corp salary restructuring and a defined benefit plan that had never been considered
  • $31,000 in recoverable profit from supply and lab costs running 4 points above industry benchmark
  • $18,000 in reduced payroll taxes from correcting an owner compensation structure that had not been reviewed in six years

Combined, those three items represent $96,000 in annual improvement. At the BGA engagement fee, that is a multiple-of-fee return in year one alone.

These numbers are specific to that practice. Yours will be different. But the methodology is the same, and the opportunities exist in almost every practice that has been running without a proactive financial partner.

What does the Breakaway Growth Accelerator cost to not have?

That is the most important question.

If your practice is doing $1.5M in collections and has even one of the common profit leaks mentioned above, you are likely leaving $40,000 to $80,000 per year on the table. Over five years, that is $200,000 to $400,000 in profit that never materialized, in taxes that did not need to be paid, or in cash that evaporated without a clear reason.

The Breakaway Growth Accelerator does not cost money. It finds money that is already there.

Ready to find out what the Breakaway Growth Accelerator would look like for your practice? Book a free strategy session to get started: https://redbikeadvisors.com/book-a-free-strategy-session/

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Gretchen Roberts

Gretchen Roberts is CEO of Red Bike Advisors LLC. As a business owner herself, Gretchen has a deep understanding of the problems, questions, and financial pain points that business owners experience on a daily basis, and how strategic financial and tax planning is the key to "breakaway" business growth and success.