ANALYTICAL TOOLS
Tools & Calculators
Web-based financial models built for the decisions dental operators and practice owners actually face — valuations, earn-outs, PPO profitability, and more. Â
7+
ANALYTICAL TOOLS
 PER MONTH FULL ACCESS - COMING SOON
Unlimited
SCENARIOS PER TOOL
XLS
EXPORT AVAILABLE
Now Available - DentalAssetIQ
Equipment Valuation Platform
AI-powered fair market valuation and CAPEX planning for dental equipment fleets. Built by DSI for DSO operators, practice owners, and M&A advisors.
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FEATURED TOOL
The Earn-Out Calculator Suite
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The Calculator Suite is the analytical companion to The Earn-Out Trap — built for dentists who want to run their own numbers before sitting down at the table.
• EBITDA Normalizer
• Net Proceeds CalculatorÂ
• Earn-Out TrackerÂ
• Rollover Equity & Waterfall ModelÂ
• Non-Compete Impact CalculatorÂ
• Deal ScorecardÂ
• Deal Comparison ToolÂ
ALL TOOLS & CALCULATORS
The Earn-Out Trap Calculators
The Earn-Out Trap Calculator Suite Seven tools. One workbook. Complete financial clarity on your DSO transaction. The Calculator Suite is the analytical companion to The Earn-Out Trap — built for dentists who want to run their own numbers before sitting down at the table.
$49.00 USD
DSO Operating System — Calculator & Tool Suite
Eleven color-coded Excel calculators built as companions to The DSO Operating System. Includes a 20-KPI monthly dashboard with 12-month history tracking, location P&L model, A/R aging analyzer, EBITDA normalizer for acquisitions, fee schedule gap analysis, SOP compliance tracker, 180-day integration milestone tracker, infrastructure self-assessment scorer, staffing ratio calculator, and CapEx planning model. Enter your actuals once — the dashboard updates automatically.
$49.00 USD
Insurance-Free Practice Calculator Suite
Nine decisions stand between your current practice and an insurance-free model. This toolkit runs the numbers on all of them. The Calculator Suite is a fully built Excel workbook with 9 color-coded calculators designed specifically for the PPO-to-membership transition. Enter your practice data once and the suite tells you exactly what your write-offs are costing you in real dollars, whether your practice is ready to exit, how much attrition to expect and from which patients, what to charge for your membership plan, and what your revenue trajectory looks like over three years.
$49.00 USD
Beyond the Bench Calculators
Ten color-coded Excel calculators built to run alongside every financial and operational system in Beyond the Bench. The suite includes the Communication Tax Calculator, Cost-Per-Case Calculator, Pricing Architecture Worksheet , Monthly Remake Tracker and True Cost of Remake Calculator, Production Capacity Planner to identify your constraint and flag when volume approaches your threshold, Lab Valuation Driver Scorecard to estimate your acquisition multiple range; and the Owner Extraction Progress Tracker to measure your journey from operator to owner.
$29.00 USD
The Clinical Ladder Calculator
The Clinical Ladder is a strategy. This suite is the implementation engine. What's inside: the Turnover Cost Calculator (nine-category fully-loaded cost model), the Ladder ROI Calculator (Year 1 investment vs. production lift vs. turnover savings), the Milestone-Based Pay Model builder (four-tier band architecture with annual team labor cost), the Milestone Tracker (full-team progression dashboard with QGR due dates and status flags), the QGR Planner (annual schedule for all four quarterly reviews per assistant), and the Supply Overhead Tracker (monthly clinical supply cost as a percentage of collections, with benchmark flags).
$27.00 USD
DENTAL STUDENT AND ASSOCIATEÂ TRACK
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Associate Compensation Decoder Calculators 2026
The book is the explanation. The Excel workbook is where you run your actual numbers. Enter your offer in Scenario A, a second in Scenario B, a third in Scenario C — the Comparison tab auto-populates the winner. Every formula calculates automatically. No math required on your end. Includes: Offer Analyzer · Three-Scenario Comparison · Payor Mix Impact · Student Loan Reality Check · DSO vs. Private 5-Year Model · Benchmarks
$37.00 USD
DENTAL HYGIENE CAREER TRACK
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PPO Profitability Calculator
Model the true net revenue per procedure across every insurance plan in your practice. Enter your fee schedule, insurance reimbursements, and overhead — and see exactly which plans are costing you money.
- Current fee schedule by procedure code
- PPO reimbursement rates per plan
- Overhead % and fixed cost allocation
- Patient volume by plan
