Performance Assessment and Improvement Plan for DSO

This case study outlines the performance assessment and improvement plan executed by SCALE for a multi-specialty Dental Service Organization (DSO) with approximately 250 clinics across six states. The DSO faced challenges due to hurricane-related site closures, expense management issues, and a high leverage ratio, which limited capital availability. SCALE was engaged for an initial two-week period to evaluate the company's current state and future viability. The assessment included a comprehensive review of financial performance, operational data, and market position. Based on the findings, SCALE provided recommendations for underperforming sites, cash flow improvements, and cost-saving opportunities. The final report, presented to the client's private equity sponsors, received positive feedback for its targeted findings. The assessment led to a successful change in control, and SCALE continued to support the implementation of the recommendations in a project management office role.