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Work With Us

A clear process for getting the consulting support you need. From initial consultation through successful implementation.

Our Consulting Process

Working with JoAnne Tanner on practice strategy

Step 1: Initial Consultation (Free)

We start with a free consultation call where we learn about your situation, goals, and timeline. This is your chance to see if we're the right fit and understand how we work.

During this call, we'll discuss:

  • Your current situation and what prompted you to reach out
  • Your specific goals for consulting
  • Your timeline and any constraints
  • How we might help and what that process looks like

Step 2: Assessment and Proposal

If you'd like to proceed, we'll conduct an assessment of your situation. For practice acquisitions, this might involve reviewing financials and visiting the practice. For growth consulting, it might involve reviewing your current operations and financials.

Based on the assessment, we'll provide a proposal outlining:

  • Our findings from the assessment
  • Recommended scope of work
  • Specific outcomes we expect to achieve
  • Timeline and fees

Step 3: Engagement and Implementation

Once you approve the proposal, we begin the work. For acquisition consulting, this might involve due diligence, deal structure analysis, and integration planning. For growth consulting, it might involve process improvement, team development, and performance optimization.

We provide:

  • Regular meetings and communication
  • Clear guidance and recommendations
  • Implementation support and coaching
  • Progress tracking and performance measurement

Step 4: Ongoing Support (Optional)

Many clients continue working with us beyond the initial engagement. We provide ongoing coaching on practice management, strategy updates, and team development. This ongoing relationship keeps you accountable and continues driving improvement.

Consulting Service Options

Dental Practice Acquisition Consulting

Full guidance from target identification through closing. Typical duration: 3-6 months. Typical cost: project-based fee depending on scope.

Dental Practice Due Diligence

Deep-dive evaluation of a specific practice you're considering. Typical duration: 4-8 weeks. Typical cost: project-based fee or hourly engagement.

Practice Growth Consulting

Optimization and scaling of your practice. Typical duration: 12-18 months, ongoing after. Typical cost: monthly retainer or hourly consulting.

Practice Management Consulting

Ongoing operational and financial guidance. Typical duration: ongoing. Typical cost: monthly retainer.

Insurance Strategy & PPO Analysis

Strategic analysis of your insurance participation. Typical duration: 4-8 weeks. Typical cost: project-based fee.

Why Work With Tanner Management

  • Real Experience: 30+ years of direct consulting, not theory
  • Operational Focus: We evaluate clinical and operational reality, not just financials
  • Honest Assessment: We tell you what we actually find, not what you want to hear
  • Long-Term Success: We're invested in your long-term success, not just transaction completion
  • Direct Access: You work with experienced consultants, not junior staff
  • Responsive: Quick turnaround, regular communication, dedicated support
  • Implementation Support: We help you actually achieve the improvements we recommend

How We Structure Fees

Project-Based Fees

For specific projects (acquisition due diligence, insurance analysis), we often use project-based fees. You know the cost upfront and what's included.

Hourly Consulting

For ongoing consulting or projects with variable scope, we offer hourly rates. You pay only for time spent.

Monthly Retainers

For ongoing relationships (practice management, growth consulting), we offer monthly retainers. You get dedicated access and regular support.

What to Expect Working With Us

  • Clear communication about what we find and what it means
  • Practical recommendations grounded in experience
  • Regular meetings and progress updates
  • Implementation support and coaching
  • Focus on your success, not on billable hours
  • Honest feedback about what will and won't work
  • Long-term relationship that continues beyond initial engagement

Ready to Get Started?

Schedule a free initial consultation. Tell us about your situation and goals. Let's explore whether we're the right fit to help you.