The Biz Dev Transformation

You built a $12M business. Largely on your own.

Practice CFO does something genuinely unusual: it treats dental practice owners as whole people — managing business finances, personal wealth, and long-term financial independence as one integrated picture. You grew this through workshops, relationships, and a sales approach that is less persuasion and more revelation:

The sales works brilliantly. The problem is the structure around it. Roughly 30% of your time goes to intake, discovery calls, document collection, and committee prep. There is no system underneath you, no AI alongside you, and no marketing engine filling the funnel while you do the work only you can do.

One transformation. Three dimensions. In this order.

Sales first because the leverage is greatest there. AI second because it solves the scaling problem and teaches the firm how to use it responsibly. Marketing third because it amplifies a working system — and only a working system.

We immerse ourselves in how Practice CFO actually acquires clients. That means going through your recorded sales calls — or observing live ones, your choice — to extract the architecture of what makes your process work: the moments of trust, the technical demonstrations, the language that closes. This becomes the foundation for everything that follows.

Simultaneously, we interview each CFO advisor you identify as a candidate for sales involvement — mapping capability, temperament, and fit for the distributed model we're building together.

Month one tells us exactly where AI belongs first. The specific projects are defined by what we learn — not before. To make the range of possibility concrete, month two work might include things such as:

Practice CFO's content is substantial — two podcast episodes a week, years of material. The gap isn't volume, it's targeting and measurement. Month three puts the strategy and infrastructure in place so that from month four onward, every piece of content has a clear audience, every click resolves to a named prospect, and the marketing engine runs with discipline. As you've said:

The work includes things such as a podcast repurposing system, identity-level prospect tracking in HubSpot, a 401k/Form 5500 targeting strategy, and website positioning refinement. Most systems go live in month four — month three is where they're designed and built.

This is the entry point. Not the destination.

The biz dev transformation is the right first AI project because it is bounded, measurable, and immediately impactful. Every person at Practice CFO who works through it gains hands-on fluency with AI as a working tool — the prerequisite for what comes next: expanding AI into client onboarding, financial planning workflows, portfolio management, and the internal intelligence systems that will define the next generation of the firm.

$15,000/month is our estimate for the scope of this initial three-month engagement — that figure can change if the work calls for a different scope. Ad spend is not included; at the close of month three we'll deliver a specific recommendation so every dollar has a clear job when the engine goes live. Part of what we'll determine together during this period is how we can best work together beyond it.