Client Case Studies

Dr. Halley White

Wilmington, NC

Dental School: University of North Carolina at Chapel Hill

Years in Practice: 4

Status: Married, two daughters, (another on the way)

Practice Aspirations: She plans to open a second location in Jacksonville, N.C. by the end of 2011 and would like to add an associate or partner down the road.

Life Aspirations: To balance her professional career and personal life in order to enjoy a successful practice and quality family time. To afford her children’s education and live comfortably.

Retirement Aspirations: To retire by age 55.

Before Levin Group

• Start-up practice with very few systems in place, leading to stressful days
• Staff issues were slowing growth
• Needed a marketing plan to get referring doctors
• Concerned about economic downturn and significant competition
• Lack of training for staff
• Interested in opening a second location but was not organized enough to proceed

After Levin Group

• Systems in place allowing practice to run more efficiently and with less stress
• In first two years with Levin Group, production increased $837,000 (154%)
• Hourly doctor production increased by $473 from $429 to $902
• Case acceptance increased from 35% to 95%
• Schedule is maximized for production
• Office policies established
• Staff properly trained and empowered to help grow practice
• Added 300 new referral sources in first year (95% increase)
• Well-positioned and prepared to open second location

“The marketing and management phases started at the same time and we found ourselves growing quickly. I am quite proud of our success as a practice, especially a start-up practice.

"I continue to set goals both personally and professionally, re-evaluating where we were, where we are, and where we are going. Levin Group has been instrumental in this process.”

– Dr. Halley White

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