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BHAG
QUESTIONAIRE

eLEVATE YOUR Practice | ELEVATE YOUR Life

Welcome to your 10-year vision planning questionnaire. This tool is designed to help you clarify your long-term goals for your dental career, business, and personal life.

Your responses will guide you in designing a practice that supports not just your professional ambitions but also your ideal lifestyle.

First name*

Last name*

Vision for Your Practice and Career

What do you want your dental practice to look like in 10 years?*

A high-tech, multi-specialty hub with a strong brand presence in the community.

A boutique practice known for exclusive, high-quality care with a loyal patient base.

A regional chain with multiple locations focused on accessible and affordable care.

A community-centered practice deeply involved in local outreach and events.

Other

How many days per week do you want to practice?*

2 days

3 days

4 days

5 days

Other

What types of dentistry do you want to focus on?*

General and family dentistry

Cosmetic and esthetic dentistry

Implantology and full-mouth restorations

Orthodontics and pediatric dentistry

Sedation and anxiety management

Holistic or biological dentistry

Other

Are there any procedures you want to phase out?*

Basic cleanings, focusing on higher-value services.

Surgical procedures that can be referred out.

Pediatric dentistry, shifting focus to adult care.

Cosmetic procedures, prioritizing restorative work.

None; I want to continue offering a comprehensive range.

Other

Do you want to own multiple practices or sell your current one?*

Maintain a single practice but maximize its impact.

Expand to multiple locations.

Sell to a DSO or private buyer.

Transition ownership to an associate or partner.

Other

Would you prefer to work with partners or remain a sole owner?*

Sole ownership with no additional partners.

Partnership with one or more other dentists.

Associates who may become future partners.

Open to equity partners as part of an exit strategy.

Other

How do you see your leadership role evolving over the next decade?*

Expanding into mentorship and training younger dentists.

Becoming a thought leader in dentistry through speaking and writing.

Transitioning into an administrative or advisory role.

Continuing hands-on patient care with minimal leadership responsibilities.

Other

Financial and Operational Goals

What annual revenue benchmarks are you aiming for?*

$500,000–$1 million

$1 million–$2 million

$2 million–$5 million

$5 million or more

Other

What profit margin would reflect your financial objectives?*

10–15%

16–20%

21–25%

26% or more

Other

What level of technology integration do you want in your practice?*

Fully digital with AI-driven diagnostics, 3D printing, and virtual consultations.

Moderate, focusing on practical tools to enhance workflow and patient care.

Minimal, prioritizing personalized care without heavy tech integration.

Specialty-focused tech (laser, CBCT, sedation equipment, etc.).

Other

What investments in equipment or software are you considering?*

Fully integrated digital records and cloud-based management systems.

Advanced imaging and diagnostics such as CBCT and 3D printing.

Telemedicine and virtual consultation capabilities.

AI-driven patient management and workflow optimization.

Other

Personal Life and Work-Life Balance

How do you want to spend your free time?*

Traveling frequently.

Pursuing hobbies or passions outside of dentistry.

Spending more time with family and loved ones.

Engaging in community service or philanthropy.

Other

What work-life balance are you aiming for?*

Prioritizing career growth with minimal work-life balance.

Balanced schedule with flexibility for personal and family life.

Reducing work hours to prioritize lifestyle over maximum revenue.

Highly flexible schedule with extended time off each year.

Other

How do you envision giving back through dentistry?*

Volunteering for dental missions or nonprofit work.

Offering free or reduced-cost services in my community.

Donating a percentage of profits to charitable causes.

Mentoring young dentists and supporting career growth.

Creating a foundation or scholarship for dental education.

Other

Your Big Hairy Audacious Goal (BHAG)

What is your ultimate 10-year vision?*

Build a lasting legacy in patient care and community impact.

Become a regional leader in dental innovation and technology.

Transition into dental education, consulting, or advocacy.

Achieve financial independence and pursue other interests.

Other

What are three key milestones you need to reach within the next five years?*

Hire and train a strong support team.

Expand or optimize patient flow to sustain long-term growth.

Complete certifications or advanced training.

Achieve a consistent profit margin of [select target] %.

Integrate new technology or procedures.

Establish a sustainable philanthropic or mentorship initiative.

Other

Final Thoughts

Your answers will serve as the foundation for a customized roadmap to achieving your long-term vision. Take your time, dream big, and be honest about what you truly want for your practice and your life. Let’s build the blueprint that leads you to success!

ELEVATION ASSOCIATION

Nationally Approved PACE Program

Provider for FAGD/MAGD Credit.

Approval does not imply acceptance by

any regulatory authority of AGD endorsement.

09/01/2023 - 08/31/2027

Provider ID# 403329

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