What Fortune Management does

Fortune Management is a privately-held practice management consulting firm founded in 1989 and headquartered in Reno, Nevada. The company provides coaching and consulting services to owners of dental practices (and, through its Veterinary Mastery sub-brand, veterinary practices) across the United States, with delivery anchored by a network of 150+ executive dental consultants who provide face-to-face, in-person coaching at client offices. Its core offerings include Dental Coaching, Dental Practice Analysis, Dental Training Camps (CAMPs), and a Dental Practice Playbook, supplemented by specialty programs: Fortune 50 (CEO mastermind for high-growth dentists), Platinum Circle (elite peer group), DDS to CEO (startup and acquisition support), Hygiene Mastery, Clinical Mastery, and Laser Mastery.

The underlying technology is light: there is no proprietary software platform, no public API, and no machine-learning system disclosed. The company's intellectual property sits in its coaching methodology, structured curriculum, accumulated brand trust, and the event/program infrastructure it operates. Content distribution is layered through podcasts, on-demand webinars, e-books, and blog posts, all of which support rather than replace the human coaching relationship.

Revenue mechanics combine subscription-style executive coaching retainers with professional-services revenue from training camps, specialty programs, and annual planning events. Pricing is not publicly disclosed; engagement is initiated through a 30-minute discovery call and a free practice analysis, signaling a consultative sales model. Customer segments include dental practice owners (primary), veterinary practice owners, associate dentists transitioning to ownership, and high-growth dental entrepreneurs scaling toward acquisition or multi-location operations. The company conducts 400+ local live events annually and claims to have coached 15,000+ dentists over its 35-plus-year history.

Name

Fortune Management

Legal name

Fortune Management

Website

https://fortunemgmt.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

51–100 employees

Short description

Fortune Management is a US-based practice management consulting firm, founded in 1989 and headquartered in Reno, NV, that delivers in-person coaching, training camps, and specialty programs to dental and veterinary practice owners through a 150+ consultant network.

Ownership category

akta.pro rank

Headquarters

HQ city

Reno

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Executive Dental Coaching: Ongoing consulting and coaching services delivered by regional dental consultants who provide face-to-face support at client practices. This is the core revenue stream, offering personalized guidance for practice growth, leadership development, and operational optimization.
2. Training Camps (CAMPs): In-person training programs held across various US cities covering topics like Enrollment, Structure, Marketing, Finance, CEO, and Hygiene. These multi-day intensive programs provide hands-on training and skill development.
3. Specialty Programs: Premium programs including Fortune50 (CE0 mastermind), DDS to CEO (startup/purchase guidance), Platinum Circle (elite growth group), Hygiene Mastery, Clinical Mastery, Laser Mastery, and Veterinary Mastery. These programs offer advanced, niche training and support.
4. Annual Planning Events: Strategic planning workshops held at venues like Patterson Education Center where dentists work through annual planning for their practices with expert facilitation.

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Fortune Management provides face-to-face dental practice coaching and consulting through a nationwide network of 150+ executive dental consultants. Its core deliverable is ongoing executive coaching for dental practice owners covering practice growth, leadership development, team training, financial health, scheduling optimization, and strategic planning, supported by specialty programs (Fortune50, DDS to CEO, Hygiene/Clinical/Laser/Veterinary Mastery, Platinum Circle) and 400+ local training events per year. Free practice analysis and 30-minute discovery calls serve as the entry-point funnel into paid coaching engagements.

Product overview

Fortune Management is a dental practice coaching and consulting company offering a comprehensive suite of services organized around its core coaching programs and specialty tracks. The core offerings include Dental Coaching, Dental Practice Analysis, Dental Training Camps, and the Dental Practice Playbook, which provide face-to-face consulting and structured business frameworks. The specialty programs—Fortune 50, DDS to CEO, Platinum Circle, Veterinary Mastery, Hygiene Mastery, Clinical Mastery, and Laser Mastery—address specific practice needs and growth stages. Supporting these programs is a rich content library of webinars, podcasts, e-books, and blog posts. The company operates a network of 150+ executive dental consultants serving 15,000+ dentists across 400+ local live events annually.

Differentiator

Problem solved

Functional benefit

Products and services

• Dental Coaching Face-to-face coaching and consulting delivered by experienced local dental consultants for dental practice owners. Covers practice growth, team development, leadership, and operational improvement on a recurring basis.
• Dental Practice Analysis Comprehensive diagnostic assessment of a dental practice's financial health, team dynamics, patient flow, and scheduling, with actionable recommendations, comparison benchmarks against top-performing practices, and ROI projections.
• Dental Training Camps (CAMPs) Local live, multi-day training events in cities across the US providing hands-on training in enrollment, structure, marketing, hygiene, finance, and CEO development for dental practice owners and teams.
• Dental Practice Playbook Structured program providing dentists with comprehensive business frameworks and implementation guides for practice success.
• Fortune 50 Exclusive CEO training and mentorship mastermind for high-performance dentists seeking to scale their practices, with member benefits and board-of-director-style support.
• DDS to CEO Comprehensive program guiding dentists through starting up or purchasing their first practice, covering each step from initial planning through door opening.
• Platinum Circle Elite peer group for dentists pursuing meaningful personal and professional growth, creating positive impact through transformation starting with their own practice.
• Veterinary Mastery Coaching program applying Fortune's structure and strategy methodology to veterinary practices, helping elevate culture and practice success.
• Hygiene Mastery Program focused on maximizing hygiene department productivity and profitability through expanded skills training, advanced technology integration (including 3D imaging and laser treatments), and strategic scheduling.
• Clinical Mastery Program providing accountability and guidance for dental teams looking to enhance clinical skills, procedure mix, and confidence to boost revenue and patient retention.
• Laser Mastery Program empowering dental practices to integrate laser technology for enhanced patient experiences and expanded service offerings.

Quantifiable outcome

• 15,000+ dentists coached over 35+ years
• +2 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered minor.

• ECA Coach AcademyminorStrategic or Co-development PartnerECA Coach Academy is listed as a partner organization, suggesting a relationship for coach training and certification development.
• TruBlu Dental ManagementminorStrategic or Co-development PartnerTruBlu Dental Management is referenced as a related company/organization in the Fortune Management ecosystem.
• Plan For HealthminorGTM or Marketing PartnerPlan For Health is a wellness membership plan for dental offices created to fill gaps in dental insurance. Fortune Management advisors can provide information on leveraging insurance relationships or exiting insurance, and the program helps practices become less dependent on insurance.
• Patterson CompaniesminorChannel Partner/ Reseller/ DistributorPatterson Education Center serves as a venue for Fortune Management's Annual Planning events in San Diego, CA.
• DentalPost.netminorGTM or Marketing PartnerDentalPost.net is a leading online dental job board with 600,000+ professionals and 36,000+ offices registered. Referenced in podcasts as a resource for dental teams seeking team members.
• Dentistry.comminorGTM or Marketing PartnerDentistry.com is a directory of dentists helping patients find dentists in their area, featuring community forum and consumer content. Referenced in podcasts as a marketing platform for dentists.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Henry Schein: Largest distributor of dental supplies and operator of practice solutions (Dentrix, Henry Schein One). A broad incumbent serving dental practices with supplies, software, and adjacent services—overlapping with Fortune Management's end customer and increasingly with practice-management support offerings.
• Patterson Companies: Major dental and animal health supply distributor that also provides practice management software, equipment, and education (Patterson Education Center is already a Fortune Management event venue partner). Broad incumbent serving the same dental practice customer base.

Direct peers

• The Madow Brothers: Dental practice coaching and consulting brand run by Drs. David and Rich Madow, offering seminars, online training, and consulting to dental practice owners. Directly comparable to Fortune Management in target audience and coaching-style delivery.
• Levin Group: Founded by Roger Levin, Levin Group is one of the largest and longest-tenured dental practice management consulting firms in the U.S., offering coaching, consulting, and conferences to dental practice owners. It is the closest direct competitor to Fortune Management in service offering, target customer, and delivery model.
• Productive Dentist Academy: Dental practice management consulting and event company serving general dentists and specialists, with a strong conference and coaching offering. Closely comparable to Fortune Management in its mix of live events, coaching engagements, and practice growth focus.
• MGE Management Experts: Long-established dental practice management consulting firm offering coaching, training, and operational programs to dental practice owners. Comparable to Fortune Management in business model (subscription coaching, in-person and remote training, multi-decade operating history).
• Jameson Management: Dental practice management consulting firm that provides coaching, marketing, and operational support to dentists and specialists. Overlaps directly with Fortune Management in customer segment (private dental practice owners) and core services (coaching, practice growth, team development).

Emerging players

• Spear Education: Provider of dental continuing education, clinical training, and practice management content for dentists and specialists. Comparable to Fortune Management in serving dental practice owners with education-led engagement, though with a heavier clinical-CE orientation.
• Dental Intel: Dental practice analytics and business intelligence SaaS platform used by thousands of dental practices to track KPIs, coach teams, and grow revenue. An emerging tech-enabled player that increasingly substitutes for traditional consulting engagements, representing a long-term competitive threat to Fortune's coaching model.

Others

• AADOM (American Association of Dental Office Management): National professional association for dental office managers and practice administrators, offering education, certification, and an annual conference. An adjacent community/ecosystem player serving the same dental practices Fortune Management targets, with overlapping event and content monetization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/fortunemgmtinc
• Facebookfacebook.com/fortunemgmtinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fortune Management