Fortune Practice Management

What Fortune Practice Management does

Fortune Practice Management is a privately held US-based dental practice management consulting and coaching firm founded in 1989 and headquartered in Reno, Nevada. The company delivers executive coaching, training camps, and specialty programs to dental practice owners through a network of 150+ executive dental consultants operating face-to-face in local markets across the United States. Fortune reports having coached over 15,000 dentists cumulatively over its 35+ year history and runs 400+ local live events annually, including CAMP training programs in categories such as Enrollment, Structure, Marketing, Finance, Hygiene, and CEO/Fortune 50. The firm is founder-led, with CEO Bernie Stoltz at the helm since 1989 alongside President Jennifer Tyson, COO Kim McGuire, and CLO Brad Hunsaker.

The core product suite is organized around four offerings: Dental Coaching (ongoing face-to-face executive consulting), Dental Practice Analysis (diagnostic assessment with personalized growth plans), Dental Training Camps (CAMP programs across multiple disciplines), and the Dental Practice Playbook (implementation frameworks). Specialty programs layered on top include Fortune 50 (CEO mastermind), DDS to CEO (first-time practice ownership), Platinum Circle (elite peer group), Hygiene Mastery, Clinical Mastery, Laser Mastery, and Veterinary Mastery — the latter extending the coaching methodology beyond dentistry into veterinary practice management. The underlying technology is the "Fortune System" coaching methodology refined over decades; there is no proprietary software platform, no AI/ML capability, and no public pricing.

The business model combines recurring coaching subscriptions, fee-based training camp admissions, and paid practice analysis assessments. Customer acquisition runs through a content-rich website (blog, podcasts, webinars, e-books, a free 5-question practice analysis quiz) feeding a 30-minute discovery call as the primary conversion mechanism, augmented by local events and word-of-mouth from the 15,000+ dentist alumni community. The firm operates exclusively in the United States, has no disclosed funding, M&A activity, patents, or external investors, and maintains affiliated brands (ECA Coach Academy, TruBlu Dental Management) plus referral partnerships with Plan For Health and Virtual Training Innovation.

Name

Fortune Practice Management

Legal name

Fortune Management

Website

https://fortunemgmt.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Fortune Practice Management is a private US-based dental practice management consulting firm founded in 1989 that delivers executive coaching, training camps, and specialty programs to dental practice owners through a network of 150+ local consultants and 400+ annual live events nationwide.

Ownership category

akta.pro rank

Headquarters

HQ city

San Diego

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, Others

Revenue model

1. Executive Dental Coaching: Ongoing executive coaching and consulting services delivered face-to-face by local dental consultants. Coaches work directly with dental practice owners on practice management, leadership, scheduling, team culture, case acceptance, and financial performance. Services include local consulting, national specialty programs (Fortune50, Hygiene Mastery, Clinical Mastery, Laser Mastery, DDS to CEO, Platinum Circle, Veterinary Mastery), and training camps (CAMP events).
2. Training Camps & Events: Fee-based admission to structured training camp programs (CAMP: Enrollment, Structure, Marketing, Finance, Hygiene, CEO/Fortune 50) and Annual Planning sessions held across multiple US states throughout the year.
3. Practice Analysis & Assessment: Free initial practice analysis (5-question quiz) serves as a top-of-funnel lead generation tool. Comprehensive paid practice analysis assessments are offered as part of the consulting engagement.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Fortune Practice Management provides face-to-face executive coaching, consulting, and training programs for dental and veterinary practice owners. Its core offering is ongoing local executive dental coaching delivered by a network of 150+ consultants, supported by a comprehensive practice analysis assessment, structured CAMP training camps, a dental practice playbook, and national specialty programs such as Fortune 50, DDS to CEO, Hygiene Mastery, Clinical Mastery, Laser Mastery, Platinum Circle, and Veterinary Mastery. The company also runs 400+ local live events per year and supplements its services with webinars, e-books, a blog, and the Dental Business Radio podcast.

Product overview

Fortune Practice Management is a dental practice coaching and consulting company offering a comprehensive suite of services organized around in-person coaching and specialty programs. The core offerings include Dental Coaching, Dental Practice Analysis, Dental Training Camps (CAMP programs), and a Dental Practice Playbook, which provide foundational practice management guidance. Specialty programs include Fortune 50 (CEO training), DDS to CEO (startup guidance), Platinum Circle (elite networking), Hygiene Mastery, Clinical Mastery, Laser Mastery, and Veterinary Mastery. The company also provides educational resources including Webinars, E-Books, Blog articles, and Podcasts. With over 35 years of experience, Fortune operates a network of 150+ executive dental consultants serving 15,000+ dentists through 400+ local live events annually.

Differentiator

Problem solved

Functional benefit

Brands

• Clinical Mastery: Program focused on enhancing clinical skills and procedure mix for dental teams with personal dental consultant accountability.
• DDS to CEO
• Fortune 50
• Hygiene Mastery
• Veterinary Mastery
• Laser Mastery
• Platinum Circle
• ECA Coach Academy

Products and services

• Dental Coaching Ongoing face-to-face executive coaching delivered by local dental consultants covering practice management, leadership development, team culture, case acceptance, scheduling, and financial performance for dental practice owners.
• Dental Practice Analysis Comprehensive assessment evaluating financial health, team dynamics, patient flow, scheduling optimization, and benchmarks against top-performing practices, delivering a personalized growth plan with actionable steps and ROI projections.
• Dental Training Camps (CAMP) In-person intensive training programs held at local venues across the US covering Enrollment, Structure, Marketing, Finance, CEO, and Hygiene disciplines, with 400+ events held per year.
• Dental Practice Playbook Strategic playbook providing step-by-step guidance and implementation frameworks for dental practice owners on running and growing their practice.
• Fortune 50 CEO training and strategic mastermind program for high-performance dentists scaling their practice for acquisition or large growth, with exclusive member benefits and advanced leadership development.
• DDS to CEO Comprehensive program guiding dentists through the process of starting up or purchasing their first practice, covering business planning, financing, and operational setup.
• Platinum Circle Elite membership group focused on meaningful growth and personal transformation, providing peer networking and advanced coaching for high-tier practice owners.
• Hygiene Mastery Specialized coaching program focused on optimizing hygiene department performance, expanding service offerings such as cancer screenings, 3D imaging, and laser treatments, and improving practice profitability.
• Clinical Mastery Program designed to enhance clinical skills and procedure mix, building clinical confidence that boosts revenue and patient retention.
• Laser Mastery Training program enabling practices to integrate laser technology for enhanced patient experiences and expanded clinical capabilities.
• Veterinary Mastery Practice management coaching program for veterinary practices, covering structure, strategy, culture development, and growth planning.
• Annual Planning Events Strategic planning events helping dentists set and execute annual goals with Fortune coaches, held across various U.S. locations.

Quantifiable outcome

• 15,000+ dentists coached over 35+ years
• +3 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor and core.

• ECA Coach AcademyminorOthersReferenced as one of Fortune's affiliated brands alongside TruBlu Dental Management. ECA (Enriched Coaching Academy) is a coach training institution. Listed in the footer 'We're more than just Fortune' section as a related brand.
• TruBlu Dental ManagementminorOthersReferenced as one of Fortune's affiliated brands. TruBlu Dental Management appears to be a related entity or sister brand focused on dental management. Listed alongside ECA Coach Academy in the footer 'We're more than just Fortune' section.
• Plan For Health (PFH)coreStrategic or Co-development PartnerPlan For Health is a wellness membership plan for dental offices created by Dr. Yolanda Mangrum, a Fortune client who became a Fortune coach. PFH was designed to fill gaps in dental insurance as a patient/practice win-win. Fortune advisors refer clients to PFH as part of their growth strategy recommendations. Fortune mentions PFH as a resource for membership programs and insurance relationship management.
• Virtual Training Innovation (VTI)minorStrategic or Co-development PartnerCo-founded by Dr. Yolanda Mangrum (Fortune coach/client) to solve the challenge of repeatable team training. VTI provides training content and systems for dental teams. Fortune references VTI as a resource for clients seeking systematic team training and protocol development.
• Petaluma Dental GroupminorStrategic or Co-development PartnerMulti-specialty dental practice founded and operated by Dr. Yolanda Mangrum, a Fortune coach. Petaluma Dental Group has grown from a single practice to a multi-specialty group with 5 general dentists, an orthodontist, oral surgeon, endodontist, periodontist, and anesthesiologist. It serves as a flagship client case study and reference practice for Fortune's coaching outcomes.
• Plan For HealthcoreGTM or Marketing PartnerPlan For Health (PFH) is a wellness membership plan created by Dr. Yolanda Mangrum. Fortune Management advisors recommend PFH as a growth strategy to clients, particularly for practices seeking to reduce insurance dependency and increase patient loyalty through affordable membership programs. PFH is co-promoted on Fortune's blog and coaching resources.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Levin Group: Founded by Roger Levin, Levin Group is one of the largest and most established dental practice management consulting firms in the US. It competes directly with Fortune on executive coaching, practice growth consulting, and practice transition advisory for dental practice owners, using a similarly high-touch consulting model.
• ACT Dental: ACT Dental provides coaching, consulting, and continuing education for dental practice owners and teams. It is a direct competitor to Fortune's coaching and events-based services, with overlapping customer segments and a comparable subscription-coaching revenue model.
• Madow Group: The Madow Group (Madow Brothers) is a well-known dental practice coaching and consulting firm offering practice management, marketing, and leadership training to dental practice owners. It directly competes with Fortune in the mid-market dentist coaching segment.
• Jameson Management: Jameson Management is a dental practice management consulting firm providing coaching, marketing, and operational consulting to dental practice owners across the US. It competes with Fortune across both core coaching and specialty programs.
• Productive Dentist Academy: Productive Dentist Academy provides dental practice consulting, coaching, and events focused on productivity and revenue growth for dental practice owners. It is a direct peer in the coaching/events segment where Fortune also competes.
• MGE Management Experts: MGE Management Experts is a dental practice management consulting firm offering practice management training, coaching, and operational consulting for dentists worldwide. It is a direct competitor with a similarly comprehensive coaching and curriculum-driven model.
• National Practice Institute (NPI): NPI is a dental practice management and consulting firm focused on practice transitions, start-ups, and ownership development for dentists. It competes directly with Fortune's DDS to CEO specialty program and broader practice coaching offerings.

Broad incumbents

• Henry Schein One: Henry Schein One is the practice management software and services arm of Henry Schein, providing practice management software, patient communication, and consulting-adjacent services to dental practices. While not a coaching firm, it overlaps with Fortune's market by addressing practice operations and serves a similar dentist customer base.
• Patterson Companies: Patterson Companies is one of the largest dental supply and equipment distributors in North America, also offering practice consulting and technology services to dental practices. It is a broad incumbent touching Fortune's customer base via different offerings (supply + advisory).
• Heartland Dental: Heartland Dental is the largest dental support organization (DSO) in the US, providing non-clinical support to affiliated dental practices. While structurally different (DSO vs. consultant), it competes for the same dentist-owner audience and represents both a customer (for transition coaching) and a competitive threat to independent ownership.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/practice_manage
• Facebookfacebook.com/fortunemanagement
• LinkedInlinkedin.com/company/fortune-management-extraordinary

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Practice Management