Duckett Ladd

What Duckett Ladd does

Duckett Ladd is a vertically specialized dental CPA and business advisory firm headquartered in Springfield, Missouri, founded in 2015 and operating through an alternative practice structure: Duckett Ladd, LLP (CPA firm providing attest services) and Duckett Ladd Advisors, LLC (consulting, tax, and financial services). Co-founded by Jared Duckett and Bill Ladd, the firm serves hundreds of dental practices across the United States with a portfolio that includes tax strategy, planning and filing; dental accounting and bookkeeping; fractional controller services; growth and profitability consulting; strategic planning; back office automation; continuing education resources; dental practice M&A advisory; and fractional CFO services targeted at emerging DSOs and multi-location group practices. Core customer segments are single-location dental practice owners and emerging DSOs, with secondary segments covering first-time acquirers, sellers, and growth-seeking dentists.

The firm's service delivery is anchored by a six-phase Proven Process methodology (Prepare, Begin, Analyze, Set the stage, Hit your groove, Leave your legacy), the proprietary DL Dental Scorecard diagnostic tool, monthly accountability meetings, and KPI tracking against dental-specific benchmarks. Distribution is direct-to-client via consultative sales through discovery calls and a quote-based pricing model with no long-term contracts, supplemented by top-of-funnel content marketing through the Dental Momentum podcast, a dedicated YouTube channel, blog content, social media, Google AdWords remarketing, a free Financial Scorecard download, and a Practice Fit Assessment Quiz. Revenue is generated through recurring professional services engagements. The firm operates from a single Springfield office with approximately 26 team members and uses QuickBooks Online as its disclosed integration; no proprietary technology platform, AI/ML capabilities, patents, or external funding rounds are identified in the source material.

Name

Duckett Ladd

Legal name

Duckett Ladd, LLP

Website

https://duckettladd.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Duckett Ladd is a vertically specialized dental CPA and business advisory firm in Springfield, Missouri, providing tax, bookkeeping, fractional CFO, growth consulting, and M&A advisory services to hundreds of single-location dental practices and emerging DSOs across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Springfield

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, Infrastructure

Revenue model

1. Professional Services (Accounting, Tax, Advisory): Duckett Ladd generates revenue through providing comprehensive financial services to dental practices including tax strategy and planning, bookkeeping, financial statement preparation, growth and profitability consulting, and fractional CFO services. The firm operates on a professional services model with ongoing client relationships.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Duckett Ladd is a CPA and business advisory firm exclusively serving dental practices, providing tax strategy and filing, dental-specific accounting and bookkeeping, fractional CFO and controller services, mergers and acquisitions advisory, and growth and profitability consulting. Services are delivered through a six-phase "Proven Process" methodology spanning diagnosis, goal setting, planning, accountability, results, and legacy, with engagements ranging from basic bookkeeping to enterprise-level CFO oversight for DSOs and group practices.

Product overview

Duckett Ladd is a dental-focused CPA and advisory firm offering a unified portfolio of services for dental practice owners. The core offerings include Tax Strategy, Planning & Filing, Dental Accounting & Bookkeeping Services, Fractional CFO Services (for DSOs and group practices), and Fractional Controller Services. These are complemented by Dental Practice Mergers & Acquisitions advisory, Growth & Profitability Consulting, Strategic Planning, Back Office Automation, and Continuing Education Resources. The firm also provides diagnostic tools including the DL Dental Scorecard and Practice Fit Assessment Quiz, along with content resources like the Dental Momentum Podcast and YouTube channel. The services follow a six-phase 'Proven Process' methodology: Diagnosis, Goals, Planning, Accountability, Results, and Impact.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Strategy, Planning & Filing Proactive tax strategy development, comprehensive tax planning, and filing support to minimize tax liability and maximize bottom line for dental practice owners.
• Dental Accounting & Bookkeeping Services Comprehensive dental-tailored bookkeeping, financial statement preparation, and reporting services, with team expertise in dental billing cycles, coding nuances, and practice-specific metrics.
• Fractional CFO Services Elevates the finance function of emerging DSOs and group practices through financial reporting, key metric development, forecasting, cash management, and strategic financial guidance, including financial data analysis via an easy-to-digest dashboard.
• Fractional Controller Services Tailored fractional controller service for dental practices, combining growth services with controller-level financial oversight to help practice owners generate more freedom, income, and growth.
• Growth & Profitability Consulting Helps identify pain points, develop customized growth plans, and optimize sustainable business success for dental practices through a structured diagnostic and accountability process.
• Dental Practice Mergers and Acquisitions Advisory Comprehensive M&A advisory for dental practices, including transaction planning, financial guidance, deal structure analysis, and post-closing setup for both acquisitions (buying a practice) and dispositions (selling or merging practices).
• Dental CFO Services Financial oversight for growing practices past $1M in collections or with multiple locations, providing KPI reporting, cash flow forecasting, and strategic planning built around dental benchmarks.
• Back Office Automation Manages the business side of dental practice operations, allowing dentists to focus on patient care by offloading administrative and back-office tasks to the Duckett Ladd team.
• Strategic Planning Provides transition plans and proven processes for strategic planning tailored to the unique needs of dental practices at various stages.

Quantifiable outcome

• Target overhead of 60-65% of collections or less
• +3 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators2 records

Recent moves1 record

Expansion highlights6 records

Direct peers

• Cain Watters & Associates: Texas-based CPA and advisory firm exclusively serving dentists and DSOs. Among the most established dental-focused accounting firms in the U.S. and the closest direct competitor to Duckett Ladd's vertical-specialist model.
• Spivey & Associates: Dental-focused CPA and advisory firm serving practice owners and emerging DSOs. Competes head-to-head with Duckett Ladd in the dental-vertical accounting, tax, and CFO advisory market.

Broad incumbents

• BDO USA: Top-5 global accounting and advisory firm with a dedicated Dental Industry Group. Competes with Duckett Ladd for larger DSO and multi-location practice clients where full-service, multi-geography delivery is required.
• Eide Bailly: Top-25 U.S. accounting firm with an established dental industry practice. Offers tax, advisory, and fractional CFO services to dental practices and DSOs, competing with Duckett Ladd for mid-market and group practice engagements.
• Wipfli: Top-25 U.S. accounting and consulting firm with a dedicated healthcare and dental practice group. Competes for advisory, tax, and fractional CFO work from growing dental groups and DSOs.
• CohnReznick: Top-30 U.S. advisory and accounting firm with a healthcare and dental services group. Provides tax, advisory, and fractional CFO services to dental practices and DSOs at larger engagement sizes.
• RSM US: Global accounting and advisory firm with a healthcare and dental industry practice. Targets mid-market dental groups and DSOs with consulting and fractional finance services, competing with Duckett Ladd's DSO offering.
• HORNE LLP: Mid-sized U.S. accounting and advisory firm with a healthcare/dental practice group serving group practices and DSOs. Comparable in service mix (tax, advisory, fractional CFO) and target customer profile.
• Anders CPAs + Advisors: Mid-sized regional CPA and advisory firm with healthcare and dental industry expertise. Provides accounting, tax, and CFO advisory to dental practices and emerging groups, with similar service breadth to Duckett Ladd.

Emerging players

• DSO CFO: Specialized fractional CFO and financial advisory firm focused on dental support organizations and emerging DSOs. Directly competes with Duckett Ladd's DSO-facing fractional CFO offering but is narrower in service scope.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/DuckettLadd
• LinkedInlinkedin.com/company/duckett-ladd-llp
• Instagraminstagram.com/duckettladd

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Duckett Ladd